Boston Partners
PHR icon

Boston Partners’s Phreesia PHR Stock Holding History

Boston 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 		– Sell
-123,913
Closed -$1.04M – 839
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

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

Boston Partners's PHR Position: Q2 2026 in Review

Boston Partners sold out of Phreesia (PHR) in Q2 2026, closing a stake of 123,913 shares — an estimated $1.04M sold.

Boston Partners first reported a position in PHR in Q1 2024 and held it in 9 quarters. The position peaked at $3.7M in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Boston Partners reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Boston Partners sold 123,913 Phreesia shares in Q2 2026, an estimated $1.04M.
  • Boston Partners first reported a position in Phreesia in Q1 2024 and held it in 9 quarters.
  • Boston Partners's Phreesia position peaked at $3.7M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.