Walleye Trading
PHR icon

Walleye Trading’s Phreesia PHR Stock Holding History

Walleye Trading’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
Q1 		– Sell
-9,200
Closed -$231K – 4564
2024
Q4 		$231K Hold
9,200
– – ﹤0.01% 3155
2024
Q3 		$210K Buy
+9,200
New +$215K ﹤0.01% 3035
2024
Q2 		– Sell
-8,800
Closed -$211K – 4778
2024
Q1 		$211K Sell
8,800
-2,500
-22% -$62.1K ﹤0.01% 3390
2023
Q4 		$262K Buy
11,300
+10,500
+1,313% +$181K ﹤0.01% 3593
2023
Q3 		$14.9K Buy
+800
New +$21.5K ﹤0.01% 4451

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Walleye Trading's PHR Position: Q1 2025 in Review

Walleye Trading sold out of Phreesia (PHR) in Q1 2025, closing a stake of 4,723 shares — an estimated $119K sold.

Walleye Trading first reported a position in PHR in Q4 2020 and held it in 5 quarters. The position peaked at $295K in Q4 2020. 222 funds tracked by Wall St. Rank hold PHR as of Q1 2025.

  • Walleye Trading reported no remaining Phreesia position as of Q1 2025 after selling out during the quarter.
  • Walleye Trading sold 4,723 Phreesia shares in Q1 2025, an estimated $119K.
  • Walleye Trading first reported a position in Phreesia in Q4 2020 and held it in 5 quarters.
  • Walleye Trading's Phreesia position peaked at $295K in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Phreesia as of Q1 2025.

Based on Walleye Trading's 13F filing for Q1 2025, filed 14 May 2025.