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Petrus Trust Company’s Phreesia PHR Stock Holding History

Petrus Trust 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
Q3 		– Sell
-7,999
Closed -$228K – 433
2025
Q2 		$228K Sell
7,999
-17,366
-68% -$441K 0.02% 423
2025
Q1 		$648K Buy
+25,365
New +$690K 0.06% 116
2024
Q4 		– Sell
-12,244
Closed -$279K – 702
2024
Q3 		$279K Buy
+12,244
New +$287K 0.03% 427
2024
Q2 		– Sell
-13,546
Closed -$324K – 723
2024
Q1 		$324K Sell
13,546
-4,445
-25% -$110K 0.03% 401
2023
Q4 		$416K Buy
+17,991
New +$310K 0.04% 306
2023
Q3 		– Sell
-11,582
Closed -$359K – 699
2023
Q2 		$359K Sell
11,582
-4,333
-27% -$136K 0.04% 287
2023
Q1 		$514K Buy
+15,915
New +$560K 0.06% 85

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

Petrus Trust Company's PHR Position: Q3 2025 in Review

Petrus Trust Company sold out of Phreesia (PHR) in Q3 2025, closing a stake of 7,999 shares — an estimated $228K sold.

Petrus Trust Company first reported a position in PHR in Q1 2023 and held it in 7 quarters. The position peaked at $648K in Q1 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Petrus Trust Company reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,999 Phreesia shares in Q3 2025, an estimated $228K.
  • Petrus Trust Company first reported a position in Phreesia in Q1 2023 and held it in 7 quarters.
  • Petrus Trust Company's Phreesia position peaked at $648K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.