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Champlain Investment Partners’s Phreesia PHR Stock Holding History

Champlain Investment 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
Q1 		– Sell
-1,609,941
Closed -$27.2M – 141
2025
Q4 		$27.2M Sell
1,609,941
-1,068,884
-40% -$22.1M 0.28% 110
2025
Q3 		$63M Sell
2,678,825
-45,728
-2% -$1.24M 0.48% 90
2025
Q2 		$77.5M Sell
2,724,553
-221,936
-8% -$5.63M 0.54% 84
2025
Q1 		$75.3M Buy
2,946,489
+490,340
+20% +$13.3M 0.55% 81
2024
Q4 		$61.8M Sell
2,456,149
-47,688
-2% -$1.02M 0.39% 99
2024
Q3 		$57.1M Buy
2,503,837
+97,847
+4% +$2.29M 0.34% 98
2024
Q2 		$51M Buy
2,405,990
+1,154,790
+92% +$25.1M 0.31% 106
2024
Q1 		$29.9M Buy
+1,251,200
New +$31.1M 0.17% 124

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

Champlain Investment Partners's PHR Position: Q1 2026 in Review

Champlain Investment Partners sold out of Phreesia (PHR) in Q1 2026, closing a stake of 1,609,941 shares — an estimated $27.2M sold.

Champlain Investment Partners first reported a position in PHR in Q1 2024 and held it in 8 quarters. The position peaked at $77.5M in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Champlain Investment Partners reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Champlain Investment Partners sold 1,609,941 Phreesia shares in Q1 2026, an estimated $27.2M.
  • Champlain Investment Partners first reported a position in Phreesia in Q1 2024 and held it in 8 quarters.
  • Champlain Investment Partners's Phreesia position peaked at $77.5M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Champlain Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.