Massachusetts Financial Services
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Massachusetts Financial Services’s Phreesia PHR Stock Holding History

Massachusetts Financial Services’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 		$112K Sell
13,317
-356
-3% -$4.71K ﹤0.01% 945
2025
Q4 		$231K Buy
+13,673
New +$282K ﹤0.01% 908
2020
Q2 		– Sell
-333,871
Closed -$7.02M – 828
2020
Q1 		$7.02M Sell
333,871
-81,710
-20% -$2.24M ﹤0.01% 615
2019
Q4 		$11.1M Sell
415,581
-77,616
-16% -$2.15M ﹤0.01% 591
2019
Q3 		$12M Buy
+493,197
New +$13M ﹤0.01% 589

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

Massachusetts Financial Services's PHR Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Phreesia (PHR) stake by 2.6% in Q1 2026, selling an estimated $4.71K and leaving 13,317 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Massachusetts Financial Services first reported a position in PHR in Q3 2019 and has held it in 5 quarters since. The position peaked at $12M in Q3 2019. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Massachusetts Financial Services held 13,317 shares of Phreesia worth $112K as of Q1 2026.
  • Massachusetts Financial Services sold 356 Phreesia shares in Q1 2026, an estimated $4.71K.
  • Phreesia made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #945 holding.
  • Massachusetts Financial Services first reported a position in Phreesia in Q3 2019 and has held it in 5 quarters since.
  • Massachusetts Financial Services's Phreesia position peaked at $12M in Q3 2019.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.