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Bellevue Group’s Phreesia PHR Stock Holding History

Bellevue Group’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 		$1.45M Buy
140,495
+9,503
+7% +$88.2K 0.03% 98
2026
Q1 		$1.1M Sell
130,992
-52,221
-29% -$691K 0.03% 89
2025
Q4 		$3.1M Sell
183,213
-129,844
-41% -$2.68M 0.06% 85
2025
Q3 		$7.36M Sell
313,057
-18,959
-6% -$516K 0.15% 68
2025
Q2 		$9.45M Sell
332,016
-44,147
-12% -$1.12M 0.21% 66
2025
Q1 		$9.61M Sell
376,163
-29,530
-7% -$803K 0.22% 76
2024
Q4 		$10.2M Sell
405,693
-16,713
-4% -$357K 0.2% 79
2024
Q3 		$9.63M Sell
422,406
-20,935
-5% -$490K 0.16% 85
2024
Q2 		$9.4M Hold
443,341
– – 0.15% 89
2024
Q1 		$10.6M Buy
443,341
+21,768
+5% +$541K 0.16% 90
2023
Q4 		$9.76M Sell
421,573
-157,466
-27% -$2.72M 0.15% 86
2023
Q3 		$10.8M Sell
579,039
-59,614
-9% -$1.6M 0.17% 88
2023
Q2 		$19.8M Hold
638,653
– – 0.28% 78
2023
Q1 		$20.6M Sell
638,653
-27,766
-4% -$977K 0.3% 80
2022
Q4 		$21.6M Hold
666,419
– – 0.29% 80
2022
Q3 		$17M Sell
666,419
-13,734
-2% -$343K 0.24% 88
2022
Q2 		$17M Buy
680,153
+99,655
+17% +$2.19M 0.24% 92
2022
Q1 		$15.3M Sell
580,498
-11,829
-2% -$362K 0.18% 100
2021
Q4 		$24.7M Sell
592,327
-30,215
-5% -$1.79M 0.25% 96
2021
Q3 		$38.4M Hold
622,542
– – 0.39% 80
2021
Q2 		$38.2M Buy
622,542
+9,529
+2% +$496K 0.37% 83
2021
Q1 		$31.9M Buy
613,013
+140,293
+30% +$8.84M 0.34% 88
2020
Q4 		$25.6M Buy
472,720
+45,764
+11% +$1.96M 0.29% 88
2020
Q3 		$13.7M Buy
426,956
+49,787
+13% +$1.48M 0.19% 99
2020
Q2 		$10.7M Buy
377,169
+16,171
+4% +$421K 0.15% 103
2020
Q1 		$7.59M Buy
360,998
+89,953
+33% +$2.47M 0.15% 99
2019
Q4 		$7.22M Buy
271,045
+50,355
+23% +$1.39M 0.11% 105
2019
Q3 		$5.35M Buy
+220,690
New +$5.82M 0.1% 107

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

Bellevue Group's PHR Position: Q2 2026 in Review

Bellevue Group increased its Phreesia (PHR) stake by 7.3% in Q2 2026, buying an estimated $88.2K and bringing the position to 140,495 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #98.

Bellevue Group first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $38.4M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Bellevue Group held 140,495 shares of Phreesia worth $1.45M as of Q2 2026.
  • Bellevue Group bought 9,503 Phreesia shares in Q2 2026, an estimated $88.2K.
  • Phreesia made up 0.03% of Bellevue Group's portfolio in Q2 2026, its #98 holding.
  • Bellevue Group first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Bellevue Group's Phreesia position peaked at $38.4M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.