Barclays
PHR icon

Barclays’s Phreesia PHR Stock Holding History

Barclays’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
Q3 		$559K Buy
54,095
+2,713
+5% +$29.8K ﹤0.01% 3386
2026
Q2 		$529K Buy
51,382
+383
+0.8% +$3.56K ﹤0.01% 3184
2026
Q1 		$427K Sell
50,999
-62,942
-55% -$833K ﹤0.01% 3279
2025
Q4 		$1.93M Buy
113,941
+21,605
+23% +$446K ﹤0.01% 2957
2025
Q3 		$2.17M Sell
92,336
-25,415
-22% -$691K ﹤0.01% 2830
2025
Q2 		$3.35M Sell
117,751
-68,596
-37% -$1.74M ﹤0.01% 2441
2025
Q1 		$4.76M Sell
186,347
-22,862
-11% -$621K ﹤0.01% 1956
2024
Q4 		$5.26M Buy
209,209
+114,280
+120% +$2.44M ﹤0.01% 2111
2024
Q3 		$2.16M Buy
94,929
+43,225
+84% +$1.01M ﹤0.01% 2791
2024
Q2 		$1.1M Buy
51,704
+3,899
+8% +$84.6K ﹤0.01% 2548
2024
Q1 		$1.14M Sell
47,805
-40,726
-46% -$1.01M ﹤0.01% 3010
2023
Q4 		$2.05M Buy
88,531
+69,959
+377% +$1.21M ﹤0.01% 2898
2023
Q3 		$347K Sell
18,572
-876
-5% -$23.6K ﹤0.01% 3006
2023
Q2 		$603K Sell
19,448
-5,786
-23% -$181K ﹤0.01% 2635
2023
Q1 		$815K Buy
25,234
+7,514
+42% +$264K ﹤0.01% 2893
2022
Q4 		$573K Buy
17,720
+11,536
+187% +$313K ﹤0.01% 3225
2022
Q3 		$158K Buy
6,184
+613
+11% +$15.3K ﹤0.01% 3335
2022
Q2 		$140K Sell
5,571
-34,739
-86% -$765K ﹤0.01% 3615
2022
Q1 		$1.06M Buy
+40,310
New +$1.24M ﹤0.01% 2350

Other funds holding PHR

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Barclays's PHR Position: Q3 2026 in Review

Barclays increased its Phreesia (PHR) stake by 5.3% in Q3 2026, buying an estimated $29.8K and bringing the position to 54,095 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Barclays first reported a position in PHR in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.26M in Q4 2024. 107 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • Barclays held 54,095 shares of Phreesia worth $559K as of Q3 2026.
  • Barclays bought 2,713 Phreesia shares in Q3 2026, an estimated $29.8K.
  • Phreesia made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3386 holding.
  • Barclays first reported a position in Phreesia in Q1 2022 and has held it in 19 quarters since.
  • Barclays's Phreesia position peaked at $5.26M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.