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Phreesia shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Phreesia

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phreesia by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $172k 20k 8.41
2023-03-31 $249k 7.7k 32.29
2022-06-30 $36k 1.4k 25.25
2022-03-31 $15k 560 26.79
2021-12-31 $13k 309 42.07
2021-09-30 $24k 395 60.76
2021-06-30 $10k 169 59.17
2021-03-31 $8.0k 156 51.28

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View all positions for Captrust Financial Advisors

Top funds holding Phreesia

Pale Fire Capital SE
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
AQR Capital Management
State Street Corporation
Algert Coldiron Investors
Geode Capital Management
Prosight Management
Jacobs Levy Equity Management
Goldman Sachs Group
Acadian Asset Management
Jennifer Ranahan
American Century Companies
Nuveen

View all funds holding Phreesia