Position in PHR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$435,760
-$12,620 QoQ
Shares Held
52,000
+96.2% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Derivatives in PHR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$498,610
PutShares
59,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026Jefferies Financial Group Inc. holds $53,513,259 across 12 Health Information Services names. PHR ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CERT |
Certara, Inc.
|
6,858,209 | $39,091,791 | |
| 2 | OMDA |
Omada Health, Inc.
|
808,991 | $10,169,016 | |
| 3 | TXG |
10x Genomics, Inc.
|
55,800 | $1,184,634 | |
| 4 | EVH |
Evolent Health, Inc.
|
291,600 | $664,848 | |
| 5 | HNGE |
Hinge Health, Inc.
|
15,750 | $607,320 | |
| 6 | DOCS |
Doximity, Inc.
|
22,342 | $520,568 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
52,000 | $435,760 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
5,581 | $237,806 |
All Filings in PHR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,610 | 59,500 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $435,760 | 52,000 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $448,380 | 26,500 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $1,006,740 | 59,500 | Put | Defined | 2026-02-09 | |
| 2024-12-31 | $1,899,580 | 75,500 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $45,580 | 2,000 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,538,325 | 67,500 | Call | Defined | 2024-11-14 | |
| 2024-03-31 | $616,652 | 25,769 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $349,378 | 14,600 | Call | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||