GAM
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Gotham Asset Management’s Phreesia PHR Stock Holding History

Gotham Asset 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
2025
Q3 		– Sell
-8,761
Closed -$249K – 1792
2025
Q2 		$249K Sell
8,761
-6,541
-43% -$166K ﹤0.01% 1515
2025
Q1 		$391K Sell
15,302
-2,645
-15% -$71.9K ﹤0.01% 1298
2024
Q4 		$452K Sell
17,947
-3,259
-15% -$69.6K ﹤0.01% 1153
2024
Q3 		$483K Sell
21,206
-4,757
-18% -$111K 0.01% 1111
2024
Q2 		$550K Sell
25,963
-12,578
-33% -$273K 0.01% 1061
2024
Q1 		$922K Buy
38,541
+24,903
+183% +$619K 0.01% 872
2023
Q4 		$316K Buy
+13,638
New +$235K 0.01% 1124
2023
Q2 		– Sell
-6,661
Closed -$215K – 1394
2023
Q1 		$215K Buy
+6,661
New +$234K 0.01% 1237

Other funds holding PHR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gotham Asset Management's PHR Position: Q3 2025 in Review

Gotham Asset Management sold out of Phreesia (PHR) in Q3 2025, closing a stake of 8,761 shares — an estimated $249K sold.

Gotham Asset Management first reported a position in PHR in Q1 2023 and held it in 8 quarters. The position peaked at $922K in Q1 2024. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Gotham Asset Management reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Gotham Asset Management sold 8,761 Phreesia shares in Q3 2025, an estimated $249K.
  • Gotham Asset Management first reported a position in Phreesia in Q1 2023 and held it in 8 quarters.
  • Gotham Asset Management's Phreesia position peaked at $922K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.