Polen Capital Management’s Phreesia PHR Stock Holding History

Polen Capital 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	-17,363	Closed	-$494K	–	275
2025 Q2	$494K	Buy	+17,363	New	+$441K	﹤0.01%	194

Other funds holding PHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management's PHR Position: Q3 2025 in Review

Polen Capital Management sold out of Phreesia (PHR) in Q3 2025, closing a stake of 17,363 shares — an estimated $494K sold.

Polen Capital Management first reported a position in PHR in Q2 2025 and held it in 1 quarter. The position peaked at $494K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

Polen Capital Management reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
Polen Capital Management sold 17,363 Phreesia shares in Q3 2025, an estimated $494K.
Polen Capital Management first reported a position in Phreesia in Q2 2025 and held it in 1 quarter.
Polen Capital Management's Phreesia position peaked at $494K in Q2 2025.
234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.