FG
PHR icon

Formula Growth’s Phreesia PHR Stock Holding History

Formula Growth’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
-109,534
Closed -$2.58M – 141
2025
Q3 		$2.58M Hold
109,534
– – 0.92% 48
2025
Q2 		$3.12M Sell
109,534
-1,737
-2% -$44.1K 1.18% 24
2025
Q1 		$2.84M Buy
+111,271
New +$3.02M 1.15% 29
2022
Q1 		– Sell
-23,000
Closed -$958K – 147
2021
Q4 		$958K Hold
23,000
– – 0.17% 119
2021
Q3 		$1.42M Hold
23,000
– – 0.2% 118
2021
Q2 		$1.41M Buy
23,000
+10,000
+77% +$521K 0.19% 121
2021
Q1 		$677K Sell
13,000
-2,000
-13% -$126K 0.1% 157
2020
Q4 		$814K Sell
15,000
-5,000
-25% -$215K 0.14% 128
2020
Q3 		$643K Hold
20,000
– – 0.12% 137
2020
Q2 		$566K Buy
+20,000
New +$521K 0.1% 132

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 $1.96B AUM 36.47% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Nuveen
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 $276B AUM 44.8% 1-Year Est. Return

Formula Growth's PHR Position: Q4 2025 in Review

Formula Growth sold out of Phreesia (PHR) in Q4 2025, closing a stake of 109,534 shares — an estimated $2.58M sold.

Formula Growth first reported a position in PHR in Q2 2020 and held it in 10 quarters. The position peaked at $3.12M in Q2 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Formula Growth reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Formula Growth sold 109,534 Phreesia shares in Q4 2025, an estimated $2.58M.
  • Formula Growth first reported a position in Phreesia in Q2 2020 and held it in 10 quarters.
  • Formula Growth's Phreesia position peaked at $3.12M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Formula Growth's 13F filing for Q4 2025, filed 13 Feb 2026.