Capital International Investors
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Capital International Investors’s Phreesia PHR Stock Holding History

Capital International Investors’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
-2,851,536
Closed -$48.2M – 484
2025
Q4 		$48.2M Sell
2,851,536
-283,336
-9% -$5.85M 0.01% 352
2025
Q3 		$73.7M Hold
3,134,872
– – 0.01% 318
2025
Q2 		$89.2M Buy
3,134,872
+391,611
+14% +$9.94M 0.02% 293
2025
Q1 		$70.1M Buy
2,743,261
+150,198
+6% +$4.08M 0.01% 307
2024
Q4 		$65.2M Hold
2,593,063
– – 0.01% 319
2024
Q3 		$59.1M Hold
2,593,063
– – 0.01% 310
2024
Q2 		$55M Hold
2,593,063
– – 0.01% 304
2024
Q1 		$62.1M Buy
2,593,063
+1,785,463
+221% +$44.4M 0.01% 310
2023
Q4 		$18.7M Hold
807,600
– – ﹤0.01% 382
2023
Q3 		$15.1M Hold
807,600
– – ﹤0.01% 391
2023
Q2 		$25M Hold
807,600
– – 0.01% 374
2023
Q1 		$26.1M Buy
+807,600
New +$28.4M 0.01% 374
2022
Q1 		– Sell
-480,950
Closed -$20M – 475
2021
Q4 		$20M Sell
480,950
-314,434
-40% -$18.7M ﹤0.01% 404
2021
Q3 		$49.1M Hold
795,384
– – 0.01% 349
2021
Q2 		$48.8M Hold
795,384
– – 0.01% 359
2021
Q1 		$41.4M Sell
795,384
-150,275
-16% -$9.47M 0.01% 351
2020
Q4 		$51.3M Hold
945,659
– – 0.01% 330
2020
Q3 		$30.4M Hold
945,659
– – 0.01% 349
2020
Q2 		$26.7M Buy
945,659
+177,159
+23% +$4.61M 0.01% 335
2020
Q1 		$16.2M Buy
768,500
+368,500
+92% +$10.1M 0.01% 330
2019
Q4 		$10.7M Hold
400,000
– – ﹤0.01% 351
2019
Q3 		$9.7M Buy
+400,000
New +$10.5M ﹤0.01% 359

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $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
Geode Capital Management Boston, Massachusetts $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
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Capital International Investors's PHR Position: Q1 2026 in Review

Capital International Investors sold out of Phreesia (PHR) in Q1 2026, closing a stake of 2,851,536 shares — an estimated $48.2M sold.

Capital International Investors first reported a position in PHR in Q3 2019 and held it in 22 quarters. The position peaked at $89.2M in Q2 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Capital International Investors reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Capital International Investors sold 2,851,536 Phreesia shares in Q1 2026, an estimated $48.2M.
  • Capital International Investors first reported a position in Phreesia in Q3 2019 and held it in 22 quarters.
  • Capital International Investors's Phreesia position peaked at $89.2M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.