Position in PHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$407,628
+$137,485 QoQ
Shares Held
48,643
+360.2% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 20.553830972596263.ToString("F0")%
Shared 0.ToString("F0")%
None 79.44616902740374.ToString("F0")%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $14,019,316 across 19 Health Information Services names. PHR ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
32,835 | $5,767,796 | |
| 2 | TXG |
10x Genomics, Inc.
|
114,972 | $2,440,855 | |
| 3 | DOCS |
Doximity, Inc.
|
62,223 | $1,449,795 | |
| 4 | WAY |
Waystar Holding Corp.
|
38,097 | $918,518 | |
| 5 | HQY |
Healthequity, Inc.
|
9,056 | $756,809 | |
| 6 | OMCL |
Omnicell, Inc.
|
14,920 | $498,029 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
48,643 | $407,628 | |
| 8 | HTFL |
Heartflow, Inc.
|
10,778 | $262,228 |
All Filings in PHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,628 | 48,643 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $270,143 | 10,569 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $221,533 | 8,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $253,470 | 11,122 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $241,892 | 11,410 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $302,858 | 12,656 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $205,178 | 8,863 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $229,857 | 12,305 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||