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Diker Management’s Phreesia PHR Stock Holding History

Diker 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
2024
Q4 		– Sell
-50,000
Closed -$1.14M – 43
2024
Q3 		$1.14M Hold
50,000
– – 0.91% 22
2024
Q2 		$1.06M Hold
50,000
– – 0.9% 20
2024
Q1 		$1.2M Hold
50,000
– – 0.97% 17
2023
Q4 		$1.16M Hold
50,000
– – 0.96% 16
2023
Q3 		$934K Buy
50,000
+35,000
+233% +$942K 0.83% 20
2023
Q2 		$465K Buy
+15,000
New +$470K 0.39% 30

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Diker Management's PHR Position: Q4 2024 in Review

Diker Management sold out of Phreesia (PHR) in Q4 2024, closing a stake of 50,000 shares — an estimated $1.14M sold.

Diker Management first reported a position in PHR in Q2 2023 and held it in 6 quarters. The position peaked at $1.2M in Q1 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Diker Management reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Diker Management sold 50,000 Phreesia shares in Q4 2024, an estimated $1.14M.
  • Diker Management first reported a position in Phreesia in Q2 2023 and held it in 6 quarters.
  • Diker Management's Phreesia position peaked at $1.2M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Diker Management's 13F filing for Q4 2024, filed 14 Feb 2025.