Dimensional Fund Advisors LP Phreesia, Inc. Transaction History

Dimensional Fund Advisors LP

$418 Billion
Q2 2025

A detailed history of Dimensional Fund Advisors LP transactions in Phreesia, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 274,566 shares of PHR stock, worth $6.11 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

274,566

Previous 147,773 85.8%

Holding current value

$6.11 Million

Previous $3.78 Million 106.88%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$23.25 - $28.49 $2.95 Million - $3.61 Million	126,793 Added 85.8%	274,566 $7.81 Million
Q1 2025 May 13, 2025	SELL	$21.97 - $30.01 $69,974 - $95,581	-3,185 Reduced 2.11%	147,773 $3.78 Million
Q4 2024 Feb 13, 2025	SELL	$18.04 - $25.76 $268,110 - $382,845	-14,862 Reduced 8.96%	150,958 $3.8 Million
Q3 2024 Nov 07, 2024	SELL	$18.82 - $26.01 $116,194 - $160,585	-6,174 Reduced 3.59%	165,820 $3.78 Million
Q2 2024 Aug 09, 2024	SELL	$18.54 - $24.31 $40,936 - $53,676	-2,208 Reduced 1.27%	171,994 $3.65 Million
Q1 2024 May 10, 2024	SELL	$22.04 - $28.86 $100,546 - $131,659	-4,562 Reduced 2.55%	174,202 $4.17 Million
Q4 2023 Feb 07, 2024	SELL	$12.39 - $24.0 $1.78 Million - $3.44 Million	-143,455 Reduced 44.52%	178,764 $4.14 Million
Q3 2023 Nov 09, 2023	SELL	$17.64 - $34.52 $1.31 Million - $2.56 Million	-74,234 Reduced 18.72%	322,219 $6.02 Million
Q2 2023 Aug 09, 2023	SELL	$28.01 - $34.23 $143,719 - $175,634	-5,131 Reduced 1.28%	396,453 $12.3 Million
Q1 2023 May 12, 2023	SELL	$30.66 - $39.48 $47,400 - $61,036	-1,546 Reduced 0.38%	401,584 $13 Million
Q4 2022 Feb 09, 2023	BUY	$22.29 - $35.34 $2.12 Million - $3.37 Million	95,281 Added 30.95%	403,130 $13 Million
Q3 2022 Nov 10, 2022	BUY	$21.92 - $29.19 $5.76 Million - $7.67 Million	262,636 Added 580.89%	307,849 $7.84 Million
Q2 2022 Aug 12, 2022	BUY	$13.72 - $30.31 $213,003 - $470,562	15,525 Added 52.29%	45,213 $1.13 Million
Q1 2022 May 13, 2022	BUY	$23.5 - $42.96 $697,668 - $1.28 Million	29,688 New	29,688 $785,000

Others Institutions Holding PHR

# of Institutions

239

Shares Held

55.2M

Call Options Held

224K

Put Options Held

124K

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $1.17B
Description
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a ra...

More about PHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.

Account

Dimensional Fund Advisors LP Phreesia, Inc. Transaction History