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Boston Partners’s
Phreesia
PHR
Stock Holding History
Boston Partners’s Portfolio
PHR Stock Details
PHR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.04M
Sell
123,913
-46,159
-27%
-$611K
﹤0.01%
637
2025
Q4
$2.88M
Buy
170,072
+37,815
+29%
+$780K
﹤0.01%
529
2025
Q3
$3.11M
Buy
132,257
+2,197
+2%
+$59.8K
﹤0.01%
507
2025
Q2
$3.7M
Buy
130,060
+81,006
+165%
+$2.06M
﹤0.01%
472
2025
Q1
$1.25M
Sell
49,054
-8,046
-14%
-$219K
﹤0.01%
538
2024
Q4
$1.44M
Sell
57,100
-10,313
-15%
-$220K
﹤0.01%
529
2024
Q3
$1.54M
Buy
67,413
+9
+0%
+$211
﹤0.01%
546
2024
Q2
$1.43M
Buy
67,404
+39,442
+141%
+$856K
﹤0.01%
545
2024
Q1
$669K
Buy
+27,962
New
+$695K
﹤0.01%
643
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$1.14B AUM
42.87%
1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
VPM
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VCM
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$4.04T AUM
AQR Capital Management
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$218B AUM
29.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
AG
Algert Global
San Francisco, California
$6.65B AUM
53.68%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
PM
Prosight Management
Dallas, Texas
$610M AUM
40.86%
1-Year Est. Return
Jacobs Levy Equity Management
Florham Park, New Jersey
$23.8B AUM
25.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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