Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
YIH
Y-Intercept (HK)’s
Phreesia
PHR
Stock Holding History
Y-Intercept (HK)’s Portfolio
PHR Stock Details
PHR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$59.8B AUM
29.42%
1-Year Est. Return
NAM
NorthCrest Asset Manangement
Plymouth, Minnesota
$3.89B AUM
40.33%
1-Year Est. Return
GI
GAMMA Investing
Foster City, California
$2.69B AUM
42.78%
1-Year Est. Return
VCM
Versant Capital Management
Phoenix, Arizona
$1.12B AUM
34.21%
1-Year Est. Return
TWD
True Wealth Design
Akron, Ohio
$420M AUM
22.7%
1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis, Indiana
$275M AUM
30.64%
1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust
Windsor, Connecticut
$3.87B AUM
24.64%
1-Year Est. Return
LI
LRI Investments
Palm Beach Gardens, Florida
$1.24B AUM
11.13%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close