GKIM
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GW&K Investment Management’s Phreesia PHR Stock Holding History

GW&K 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
Q2 		$10.9M Buy
1,063,080
+37,178
+4% +$345K 0.09% 261
2026
Q1 		$8.6M Sell
1,025,902
-6,893
-0.7% -$91.2K 0.08% 262
2025
Q4 		$17.5M Buy
1,032,795
+57,257
+6% +$1.18M 0.15% 225
2025
Q3 		$22.9M Sell
975,538
-27,862
-3% -$758K 0.2% 181
2025
Q2 		$28.6M Sell
1,003,400
-89,316
-8% -$2.27M 0.26% 157
2025
Q1 		$27.9M Sell
1,092,716
-3,233
-0.3% -$87.9K 0.26% 154
2024
Q4 		$27.6M Sell
1,095,949
-60,947
-5% -$1.3M 0.23% 163
2024
Q3 		$26.4M Sell
1,156,896
-49,099
-4% -$1.15M 0.23% 180
2024
Q2 		$25.6M Sell
1,205,995
-44,631
-4% -$968K 0.23% 170
2024
Q1 		$29.9M Buy
1,250,626
+41,745
+3% +$1.04M 0.26% 152
2023
Q4 		$28M Sell
1,208,881
-142,136
-11% -$2.45M 0.26% 157
2023
Q3 		$25.2M Sell
1,351,017
-2,475
-0.2% -$66.6K 0.25% 151
2023
Q2 		$42M Sell
1,353,492
-15,676
-1% -$491K 0.4% 101
2023
Q1 		$44.2M Buy
1,369,168
+26,798
+2% +$943K 0.43% 100
2022
Q4 		$43.4M Sell
1,342,370
-41,120
-3% -$1.12M 0.44% 94
2022
Q3 		$35.3M Sell
1,383,490
-48,708
-3% -$1.22M 0.39% 114
2022
Q2 		$35.8M Buy
1,432,198
+271,261
+23% +$5.97M 0.39% 115
2022
Q1 		$30.6M Sell
1,160,937
-14,114
-1% -$433K 0.27% 157
2021
Q4 		$49M Buy
1,175,051
+274,331
+30% +$16.3M 0.41% 99
2021
Q3 		$55.6M Sell
900,720
-3,054
-0.3% -$204K 0.5% 65
2021
Q2 		$55.4M Buy
903,774
+174,445
+24% +$9.08M 0.48% 69
2021
Q1 		$38M Buy
729,329
+1,531
+0.2% +$96.4K 0.35% 127
2020
Q4 		$39.5M Buy
727,798
+3,305
+0.5% +$142K 0.41% 94
2020
Q3 		$23.3M Buy
724,493
+138,518
+24% +$4.12M 0.3% 144
2020
Q2 		$16.6M Buy
585,975
+200,223
+52% +$5.22M 0.23% 179
2020
Q1 		$8.11M Buy
+385,752
New +$10.6M 0.14% 198

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

GW&K Investment Management's PHR Position: Q2 2026 in Review

GW&K Investment Management increased its Phreesia (PHR) stake by 3.6% in Q2 2026, buying an estimated $345K and bringing the position to 1,063,080 shares worth $10.9M. The position accounts for 0.09% of the portfolio, ranked #261.

GW&K Investment Management first reported a position in PHR in Q1 2020 and has held it in 26 quarters since. The position peaked at $55.6M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • GW&K Investment Management held 1,063,080 shares of Phreesia worth $10.9M as of Q2 2026.
  • GW&K Investment Management bought 37,178 Phreesia shares in Q2 2026, an estimated $345K.
  • Phreesia made up 0.09% of GW&K Investment Management's portfolio in Q2 2026, its #261 holding.
  • GW&K Investment Management first reported a position in Phreesia in Q1 2020 and has held it in 26 quarters since.
  • GW&K Investment Management's Phreesia position peaked at $55.6M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.