Summit Global Investments »

Phreesia shares owned by Summit Global Investments

Quarter-by-quarter ownership of Phreesia (PHR) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in Phreesia

Tip: Access up to 7 years of quarterly data

All positions including Phreesia held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phreesia by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 12k 23.49
2025-06-30 $349k 12k 28.47

More positions owned by Summit Global Investments

RBB Sgi Enhanced Cor (USDX)
RBB Sgi Enhanced Mkt (LDRX)
RBB Sgi Us Large Cap (SGLC)
RBB Sgi Enhanced Glb (GINX)
RBB Sgi Diversi Tac (DYTA)
Ishares Tr Core Us Aggbd Et (AGG)
RBB Sgi Enhanced Nas (QXQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pepsi (PEP)
Tesla Motors (TSLA)
Colgate-Palmolive Company (CL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Meta Platforms Cl A (META)

View all positions for Summit Global Investments

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