Position in PHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$904,521
+$288,055 QoQ
Shares Held
87,903
+19.5% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 226 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026HSBC HOLDINGS PLC holds $129,058,102 across 19 Health Information Services names. PHR ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
439,715 | $78,036,217 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
356,026 | $24,829,252 | |
| 3 | TEM |
Tempus AI, Inc.
|
108,931 | $6,310,371 | |
| 4 | HQY |
Healthequity, Inc.
|
43,615 | $3,939,305 | |
| 5 | WAY |
Waystar Holding Corp.
|
187,312 | $3,845,515 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
100,213 | $2,578,479 | |
| 7 | 329,151 | $1,711,585 | |||
| 8 | EVH |
Evolent Health, Inc.
|
237,199 | $1,285,618 |
All Filings in PHR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,521 | 87,903 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $616,466 | 73,564 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $787,761 | 46,558 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $558,106 | 23,729 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $560,975 | 19,711 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $363,999 | 14,241 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $328,690 | 13,064 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $218,123 | 9,571 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $291,203 | 13,736 | Shares | Defined | 2024-08-12 | |
| 2022-06-30 | $286,239 | 11,445 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $292,490 | 11,096 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $393,895 | 9,455 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $266,348 | 4,345 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $1,057,690 | 19,493 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $513,758 | 15,990 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $474,792 | 16,789 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||