ETF Holdings Breakdown of PHR

PHR institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-29	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	43,001	USD 1,012,674
2025-09-29	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,006	USD 117,891
2025-09-29	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	371	USD 8,737 -0.3%
Total =		48,378	USD 1,139,302

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with PHR

Phreesia (NYSE:PHR) Research Coverage Started at DA Davidson

DA Davidson assumed coverage on shares of Phreesia (NYSE:PHR – Free Report) in a research report released on Friday, MarketBeat reports. The firm issued a buy rating and a $33.00 target price on the stock. A number of other brokerages also recently commented on PHR. Citigroup restated a “buy” rating on shares of Phreesia in […] - 2025-09-08 02:04:52

Phreesia To Acquire AccessOne For $160 Mln, Expanding Healthcare Payment Solutions

(RTTNews) - Phreesia, Inc. (PHR) has agreed to acquire AccessOne Parent Holdings, Inc., a leader in healthcare receivables financing, for $160 million in cash. - 2025-09-04 23:48:36

After-Hours Earnings Report for September 4, 2025 : AVGO, CPRT, LULU, GWRE, DOCU, IOT, PATH, AGX, BRZE, PHR, NX, CANG

The following companies are expected to report earnings after hours on 09/04/2025. Visit our Earnings Calendar for a full list of expected earnings releases.Broadcom Inc. (AVGO)is reporting for the quarter ending July 31, 2025. The electric company company's consensus earnings p - 2025-09-04 15:00:01

PHR Crosses Above Average Analyst Target

In recent trading, shares of Phreesia Inc (Symbol: PHR) have crossed above the average analyst 12-month target price of $32.46, changing hands for $32.55/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuatio - 2025-08-29 09:02:31

Phreesia (NYSE:PHR) Coverage Initiated by Analysts at Mizuho

Equities research analysts at Mizuho began coverage on shares of Phreesia (NYSE:PHR – Get Free Report) in a note issued to investors on Wednesday, Marketbeat Ratings reports. The firm set an “outperform” rating and a $36.00 price target on the stock. Mizuho’s price target suggests a potential upside of 10.61% from the stock’s current price. […] - 2025-08-29 03:08:45

PNC Financial Services Group Inc. Sells 3,002 Shares of Phreesia, Inc. (NYSE:PHR)

PNC Financial Services Group Inc. lessened its stake in Phreesia, Inc. (NYSE:PHR – Free Report) by 13.4% in the 1st quarter, HoldingsChannel reports. The fund owned 19,443 shares of the company’s stock after selling 3,002 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Phreesia were worth $497,000 at the end of the […] - 2025-08-14 04:54:54

Mackenzie Financial Corp Purchases Shares of 16,209 Phreesia, Inc. (NYSE:PHR)

Mackenzie Financial Corp acquired a new position in shares of Phreesia, Inc. (NYSE:PHR – Free Report) in the 1st quarter, HoldingsChannel reports. The fund acquired 16,209 shares of the company’s stock, valued at approximately $414,000. Other hedge funds have also made changes to their positions in the company. Johnson Financial Group Inc. raised its position […] - 2025-08-08 05:07:10

8,237 Shares in Phreesia, Inc. (NYSE:PHR) Purchased by Choreo LLC

Choreo LLC bought a new position in shares of Phreesia, Inc. (NYSE:PHR – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 8,237 shares of the company’s stock, valued at approximately $211,000. Several other hedge funds and other institutional investors have also modified […] - 2025-07-31 05:52:48

Cwm LLC Acquires 3,671 Shares of Phreesia, Inc. (NYSE:PHR)

Cwm LLC grew its holdings in Phreesia, Inc. (NYSE:PHR – Free Report) by 994.9% in the first quarter, HoldingsChannel reports. The fund owned 4,040 shares of the company’s stock after buying an additional 3,671 shares during the period. Cwm LLC’s holdings in Phreesia were worth $103,000 as of its most recent filing with the SEC. […] - 2025-07-31 04:58:51

Head to Head Survey: Phreesia (NYSE:PHR) & HeartSciences (NASDAQ:HSCS)

