BAM
PHR icon

Bosun Asset Management’s Phreesia PHR Stock Holding History

Bosun 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
Q3 		– Sell
-10,739
Closed -$306K – 155
2025
Q2 		$306K Sell
10,739
-11,596
-52% -$294K 0.09% 170
2025
Q1 		$571K Buy
22,335
+11,724
+110% +$319K 0.25% 107
2024
Q4 		$267K Buy
+10,611
New +$227K 0.12% 168

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Bosun Asset Management's PHR Position: Q3 2025 in Review

Bosun Asset Management sold out of Phreesia (PHR) in Q3 2025, closing a stake of 10,739 shares — an estimated $306K sold.

Bosun Asset Management first reported a position in PHR in Q4 2024 and held it in 3 quarters. The position peaked at $571K in Q1 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Bosun Asset Management reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 10,739 Phreesia shares in Q3 2025, an estimated $306K.
  • Bosun Asset Management first reported a position in Phreesia in Q4 2024 and held it in 3 quarters.
  • Bosun Asset Management's Phreesia position peaked at $571K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.