Neuberger Berman Group
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Neuberger Berman Group’s Phreesia PHR Stock Holding History

Neuberger Berman Group’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
-307,864
Closed -$7.02M – 1991
2024
Q3 		$7.02M Buy
307,864
+80,496
+35% +$1.89M 0.01% 864
2024
Q2 		$4.82M Buy
+227,368
New +$4.93M ﹤0.01% 918
2023
Q3 		– Sell
-154,637
Closed -$4.8M – 1863
2023
Q2 		$4.8M Buy
154,637
+39,015
+34% +$1.22M ﹤0.01% 899
2023
Q1 		$3.73M Buy
115,622
+5,841
+5% +$206K ﹤0.01% 936
2022
Q4 		$3.55M Sell
109,781
-21,667
-16% -$588K ﹤0.01% 945
2022
Q3 		$3.35M Buy
+131,448
New +$3.28M ﹤0.01% 972
2021
Q4 		– Sell
-4,095
Closed -$253K – 1940
2021
Q3 		$253K Hold
4,095
– – ﹤0.01% 1646
2021
Q2 		$252K Buy
4,095
+70
+2% +$3.65K ﹤0.01% 1658
2021
Q1 		$210K Hold
4,025
– – ﹤0.01% 1701
2020
Q4 		$218K Buy
+4,025
New +$173K ﹤0.01% 1604

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 $5.72T AUM 30.48% 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

Neuberger Berman Group's PHR Position: Q4 2024 in Review

Neuberger Berman Group sold out of Phreesia (PHR) in Q4 2024, closing a stake of 307,864 shares — an estimated $7.02M sold.

Neuberger Berman Group first reported a position in PHR in Q4 2020 and held it in 10 quarters. The position peaked at $7.02M in Q3 2024. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Neuberger Berman Group reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 307,864 Phreesia shares in Q4 2024, an estimated $7.02M.
  • Neuberger Berman Group first reported a position in Phreesia in Q4 2020 and held it in 10 quarters.
  • Neuberger Berman Group's Phreesia position peaked at $7.02M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Neuberger Berman Group's 13F filing for Q4 2024, filed 13 Feb 2025.