Voloridge Investment Management
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Voloridge Investment Management’s Phreesia PHR Stock Holding History

Voloridge Investment 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
2024
Q4 		– Sell
-67,467
Closed -$1.54M – 1324
2024
Q3 		$1.54M Sell
67,467
-114,089
-63% -$2.67M 0.01% 971
2024
Q2 		$3.85M Buy
181,556
+47,088
+35% +$1.02M 0.01% 818
2024
Q1 		$3.22M Sell
134,468
-34,945
-21% -$868K 0.01% 748
2023
Q4 		$3.92M Buy
169,413
+142,041
+519% +$2.45M 0.02% 675
2023
Q3 		$511K Sell
27,372
-3,762
-12% -$101K ﹤0.01% 1210
2023
Q2 		$965K Sell
31,134
-2,028
-6% -$63.5K ﹤0.01% 1123
2023
Q1 		$1.07M Sell
33,162
-92,866
-74% -$3.27M 0.01% 1113
2022
Q4 		$4.08M Sell
126,028
-63,426
-33% -$1.72M 0.02% 720
2022
Q3 		$4.83M Sell
189,454
-89,874
-32% -$2.24M 0.03% 659
2022
Q2 		$6.99M Buy
279,328
+223,133
+397% +$4.91M 0.04% 561
2022
Q1 		$1.48M Buy
56,195
+48,186
+602% +$1.48M 0.01% 1038
2021
Q4 		$334K Buy
+8,009
New +$476K ﹤0.01% 1462
2021
Q3 		– Sell
-54,099
Closed -$3.32M – 1814
2021
Q2 		$3.32M Sell
54,099
-83,772
-61% -$4.36M 0.02% 794
2021
Q1 		$7.18M Buy
137,871
+42,760
+45% +$2.69M 0.05% 421
2020
Q4 		$5.16M Buy
+95,111
New +$4.08M 0.04% 450

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Voloridge Investment Management's PHR Position: Q4 2024 in Review

Voloridge Investment Management sold out of Phreesia (PHR) in Q4 2024, closing a stake of 67,467 shares — an estimated $1.54M sold.

Voloridge Investment Management first reported a position in PHR in Q4 2020 and held it in 15 quarters. The position peaked at $7.18M in Q1 2021. 190 funds tracked by Wall St. Rank hold PHR as of Q4 2024.

  • Voloridge Investment Management reported no remaining Phreesia position as of Q4 2024 after selling out during the quarter.
  • Voloridge Investment Management sold 67,467 Phreesia shares in Q4 2024, an estimated $1.54M.
  • Voloridge Investment Management first reported a position in Phreesia in Q4 2020 and held it in 15 quarters.
  • Voloridge Investment Management's Phreesia position peaked at $7.18M in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Phreesia as of Q4 2024.

Based on Voloridge Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.