Calamos Advisors’s Phreesia PHR Stock Holding History

Calamos Advisors’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	-62,445	Closed	-$1.6M	–	972
2025 Q1	$1.6M	Buy	+62,445	New	+$1.7M	0.01%	610
2023 Q2	–	Sell	-45,871	Closed	-$1.48M	–	1045
2023 Q1	$1.48M	Buy	+45,871	New	+$1.61M	0.01%	769
2021 Q4	–	Sell	-28,945	Closed	-$1.79M	–	1151
2021 Q3	$1.79M	Buy	28,945 +13,660	+89%	+$911K	0.01%	793
2021 Q2	$937K	Sell	15,285 -382	-2%	-$19.9K	﹤0.01%	838
2021 Q1	$816K	Sell	15,667 -6,395	-29%	-$403K	﹤0.01%	809
2020 Q4	$1.2M	Sell	22,062 -583	-3%	-$25K	0.01%	677
2020 Q3	$727K	Sell	22,645 -39,872	-64%	-$1.19M	﹤0.01%	671
2020 Q2	$1.77M	Sell	62,517 -35,859	-36%	-$934K	0.01%	588
2020 Q1	$2.07M	Sell	98,376 -22,681	-19%	-$622K	0.02%	541
2019 Q4	$3.23M	Buy	+121,057	New	+$3.35M	0.02%	571

Other funds holding PHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Calamos Advisors's PHR Position: Q2 2025 in Review

Calamos Advisors sold out of Phreesia (PHR) in Q2 2025, closing a stake of 62,445 shares — an estimated $1.6M sold.

Calamos Advisors first reported a position in PHR in Q4 2019 and held it in 10 quarters. The position peaked at $3.23M in Q4 2019. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

Calamos Advisors reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
Calamos Advisors sold 62,445 Phreesia shares in Q2 2025, an estimated $1.6M.
Calamos Advisors first reported a position in Phreesia in Q4 2019 and held it in 10 quarters.
Calamos Advisors's Phreesia position peaked at $3.23M in Q4 2019.
223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Calamos Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.