Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionBellevue Group AG
Latest Disclosed Ownership130,992 shares
Latest Disclosed Value $ 1,097,713
Bellevue Group AG reports 28.50% decrease in ownership of PHR / Phreesia, Inc.

On May 14, 2026 - Bellevue Group AG filed a 13F-HR form disclosing ownership of 130,992 shares of Phreesia, Inc. (US:PHR) valued at $1,097,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 183,213 shares of Phreesia, Inc.. This represents a change in shares of -28.50% during the quarter. The current value of the position is $1,264,073 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PHREESIA COM 71944F106 130,992 -52,221 -28.50 1,098 -64.60 0.0259
2026-02-17 2025-12-31 13F PHREESIA COM 71944F106 183,213 -129,844 -41.48 3,100 -57.91 0.0587
2025-11-14 2025-09-30 13F PHREESIA COM 71944F106 313,057 -18,959 -5.71 7,363 -22.08 0.1530
2025-08-14 2025-06-30 13F PHREESIA COM 71944F106 332,016 -44,147 -11.74 9,449 -1.72 0.2083
2025-05-14 2025-03-31 13F PHREESIA COM 71944F106 376,163 -29,530 -7.28 9,615 -5.81 0.2154
2025-02-14 2024-12-31 13F PHREESIA COM 71944F106 405,693 -16,713 -3.96 10,207 6.04 0.1965
2024-11-14 2024-09-30 13F PHREESIA COM 71944F106 422,406 -20,935 -4.72 9,627 2.43 0.1560
2024-08-14 2024-06-30 13F PHREESIA COM 71944F106 443,341 0 0.00 9,399 -11.41 0.1527
2024-05-15 2024-03-31 13F PHREESIA COM 71944F106 443,341 21,768 5.16 10,609 8.71 0.1618
2024-02-14 2023-12-31 13F PHREESIA COM 71944F106 421,573 -157,466 -27.19 9,759 -9.77 0.1493
2023-11-14 2023-09-30 13F PHREESIA COM 71944F106 579,039 -59,614 -9.33 10,816 -45.38 0.1743
2023-08-14 2023-06-30 13F PHREESIA COM 71944F106 638,653 0 0.00 19,805 -3.97 0.2825
2023-05-15 2023-03-31 13F PHREESIA COM 71944F106 638,653 -27,766 -4.17 20,622 -4.37 0.2993
2023-02-14 2022-12-31 13F PHREESIA COM 71944F106 666,419 0 0.00 21,565 27.00 0.2862
2022-11-14 2022-09-30 13F PHREESIA COM 71944F106 666,419 -13,734 -2.02 16,980 -0.18 0.2437
2022-08-11 2022-06-30 13F PHREESIA COM 71944F106 680,153 99,655 17.17 17,011 11.17 0.2405
2022-05-13 2022-03-31 13F PHREESIA COM 71944F106 580,498 -11,829 -2.00 15,302 -37.99 0.1777
2022-02-10 2021-12-31 13F PHREESIA COM 71944F106 592,327 -30,215 -4.85 24,676 -35.76 0.2544
2021-11-12 2021-09-30 13F PHREESIA COM 71944F106 622,542 0 0.00 38,411 0.65 0.3898
2021-08-12 2021-06-30 13F PHREESIA COM 71944F106 622,542 9,529 1.55 38,162 19.49 0.3725
2021-05-12 2021-03-31 13F PHREESIA COM 71944F106 613,013 140,293 29.68 31,938 24.51 0.3379
2021-02-16 2020-12-31 13F PHREESIA COM 71944F106 472,720 45,764 10.72 25,650 86.98 0.2937
2020-11-16 2020-09-30 13F PHREESIA COM 71944F106 426,956 49,787 13.20 13,718 28.61 0.1895
2020-08-13 2020-06-30 13F PHREESIA COM 71944F106 377,169 16,171 4.48 10,666 40.49 0.1510
2020-05-14 2020-03-31 13F PHREESIA COM 71944F106 360,998 89,953 33.19 7,592 5.14 0.1472
2020-02-14 2019-12-31 13F PHREESIA COM 71944F106 271,045 50,355 22.82 7,221 34.97 0.1145
2019-11-14 2019-09-30 13F PHREESIA COM 71944F106 220,690 220,690 5,350 0.0995
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.