EIM
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Essex Investment Management’s Phreesia PHR Stock Holding History

Essex Investment Management’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
-102,423
Closed -$1.73M – 324
2025
Q4 		$1.73M Sell
102,423
-2,483
-2% -$51.2K 0.26% 121
2025
Q3 		$2.47M Buy
104,906
+3,676
+4% +$100K 0.38% 105
2025
Q2 		$2.88M Sell
101,230
-694
-0.7% -$17.6K 0.52% 74
2025
Q1 		$2.61M Sell
101,924
-814
-0.8% -$22.1K 0.54% 72
2024
Q4 		$2.58M Sell
102,738
-15,111
-13% -$323K 0.46% 98
2024
Q3 		$2.69M Buy
117,849
+36,406
+45% +$853K 0.47% 89
2024
Q2 		$1.73M Buy
81,443
+21,679
+36% +$470K 0.32% 117
2024
Q1 		$1.43M Buy
59,764
+1,102
+2% +$27.4K 0.28% 129
2023
Q4 		$1.36M Sell
58,662
-993
-2% -$17.1K 0.27% 132
2023
Q3 		$1.11M Sell
59,655
-33,576
-36% -$903K 0.18% 179
2023
Q2 		$2.89M Buy
93,231
+8,801
+10% +$276K 0.4% 80
2023
Q1 		$2.73M Buy
84,430
+7,469
+10% +$263K 0.4% 87
2022
Q4 		$2.49M Buy
76,961
+35,205
+84% +$956K 0.39% 81
2022
Q3 		$1.06M Buy
+41,756
New +$1.04M 0.17% 176

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Essex Investment Management's PHR Position: Q1 2026 in Review

Essex Investment Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 102,423 shares — an estimated $1.73M sold.

Essex Investment Management first reported a position in PHR in Q3 2022 and held it in 14 quarters. The position peaked at $2.89M in Q2 2023. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Essex Investment Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Essex Investment Management sold 102,423 Phreesia shares in Q1 2026, an estimated $1.73M.
  • Essex Investment Management first reported a position in Phreesia in Q3 2022 and held it in 14 quarters.
  • Essex Investment Management's Phreesia position peaked at $2.89M in Q2 2023.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.