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IEQ Capital’s Phreesia PHR Stock Holding History

IEQ Capital’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 		$3.69M Buy
358,537
+184,554
+106% +$1.71M 0.02% 595
2026
Q1 		$1.46M Buy
173,983
+158,580
+1,030% +$2.1M 0.01% 896
2025
Q4 		$261K Buy
+15,403
New +$318K ﹤0.01% 1595
2025
Q3 		– Sell
-9,107
Closed -$259K – 2022
2025
Q2 		$259K Sell
9,107
-2,797
-23% -$71K ﹤0.01% 1476
2025
Q1 		$304K Buy
+11,904
New +$324K ﹤0.01% 1177

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

IEQ Capital's PHR Position: Q2 2026 in Review

IEQ Capital increased its Phreesia (PHR) stake by 106% in Q2 2026, buying an estimated $1.71M and bringing the position to 358,537 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #595.

IEQ Capital first reported a position in PHR in Q1 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • IEQ Capital held 358,537 shares of Phreesia worth $3.69M as of Q2 2026.
  • IEQ Capital bought 184,554 Phreesia shares in Q2 2026, an estimated $1.71M.
  • Phreesia made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #595 holding.
  • IEQ Capital first reported a position in Phreesia in Q1 2025 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.