Position in PHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,666
+$4,840 QoQ
Shares Held
1,231
+31.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 226 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $3,321,044 across 30 Health Information Services names. PHR ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
13,425 | $2,382,534 | |
| 2 | HQY |
Healthequity, Inc.
|
8,467 | $764,739 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
450 | $31,383 | |
| 4 | SDGR |
Schrodinger, Inc.
|
1,201 | $19,516 | |
| 5 | PHR |
Phreesia, Inc.
This page
|
1,231 | $12,666 | |
| 6 | DOCS |
Doximity, Inc.
|
585 | $12,132 | |
| 7 | TEM |
Tempus AI, Inc.
|
188 | $10,890 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
423 | $10,883 |
All Filings in PHR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,666 | 1,231 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,826 | 934 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,742 | 103 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,904 | 166 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,272 | 115 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,661 | 65 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,006 | 40 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,367 | 60 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $530 | 25 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $119 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||