Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionDiversified Trust Co
Latest Disclosed Ownership54,418 shares
Latest Disclosed Value $ 456,022
Diversified Trust Co reports 5.83% increase in ownership of PHR / Phreesia, Inc.

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 54,418 shares of Phreesia, Inc. (US:PHR) valued at $456,023 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 51,422 shares of Phreesia, Inc.. This represents a change in shares of 5.83% during the quarter. The current value of the position is $525,134 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)
2026-04-16 2026-03-31 13F PHREESIA COM 71944F106 54,418 2,996 5.83 456 -47.59 0.0056
2026-01-09 2025-12-31 13F PHREESIA COM 71944F106 51,422 5,600 12.22 870 -19.22 0.0160
2025-10-20 2025-09-30 13F PHREESIA COM 71944F106 45,822 780 1.73 1,078 -15.93 0.0215
2025-07-11 2025-06-30 13F PHREESIA COM 71944F106 45,042 426 0.95 1,282 12.37 0.0284
2025-04-24 2025-03-31 13F PHREESIA COM 71944F106 44,616 20,260 83.18 1,140 86.27 0.0282
2025-01-07 2024-12-31 13F PHREESIA COM 71944F106 24,356 0 0.00 613 10.27 0.0149
2024-10-07 2024-09-30 13F PHREESIA COM 71944F106 24,356 2,782 12.90 555 21.44 0.0140
2024-07-16 2024-06-30 13F PHREESIA COM 71944F106 21,574 10,893 101.98 457 79.22 0.0129
2024-04-18 2024-03-31 13F PHREESIA COM 71944F106 10,681 10,681 256 0.0077
2021-07-20 2021-06-30 13F PHREESIA COM 71944F106 0 -5,359 -100.00 0 -100.00
2021-05-10 2021-03-31 13F PHREESIA COM 71944F106 5,359 5,359 279 0.0108
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.