Citadel Advisors
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Citadel Advisors’s Phreesia PHR Stock Holding History

Citadel Advisors’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 		$864K Buy
84,000
+63,600
+312% +$591K ﹤0.01% 8575
2026
Q1 		$171K Buy
+20,400
New +$270K ﹤0.01% 11567
2025
Q4 		– Sell
-12,400
Closed -$292K – 13735
2025
Q3 		$292K Sell
12,400
-400
-3% -$10.9K ﹤0.01% 10433
2025
Q2 		$364K Buy
12,800
+1,000
+8% +$25.4K ﹤0.01% 9366
2025
Q1 		$302K Sell
11,800
-1,000
-8% -$27.2K ﹤0.01% 9575
2024
Q4 		$322K Sell
12,800
-1,100
-8% -$23.5K ﹤0.01% 9509
2024
Q3 		$317K Sell
13,900
-14,500
-51% -$340K ﹤0.01% 9219
2024
Q2 		$602K Sell
28,400
-1,100
-4% -$23.9K ﹤0.01% 7666
2024
Q1 		$706K Sell
29,500
-20,600
-41% -$512K ﹤0.01% 7654
2023
Q4 		$1.16M Buy
50,100
+22,200
+80% +$383K ﹤0.01% 6390
2023
Q3 		$521K Sell
27,900
-3,600
-11% -$96.8K ﹤0.01% 7975
2023
Q2 		$977K Buy
31,500
+22,900
+266% +$717K ﹤0.01% 6500
2023
Q1 		$278K Buy
8,600
+3,000
+54% +$106K ﹤0.01% 9529
2022
Q4 		$181K Sell
5,600
-2,600
-32% -$70.6K ﹤0.01% 10307
2022
Q3 		$209K Sell
8,200
-38,900
-83% -$971K ﹤0.01% 10318
2022
Q2 		$1.18M Sell
47,100
-92,400
-66% -$2.03M ﹤0.01% 6655
2022
Q1 		$3.68M Buy
139,500
+66,100
+90% +$2.03M ﹤0.01% 4777
2021
Q4 		$3.06M Buy
73,400
+57,900
+374% +$3.44M ﹤0.01% 5296
2021
Q3 		$956K Sell
15,500
-31,800
-67% -$2.12M ﹤0.01% 8270
2021
Q2 		$2.9M Buy
47,300
+39,100
+477% +$2.04M ﹤0.01% 5686
2021
Q1 		$427K Sell
8,200
-7,800
-49% -$491K ﹤0.01% 10036
2020
Q4 		$868K Buy
+16,000
New +$687K ﹤0.01% 7087

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

Citadel Advisors's PHR Position: Q2 2026 in Review

Citadel Advisors reduced its Phreesia (PHR) stake by 41% in Q2 2026, selling an estimated $2.81M and leaving 429,488 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #4945.

Citadel Advisors first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $26.3M in Q4 2019. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Citadel Advisors held 429,488 shares of Phreesia worth $4.42M as of Q2 2026.
  • Citadel Advisors sold 302,167 Phreesia shares in Q2 2026, an estimated $2.81M.
  • Phreesia made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4945 holding.
  • Citadel Advisors first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Citadel Advisors's Phreesia position peaked at $26.3M in Q4 2019.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.