Arax Advisory Partners’s Phreesia PHR Stock Holding History

Arax Advisory 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 Q2	$629K	Buy	61,119 +59,934	+5,058%	+$557K	﹤0.01%	1488
2026 Q1	$9.93K	Buy	1,185 +1,162	+5,052%	+$15.4K	﹤0.01%	2440
2025 Q4	$390	Sell	23 -1,947	-99%	-$40.2K	﹤0.01%	3643
2025 Q3	$46.3K	Buy	1,970 +1,877	+2,018%	+$51K	﹤0.01%	1863
2025 Q2	$2.65K	Sell	93 -23	-20%	-$584	﹤0.01%	2465
2025 Q1	$2.96K	Buy	116 +23	+25%	+$625	﹤0.01%	1962
2024 Q4	$2.34K	Buy	93 +70	+304%	+$1.5K	﹤0.01%	1973
2024 Q3	$525	Sell	23 -20	-47%	-$468	﹤0.01%	2395
2024 Q2	$912	Buy	43 +28	+187%	+$608	﹤0.01%	2199
2024 Q1	$359	Hold	15	–	–	﹤0.01%	1249
2023 Q4	$348	Sell	15 -28	-65%	-$483	﹤0.01%	1247
2023 Q3	$804	Hold	43	–	–	﹤0.01%	1176
2023 Q2	$1.33K	Hold	43	–	–	﹤0.01%	1057
2023 Q1	$1.39K	Hold	43	–	–	﹤0.01%	1043
2022 Q4	$1.39K	Hold	43	–	–	﹤0.01%	1005
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	1130
2022 Q2	$1K	Buy	43 +7	+19%	+$154	﹤0.01%	1095
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	1072
2021 Q4	$1K	Buy	+36	New	+$2.14K	﹤0.01%	1059

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arax Advisory Partners's PHR Position: Q2 2026 in Review

Arax Advisory Partners increased its Phreesia (PHR) stake by 5,058% in Q2 2026, buying an estimated $557K and bringing the position to 61,119 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Arax Advisory Partners first reported a position in PHR in Q4 2021 and has held it in 19 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Arax Advisory Partners held 61,119 shares of Phreesia worth $629K as of Q2 2026.
Arax Advisory Partners bought 59,934 Phreesia shares in Q2 2026, an estimated $557K.
Phreesia made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1488 holding.
Arax Advisory Partners first reported a position in Phreesia in Q4 2021 and has held it in 19 quarters since.
227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.