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Oppenheimer Asset Management’s Phreesia PHR Stock Holding History

Oppenheimer 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
Q3 		– Sell
-8,803
Closed -$251K – 1207
2025
Q2 		$251K Buy
8,803
+792
+10% +$20.1K ﹤0.01% 1026
2025
Q1 		$205K Buy
+8,011
New +$218K ﹤0.01% 1044
2023
Q3 		– Sell
-8,775
Closed -$272K – 1152
2023
Q2 		$272K Sell
8,775
-101
-1% -$3.16K ﹤0.01% 986
2023
Q1 		$287K Buy
8,876
+185
+2% +$6.51K ﹤0.01% 968
2022
Q4 		$281K Sell
8,691
-467
-5% -$12.7K ﹤0.01% 978
2022
Q3 		$233K Sell
9,158
-571
-6% -$14.3K ﹤0.01% 1014
2022
Q2 		$243K Sell
9,729
-328
-3% -$7.22K ﹤0.01% 1026
2022
Q1 		$265K Buy
10,057
+84
+0.8% +$2.57K ﹤0.01% 1053
2021
Q4 		$416K Buy
9,973
+414
+4% +$24.6K 0.01% 1008
2021
Q3 		$590K Buy
9,559
+89
+0.9% +$5.94K 0.01% 895
2021
Q2 		$581K Buy
9,470
+2,734
+41% +$142K 0.01% 908
2021
Q1 		$351K Sell
6,736
-431
-6% -$27.2K 0.01% 996
2020
Q4 		$389K Buy
+7,167
New +$308K 0.01% 940
2020
Q2 		– Sell
-911
Closed -$19K – 1330
2020
Q1 		$19K Buy
+911
New +$25K ﹤0.01% 1387

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Oppenheimer Asset Management's PHR Position: Q3 2025 in Review

Oppenheimer Asset Management sold out of Phreesia (PHR) in Q3 2025, closing a stake of 8,803 shares — an estimated $251K sold.

Oppenheimer Asset Management first reported a position in PHR in Q1 2020 and held it in 14 quarters. The position peaked at $590K in Q3 2021. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Oppenheimer Asset Management reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 8,803 Phreesia shares in Q3 2025, an estimated $251K.
  • Oppenheimer Asset Management first reported a position in Phreesia in Q1 2020 and held it in 14 quarters.
  • Oppenheimer Asset Management's Phreesia position peaked at $590K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Oppenheimer Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.