Lazard Asset Management
PHR icon

Lazard Asset Management’s Phreesia PHR Stock Holding History

Lazard 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
Q2 		– Sell
-38,554
Closed -$985K – 2477
2025
Q1 		$985K Sell
38,554
-4,423
-10% -$120K ﹤0.01% 1227
2024
Q4 		$1.08M Sell
42,977
-23,267
-35% -$497K ﹤0.01% 1126
2024
Q3 		$1.51M Sell
66,244
-126,392
-66% -$2.96M ﹤0.01% 944
2024
Q2 		$4.08M Sell
192,636
-180,058
-48% -$3.91M 0.01% 730
2024
Q1 		$8.92M Sell
372,694
-116,018
-24% -$2.88M 0.01% 564
2023
Q4 		$11.3M Buy
488,712
+64,665
+15% +$1.12M 0.01% 523
2023
Q3 		$7.92M Buy
424,047
+156,711
+59% +$4.22M 0.01% 600
2023
Q2 		$8.29M Sell
267,336
-235
-0.1% -$7.36K 0.01% 595
2023
Q1 		$8.64M Sell
267,571
-3,492
-1% -$123K 0.01% 617
2022
Q4 		$8.77M Sell
271,063
-208,073
-43% -$5.65M 0.01% 602
2022
Q3 		$12.2M Buy
479,136
+17,831
+4% +$445K 0.02% 524
2022
Q2 		$11.5M Sell
461,305
-192,989
-29% -$4.25M 0.02% 560
2022
Q1 		$17.2M Buy
654,294
+331,209
+103% +$10.1M 0.02% 497
2021
Q4 		$13.5M Sell
323,085
-6,678
-2% -$397K 0.01% 562
2021
Q3 		$20.3M Sell
329,763
-78,681
-19% -$5.25M 0.02% 471
2021
Q2 		$25M Buy
408,444
+57,013
+16% +$2.97M 0.03% 413
2021
Q1 		$18.3M Sell
351,431
-22,058
-6% -$1.39M 0.02% 439
2020
Q4 		$20.3M Buy
373,489
+337,009
+924% +$14.5M 0.03% 417
2020
Q3 		$1.17M Buy
36,480
+11,061
+44% +$329K ﹤0.01% 791
2020
Q2 		$718K Buy
+25,419
New +$662K ﹤0.01% 796

Other funds holding PHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Lazard Asset Management's PHR Position: Q2 2025 in Review

Lazard Asset Management sold out of Phreesia (PHR) in Q2 2025, closing a stake of 38,554 shares — an estimated $985K sold.

Lazard Asset Management first reported a position in PHR in Q2 2020 and held it in 20 quarters. The position peaked at $25M in Q2 2021. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

  • Lazard Asset Management reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
  • Lazard Asset Management sold 38,554 Phreesia shares in Q2 2025, an estimated $985K.
  • Lazard Asset Management first reported a position in Phreesia in Q2 2020 and held it in 20 quarters.
  • Lazard Asset Management's Phreesia position peaked at $25M in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.