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Phreesia shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Phreesia

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

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Quarterly reported holdings in Phreesia by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 19k 23.52
2025-06-30 $393k 14k 28.46
2025-03-31 $347k 14k 25.56
2024-12-31 $402k 16k 25.16
2024-09-30 $416k 18k 22.79

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View all positions for CWM Advisors

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