Loomis, Sayles & Company
PHR icon

Loomis, Sayles & Company’s Phreesia PHR Stock Holding History

Loomis, Sayles & Company’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
-1,170,559
Closed -$27.5M – 745
2025
Q3 		$27.5M Sell
1,170,559
-29,781
-2% -$810K 0.03% 184
2025
Q2 		$34.2M Buy
+1,200,340
New +$30.5M 0.04% 159
2023
Q4 		– Sell
-815,608
Closed -$15.2M – 1028
2023
Q3 		$15.2M Sell
815,608
-96,328
-11% -$2.59M 0.03% 273
2023
Q2 		$28.3M Buy
+911,936
New +$28.5M 0.05% 202
2022
Q1 		– Sell
-557,207
Closed -$23.2M – 1039
2021
Q4 		$23.2M Sell
557,207
-223,028
-29% -$13.2M 0.03% 290
2021
Q3 		$48.1M Sell
780,235
-12,105
-2% -$808K 0.06% 155
2021
Q2 		$48.6M Sell
792,340
-16,031
-2% -$835K 0.06% 153
2021
Q1 		$42.1M Sell
808,371
-2,378
-0.3% -$150K 0.05% 181
2020
Q4 		$44M Sell
810,749
-170,794
-17% -$7.33M 0.06% 148
2020
Q3 		$31.5M Buy
981,543
+123,209
+14% +$3.67M 0.05% 164
2020
Q2 		$24.3M Buy
858,334
+74,536
+10% +$1.94M 0.04% 189
2020
Q1 		$16.5M Buy
783,798
+159,566
+26% +$4.37M 0.03% 202
2019
Q4 		$16.6M Buy
+624,232
New +$17.3M 0.03% 255

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

Loomis, Sayles & Company's PHR Position: Q4 2025 in Review

Loomis, Sayles & Company sold out of Phreesia (PHR) in Q4 2025, closing a stake of 1,170,559 shares — an estimated $27.5M sold.

Loomis, Sayles & Company first reported a position in PHR in Q4 2019 and held it in 13 quarters. The position peaked at $48.6M in Q2 2021. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • Loomis, Sayles & Company reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,170,559 Phreesia shares in Q4 2025, an estimated $27.5M.
  • Loomis, Sayles & Company first reported a position in Phreesia in Q4 2019 and held it in 13 quarters.
  • Loomis, Sayles & Company's Phreesia position peaked at $48.6M in Q2 2021.
  • 231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Loomis, Sayles & Company's 13F filing for Q4 2025, filed 12 Feb 2026.