Ancora Advisors’s Phreesia PHR Stock Holding History

Ancora Advisors’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	–	Sell	-17	Closed	-$288	–	2511
2025 Q4	$288	Sell	17 -11	-39%	-$227	﹤0.01%	2348
2025 Q3	$659	Hold	28	–	–	﹤0.01%	1802
2025 Q2	$797	Buy	+28	New	+$711	﹤0.01%	1780

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Ancora Advisors's PHR Position: Q1 2026 in Review

Ancora Advisors sold out of Phreesia (PHR) in Q1 2026, closing a stake of 17 shares — an estimated $288 sold.

Ancora Advisors first reported a position in PHR in Q2 2025 and held it in 3 quarters. The position peaked at $797 in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

Ancora Advisors reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
Ancora Advisors sold 17 Phreesia shares in Q1 2026, an estimated $288.
Ancora Advisors first reported a position in Phreesia in Q2 2025 and held it in 3 quarters.
Ancora Advisors's Phreesia position peaked at $797 in Q2 2025.
246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.