Position in PHR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$616,466
-$171,295 QoQ
Shares Held
73,564
+58.0% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 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 Mar 31, 2026HSBC HOLDINGS PLC holds $60,404,511 across 19 Health Information Services names. PHR ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
222,567 | $39,096,117 | |
| 2 | TXG |
10x Genomics, Inc.
|
285,389 | $6,058,808 | |
| 3 | WAY |
Waystar Holding Corp.
|
233,366 | $5,626,454 | |
| 4 | HQY |
Healthequity, Inc.
|
28,181 | $2,355,084 | |
| 5 | TALK |
Talkspace, Inc.
|
329,151 | $1,703,356 | |
| 6 | HNGE |
Hinge Health, Inc.
|
21,022 | $810,608 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
37,851 | $778,594 | |
| 8 | DOCS |
Doximity, Inc.
|
30,778 | $717,127 |
All Filings in PHR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $616,466 | 73,564 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $787,761 | 46,558 | Shares | Defined | 2026-03-20 | |
| 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. | ||||||