JFG
PHR icon

Jefferies Financial Group’s Phreesia PHR Stock Holding History

Jefferies Financial Group’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 		$436K Buy
52,000
+25,500
+96% +$337K ﹤0.01% 1267
2025
Q4 		$448K Buy
+26,500
New +$547K ﹤0.01% 1362
2024
Q4 		– Sell
-2,000
Closed -$42.7K – 1782
2024
Q3 		$45.6K Buy
+2,000
New +$46.8K ﹤0.01% 1346
2024
Q2 		– Sell
-25,769
Closed -$617K – 1776
2024
Q1 		$617K Buy
+25,769
New +$640K 0.01% 984

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