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Phreesia shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Phreesia

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

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Quarterly reported holdings in Phreesia by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $590k 21k 28.46
2025-03-31 $213k 8.3k 25.56
2024-12-31 $216k 8.6k 25.16
2021-09-30 $300k 4.9k 61.75
2021-06-30 $271k 4.4k 61.19

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View all positions for LPL Financial

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