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Dmitry Balyasny’s Phreesia PHR Stock Holding History

Dmitry Balyasny’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 		$1.48M Buy
+143,741
New +$1.33M ﹤0.01% 1986
2025
Q2 		– Sell
-17,625
Closed -$450K – 3227
2025
Q1 		$450K Buy
17,625
+6,362
+56% +$173K ﹤0.01% 2310
2024
Q4 		$283K Sell
11,263
-30,361
-73% -$649K ﹤0.01% 2410
2024
Q3 		$949K Buy
+41,624
New +$975K ﹤0.01% 1988
2024
Q2 		– Sell
-13,294
Closed -$318K – 2982
2024
Q1 		$318K Buy
+13,294
New +$330K ﹤0.01% 2237

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

Dmitry Balyasny's PHR Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Phreesia (PHR) in Q2 2026: 143,741 shares worth $1.48M. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in PHR as recently as Q1 2025.

Dmitry Balyasny first reported a position in PHR in Q1 2024 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Dmitry Balyasny held 143,741 shares of Phreesia worth $1.48M as of Q2 2026.
  • Phreesia was a new Dmitry Balyasny position in Q2 2026.
  • Phreesia made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1986 holding.
  • Dmitry Balyasny first reported a position in Phreesia in Q1 2024 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.