Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership167 shares
Latest Disclosed Value $ 1
Bessemer Group Inc reports 99.65% decrease in ownership of PHR / Phreesia, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 167 shares of Phreesia, Inc. (US:PHR) valued at $1,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 48,103 shares of Phreesia, Inc.. The current value of the position is $1,593 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)
2026-05-06 2026-03-31 13F PHREESIA SC 71944F106 167 -47,936 -99.65 0 0.0000
2026-02-05 2025-12-31 13F PHREESIA SC 71944F106 48,103 -506,410 -91.33 1 -100.00 0.0013
2025-11-05 2025-09-30 13F PHREESIA SC 71944F106 554,513 506,954 1,065.95 13 1,200.00 0.0199
2025-08-01 2025-06-30 13F PHREESIA SC 71944F106 47,559 -199 -0.42 1 0.00 0.0022
2025-04-23 2025-03-31 13F PHREESIA SC 71944F106 47,758 8,978 23.15 1 0.0022
2025-02-13 2024-12-31 13F PHREESIA SC 71944F106 38,780 -7,416 -16.05 1 -100.00 0.0016
2024-11-12 2024-09-30 13F PHREESIA SC 71944F106 46,196 5,074 12.34 1 0.0017
2024-08-13 2024-06-30 13F PHREESIA SC 71944F106 41,122 18,979 85.71 1 0.0015
2024-08-13 2024-03-31 13F/A-1 PHREESIA SC 71944F106 22,143 16,773 312.35 1 0.0010
2024-05-13 2024-03-31 13F PHREESIA SC 71944F106 22,143 16,773 1 0.0010
2024-02-09 2023-12-31 13F PHREESIA SC 71944F106 5,370 1,429 36.26 0 0.0002
2023-11-13 2023-09-30 13F PHREESIA SC 71944F106 3,941 0 0.00 0 0.0002
2023-08-10 2023-06-30 13F PHREESIA SC 71944F106 3,941 0 0.00 0 0.0003
2023-05-10 2023-03-31 13F PHREESIA SC 71944F106 3,941 3,941 0 0.0003
2022-01-27 2021-12-31 13F PHREESIA SC 71944F106 0 -95 -100.00 0 -100.00
2021-11-12 2021-09-30 13F PHREESIA SC 71944F106 95 95 6 0.0000
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.