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Winton Group’s Phreesia PHR Stock Holding History

Winton Group’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
Q3 		– Sell
-18,281
Closed -$520K – 967
2025
Q2 		$520K Buy
+18,281
New +$464K 0.03% 587
2022
Q3 		– Sell
-8,194
Closed -$205K – 1056
2022
Q2 		$205K Buy
+8,194
New +$180K 0.01% 898
2021
Q4 		– Sell
-13,577
Closed -$838K – 1300
2021
Q3 		$838K Sell
13,577
-2,459
-15% -$164K 0.05% 588
2021
Q2 		$983K Buy
16,036
+764
+5% +$39.8K 0.05% 534
2021
Q1 		$796K Buy
15,272
+631
+4% +$39.8K 0.05% 600
2020
Q4 		$794K Sell
14,641
-9,329
-39% -$400K 0.06% 532
2020
Q3 		$770K Buy
+23,970
New +$714K 0.03% 930

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Winton Group's PHR Position: Q3 2025 in Review

Winton Group sold out of Phreesia (PHR) in Q3 2025, closing a stake of 18,281 shares — an estimated $520K sold.

Winton Group first reported a position in PHR in Q3 2020 and held it in 7 quarters. The position peaked at $983K in Q2 2021. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • Winton Group reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • Winton Group sold 18,281 Phreesia shares in Q3 2025, an estimated $520K.
  • Winton Group first reported a position in Phreesia in Q3 2020 and held it in 7 quarters.
  • Winton Group's Phreesia position peaked at $983K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.