PHR β€” PHREESIA INC

Ownership history in RBF Capital, LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which RBF Capital, 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.

πŸ” Peak position
0.03% (2023 Q4)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

RBF Capital, LLC Γ— PHR AI Analytics

πŸ“‰ RBF Capital, LLC underperformed the S&P 500 by –16.8% annually on this PHR position. Maximum drawdown during holding period: –17.4%.

πŸ“ˆ Position Alpha vs SPY
-16.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.8% ann.
6 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–17.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 2 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 0.01% 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 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 9,048 β€” 0% 0.01% $213K $23.52
2025 Q2 UNCHANGED 9,048 β€” 0% 0.01% $258K $28.46
2025 Q1 REDUCED 9,048 -11,952 -56.9% 0.01% $231K $25.56
2024 Q4 UNCHANGED 21,000 β€” 0% 0.02% $445K $25.16
2024 Q3 UNCHANGED 21,000 β€” 0% 0.02% $445K $22.79
2024 Q2 UNCHANGED 21,000 β€” 0% 0.03% $445K $21.20
2024 Q1 UNCHANGED 21,000 β€” 0% 0.03% $503K $23.93
2023 Q4 INITIATED 21,000 β€” β€” 0.03% $486K β€”

🏒 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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