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Bullseye Asset Management’s Phreesia PHR Stock Holding History

Bullseye 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
Q4 		– Sell
-132,718
Closed -$3.12M – 66
2025
Q3 		$3.12M Buy
132,718
+22,000
+20% +$598K 1.63% 24
2025
Q2 		$3.15M Buy
110,718
+11,716
+12% +$297K 1.57% 29
2025
Q1 		$2.53M Hold
99,002
– – 1.37% 32
2024
Q4 		$2.49M Sell
99,002
-1,261
-1% -$26.9K 1.17% 37
2024
Q3 		$2.29M Hold
100,263
– – 1.05% 37
2024
Q2 		$2.13M Buy
100,263
+2,250
+2% +$48.8K 1.04% 41
2024
Q1 		$2.35M Hold
98,013
– – 1.1% 39
2023
Q4 		$2.27M Hold
98,013
– – 1.09% 39
2023
Q3 		$1.83M Buy
98,013
+15,000
+18% +$404K 1.02% 42
2023
Q2 		$2.57M Hold
83,013
– – 1.29% 34
2023
Q1 		$2.68M Hold
83,013
– – 1.37% 31
2022
Q4 		$2.69M Hold
83,013
– – 1.45% 29
2022
Q3 		$2.12M Sell
83,013
-981
-1% -$24.5K 1.23% 39
2022
Q2 		$2.1M Buy
83,994
+46
+0.1% +$1.01K 1.18% 41
2022
Q1 		$2.21M Hold
83,948
– – 1.02% 44
2021
Q4 		$3.46M Hold
83,948
– – 1.37% 31
2021
Q3 		$5.18M Buy
83,948
+9,736
+13% +$650K 1.8% 16
2021
Q2 		$4.55M Hold
74,212
– – 1.53% 21
2021
Q1 		$3.87M Hold
74,212
– – 1.45% 24
2020
Q4 		$4.03M Buy
74,212
+388
+0.5% +$16.6K 1.5% 23
2020
Q3 		$2.37M Sell
73,824
-47
-0.1% -$1.4K 1.08% 34
2020
Q2 		$2.09M Buy
73,871
+19,088
+35% +$497K 1.12% 37
2020
Q1 		$1.15M Sell
54,783
-217
-0.4% -$5.95K 1.37% 27
2019
Q4 		$1.47M Buy
+55,000
New +$1.52M 1.42% 28

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bullseye Asset Management's PHR Position: Q4 2025 in Review

Bullseye Asset Management sold out of Phreesia (PHR) in Q4 2025, closing a stake of 132,718 shares — an estimated $3.12M sold.

Bullseye Asset Management first reported a position in PHR in Q4 2019 and held it in 24 quarters. The position peaked at $5.18M in Q3 2021. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Bullseye Asset Management reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Bullseye Asset Management sold 132,718 Phreesia shares in Q4 2025, an estimated $3.12M.
  • Bullseye Asset Management first reported a position in Phreesia in Q4 2019 and held it in 24 quarters.
  • Bullseye Asset Management's Phreesia position peaked at $5.18M in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Bullseye Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.