PHR β€” PHREESIA INC

Ownership history in Advisory Services Network, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in PHREESIA INC (PHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Advisory Services Network, LLC Γ— PHR AI Analytics

πŸ“‰ Advisory Services Network, LLC underperformed the S&P 500 by –143.9% annually on this PHR position. Timing score: 100% (3/3 decisions correct). Average cost basis: $43.63. Maximum drawdown during holding period: –61.6%.

πŸ“ˆ Position Alpha vs SPY
-143.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 143.9% ann.
4 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$43.63
-46.1% vs current ($23.52)

Best entry: $23.52 (2025 Q3)  Β·  Worst: $54.26 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–61.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PHR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 579 +560 +2947.4% 0.00% $14K $23.52
2023 Q1 UNCHANGED 19 β€” 0% 0.00% $614 $32.29
2022 Q4 REDUCED 19 -691 -97.3% 0.00% $615 $32.36
2021 Q2 REDUCED 710 -350 -33.0% 0.00% $44K $61.30
2020 Q4 INITIATED 1,060 β€” β€” 0.00% $58K $54.26

🏒 Other funds also holding PHR

As of 2025 Q4 β€” sorted by position size

Prosight Management, LP 3Y 7Y 3.42% Meros Investment Management, LP 3Y 3.21% Granahan Investment Management, LLC 3Y 7Y 1.74% Greenhouse Funds LLLP 3Y 7Y 1.51% Birchview Capital, LP 3Y 7Y 1.1% Rock Springs Capital Management LP 3Y 7Y 0.76% Park West Asset Management LLC 3Y 7Y 0.73% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 0.56% DEERFIELD MANAGEMENT COMPANY, L.P. 3Y 7Y 0.43% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 0.38%
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