Marshall Wace
PHR icon

Marshall Wace’s Phreesia PHR Stock Holding History

Marshall Wace’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 		$459K Buy
54,827
+34,510
+170% +$456K ﹤0.01% 2486
2025
Q4 		$344K Sell
20,317
-116,531
-85% -$2.4M ﹤0.01% 2400
2025
Q3 		$3.22M Sell
136,848
-281,636
-67% -$7.66M ﹤0.01% 1389
2025
Q2 		$11.9M Buy
418,484
+281,454
+205% +$7.14M 0.01% 780
2025
Q1 		$3.5M Buy
137,030
+41,945
+44% +$1.14M ﹤0.01% 1215
2024
Q4 		$2.39M Buy
95,085
+76,690
+417% +$1.64M ﹤0.01% 1363
2024
Q3 		$419K Sell
18,395
-21,615
-54% -$506K ﹤0.01% 1981
2024
Q2 		$848K Sell
40,010
-113,068
-74% -$2.45M ﹤0.01% 1761
2024
Q1 		$3.66M Buy
153,078
+71,856
+88% +$1.79M 0.01% 1124
2023
Q4 		$1.88M Buy
+81,222
New +$1.4M ﹤0.01% 1249
2022
Q2 		– Sell
-47,529
Closed -$1.25M – 3745
2022
Q1 		$1.25M Sell
47,529
-68,991
-59% -$2.11M ﹤0.01% 2337
2021
Q4 		$4.86M Buy
+116,520
New +$6.92M 0.01% 1375
2020
Q4 		– Sell
-28,811
Closed -$925K – 2106
2020
Q3 		$925K Sell
28,811
-143,372
-83% -$4.27M 0.01% 1052
2020
Q2 		$4.87M Buy
+172,183
New +$4.49M 0.03% 481
2020
Q1 		– Sell
-216,508
Closed -$5.77M – 1965
2019
Q4 		$5.77M Buy
+216,508
New +$5.98M 0.04% 483

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

Marshall Wace's PHR Position: Q1 2026 in Review

Marshall Wace increased its Phreesia (PHR) stake by 170% in Q1 2026, buying an estimated $456K and bringing the position to 54,827 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Marshall Wace first reported a position in PHR in Q4 2019 and has held it in 15 quarters since. The position peaked at $11.9M in Q2 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Marshall Wace held 54,827 shares of Phreesia worth $459K as of Q1 2026.
  • Marshall Wace bought 34,510 Phreesia shares in Q1 2026, an estimated $456K.
  • Phreesia made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2486 holding.
  • Marshall Wace first reported a position in Phreesia in Q4 2019 and has held it in 15 quarters since.
  • Marshall Wace's Phreesia position peaked at $11.9M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.