Purchases and Sales Made in Q4 2025 in Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR) during Q4 2025. The information is specifically focused on institutions that hold shares of Phreesia, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
76.3K+ 63.83% |
$1.66M - $1.82M
|
196K
$4.27M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
71.1KNew |
$1.55M - $1.69M
|
71.1K
$1.55M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.6K+ 12.22% |
$122K - $134K
|
51.4K
$1.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
320New |
$6.97K - $7.63K
|
320
$6.97K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-46- 51.69% |
$1K - $1.1K
|
43
$936
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-174- 84.47% |
$3.79K - $4.15K
|
32
$697
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-286- 88.0% |
$6.23K - $6.82K
|
39
$849
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-365- 22.0% |
$7.95K - $8.7K
|
1.29K
$28.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.3K- 9.17% |
$1.01M - $1.1M
|
459K
$9.99M
|
|