HeartSciences (NASDAQ:HSCS – Get Free Report) and Phreesia (NYSE:PHR – Get Free Report) are both small-cap medical companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, earnings, valuation and risk. Institutional & Insider Ownership 17.2% of HeartSciences shares are […] - 2025-07-29 04:48:51

Bank of New York Mellon Corp Purchases 2,048 Shares of Phreesia, Inc. (NYSE:PHR)

Bank of New York Mellon Corp grew its stake in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 1.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 197,315 shares of the company’s stock after acquiring an additional 2,048 shares during the […] - 2025-07-25 06:12:53

Insider Selling: Phreesia, Inc. (NYSE:PHR) COO Sells 1,892 Shares of Stock

Phreesia, Inc. (NYSE:PHR – Get Free Report) COO Evan Roberts sold 1,892 shares of the business’s stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $26.89, for a total transaction of $50,875.88. Following the sale, the chief operating officer directly owned 772,915 shares of the company’s stock, […] - 2025-07-22 07:23:03

David Linetsky Sells 2,063 Shares of Phreesia, Inc. (NYSE:PHR) Stock

Phreesia, Inc. (NYSE:PHR – Get Free Report) SVP David Linetsky sold 2,063 shares of the company’s stock in a transaction dated Thursday, July 17th. The stock was sold at an average price of $26.89, for a total value of $55,474.07. Following the completion of the transaction, the senior vice president directly owned 191,447 shares of […] - 2025-07-22 07:23:01

Phreesia, Inc. (NYSE:PHR) General Counsel Allison C. Hoffman Sells 1,245 Shares

Phreesia, Inc. (NYSE:PHR – Get Free Report) General Counsel Allison C. Hoffman sold 1,245 shares of Phreesia stock in a transaction that occurred on Thursday, July 17th. The stock was sold at an average price of $26.89, for a total value of $33,478.05. Following the completion of the sale, the general counsel owned 136,978 shares […] - 2025-07-22 07:22:51

Phreesia, Inc. (NYSE:PHR) Given Average Rating of “Buy” by Brokerages

Phreesia, Inc. (NYSE:PHR – Get Free Report) has been assigned an average recommendation of “Buy” from the eleven brokerages that are presently covering the company, MarketBeat reports. Eleven equities research analysts have rated the stock with a buy recommendation. The average 1-year price objective among brokerages that have covered the stock in the last year […] - 2025-07-10 03:56:55

Bessemer Group Inc. Has $1.22 Million Stock Position in Phreesia, Inc. (NYSE:PHR)

Bessemer Group Inc. lifted its stake in Phreesia, Inc. (NYSE:PHR – Free Report) by 23.2% during the first quarter, Holdings Channel.com reports. The fund owned 47,758 shares of the company’s stock after buying an additional 8,978 shares during the period. Bessemer Group Inc.’s holdings in Phreesia were worth $1,222,000 as of its most recent SEC […] - 2025-06-30 04:38:49

SG Americas Securities LLC Takes $462,000 Position in Phreesia, Inc. (NYSE:PHR)

SG Americas Securities LLC acquired a new stake in Phreesia, Inc. (NYSE:PHR – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 18,069 shares of the company’s stock, valued at approximately $462,000. Other institutional investors have also modified their holdings of the company. Johnson Financial Group Inc. lifted its stake in […] - 2025-06-24 05:00:56

Rhumbline Advisers Increases Holdings in Phreesia, Inc. (NYSE:PHR)

Rhumbline Advisers increased its position in Phreesia, Inc. (NYSE:PHR – Free Report) by 3.8% in the 1st quarter, Holdings Channel reports. The firm owned 86,844 shares of the company’s stock after buying an additional 3,213 shares during the period. Rhumbline Advisers’ holdings in Phreesia were worth $2,220,000 as of its most recent filing with the […] - 2025-06-17 04:29:03

Phreesia (NYSE:PHR) Stock Price Expected to Rise, Truist Financial Analyst Says

Phreesia (NYSE:PHR – Free Report) had its target price hoisted by Truist Financial from $34.00 to $35.00 in a report released on Thursday,Benzinga reports. The firm currently has a buy rating on the stock. Several other research firms have also weighed in on PHR. Citigroup restated a “buy” rating on shares of Phreesia in a […] - 2025-05-30 04:28:49

