FFA
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Farther Finance Advisors’s Phreesia PHR Stock Holding History

Farther Finance 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
2026
Q3 		$26.1K Sell
2,529
-5
-0.2% -$55 ﹤0.01% 3930
2026
Q2 		$26.1K Sell
2,534
-4,287
-63% -$39.8K ﹤0.01% 3782
2026
Q1 		$57.3K Buy
6,821
+4,757
+230% +$62.9K ﹤0.01% 2897
2025
Q4 		$34.9K Buy
2,064
+408
+25% +$8.42K ﹤0.01% 3049
2025
Q3 		$38.9K Sell
1,656
-1,376
-45% -$37.4K ﹤0.01% 2598
2025
Q2 		$86.3K Buy
3,032
+3,000
+9,375% +$76.1K ﹤0.01% 1834
2025
Q1 		$815 Hold
32
– – ﹤0.01% 3678
2024
Q4 		$805 Hold
32
– – ﹤0.01% 3314
2024
Q3 		$729 Hold
32
– – ﹤0.01% 3330
2024
Q2 		$661 Hold
32
– – ﹤0.01% 3209
2024
Q1 		$739 Hold
32
– – ﹤0.01% 2889
2023
Q4 		$741 Buy
+32
New +$552 ﹤0.01% 2842

Other funds holding PHR

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's PHR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Phreesia (PHR) stake by 0.2% in Q3 2026, selling an estimated $55 and leaving 2,529 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3930.

Farther Finance Advisors first reported a position in PHR in Q4 2023 and has held it in 12 quarters since. The position peaked at $86.3K in Q2 2025. 4 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • Farther Finance Advisors held 2,529 shares of Phreesia worth $26.1K as of Q3 2026.
  • Farther Finance Advisors sold 5 Phreesia shares in Q3 2026, an estimated $55.
  • Phreesia made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3930 holding.
  • Farther Finance Advisors first reported a position in Phreesia in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Phreesia position peaked at $86.3K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.