Franklin Resources
PHR icon

Franklin Resources’s Phreesia PHR Stock Holding History

Franklin Resources’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 		$2.37M Sell
230,514
-505,449
-69% -$4.69M ﹤0.01% 1934
2026
Q1 		$6.17M Sell
735,963
-1,264,119
-63% -$16.7M ﹤0.01% 1435
2025
Q4 		$33.8M Buy
2,000,082
+446,890
+29% +$9.22M 0.01% 773
2025
Q3 		$36.5M Buy
1,553,192
+28,941
+2% +$787K 0.01% 740
2025
Q2 		$43.4M Buy
1,524,251
+9,057
+0.6% +$230K 0.01% 671
2025
Q1 		$38.7M Buy
1,515,194
+5,577
+0.4% +$152K 0.01% 686
2024
Q4 		$38M Buy
1,509,617
+11,986
+0.8% +$256K 0.01% 700
2024
Q3 		$31.5M Buy
1,497,631
+42,973
+3% +$1.01M 0.01% 740
2024
Q2 		$30.8M Sell
1,454,658
-32,869
-2% -$713K 0.01% 715
2024
Q1 		$35.6M Buy
1,487,527
+2,864
+0.2% +$71.2K 0.01% 687
2023
Q4 		$34.4M Buy
1,484,663
+193,480
+15% +$3.34M 0.02% 612
2023
Q3 		$24.1M Buy
1,291,183
+31,189
+2% +$839K 0.01% 693
2023
Q2 		$39.1M Sell
1,259,994
-1,084
-0.1% -$33.9K 0.02% 594
2023
Q1 		$40.7M Sell
1,261,078
-79,693
-6% -$2.8M 0.02% 590
2022
Q4 		$43.4M Sell
1,340,771
-88,316
-6% -$2.4M 0.02% 569
2022
Q3 		$36.4M Buy
1,429,087
+26,079
+2% +$651K 0.02% 616
2022
Q2 		$35.1M Buy
1,403,008
+399,208
+40% +$8.79M 0.02% 645
2022
Q1 		$26.5M Buy
1,003,800
+67,870
+7% +$2.08M 0.01% 777
2021
Q4 		$39M Sell
935,930
-92
-0% -$5.46K 0.01% 720
2021
Q3 		$57.8M Sell
936,022
-42,068
-4% -$2.81M 0.02% 604
2021
Q2 		$60M Sell
978,090
-1,684
-0.2% -$87.7K 0.02% 590
2021
Q1 		$51M Sell
979,774
-113,727
-10% -$7.16M 0.02% 611
2020
Q4 		$59.3M Sell
1,093,501
-5,291
-0.5% -$227K 0.03% 541
2020
Q3 		$35.3M Buy
1,098,792
+440,230
+67% +$13.1M 0.02% 643
2020
Q2 		$19M Buy
658,562
+63,875
+11% +$1.66M 0.01% 748
2020
Q1 		$12.5M Buy
594,687
+119,558
+25% +$3.28M 0.01% 768
2019
Q4 		$12.7M Sell
475,129
-51,431
-10% -$1.42M 0.01% 849
2019
Q3 		$12.8M Buy
+526,560
New +$13.9M 0.01% 838

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

Franklin Resources's PHR Position: Q2 2026 in Review

Franklin Resources reduced its Phreesia (PHR) stake by 69% in Q2 2026, selling an estimated $4.69M and leaving 230,514 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Franklin Resources first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $60M in Q2 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Franklin Resources held 230,514 shares of Phreesia worth $2.37M as of Q2 2026.
  • Franklin Resources sold 505,449 Phreesia shares in Q2 2026, an estimated $4.69M.
  • Phreesia made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1934 holding.
  • Franklin Resources first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Franklin Resources's Phreesia position peaked at $60M in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.