Position in PHR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$997,008
+$589,380 QoQ
Shares Held
96,891
+99.2% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 224 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $25,584,155 across 27 Health Information Services names. PHR ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
38,105 | $6,762,494 | |
| 2 | TXG |
10x Genomics, Inc.
|
108,692 | $4,167,251 | |
| 3 | TEM |
Tempus AI, Inc.
|
57,967 | $3,358,028 | |
| 4 | HQY |
Healthequity, Inc.
|
28,886 | $2,608,983 | |
| 5 | DOCS |
Doximity, Inc.
|
70,721 | $1,466,753 | |
| 6 | SDGR |
Schrodinger, Inc.
|
65,318 | $1,061,417 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
96,891 | $997,008 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
68,288 | $579,082 |
All Filings in PHR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,008 | 96,891 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||