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Boothbay Fund Management’s Phreesia PHR Stock Holding History

Boothbay Fund Management’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 		$1.01M Buy
97,727
+49,386
+102% +$459K 0.01% 1086
2026
Q1 		$405K Buy
48,341
+12,871
+36% +$170K 0.01% 1462
2025
Q4 		$600K Buy
+35,470
New +$732K 0.01% 1035
2024
Q1 		– Sell
-106,511
Closed -$2.47M – 1855
2023
Q4 		$2.47M Buy
106,511
+21,481
+25% +$371K 0.06% 407
2023
Q3 		$1.59M Buy
+85,030
New +$2.29M 0.04% 576

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 $3.38T AUM 44.17% 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

Boothbay Fund Management's PHR Position: Q2 2026 in Review

Boothbay Fund Management increased its Phreesia (PHR) stake by 102% in Q2 2026, buying an estimated $459K and bringing the position to 97,727 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1086.

Boothbay Fund Management first reported a position in PHR in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.47M in Q4 2023. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Boothbay Fund Management held 97,727 shares of Phreesia worth $1.01M as of Q2 2026.
  • Boothbay Fund Management bought 49,386 Phreesia shares in Q2 2026, an estimated $459K.
  • Phreesia made up 0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1086 holding.
  • Boothbay Fund Management first reported a position in Phreesia in Q3 2023 and has held it in 5 quarters since.
  • Boothbay Fund Management's Phreesia position peaked at $2.47M in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.