Versant Capital Management, Inc PHR PHREESIA INC COM

Ownership history in Versant Capital Management, Inc  ·  11 quarters on record

AI Ownership Summary

Versant Capital Management, Inc reported PHREESIA INC COM (PHR) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Versant Capital Management, Inc's position in PHREESIA INC COM, 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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 2026 Q1

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 Versant Capital Management, Inc held PHR — position size vs. price
% of Fund (quarterly)    PHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,706 +1,674 +5231.2% 0.00% $14K 2026-04-07 $9.06
2025 Q4 REDUCED 84.5% -50.5% 32 -174 -84.5% 0.00% $541 2026-01-08 $16.90
2025 Q3 UNCHANGED 206 0% 0.00% $5K 2025-10-27 $23.47
2025 Q2 REDUCED 47.3% -17.2% 206 -185 -47.3% 0.00% $6K 2025-07-07 $28.39
2025 Q1 ADDED 391 +185 +89.8% 0.00% $10K 2025-04-03 $24.84
2024 Q4 ADDED 206 +107 +108.1% 0.00% $5K 2025-01-03 $26.20
2024 Q3 REDUCED 5.7% +12.9% 99 -6 -5.7% 0.00% $2K 2024-10-07 $21.38
2024 Q2 ADDED 105 +63 +150.0% 0.00% $2K 2024-07-08 $20.20
2024 Q1 REDUCED 34.4% -13.6% 42 -22 -34.4% 0.00% $1K 2024-04-03 $22.82
2023 Q4 ADDED 64 +33 +106.5% 0.00% $1K 2024-01-08 $23.30
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Versant Capital Management, Inc and PHR

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

How long has Versant Capital Management, Inc reported owning PHR?

Versant Capital Management, Inc reported PHR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PHR position in Versant Capital Management, Inc's portfolio?

The largest reported portfolio weight for PHR was 0.00% in 2025 Q1.

What is the latest reported PHR position on this page?

The most recent filing on this page is 2026 Q1, when Versant Capital Management, Inc reported 1,706 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this PHR ownership page compare?

The chart compares Versant Capital Management, Inc'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.

How well did Versant Capital Management, Inc time their PHR position?

Based on 13F filing dates vs. subsequent PHR price moves, Versant Capital Management, Inc correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on PHR relative to SPY over the holding period was -55.5%.

← Back to Versant Capital Management, Inc Holdings