JG
PHR icon

Joel Greenblatt’s Phreesia PHR Stock Holding History

Joel Greenblatt’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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's PHR Position: Q3 2025 in Review

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

Joel Greenblatt first reported a position in PHR in Q1 2023 and held it in 8 quarters. The position peaked at $922K in Q1 2024. 235 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Joel Greenblatt reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Joel Greenblatt sold 8,761 Phreesia shares in Q3 2025, an estimated $249K.
  • Joel Greenblatt first reported a position in Phreesia in Q1 2023 and held it in 8 quarters.
  • Joel Greenblatt's Phreesia position peaked at $922K in Q1 2024.
  • 235 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.