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Phreesia shares owned by Creative Planning

Quarter-by-quarter ownership of Phreesia (PHR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Phreesia

Tip: Access up to 7 years of quarterly data

All positions including Phreesia held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phreesia by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 106k 10.29
2026-03-31 $798k 95k 8.38
2025-09-30 $218k 9.3k 23.52
2025-03-31 $237k 9.3k 25.56
2024-12-31 $1.8k 72 25.17

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View all positions for Creative Planning

Top funds holding Phreesia

Pale Fire Capital SE
BlackRock
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
Acadian Asset Management
State Street Corporation
Goldman Sachs Group
Geode Capital Management
Algert Coldiron Investors
Jacobs Levy Equity Management
Jennifer Ranahan
Nordea Investment Management Ab
Hrt Financial
Morgan Stanley

View all funds holding Phreesia