AIP
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Ameritas Investment Partners’s Phreesia PHR Stock Holding History

Ameritas Investment Partners’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
Q1 		$40.1K Hold
4,782
– – ﹤0.01% 2224
2025
Q4 		$80.9K Hold
4,782
– – ﹤0.01% 1826
2025
Q3 		$112K Sell
4,782
-824
-15% -$22.4K ﹤0.01% 1612
2025
Q2 		$160K Hold
5,606
– – 0.01% 1448
2025
Q1 		$143K Hold
5,606
– – ﹤0.01% 1466
2024
Q4 		$141K Hold
5,606
– – ﹤0.01% 1548
2024
Q3 		$128K Buy
5,606
+616
+12% +$14.4K ﹤0.01% 1635
2024
Q2 		$106K Sell
4,990
-496
-9% -$10.8K ﹤0.01% 1684
2024
Q1 		$131K Hold
5,486
– – ﹤0.01% 1570
2023
Q4 		$127K Buy
5,486
+411
+8% +$7.09K ﹤0.01% 1577
2023
Q3 		$94.8K Buy
5,075
+1,086
+27% +$29.2K ﹤0.01% 1697
2023
Q2 		$124K Hold
3,989
– – ﹤0.01% 1451
2023
Q1 		$129K Buy
3,989
+242
+6% +$8.52K 0.01% 1361
2022
Q4 		$133K Hold
3,747
– – 0.01% 1386
2022
Q3 		$95K Hold
3,747
– – ﹤0.01% 1525
2022
Q2 		$93K Hold
3,747
– – ﹤0.01% 1563
2022
Q1 		$99K Hold
3,747
– – ﹤0.01% 1660
2021
Q4 		$156K Hold
3,747
– – 0.01% 1403
2021
Q3 		$231K Buy
3,747
+758
+25% +$50.6K 0.01% 1111
2021
Q2 		$183K Buy
2,989
+205
+7% +$10.7K 0.01% 1321
2021
Q1 		$145K Hold
2,784
– – 0.01% 1425
2020
Q4 		$151K Buy
2,784
+433
+18% +$18.6K 0.01% 1309
2020
Q3 		$76K Hold
2,351
– – ﹤0.01% 1601
2020
Q2 		$66K Hold
2,351
– – ﹤0.01% 1671
2020
Q1 		$49K Buy
2,351
+1,500
+176% +$41.1K ﹤0.01% 1674
2019
Q4 		$23K Hold
851
– – ﹤0.01% 2353
2019
Q3 		$21K Buy
+851
New +$22.4K ﹤0.01% 2370

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ameritas Investment Partners's PHR Position: Q1 2026 in Review

Ameritas Investment Partners held its Phreesia (PHR) position steady in Q1 2026 at 4,782 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Ameritas Investment Partners first reported a position in PHR in Q3 2019 and has held it in 27 quarters since. The position peaked at $231K in Q3 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Ameritas Investment Partners held 4,782 shares of Phreesia worth $40.1K as of Q1 2026.
  • Ameritas Investment Partners left its Phreesia share count unchanged in Q1 2026.
  • Phreesia made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2224 holding.
  • Ameritas Investment Partners first reported a position in Phreesia in Q3 2019 and has held it in 27 quarters since.
  • Ameritas Investment Partners's Phreesia position peaked at $231K in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.