Summit Partners Public Asset Management, LLC Phreesia, Inc. Call Options Transaction History

Summit Partners Public Asset Management, LLC

$2.79 Billion
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2024 May 15, 2024	SELL	$22.04 - $28.86 $4.41 Million - $5.77 Million	-200,000 Reduced 66.67%	100,000 $2.39 Million
Q4 2023 Feb 14, 2024	BUY	$12.39 - $24.0 $3.72 Million - $7.2 Million	300,000 New	300,000 $6.95 Million

Others Institutions Holding PHR

# of Institutions

214

Shares Held

49.9M

Call Options Held

424K

Put Options Held

641K

Brown Advisory Inc

5.69M
Shares

$115 Million
0.17% of portfolio
Black Rock Inc. New York, NY

5.1M
Shares

$103 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

4.76M
Shares

$96.7 Million
0.0% of portfolio
Capital International Investors Los Angeles, CA

2.59M
Shares

$52.6 Million
0.01% of portfolio
Champlain Investment Partners, LLC Burlington, VT

2.5M
Shares

$50.8 Million
0.36% of portfolio

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $1.07B
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

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