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RBF Capital’s Phreesia PHR Stock Holding History

RBF Capital’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
-9,048
Closed -$213K – 596
2025
Q3 		$213K Hold
9,048
– – 0.01% 518
2025
Q2 		$258K Hold
9,048
– – 0.01% 512
2025
Q1 		$231K Sell
9,048
-11,952
-57% -$325K 0.01% 496
2024
Q4 		$445K Hold
21,000
– – 0.02% 405
2024
Q3 		$445K Hold
21,000
– – 0.02% 433
2024
Q2 		$445K Hold
21,000
– – 0.03% 410
2024
Q1 		$503K Hold
21,000
– – 0.03% 403
2023
Q4 		$486K Buy
+21,000
New +$362K 0.03% 390

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

RBF Capital's PHR Position: Q4 2025 in Review

RBF Capital sold out of Phreesia (PHR) in Q4 2025, closing a stake of 9,048 shares — an estimated $213K sold.

RBF Capital first reported a position in PHR in Q4 2023 and held it in 8 quarters. The position peaked at $503K in Q1 2024. 230 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

  • RBF Capital reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
  • RBF Capital sold 9,048 Phreesia shares in Q4 2025, an estimated $213K.
  • RBF Capital first reported a position in Phreesia in Q4 2023 and held it in 8 quarters.
  • RBF Capital's Phreesia position peaked at $503K in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

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