Brown Advisory
PHR icon

Brown Advisory’s Phreesia PHR Stock Holding History

Brown Advisory’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
Q1 		– Sell
-510,858
Closed -$8.64M – 1450
2025
Q4 		$8.64M Sell
510,858
-312,945
-38% -$6.46M 0.01% 442
2025
Q3 		$19.4M Sell
823,803
-1,659,152
-67% -$45.1M 0.03% 327
2025
Q2 		$70.7M Sell
2,482,955
-1,287,525
-34% -$32.7M 0.09% 150
2025
Q1 		$96.4M Sell
3,770,480
-1,824,110
-33% -$49.6M 0.14% 122
2024
Q4 		$141M Sell
5,594,590
-91,534
-2% -$1.96M 0.18% 102
2024
Q3 		$130M Sell
5,686,124
-81,992
-1% -$1.92M 0.16% 108
2024
Q2 		$122M Buy
5,768,116
+1,552,382
+37% +$33.7M 0.16% 106
2024
Q1 		$101M Buy
4,215,734
+265,378
+7% +$6.59M 0.13% 133
2023
Q4 		$91.5M Buy
3,950,356
+716,374
+22% +$12.4M 0.13% 133
2023
Q3 		$60.4M Buy
3,233,982
+2,772
+0.1% +$74.6K 0.1% 167
2023
Q2 		$100M Buy
3,231,210
+3,680
+0.1% +$115K 0.16% 125
2023
Q1 		$104M Buy
3,227,530
+130,622
+4% +$4.6M 0.18% 113
2022
Q4 		$100M Buy
3,096,908
+176,058
+6% +$4.78M 0.19% 112
2022
Q3 		$74.4M Buy
2,920,850
+670,902
+30% +$16.7M 0.14% 130
2022
Q2 		$56.3M Buy
2,249,948
+544,446
+32% +$12M 0.11% 164
2022
Q1 		$45M Buy
1,705,502
+410,477
+32% +$12.6M 0.07% 214
2021
Q4 		$54M Sell
1,295,025
-31,120
-2% -$1.85M 0.07% 209
2021
Q3 		$81.8M Sell
1,326,145
-303,105
-19% -$20.2M 0.12% 143
2021
Q2 		$99.9M Buy
1,629,250
+85,215
+6% +$4.44M 0.15% 121
2021
Q1 		$80.4M Sell
1,544,035
-481,809
-24% -$30.4M 0.14% 130
2020
Q4 		$110M Buy
2,025,844
+305,477
+18% +$13.1M 0.2% 98
2020
Q3 		$55.3M Buy
1,720,367
+128,707
+8% +$3.83M 0.11% 132
2020
Q2 		$45M Buy
1,591,660
+509,760
+47% +$13.3M 0.1% 146
2020
Q1 		$22.8M Buy
1,081,900
+99,153
+10% +$2.72M 0.07% 190
2019
Q4 		$26.2M Buy
982,747
+412,793
+72% +$11.4M 0.07% 219
2019
Q3 		$13.8M Buy
+569,954
New +$15M 0.04% 280

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Brown Advisory's PHR Position: Q1 2026 in Review

Brown Advisory sold out of Phreesia (PHR) in Q1 2026, closing a stake of 510,858 shares — an estimated $8.64M sold.

Brown Advisory first reported a position in PHR in Q3 2019 and held it in 26 quarters. The position peaked at $141M in Q4 2024. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Brown Advisory reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Brown Advisory sold 510,858 Phreesia shares in Q1 2026, an estimated $8.64M.
  • Brown Advisory first reported a position in Phreesia in Q3 2019 and held it in 26 quarters.
  • Brown Advisory's Phreesia position peaked at $141M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.