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Driehaus Capital Management’s Phreesia PHR Stock Holding History

Driehaus Capital 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
2023
Q3 		– Sell
-293,348
Closed -$9.1M – 435
2023
Q2 		$9.1M Sell
293,348
-122,292
-29% -$3.83M 0.11% 225
2023
Q1 		$13.4M Sell
415,640
-10,581
-2% -$372K 0.19% 175
2022
Q4 		$13.8M Buy
426,221
+111,807
+36% +$3.04M 0.21% 158
2022
Q3 		$8.01M Sell
314,414
-240,819
-43% -$6.01M 0.12% 222
2022
Q2 		$13.9M Buy
555,233
+175,303
+46% +$3.86M 0.22% 155
2022
Q1 		$10M Buy
379,930
+22,565
+6% +$691K 0.12% 231
2021
Q4 		$14.9M Sell
357,365
-17,643
-5% -$1.05M 0.15% 190
2021
Q3 		$23.1M Sell
375,008
-3,349
-0.9% -$223K 0.27% 115
2021
Q2 		$23.2M Buy
378,357
+122,785
+48% +$6.39M 0.31% 107
2021
Q1 		$13.3M Sell
255,572
-68,074
-21% -$4.29M 0.2% 159
2020
Q4 		$17.6M Buy
323,646
+11,140
+4% +$478K 0.28% 110
2020
Q3 		$10M Sell
312,506
-8,098
-3% -$241K 0.21% 133
2020
Q2 		$9.07M Buy
320,604
+1,718
+0.5% +$44.8K 0.22% 129
2020
Q1 		$6.71M Buy
318,886
+8,443
+3% +$231K 0.22% 115
2019
Q4 		$8.27M Buy
310,443
+4,871
+2% +$135K 0.22% 118
2019
Q3 		$7.41M Buy
+305,572
New +$8.06M 0.24% 112

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Driehaus Capital Management's PHR Position: Q3 2023 in Review

Driehaus Capital Management sold out of Phreesia (PHR) in Q3 2023, closing a stake of 293,348 shares — an estimated $9.1M sold.

Driehaus Capital Management first reported a position in PHR in Q3 2019 and held it in 16 quarters. The position peaked at $23.2M in Q2 2021. 174 funds tracked by Wall St. Rank hold PHR as of Q3 2023.

  • Driehaus Capital Management reported no remaining Phreesia position as of Q3 2023 after selling out during the quarter.
  • Driehaus Capital Management sold 293,348 Phreesia shares in Q3 2023, an estimated $9.1M.
  • Driehaus Capital Management first reported a position in Phreesia in Q3 2019 and held it in 16 quarters.
  • Driehaus Capital Management's Phreesia position peaked at $23.2M in Q2 2021.
  • 174 funds tracked by Wall St. Rank held Phreesia as of Q3 2023.

Based on Driehaus Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.