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PDT Partners’s Phreesia PHR Stock Holding History

PDT Partners’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
-71,935
Closed -$1.69M – 633
2025
Q3 		$1.69M Sell
71,935
-55,518
-44% -$1.51M 0.11% 282
2025
Q2 		$3.63M Buy
127,453
+78,221
+159% +$1.99M 0.21% 174
2025
Q1 		$1.26M Buy
+49,232
New +$1.34M 0.09% 350
2024
Q4 		– Sell
-75,303
Closed -$1.72M – 802
2024
Q3 		$1.72M Sell
75,303
-20
-0% -$468 0.15% 251
2024
Q2 		$1.6M Sell
75,323
-4,659
-6% -$101K 0.15% 242
2024
Q1 		$1.91M Sell
79,982
-39
-0% -$969 0.18% 203
2023
Q4 		$1.85M Buy
+80,021
New +$1.38M 0.2% 161
2023
Q3 		– Sell
-21,800
Closed -$676K – 656
2023
Q2 		$676K Buy
21,800
+7,097
+48% +$222K 0.09% 332
2023
Q1 		$475K Buy
+14,703
New +$517K 0.06% 393
2022
Q4 		– Sell
-12,957
Closed -$330K – 828
2022
Q3 		$330K Buy
+12,957
New +$323K 0.05% 555
2021
Q2 		– Sell
-14,060
Closed -$733K – 926
2021
Q1 		$733K Buy
14,060
+242
+2% +$15.2K 0.05% 422
2020
Q4 		$750K Sell
13,818
-990
-7% -$42.5K 0.05% 378
2020
Q3 		$476K Buy
+14,808
New +$441K 0.03% 457

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PDT Partners's PHR Position: Q4 2025 in Review

PDT Partners sold out of Phreesia (PHR) in Q4 2025, closing a stake of 71,935 shares — an estimated $1.69M sold.

PDT Partners first reported a position in PHR in Q3 2020 and held it in 13 quarters. The position peaked at $3.63M in Q2 2025. 230 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • PDT Partners reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • PDT Partners sold 71,935 Phreesia shares in Q4 2025, an estimated $1.69M.
  • PDT Partners first reported a position in Phreesia in Q3 2020 and held it in 13 quarters.
  • PDT Partners's Phreesia position peaked at $3.63M in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on PDT Partners's 13F filing for Q4 2025, filed 17 Feb 2026.