CMF
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Counterpoint Mutual Funds’s Phreesia PHR Stock Holding History

Counterpoint Mutual Funds’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
-29,932
Closed -$506K – 446
2025
Q4 		$506K Buy
+29,932
New +$618K 0.04% 103
2023
Q4 		– Sell
-7,358
Closed -$137K – 241
2023
Q3 		$137K Buy
+7,358
New +$198K 0.11% 77

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

Counterpoint Mutual Funds's PHR Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Phreesia (PHR) in Q1 2026, closing a stake of 29,932 shares — an estimated $506K sold.

Counterpoint Mutual Funds first reported a position in PHR in Q3 2023 and held it in 2 quarters. The position peaked at $506K in Q4 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 29,932 Phreesia shares in Q1 2026, an estimated $506K.
  • Counterpoint Mutual Funds first reported a position in Phreesia in Q3 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Phreesia position peaked at $506K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.