Ray Dalio's PHR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 12,805 shares of Phreesia, Inc. (PHR) worth $216,661, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in PHR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 72,203 shares. Largest reduction occurred in Q4 2025, reducing 59,398 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Phreesia (PHR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phreesia (PHR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -59,398 | Reduce 82.27% | 12,805 | $16.92 |
| Q3 2025 | +72,203 | New Buy | 72,203 | $23.52 |
| Q1 2025 | -8,971 | Sold Out | 0 | $0.00 |
| Q4 2024 | -21,474 | Reduce 70.53% | 8,971 | $25.16 |
| Q3 2024 | -31,869 | Reduce 51.14% | 30,445 | $22.79 |
| Q2 2024 | -6,758 | Reduce 9.78% | 62,314 | $21.20 |
| Q1 2024 | -9,966 | Reduce 12.61% | 69,072 | $23.93 |
| Q4 2023 | -16,914 | Reduce 17.63% | 79,038 | $23.15 |
| Q3 2023 | -3,499 | Reduce 3.52% | 95,952 | $18.68 |
| Q2 2023 | -5,208 | Reduce 4.98% | 99,451 | $31.01 |
| Q1 2023 | -1,150 | Reduce 1.09% | 104,659 | $32.29 |
| Q4 2022 | -33,117 | Reduce 23.84% | 105,809 | $32.36 |
| Q3 2022 | -2,988 | Reduce 2.11% | 138,926 | $25.48 |
| Q2 2022 | +10,148 | Add 7.70% | 141,914 | $25.01 |
| Q1 2022 | +34,160 | Add 35.00% | 131,766 | $26.36 |
| Q4 2021 | +9,570 | Add 10.87% | 97,606 | $41.66 |
| Q3 2021 | -2,685 | Reduce 2.96% | 88,036 | $61.70 |
| Q2 2021 | +90,721 | New Buy | 90,721 | $61.30 |
Ray Dalio's Phreesia Investment FAQs
Ray Dalio first purchased Phreesia, Inc. (PHR) in Q2 2021, acquiring 90,721 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Phreesia, Inc. (PHR) for 18 quarters since Q2 2021.
Ray Dalio's largest addition to Phreesia, Inc. (PHR) was in Q2 2021, adding 90,721 shares worth $5.56 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 12,805 shares of Phreesia, Inc. (PHR), valued at approximately $216,661.
As of the Q4 2025 filing, Phreesia, Inc. (PHR) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Phreesia, Inc. (PHR) was 141,914 shares, as reported at the end of Q2 2022.