Skip to main content
Livermore
Livermore
ZHEN

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

PHR holding history

Phreesia, Inc. in every 13F filed by Legacy Advisors, LLC, 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)
29,162
Value
$300.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PHR by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,162$300.1K<0.1%−43−0.1%ReducedHolders
Q1 202629,205$244.7K<0.1%+195+0.7%AddedHolders
Q4 202529,010$490.8K0.1%00.0%UnchangedHolders
Q3 202529,010$682.3K0.1%+29,010NewHolders
Q2 20250$00.0%−29,010−100.0%Sold outHolders
Q1 202529,010$741.5K0.1%00.0%UnchangedHolders
Q4 202429,010$729.9K0.1%00.0%UnchangedHolders
Q3 202429,010$661.1K0.1%00.0%UnchangedHolders
Q2 202429,010$615.0K0.1%00.0%UnchangedHolders
Q1 202429,010$694.2K0.1%00.0%UnchangedHolders
Q4 202329,010$671.6K0.1%+10,010+52.7%AddedHolders
Q3 202319,000$354.9K0.1%00.0%UnchangedHolders
Q2 202319,000$589.2K0.1%00.0%UnchangedHolders
Q1 202319,000$613.5K0.1%00.0%UnchangedHolders
Q4 202219,000$614.8K0.1%00.0%UnchangedHolders
Q3 202219,000$484.0K0.1%00.0%UnchangedHolders
Q2 202219,000$475.0K0.1%00.0%UnchangedHolders
Q1 202219,000$501.0K0.1%00.0%UnchangedHolders
Q4 202119,000$792.0K0.3%00.0%UnchangedHolders
Q3 202119,000$1.17M0.5%−1,999−9.5%ReducedHolders
Q2 202120,999$1.29M0.5%00.0%UnchangedHolders
Q1 202120,999$1.09M0.5%––Holders

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