Cerity Partners
PHR icon

Cerity Partners’s Phreesia PHR Stock Holding History

Cerity 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 		$1.58M Buy
153,479
+66,545
+77% +$618K ﹤0.01% 1721
2026
Q1 		$729K Buy
86,934
+55,934
+180% +$740K ﹤0.01% 2049
2025
Q4 		$525K Buy
+31,000
New +$640K ﹤0.01% 2075

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

Cerity Partners's PHR Position: Q2 2026 in Review

Cerity Partners increased its Phreesia (PHR) stake by 77% in Q2 2026, buying an estimated $618K and bringing the position to 153,479 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Cerity Partners first reported a position in PHR in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Cerity Partners held 153,479 shares of Phreesia worth $1.58M as of Q2 2026.
  • Cerity Partners bought 66,545 Phreesia shares in Q2 2026, an estimated $618K.
  • Phreesia made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1721 holding.
  • Cerity Partners first reported a position in Phreesia in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.