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Centiva Capital’s Phreesia PHR Stock Holding History

Centiva Capital’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
-10,250
Closed -$292K – 1671
2025
Q2 		$292K Sell
10,250
-953
-9% -$24.2K ﹤0.01% 1200
2025
Q1 		$286K Sell
11,203
-4,854
-30% -$132K 0.01% 1107
2024
Q4 		$404K Buy
+16,057
New +$343K 0.01% 953
2021
Q3 		– Sell
-6,167
Closed -$378K – 1536
2021
Q2 		$378K Buy
+6,167
New +$321K 0.01% 944

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Centiva Capital's PHR Position: Q3 2025 in Review

Centiva Capital sold out of Phreesia (PHR) in Q3 2025, closing a stake of 10,250 shares — an estimated $292K sold.

Centiva Capital first reported a position in PHR in Q2 2021 and held it in 4 quarters. The position peaked at $404K in Q4 2024. 235 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Centiva Capital reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Centiva Capital sold 10,250 Phreesia shares in Q3 2025, an estimated $292K.
  • Centiva Capital first reported a position in Phreesia in Q2 2021 and held it in 4 quarters.
  • Centiva Capital's Phreesia position peaked at $404K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Centiva Capital's 13F filing for Q3 2025, filed 14 Nov 2025.