JFG
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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
2025
Q1 		– Sell
-75,500
Closed -$1.9M – 1914
2024
Q4 		$1.9M Buy
75,500
+8,000
+12% +$171K 0.01% 685
2024
Q3 		$1.54M Buy
+67,500
New +$1.58M 0.01% 663
2024
Q2 		– Sell
-14,600
Closed -$349K – 1775
2024
Q1 		$349K Buy
+14,600
New +$363K ﹤0.01% 1163

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's PHR Position: Q2 2026 in Review

Jefferies Financial Group increased its Phreesia (PHR) stake by 9.6% in Q2 2026, buying an estimated $46.4K and bringing the position to 57,000 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Jefferies Financial Group first reported a position in PHR in Q1 2024 and has held it in 5 quarters since. The position peaked at $617K in Q1 2024. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Jefferies Financial Group held 57,000 shares of Phreesia worth $587K as of Q2 2026.
  • Jefferies Financial Group bought 5,000 Phreesia shares in Q2 2026, an estimated $46.4K.
  • Phreesia made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1204 holding.
  • Jefferies Financial Group first reported a position in Phreesia in Q1 2024 and has held it in 5 quarters since.
  • Jefferies Financial Group's Phreesia position peaked at $617K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.