Millennium Management LLC Purchases 296,863 Shares of Phreesia, Inc. (NYSE:PHR)

Millennium Management LLC grew its position in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 83.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 653,634 shares of the company’s stock after acquiring an additional 296,863 shares during the […] - 2025-05-22 05:57:02

The Manufacturers Life Insurance Company Sells 771 Shares of Phreesia, Inc. (NYSE:PHR)

The Manufacturers Life Insurance Company reduced its holdings in Phreesia, Inc. (NYSE:PHR – Free Report) by 2.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 27,164 shares of the company’s stock after selling 771 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Phreesia were worth $683,000 at the end of […] - 2025-05-16 06:02:48

Northern Trust Corp Raises Stock Position in Phreesia, Inc. (NYSE:PHR)

Northern Trust Corp boosted its position in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 6.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 571,807 shares of the company’s stock after buying an additional 35,392 shares during the quarter. Northern Trust Corp’s holdings in Phreesia were worth $14,387,000 at the end of […] - 2025-05-16 04:22:57

Schonfeld Strategic Advisors LLC Reduces Holdings in Phreesia, Inc. (NYSE:PHR)

Schonfeld Strategic Advisors LLC decreased its holdings in Phreesia, Inc. (NYSE:PHR – Free Report) by 7.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 13,670 shares of the company’s stock after selling 1,140 shares during the period. Schonfeld Strategic Advisors LLC’s […] - 2025-05-13 05:31:19

Price T Rowe Associates Inc. MD Sells 5,745 Shares of Phreesia, Inc. (NYSE:PHR)

Price T Rowe Associates Inc. MD cut its holdings in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 8.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 63,491 shares of the company’s stock after selling 5,745 shares during the quarter. Price T Rowe […] - 2025-05-09 06:24:52

Hsbc Holdings PLC Acquires 3,493 Shares of Phreesia, Inc. (NYSE:PHR)

Hsbc Holdings PLC boosted its holdings in Phreesia, Inc. (NYSE:PHR – Free Report) by 36.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,064 shares of the company’s stock after buying an additional 3,493 shares during the period. Hsbc Holdings […] - 2025-05-09 05:41:11

Tower Research Capital LLC TRC Buys 5,156 Shares of Phreesia, Inc. (NYSE:PHR)

Tower Research Capital LLC TRC increased its position in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 1,023.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,660 shares of the company’s stock after purchasing an additional 5,156 shares during the quarter. […] - 2025-05-08 05:08:53

First Trust Advisors LP Buys 61,898 Shares of Phreesia, Inc. (NYSE:PHR)

First Trust Advisors LP raised its stake in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 306.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 82,068 shares of the company’s stock after purchasing an additional 61,898 shares during the […] - 2025-05-06 04:51:00

Wells Fargo & Company MN Buys 9,476 Shares of Phreesia, Inc. (NYSE:PHR)

Wells Fargo & Company MN grew its stake in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 48.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 28,915 shares of the company’s stock after acquiring an additional 9,476 shares during the period. Wells Fargo & Company MN’s holdings in Phreesia were worth $728,000 […] - 2025-05-02 04:18:55

Phreesia, Inc. (NYSE:PHR) Receives $31.33 Consensus Price Target from Brokerages

Phreesia, Inc. (NYSE:PHR – Get Free Report) has earned a consensus recommendation of “Buy” from the twelve analysts that are covering the company, MarketBeat Ratings reports. Twelve research analysts have rated the stock with a buy rating. The average 12-month target price among brokerages that have covered the stock in the last year is $31.33. […] - 2025-04-29 03:10:53

Phreesia, Inc. (NYSE:PHR) Stake Raised by XTX Topco Ltd

XTX Topco Ltd lifted its holdings in shares of Phreesia, Inc. (NYSE:PHR – Free Report) by 76.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,134 shares of the company’s stock after buying an additional 8,290 shares during the period. XTX […] - 2025-04-21 05:12:59

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