M1FG
PHR icon

Mach-1 Financial Group’s Phreesia PHR Stock Holding History

Mach-1 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 		– Sell
-10,379
Closed -$176K – 256
2025
Q4 		$176K Buy
+10,379
New +$214K 0.04% 292
2025
Q3 		– Sell
-11,789
Closed -$336K – 369
2025
Q2 		$336K Buy
+11,789
New +$299K 0.1% 168

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

Mach-1 Financial Group's PHR Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Phreesia (PHR) in Q1 2026, closing a stake of 10,379 shares — an estimated $176K sold.

Mach-1 Financial Group first reported a position in PHR in Q2 2025 and held it in 2 quarters. The position peaked at $336K in Q2 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Mach-1 Financial Group reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 10,379 Phreesia shares in Q1 2026, an estimated $176K.
  • Mach-1 Financial Group first reported a position in Phreesia in Q2 2025 and held it in 2 quarters.
  • Mach-1 Financial Group's Phreesia position peaked at $336K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.