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Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

PHR holding history

Phreesia, Inc. in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHR overviewAll 13F holders of PHRFull Q2 2026 holdings

Shares (Q2 2026)
38,014
Value
$391.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PHR by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,014$391.2K<0.1%+27,547+263.2%AddedHolders
Q1 202610,467$87.7K<0.1%−40,445−79.4%ReducedHolders
Q4 202550,912$861.4K<0.1%−124,098−70.9%ReducedHolders
Q3 2025175,010$4.12M<0.1%+6,380+3.8%AddedHolders
Q2 2025168,630$4.80M<0.1%+23,086+15.9%AddedHolders
Q1 2025145,544$3.72M<0.1%+63,476+77.3%AddedHolders
Q4 202482,068$2.06M<0.1%+61,898+306.9%AddedHolders
Q3 202420,170$459.7K<0.1%−59,721−74.8%ReducedHolders
Q2 202479,891$1.69M<0.1%+47,371+145.7%AddedHolders
Q1 202432,520$778.2K<0.1%+32,520NewHolders
Q4 20230$00.0%−40,118−100.0%Sold outHolders
Q3 202340,118$749.4K<0.1%−33,146−45.2%ReducedHolders
Q2 202373,264$2.27M<0.1%−24,970−25.4%ReducedHolders
Q1 202398,234$3.17M<0.1%+38,844+65.4%AddedHolders
Q4 202259,390$1.92M<0.1%+17,262+41.0%AddedHolders
Q3 202242,128$1.07M<0.1%+29,258+227.3%AddedHolders
Q2 202212,870$322.0K<0.1%+3,202+33.1%AddedHolders
Q1 20229,668$255.0K<0.1%−26,024−72.9%ReducedHolders
Q4 202135,692$1.49M<0.1%−1,038−2.8%ReducedHolders
Q3 202136,730$2.27M<0.1%+2,794+8.2%AddedHolders
Q2 202133,936$2.08M<0.1%−42,560−55.6%ReducedHolders
Q1 202176,496$3.98M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.