PHR β€” PHREESIA INC

Ownership history in Private Advisor Group, LLC  Β·  8 quarters on record

AI Ownership Summary

Private Advisor Group, LLC reported PHREESIA INC (PHR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows PHR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Advisor Group, LLC's position in PHREESIA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PHR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Private Advisor Group, LLC held PHR β€” position size vs. price
% of Fund (quarterly)    PHR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,912 -680 -7.1% 0.00% $210K 2025-11-13 $22.53
2025 Q2 ADDED 9,592 +942 +10.9% 0.00% $273K 2025-08-11 $27.13
2025 Q1 REDUCED 8,650 -2,867 -24.9% 0.00% $221K 2025-05-05 $25.24
2024 Q4 REDUCED 11,517 -259 -2.2% 0.00% $290K 2025-02-03 $28.11
2024 Q3 ADDED 11,776 +241 +2.1% 0.00% $268K 2024-10-22 $19.58
2024 Q2 REDUCED 11,535 -266 -2.3% 0.00% $245K 2024-08-05 $22.70
2024 Q1 ADDED 11,801 +420 +3.7% 0.00% $282K 2024-04-30 $20.74
2023 Q4 INITIATED 11,381 β€” β€” 0.00% $263K 2024-02-06 $26.88

FAQ About Private Advisor Group, LLC and PHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Private Advisor Group, LLC reported owning PHR?

Private Advisor Group, LLC reported PHR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PHR position in Private Advisor Group, LLC's portfolio?

The largest reported portfolio weight for PHR was 0.00% in 2023 Q4.

What is the latest reported PHR position on this page?

The most recent filing on this page is 2025 Q3, when Private Advisor Group, LLC reported 8,912 shares, equal to 0.00% of portfolio, with an estimated market value of $210K.

What does the chart on this PHR ownership page compare?

The chart compares Private Advisor Group, LLC's quarterly PHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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