Y-Intercept (HK)’s Phreesia PHR Stock Holding History

Y-Intercept (HK)’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	$2.27M	Buy	220,180 +150,482	+216%	+$1.66M	0.05%	563
2026 Q2	$717K	Buy	69,698 +35,663	+105%	+$331K	0.01%	1185
2026 Q1	$285K	Buy	34,035 +8,012	+31%	+$106K	0.01%	1385
2025 Q4	$440K	Sell	26,023 -26,486	-50%	-$547K	0.01%	1268
2025 Q3	$1.24M	Buy	+52,509	New	+$1.43M	0.03%	874
2022 Q1	–	Sell	-4,943	Closed	-$206K	–	894
2021 Q4	$206K	Buy	+4,943	New	+$294K	0.05%	508

Other funds holding PHR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

N10 Wealth Greenwich, Connecticut $348M AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK)'s PHR Position: Q3 2026 in Review

Y-Intercept (HK) increased its Phreesia (PHR) stake by 216% in Q3 2026, buying an estimated $1.66M and bringing the position to 220,180 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #563.

Y-Intercept (HK) first reported a position in PHR in Q4 2021 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

Y-Intercept (HK) held 220,180 shares of Phreesia worth $2.27M as of Q3 2026.
Y-Intercept (HK) bought 150,482 Phreesia shares in Q3 2026, an estimated $1.66M.
Phreesia made up 0.05% of Y-Intercept (HK)'s portfolio in Q3 2026, its #563 holding.
Y-Intercept (HK) first reported a position in Phreesia in Q4 2021 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.