Bessemer Group’s Phreesia PHR Stock Holding History

Bessemer Group’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
2026 Q2	$1K	Sell	127 -40	-24%	-$371	﹤0.01%	2481
2026 Q1	$1K	Sell	167 -47,936	-100%	-$634K	﹤0.01%	2451
2025 Q4	$815K	Sell	48,103 -506,410	-91%	-$10.4M	﹤0.01%	1010
2025 Q3	$13M	Buy	554,513 +506,954	+1,066%	+$13.8M	0.02%	296
2025 Q2	$1.35M	Sell	47,559 -199	-0.4%	-$5.05K	﹤0.01%	557
2025 Q1	$1.22M	Buy	47,758 +8,978	+23%	+$244K	﹤0.01%	625
2024 Q4	$976K	Sell	38,780 -7,416	-16%	-$158K	﹤0.01%	767
2024 Q3	$1.05M	Buy	46,196 +5,074	+12%	+$119K	﹤0.01%	768
2024 Q2	$872K	Buy	41,122 +18,979	+86%	+$412K	﹤0.01%	683
2024 Q1	$530K	Buy	22,143 +16,773	+312%	+$417K	﹤0.01%	788
2023 Q4	$124K	Buy	5,370 +1,429	+36%	+$24.7K	﹤0.01%	1167
2023 Q3	$74K	Hold	3,941	–	–	﹤0.01%	1272
2023 Q2	$122K	Hold	3,941	–	–	﹤0.01%	1173
2023 Q1	$127K	Buy	+3,941	New	+$139K	﹤0.01%	1012
2021 Q4	–	Sell	-95	Closed	-$6K	–	1948
2021 Q3	$6K	Buy	+95	New	+$6.34K	﹤0.01%	1488

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bessemer Group's PHR Position: Q2 2026 in Review

Bessemer Group reduced its Phreesia (PHR) stake by 24% in Q2 2026, selling an estimated $371 and leaving 127 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Bessemer Group first reported a position in PHR in Q3 2021 and has held it in 15 quarters since. The position peaked at $13M in Q3 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Bessemer Group held 127 shares of Phreesia worth $1K as of Q2 2026.
Bessemer Group sold 40 Phreesia shares in Q2 2026, an estimated $371.
Phreesia made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2481 holding.
Bessemer Group first reported a position in Phreesia in Q3 2021 and has held it in 15 quarters since.
Bessemer Group's Phreesia position peaked at $13M in Q3 2025.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.