Jefferies Group's PHR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 52,000 shares of Phreesia, Inc. (PHR) worth $435,760, representing 0.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jefferies Group has maintained this position in PHR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 26,500 shares. Largest reduction occurred in Q2 2024, reducing 25,769 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Phreesia (PHR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phreesia (PHR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +25,500 | Add 96.23% | 52,000 | $8.38 |
| Q4 2025 | +26,500 | New Buy | 26,500 | $16.92 |
| Q4 2024 | -2,000 | Sold Out | 0 | $0.00 |
| Q3 2024 | +2,000 | New Buy | 2,000 | $22.79 |
| Q2 2024 | -25,769 | Sold Out | 0 | $0.00 |
| Q1 2024 | +25,769 | New Buy | 25,769 | $23.93 |
Jefferies Group's Phreesia Investment FAQs
Jefferies Group first purchased Phreesia, Inc. (PHR) in Q1 2024, acquiring 25,769 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Phreesia, Inc. (PHR) for 6 quarters since Q1 2024.
Jefferies Group's largest addition to Phreesia, Inc. (PHR) was in Q4 2025, adding 26,500 shares worth $448,380.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 52,000 shares of Phreesia, Inc. (PHR), valued at approximately $435,760.
As of the Q1 2026 filing, Phreesia, Inc. (PHR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Phreesia, Inc. (PHR) was 52,000 shares, as reported at the end of Q1 2026.