Connor, Clark & Lunn Investment Management (CC&L)’s Phreesia PHR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$6.27M	Buy	609,704 +28,295	+5%	+$263K	0.01%	656
2026 Q1	$4.87M	Buy	581,409 +369,999	+175%	+$4.89M	0.01%	690
2025 Q4	$3.58M	Buy	211,410 +37,799	+22%	+$780K	0.01%	764
2025 Q3	$4.08M	Buy	173,611 +20,539	+13%	+$559K	0.01%	643
2025 Q2	$4.36M	Buy	153,072 +63,662	+71%	+$1.62M	0.02%	617
2025 Q1	$2.29M	Buy	89,410 +52,358	+141%	+$1.42M	0.01%	696
2024 Q4	$932K	Buy	+37,052	New	+$792K	﹤0.01%	960
2024 Q1	–	Sell	-9,229	Closed	-$214K	–	1673
2023 Q4	$214K	Buy	+9,229	New	+$159K	﹤0.01%	1250
2022 Q2	–	Sell	-11,408	Closed	-$301K	–	1168
2022 Q1	$301K	Buy	11,408 +3,523	+45%	+$108K	﹤0.01%	873
2021 Q4	$328K	Sell	7,885 -2,185	-22%	-$130K	﹤0.01%	875
2021 Q3	$621K	Buy	+10,070	New	+$672K	﹤0.01%	728

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PHR Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Phreesia (PHR) stake by 4.9% in Q2 2026, buying an estimated $263K and bringing the position to 609,704 shares worth $6.27M. The position accounts for 0.01% of the portfolio, ranked #656.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PHR in Q3 2021 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 609,704 shares of Phreesia worth $6.27M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 28,295 Phreesia shares in Q2 2026, an estimated $263K.
Phreesia made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #656 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Phreesia in Q3 2021 and has held it in 11 quarters since.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.