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Equibles

Jefferies Financial Group Inc.

Position in PHR — Phreesia, Inc.

CIK 96223 NEW YORK, NY
Back to PHR Full portfolio

Position in PHR

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$586,530
+$150,770 QoQ
Shares Held
57,000
+9.6% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 226 holders
Holding Since
Mar 2024
6 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 Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$612,255
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 Jun 30, 2026

Jefferies Financial Group Inc. holds $68,863,799 across 9 Health Information Services names. PHR ranks #9 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CERT
Certara, Inc.
 7,091,051 $46,446,384
2 OMDA
Omada Health, Inc.
 684,091 $15,015,797
3 VEEV
Veeva Systems Inc
 8,993 $1,595,987
4 EVH
Evolent Health, Inc.
 291,600 $1,580,472
5 OMCL
Omnicell, Inc.
 36,712 $1,524,282
6 TDOC
Teladoc Health, Inc.
 107,035 $907,656
7 WAY
Waystar Holding Corp.
 29,839 $612,594
8 DOCS
Doximity, Inc.
 28,645 $594,097

All Filings in PHR

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $586,530 57,000
2026-06-30 $612,255 59,500
2026-03-31 $498,610 59,500
2026-03-31 $435,760 52,000
2025-12-31 $448,380 26,500
2025-12-31 $1,006,740 59,500
2024-12-31 $1,899,580 75,500
2024-09-30 $45,580 2,000
2024-09-30 $1,538,325 67,500
2024-03-31 $616,652 25,769
2024-03-31 $349,378 14,600