FGP
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Freestone Grove Partners’s Phreesia PHR Stock Holding History

Freestone Grove Partners’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 		$448K Sell
43,489
-11,080
-20% -$103K ﹤0.01% 695
2026
Q1 		$457K Buy
54,569
+20,849
+62% +$276K ﹤0.01% 614
2025
Q4 		$571K Buy
+33,720
New +$696K ﹤0.01% 551

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

Freestone Grove Partners's PHR Position: Q2 2026 in Review

Freestone Grove Partners reduced its Phreesia (PHR) stake by 20% in Q2 2026, selling an estimated $103K and leaving 43,489 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Freestone Grove Partners first reported a position in PHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q4 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Freestone Grove Partners held 43,489 shares of Phreesia worth $448K as of Q2 2026.
  • Freestone Grove Partners sold 11,080 Phreesia shares in Q2 2026, an estimated $103K.
  • Phreesia made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #695 holding.
  • Freestone Grove Partners first reported a position in Phreesia in Q4 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Phreesia position peaked at $571K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.