Balyasny Asset Management
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Balyasny Asset Management’s Phreesia PHR Stock Holding History

Balyasny Asset Management’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,625
Closed -$450K – 3227
2025
Q1 		$450K Buy
17,625
+6,362
+56% +$173K ﹤0.01% 2310
2024
Q4 		$283K Sell
11,263
-30,361
-73% -$649K ﹤0.01% 2410
2024
Q3 		$949K Buy
+41,624
New +$975K ﹤0.01% 1988
2024
Q2 		– Sell
-13,294
Closed -$318K – 2982
2024
Q1 		$318K Buy
+13,294
New +$330K ﹤0.01% 2237

Other funds holding PHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's PHR Position: Q2 2025 in Review

Balyasny Asset Management sold out of Phreesia (PHR) in Q2 2025, closing a stake of 17,625 shares — an estimated $450K sold.

Balyasny Asset Management first reported a position in PHR in Q1 2024 and held it in 4 quarters. The position peaked at $949K in Q3 2024. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

  • Balyasny Asset Management reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 17,625 Phreesia shares in Q2 2025, an estimated $450K.
  • Balyasny Asset Management first reported a position in Phreesia in Q1 2024 and held it in 4 quarters.
  • Balyasny Asset Management's Phreesia position peaked at $949K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.