Jacobs Levy Equity Management
PHR icon

Jacobs Levy Equity Management’s Phreesia PHR Stock Holding History

Jacobs Levy Equity 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 		$11.5M Buy
1,113,782
+38,022
+4% +$353K 0.04% 293
2026
Q1 		$9.01M Buy
1,075,760
+176,662
+20% +$2.34M 0.04% 322
2025
Q4 		$15.2M Buy
+899,098
New +$18.6M 0.06% 249

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

Jacobs Levy Equity Management's PHR Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Phreesia (PHR) stake by 3.5% in Q2 2026, buying an estimated $353K and bringing the position to 1,113,782 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #293.

Jacobs Levy Equity Management first reported a position in PHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q4 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Jacobs Levy Equity Management held 1,113,782 shares of Phreesia worth $11.5M as of Q2 2026.
  • Jacobs Levy Equity Management bought 38,022 Phreesia shares in Q2 2026, an estimated $353K.
  • Phreesia made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #293 holding.
  • Jacobs Levy Equity Management first reported a position in Phreesia in Q4 2025 and has held it in 3 quarters since.
  • Jacobs Levy Equity Management's Phreesia position peaked at $15.2M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.