UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PHR — Phreesia, Inc.
CIK 861177
NEW YORK, NY
Position in PHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,271,502
+$369,851 QoQ
Shares Held
123,567
+14.8% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 226 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $520,798,005 across 26 Health Information Services names. PHR ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,446,761 | $256,756,669 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
1,948,021 | $50,122,576 | |
| 3 | TEM |
Tempus AI, Inc.
|
858,529 | $49,734,579 | |
| 4 | HTFL |
Heartflow, Inc.
|
1,465,650 | $43,002,168 | |
| 5 | SDGR |
Schrodinger, Inc.
|
2,221,485 | $36,099,129 | |
| 6 | DOCS |
Doximity, Inc.
|
1,227,267 | $25,453,514 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
296,020 | $20,644,430 | |
| 8 | HQY |
Healthequity, Inc.
|
193,492 | $17,476,192 |
All Filings in PHR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,271,502 | 123,567 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $901,651 | 107,596 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,540,937 | 91,072 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $38,622,941 | 1,642,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,049,231 | 2,074,815 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $67,605,890 | 2,644,988 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $31,879,832 | 1,267,084 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $34,983,286 | 1,535,028 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $38,445,283 | 1,813,457 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,251,250 | 52,288 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,210,465 | 52,288 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $911,936 | 48,819 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,355,910 | 43,725 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,411,879 | 43,725 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,248,317 | 38,576 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,033,161 | 40,548 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,014,104 | 40,548 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,328,699 | 50,406 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,099,911 | 50,406 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,053,653 | 49,492 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,753,104 | 44,912 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,409,669 | 27,057 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,172,016 | 21,600 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $607,257 | 18,900 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $542,269 | 19,175 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||