Jump Financial’s Phreesia PHR Stock Holding History

Jump Financial’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	$141K	Sell	13,700 -520,634	-97%	-$4.83M	﹤0.01%	1888
2026 Q1	$4.48M	Buy	+534,334	New	+$7.07M	0.06%	389
2023 Q1	–	Sell	-21,311	Closed	-$690K	–	1953
2022 Q4	$690K	Buy	+21,311	New	+$578K	0.04%	647
2022 Q2	–	Sell	-35,788	Closed	-$943K	–	1932
2022 Q1	$943K	Buy	+35,788	New	+$1.1M	0.04%	548
2021 Q4	–	Sell	-37,118	Closed	-$2.29M	–	1638
2021 Q3	$2.29M	Buy	+37,118	New	+$2.48M	0.17%	120
2021 Q1	–	Sell	-19,100	Closed	-$1.04M	–	1205
2020 Q4	$1.04M	Buy	+19,100	New	+$820K	0.18%	149

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jump Financial's PHR Position: Q2 2026 in Review

Jump Financial reduced its Phreesia (PHR) stake by 97% in Q2 2026, selling an estimated $4.83M and leaving 13,700 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Jump Financial first reported a position in PHR in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.48M in Q1 2026. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Jump Financial held 13,700 shares of Phreesia worth $141K as of Q2 2026.
Jump Financial sold 520,634 Phreesia shares in Q2 2026, an estimated $4.83M.
Phreesia made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1888 holding.
Jump Financial first reported a position in Phreesia in Q4 2020 and has held it in 6 quarters since.
Jump Financial's Phreesia position peaked at $4.48M in Q1 2026.
227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.