FIA
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FNY Investment Advisers’s Phreesia PHR Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-7,800
Closed -$183K – 1349
2025
Q3 		$183K Buy
+7,800
New +$212K 0.06% 284

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FNY Investment Advisers's PHR Position: Q4 2025 in Review

FNY Investment Advisers sold out of Phreesia (PHR) in Q4 2025, closing a stake of 7,800 shares — an estimated $183K sold.

FNY Investment Advisers first reported a position in PHR in Q3 2025 and held it in 1 quarter. The position peaked at $183K in Q3 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • FNY Investment Advisers reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 7,800 Phreesia shares in Q4 2025, an estimated $183K.
  • FNY Investment Advisers first reported a position in Phreesia in Q3 2025 and held it in 1 quarter.
  • FNY Investment Advisers's Phreesia position peaked at $183K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.