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Phreesia shares owned by CI Private Wealth

Quarter-by-quarter ownership of Phreesia (PHR) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Phreesia

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All positions including Phreesia held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phreesia by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $485k 21k 23.52
2023-06-30 $202k 6.5k 31.01
2023-03-31 $211k 6.5k 32.29

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Top funds holding Phreesia

Vanguard Group
BlackRock
FMR
Greenhouse Funds L
Capital Research and Management Company - Division 3
Champlain Investment Partners
Nuveen
Ubs Global Asset Management Americas
Franklin Resources
State Street Corporation
Granahan Investment Management
Geode Capital Management
Loomis, Sayles and
Deerfield Management Company
Millennium Management

View all funds holding Phreesia