Legato Capital Management’s Phreesia PHR Stock Holding History

Legato Capital 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 Q1	–	Sell	-33,332	Closed	-$564K	–	847
2025 Q4	$564K	Buy	33,332 +3,054	+10%	+$63K	0.05%	509
2025 Q3	$712K	Hold	30,278	–	–	0.08%	380
2025 Q2	$862K	Sell	30,278 -9,280	-23%	-$236K	0.1%	314
2025 Q1	$1.01M	Buy	39,558 +8,789	+29%	+$239K	0.14%	248
2024 Q4	$774K	Sell	30,769 -9,642	-24%	-$206K	0.1%	352
2024 Q3	$921K	Buy	40,411 +12,767	+46%	+$299K	0.11%	320
2024 Q2	$586K	Hold	27,644	–	–	0.08%	397
2024 Q1	$662K	Hold	27,644	–	–	0.08%	374
2023 Q4	$640K	Hold	27,644	–	–	0.08%	361
2023 Q3	$516K	Sell	27,644 -721	-3%	-$19.4K	0.07%	390
2023 Q2	$880K	Buy	28,365 +8,012	+39%	+$251K	0.12%	284
2023 Q1	$657K	Hold	20,353	–	–	0.12%	294
2022 Q4	$659K	Buy	+20,353	New	+$552K	0.13%	272

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

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

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Legato Capital Management's PHR Position: Q1 2026 in Review

Legato Capital Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 33,332 shares — an estimated $564K sold.

Legato Capital Management first reported a position in PHR in Q4 2022 and held it in 13 quarters. The position peaked at $1.01M in Q1 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

Legato Capital Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
Legato Capital Management sold 33,332 Phreesia shares in Q1 2026, an estimated $564K.
Legato Capital Management first reported a position in Phreesia in Q4 2022 and held it in 13 quarters.
Legato Capital Management's Phreesia position peaked at $1.01M in Q1 2025.
246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.