Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionProbity Advisors, Inc.
Latest Disclosed Ownership17,194 shares
Latest Disclosed Value $ 144,086
Probity Advisors, Inc. reports 54.46% increase in ownership of PHR / Phreesia, Inc.

On April 28, 2026 - Probity Advisors, Inc. filed a 13F-HR form disclosing ownership of 17,194 shares of Phreesia, Inc. (US:PHR) valued at $144,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,132 shares of Phreesia, Inc.. This represents a change in shares of 54.46% during the quarter. The current value of the position is $165,922 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)
2026-04-28 2026-03-31 13F PHREESIA COM 71944F106 17,194 6,062 54.46 144 -23.40 0.0228
2026-01-27 2025-12-31 13F PHREESIA COM 71944F106 11,132 -2,173 -16.33 188 -39.74 0.0302
2025-10-30 2025-09-30 13F PHREESIA COM 71944F106 13,305 94 0.71 313 -16.80 0.0507
2025-07-30 2025-06-30 13F PHREESIA COM 71944F106 13,211 1,168 9.70 376 22.15 0.0660
2025-05-09 2025-03-31 13F PHREESIA COM 71944F106 12,043 -31 -0.26 308 1.32 0.0591
2025-03-05 2024-12-31 13F PHREESIA COM 71944F106 12,074 12,074 304 0.0585
2022-05-10 2022-03-31 13F PHREESIA COM 71944F106 0 -5,029 -100.00 0 -100.00
2022-02-10 2021-12-31 13F PHREESIA COM 71944F106 5,029 -105 -2.05 210 -33.75 0.0415
2021-10-08 2021-09-30 13F PHREESIA COM 71944F106 5,134 15 0.29 317 0.96 0.0655
2021-08-06 2021-06-30 13F PHREESIA COM 71944F106 5,119 504 10.92 314 30.83 0.0661
2021-04-28 2021-03-31 13F PHREESIA COM 71944F106 4,615 4,615 240 0.0536
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.