SignatureFD’s Phreesia PHR Stock Holding History

SignatureFD’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
2026 Q3	$4.46K	Hold	432	–	–	﹤0.01%	2972
2026 Q2	$4.44K	Sell	432 -472	-52%	-$4.38K	﹤0.01%	2893
2026 Q1	$7.58K	Buy	904 +886	+4,922%	+$11.7K	﹤0.01%	2629
2025 Q4	$305	Sell	18 -73	-80%	-$1.51K	﹤0.01%	3273
2025 Q3	$2.14K	Hold	91	–	–	﹤0.01%	2933
2025 Q2	$2.59K	Buy	91 +73	+406%	+$1.85K	﹤0.01%	2805
2025 Q1	$460	Hold	18	–	–	﹤0.01%	3178
2024 Q4	$453	Hold	18	–	–	﹤0.01%	3149
2024 Q3	$410	Hold	18	–	–	﹤0.01%	3120
2024 Q2	$382	Hold	18	–	–	﹤0.01%	3011
2024 Q1	$431	Hold	18	–	–	﹤0.01%	3042
2023 Q4	$417	Sell	18 -46	-72%	-$794	﹤0.01%	2993
2023 Q3	$1.2K	Sell	64 -134	-68%	-$3.6K	﹤0.01%	2901
2023 Q2	$6.14K	Sell	198 -11	-5%	-$344	﹤0.01%	2443
2023 Q1	$6.75K	Sell	209 -3	-1%	-$106	﹤0.01%	2387
2022 Q4	$6.86K	Buy	212 +50	+31%	+$1.36K	﹤0.01%	2302
2022 Q3	$4K	Hold	162	–	–	﹤0.01%	2553
2022 Q2	$4K	Sell	162 -99	-38%	-$2.18K	﹤0.01%	2535
2022 Q1	$7K	Buy	+261	New	+$8K	﹤0.01%	2355
2021 Q4	–	Sell	-28	Closed	-$2K	–	3226
2021 Q3	$2K	Buy	+28	New	+$1.87K	﹤0.01%	2690

Other funds holding PHR

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD's PHR Position: Q3 2026 in Review

SignatureFD held its Phreesia (PHR) position steady in Q3 2026 at 432 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

SignatureFD first reported a position in PHR in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.58K in Q1 2026. 85 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

SignatureFD held 432 shares of Phreesia worth $4.46K as of Q3 2026.
SignatureFD left its Phreesia share count unchanged in Q3 2026.
Phreesia made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2972 holding.
SignatureFD first reported a position in Phreesia in Q3 2021 and has held it in 20 quarters since.
SignatureFD's Phreesia position peaked at $7.58K in Q1 2026.
85 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.