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Phreesia shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Phreesia

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

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Quarterly reported holdings in Phreesia by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 21k 10.29
2026-03-31 $97k 12k 8.39

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View all positions for Merit Financial Group

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