Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionBoston Partners
Latest Disclosed Ownership123,913 shares
Latest Disclosed Value $ 1,038,390
Boston Partners reports 27.14% decrease in ownership of PHR / Phreesia, Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 123,913 shares of Phreesia, Inc. (US:PHR) valued at $1,038,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 170,072 shares of Phreesia, Inc.. This represents a change in shares of -27.14% during the quarter. The current value of the position is $1,195,760 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)
2026-05-11 2026-03-31 13F PHREESIA COM 71944F106 123,913 -46,159 -27.14 1,038 -63.92 0.0005
2026-02-13 2025-12-31 13F PHREESIA COM 71944F106 170,072 37,815 28.59 2,878 -7.49 0.0030
2025-11-13 2025-09-30 13F PHREESIA COM 71944F106 132,257 2,197 1.69 3,111 -15.97 0.0032
2025-08-12 2025-06-30 13F/A-1 PHREESIA COM 71944F106 130,060 81,006 165.14 3,702 195.37 0.0041
2025-08-07 2025-06-30 13F PHREESIA COM 71944F106 56,520 7,466 1,609 0.0007
2025-05-13 2025-03-31 13F PHREESIA COM 71944F106 49,054 -8,046 -14.09 1,254 -12.74 0.0015
2025-02-11 2024-12-31 13F PHREESIA COM 71944F106 57,100 -10,313 -15.30 1,437 -6.51 0.0017
2024-11-12 2024-09-30 13F PHREESIA COM 71944F106 67,413 9 0.01 1,536 7.56 0.0018
2024-08-14 2024-06-30 13F PHREESIA COM 71944F106 67,404 39,442 141.06 1,429 113.45 0.0018
2024-05-28 2024-03-31 13F/A-1 PHREESIA COM 71944F106 27,962 27,962 669 0.0008
2024-05-13 2024-03-31 13F PHREESIA COM 71944F106 27,962 27,962 669 0.0008
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.