Ubs Asset Management Americas Inc Phreesia, Inc. Transaction History

Ubs Asset Management Americas Inc

$379 Billion
Q1 2025

A detailed history of Ubs Asset Management Americas Inc transactions in Phreesia, Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 2,644,988 shares of PHR stock, worth $76.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,644,988

Previous 1,267,084 108.75%

Holding current value

$76.7 Million

Previous $31.9 Million 112.07%

% of portfolio

0.02%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$21.97 - $30.01 $30.3 Million - $41.4 Million	1,377,904 Added 108.75%	2,644,988 $67.6 Million
Q4 2024 Feb 14, 2025	SELL	$18.04 - $25.76 $4.83 Million - $6.9 Million	-267,944 Reduced 17.46%	1,267,084 $31.9 Million
Q3 2024 Nov 14, 2024	SELL	$18.82 - $26.01 $5.24 Million - $7.24 Million	-278,429 Reduced 15.35%	1,535,028 $35 Million
Q2 2024 Aug 13, 2024	BUY	$18.54 - $24.31 $32.7 Million - $42.8 Million	1,761,169 Added 3368.21%	1,813,457 $38.4 Million
Q4 2023 Feb 14, 2024	BUY	$12.39 - $24.0 $42,980 - $83,256	3,469 Added 7.11%	52,288 $1.21 Million
Q3 2023 Nov 13, 2023	BUY	$17.64 - $34.52 $89,858 - $175,844	5,094 Added 11.65%	48,819 $911,000
Q1 2023 May 15, 2023	BUY	$30.66 - $39.48 $157,868 - $203,282	5,149 Added 13.35%	43,725 $1.41 Million
Q4 2022 Feb 14, 2023	SELL	$22.29 - $35.34 $43,955 - $69,690	-1,972 Reduced 4.86%	38,576 $1.25 Million
Q2 2022 Aug 12, 2022	SELL	$13.72 - $30.31 $135,251 - $298,795	-9,858 Reduced 19.56%	40,548 $1.01 Million
Q4 2021 Feb 14, 2022	BUY	$39.92 - $74.89 $36,486 - $68,449	914 Added 1.85%	50,406 $2.1 Million
Q3 2021 Nov 15, 2021	BUY	$60.65 - $72.12 $277,777 - $330,309	4,580 Added 10.2%	49,492 $3.05 Million
Q2 2021 Aug 16, 2021	BUY	$43.51 - $61.94 $776,871 - $1.11 Million	17,855 Added 65.99%	44,912 $2.75 Million
Q1 2021 May 14, 2021	BUY	$50.85 - $80.61 $277,488 - $439,888	5,457 Added 25.26%	27,057 $1.41 Million
Q4 2020 Mar 01, 2021	BUY	$30.74 - $57.9 $82,998 - $156,330	2,700 Added 14.29%	21,600 $1.17 Million
Q3 2020 Nov 13, 2020	SELL	$27.0 - $33.05 $7,425 - $9,088	-275 Reduced 1.43%	18,900 $607,000
Q2 2020 Aug 14, 2020	BUY	$17.65 - $32.03 $338,438 - $614,175	19,175 New	19,175 $542,000

Others Institutions Holding PHR

# of Institutions

242

Shares Held

52.1M

Call Options Held

228K

Put Options Held

502K

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $1.52B
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...

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Ubs Asset Management Americas Inc Phreesia, Inc. Transaction History