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Phreesia shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Phreesia

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phreesia by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $145k 14k 10.29
2026-03-31 $86k 10k 8.38

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Top funds holding Phreesia

Pale Fire Capital SE
BlackRock
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
Acadian Asset Management
Goldman Sachs Group
Geode Capital Management
Algert Coldiron Investors
Jacobs Levy Equity Management
Jennifer Ranahan
Nordea Investment Management Ab
Hrt Financial
OP Asset Management
Bnp Paribas Arbitrage, Snc

View all funds holding Phreesia