HSBC Holdings
PHR icon

HSBC Holdings’s Phreesia PHR Stock Holding History

HSBC Holdings’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 		$594K Buy
73,564
+27,006
+58% +$357K ﹤0.01% 2145
2025
Q4 		$786K Buy
46,558
+22,829
+96% +$471K ﹤0.01% 2068
2025
Q3 		$556K Buy
23,729
+4,018
+20% +$109K ﹤0.01% 2050
2025
Q2 		$556K Buy
19,711
+5,470
+38% +$139K ﹤0.01% 2092
2025
Q1 		$356K Buy
14,241
+1,177
+9% +$32K ﹤0.01% 2270
2024
Q4 		$333K Buy
13,064
+3,493
+36% +$74.6K ﹤0.01% 2428
2024
Q3 		$218K Sell
9,571
-4,165
-30% -$97.5K ﹤0.01% 2555
2024
Q2 		$301K Buy
+13,736
New +$298K ﹤0.01% 2274
2022
Q3 		– Sell
-11,445
Closed -$287K – 3190
2022
Q2 		$287K Buy
11,445
+349
+3% +$7.68K ﹤0.01% 2659
2022
Q1 		$300K Buy
11,096
+1,641
+17% +$50.3K ﹤0.01% 2753
2021
Q4 		$396K Buy
+9,455
New +$562K ﹤0.01% 2603
2021
Q3 		– Sell
-4,345
Closed -$265K – 3120
2021
Q2 		$265K Buy
+4,345
New +$226K ﹤0.01% 2589
2021
Q1 		– Sell
-19,493
Closed -$1.05M – 3030
2020
Q4 		$1.05M Buy
19,493
+3,503
+22% +$150K ﹤0.01% 1660
2020
Q3 		$512K Sell
15,990
-799
-5% -$23.8K ﹤0.01% 1934
2020
Q2 		$475K Buy
+16,789
New +$437K ﹤0.01% 1866
2020
Q1 		– Sell
-43,455
Closed -$1.16M – 2947
2019
Q4 		$1.16M Sell
43,455
-14,651
-25% -$405K ﹤0.01% 1762
2019
Q3 		$1.41M Buy
+58,106
New +$1.53M ﹤0.01% 1779

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

HSBC Holdings's PHR Position: Q1 2026 in Review

HSBC Holdings increased its Phreesia (PHR) stake by 58% in Q1 2026, buying an estimated $357K and bringing the position to 73,564 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

HSBC Holdings first reported a position in PHR in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.41M in Q3 2019. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • HSBC Holdings held 73,564 shares of Phreesia worth $594K as of Q1 2026.
  • HSBC Holdings bought 27,006 Phreesia shares in Q1 2026, an estimated $357K.
  • Phreesia made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2145 holding.
  • HSBC Holdings first reported a position in Phreesia in Q3 2019 and has held it in 17 quarters since.
  • HSBC Holdings's Phreesia position peaked at $1.41M in Q3 2019.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.