AG
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Algert Global’s Phreesia PHR Stock Holding History

Algert Global’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Sell
1,205,481
-175,393
-13% -$1.63M 0.15% 212
2026
Q1 		$11.6M Buy
1,380,874
+982,104
+246% +$13M 0.17% 164
2025
Q4 		$6.75M Buy
398,770
+383,207
+2,462% +$7.91M 0.11% 332
2025
Q3 		$366K Sell
15,563
-213,451
-93% -$5.81M 0.01% 965
2025
Q2 		$6.52M Buy
229,014
+72,371
+46% +$1.84M 0.14% 241
2025
Q1 		$4M Buy
156,643
+78,810
+101% +$2.14M 0.1% 350
2024
Q4 		$1.96M Buy
77,833
+51,006
+190% +$1.09M 0.05% 616
2024
Q3 		$611K Sell
26,827
-18,640
-41% -$437K 0.02% 863
2024
Q2 		$964K Sell
45,467
-88,884
-66% -$1.93M 0.03% 695
2024
Q1 		$3.22M Sell
134,351
-33,609
-20% -$835K 0.13% 273
2023
Q4 		$3.89M Buy
167,960
+111,599
+198% +$1.93M 0.16% 215
2023
Q3 		$1.05M Sell
56,361
-2,500
-4% -$67.3K 0.05% 559
2023
Q2 		$1.83M Buy
58,861
+22,080
+60% +$691K 0.08% 416
2023
Q1 		$1.19M Sell
36,781
-58,500
-61% -$2.06M 0.06% 575
2022
Q4 		$3.08M Buy
95,281
+22,580
+31% +$613K 0.17% 172
2022
Q3 		$1.85M Buy
+72,701
New +$1.81M 0.11% 292
2022
Q1 		– Sell
-11,931
Closed -$497K – 1283
2021
Q4 		$497K Buy
11,931
+4,350
+57% +$258K 0.06% 541
2021
Q3 		$468K Buy
+7,581
New +$506K 0.06% 562

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Algert Global's PHR Position: Q2 2026 in Review

Algert Global reduced its Phreesia (PHR) stake by 13% in Q2 2026, selling an estimated $1.63M and leaving 1,205,481 shares worth $12.4M. The position accounts for 0.15% of the portfolio, ranked #212.

Algert Global first reported a position in PHR in Q3 2021 and has held it in 18 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Algert Global held 1,205,481 shares of Phreesia worth $12.4M as of Q2 2026.
  • Algert Global sold 175,393 Phreesia shares in Q2 2026, an estimated $1.63M.
  • Phreesia made up 0.15% of Algert Global's portfolio in Q2 2026, its #212 holding.
  • Algert Global first reported a position in Phreesia in Q3 2021 and has held it in 18 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.