Invesco
PHR icon

Invesco’s Phreesia PHR Stock Holding History

Invesco’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 		$1.2M Buy
116,605
+14,808
+15% +$138K ﹤0.01% 2830
2026
Q1 		$853K Buy
101,797
+19,621
+24% +$260K ﹤0.01% 2937
2025
Q4 		$1.39M Buy
82,176
+9,514
+13% +$196K ﹤0.01% 2766
2025
Q3 		$1.71M Buy
72,662
+5,918
+9% +$161K ﹤0.01% 2685
2025
Q2 		$1.9M Sell
66,744
-65,284
-49% -$1.66M ﹤0.01% 2591
2025
Q1 		$3.37M Buy
132,028
+91,779
+228% +$2.49M ﹤0.01% 2335
2024
Q4 		$1.01M Buy
40,249
+357
+0.9% +$7.63K ﹤0.01% 2912
2024
Q3 		$909K Buy
39,892
+800
+2% +$18.7K ﹤0.01% 2946
2024
Q2 		$829K Buy
39,092
+647
+2% +$14K ﹤0.01% 3029
2024
Q1 		$920K Buy
38,445
+2,003
+5% +$49.8K ﹤0.01% 3032
2023
Q4 		$844K Sell
36,442
-6,372
-15% -$110K ﹤0.01% 2967
2023
Q3 		$800K Buy
42,814
+3,680
+9% +$99K ﹤0.01% 2976
2023
Q2 		$1.21M Sell
39,134
-107,055
-73% -$3.35M ﹤0.01% 2820
2023
Q1 		$4.72M Buy
146,189
+15,653
+12% +$551K ﹤0.01% 2248
2022
Q4 		$4.22M Sell
130,536
-6,757
-5% -$183K ﹤0.01% 2332
2022
Q3 		$3.5M Buy
137,293
+103,909
+311% +$2.59M ﹤0.01% 2396
2022
Q2 		$834K Buy
33,384
+1,050
+3% +$23.1K ﹤0.01% 3066
2022
Q1 		$852K Sell
32,334
-821,823
-96% -$25.2M ﹤0.01% 3141
2021
Q4 		$35.6M Sell
854,157
-130,836
-13% -$7.77M 0.01% 1196
2021
Q3 		$60.8M Buy
984,993
+102,569
+12% +$6.84M 0.02% 973
2021
Q2 		$54.1M Buy
882,424
+8,718
+1% +$454K 0.01% 1050
2021
Q1 		$45.5M Buy
873,706
+200,973
+30% +$12.7M 0.01% 1104
2020
Q4 		$36.5M Buy
672,733
+14,342
+2% +$615K 0.01% 1137
2020
Q3 		$21.2M Buy
658,391
+34,889
+6% +$1.04M 0.01% 1276
2020
Q2 		$17.6M Buy
623,502
+153,138
+33% +$3.99M 0.01% 1331
2020
Q1 		$9.89M Buy
470,364
+169,710
+56% +$4.65M ﹤0.01% 1529
2019
Q4 		$8.01M Buy
+300,654
New +$8.31M ﹤0.01% 1894

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

Invesco's PHR Position: Q2 2026 in Review

Invesco increased its Phreesia (PHR) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 116,605 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Invesco first reported a position in PHR in Q4 2019 and has held it in 27 quarters since. The position peaked at $60.8M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Invesco held 116,605 shares of Phreesia worth $1.2M as of Q2 2026.
  • Invesco bought 14,808 Phreesia shares in Q2 2026, an estimated $138K.
  • Phreesia made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2830 holding.
  • Invesco first reported a position in Phreesia in Q4 2019 and has held it in 27 quarters since.
  • Invesco's Phreesia position peaked at $60.8M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.