Jim Simons
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Jim Simons’s Phreesia PHR Stock Holding History

Jim Simons’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
2024
Q4 		– Sell
-13,600
Closed -$310K – 3827
2024
Q3 		$310K Buy
+13,600
New +$318K ﹤0.01% 2970
2023
Q4 		– Sell
-60,000
Closed -$1.12M – 4039
2023
Q3 		$1.12M Buy
+60,000
New +$1.61M ﹤0.01% 2223
2023
Q2 		– Sell
-39,700
Closed -$1.28M – 4190
2023
Q1 		$1.28M Buy
+39,700
New +$1.4M ﹤0.01% 2305
2022
Q2 		– Sell
-178,200
Closed -$4.7M – 4486
2022
Q1 		$4.7M Buy
178,200
+72,603
+69% +$2.22M 0.01% 1637
2021
Q4 		$4.4M Buy
+105,597
New +$6.27M 0.01% 1619
2021
Q3 		– Sell
-176,500
Closed -$10.8M – 3751
2021
Q2 		$10.8M Sell
176,500
-161,300
-48% -$8.4M 0.01% 1118
2021
Q1 		$17.6M Buy
337,800
+153,300
+83% +$9.66M 0.02% 850
2020
Q4 		$10M Buy
184,500
+163,900
+796% +$7.03M 0.01% 1175
2020
Q3 		$662K Sell
20,600
-19,400
-49% -$577K ﹤0.01% 2713
2020
Q2 		$1.13M Buy
+40,000
New +$1.04M ﹤0.01% 2482

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Jim Simons's PHR Position: Q4 2024 in Review

Jim Simons sold out of Phreesia (PHR) in Q4 2024, closing a stake of 13,600 shares — an estimated $310K sold.

Jim Simons first reported a position in PHR in Q2 2020 and held it in 10 quarters. The position peaked at $17.6M in Q1 2021. 191 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Jim Simons reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Jim Simons sold 13,600 Phreesia shares in Q4 2024, an estimated $310K.
  • Jim Simons first reported a position in Phreesia in Q2 2020 and held it in 10 quarters.
  • Jim Simons's Phreesia position peaked at $17.6M in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.