William Blair & Company’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-13,007
| Closed | -$220K | – | 1990 |
|
|
2025
Q4 | $220K | Sell |
13,007
-11,781
| -48% | -$243K | ﹤0.01% | 1427 |
|
|
2025
Q3 | $583K | Sell |
24,788
-96,520
| -80% | -$2.63M | ﹤0.01% | 1067 |
|
|
2025
Q2 | $3.45M | Sell |
121,308
-3,098
| -2% | -$78.6K | 0.01% | 590 |
|
|
2025
Q1 | $3.18M | Sell |
124,406
-21,044
| -14% | -$572K | 0.01% | 598 |
|
|
2024
Q4 | $3.66M | Sell |
145,450
-534,524
| -79% | -$11.4M | 0.01% | 570 |
|
|
2024
Q3 | $15.5M | Sell |
679,974
-45,526
| -6% | -$1.07M | 0.05% | 275 |
|
|
2024
Q2 | $15.4M | Sell |
725,500
-27,200
| -4% | -$590K | 0.05% | 255 |
|
|
2024
Q1 | $18M | Buy |
752,700
+224,950
| +43% | +$5.59M | 0.06% | 226 |
|
|
2023
Q4 | $12.2M | Buy |
527,750
+49,336
| +10% | +$851K | 0.04% | 283 |
|
|
2023
Q3 | $8.94M | Buy |
478,414
+201,291
| +73% | +$5.42M | 0.03% | 320 |
|
|
2023
Q2 | $8.59M | Buy |
277,123
+72,997
| +36% | +$2.29M | 0.03% | 341 |
|
|
2023
Q1 | $6.59M | Buy |
204,126
+12,411
| +6% | +$437K | 0.03% | 382 |
|
|
2022
Q4 | $6.2M | Sell |
191,715
-2,537
| -1% | -$68.9K | 0.03% | 383 |
|
|
2022
Q3 | $4.95M | Sell |
194,252
-3,665
| -2% | -$91.5K | 0.02% | 410 |
|
|
2022
Q2 | $4.95M | Sell |
197,917
-161,753
| -45% | -$3.56M | 0.02% | 420 |
|
|
2022
Q1 | $9.48M | Sell |
359,670
-158,638
| -31% | -$4.86M | 0.03% | 336 |
|
|
2021
Q4 | $21.6M | Buy |
518,308
+32,814
| +7% | +$1.95M | 0.07% | 225 |
|
|
2021
Q3 | $30M | Buy |
485,494
+12,976
| +3% | +$866K | 0.1% | 177 |
|
|
2021
Q2 | $29M | Buy |
472,518
+6,910
| +1% | +$360K | 0.1% | 182 |
|
|
2021
Q1 | $24.3M | Sell |
465,608
-7,824
| -2% | -$493K | 0.09% | 196 |
|
|
2020
Q4 | $25.7M | Buy |
473,432
+197,099
| +71% | +$8.46M | 0.09% | 183 |
|
|
2020
Q3 | $8.88M | Buy |
276,333
+176,611
| +177% | +$5.26M | 0.04% | 294 |
|
|
2020
Q2 | $2.82M | Buy |
99,722
+3,317
| +3% | +$86.4K | 0.01% | 489 |
|
|
2020
Q1 | $2.03M | Sell |
96,405
-3,868
| -4% | -$106K | 0.01% | 506 |
|
|
2019
Q4 | $2.67M | Buy |
100,273
+28,569
| +40% | +$790K | 0.01% | 539 |
|
|
2019
Q3 | $1.74M | Buy |
+71,704
| New | +$1.89M | 0.01% | 612 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
