Mercer Global Advisors
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Mercer Global Advisors’s Phreesia PHR Stock Holding History

Mercer Global Advisors’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 		$408K Buy
+48,643
New +$643K ﹤0.01% 2149
2025
Q2 		– Sell
-10,569
Closed -$270K – 2349
2025
Q1 		$270K Buy
10,569
+1,764
+20% +$48K ﹤0.01% 1817
2024
Q4 		$222K Sell
8,805
-2,317
-21% -$49.5K ﹤0.01% 1916
2024
Q3 		$249K Sell
11,122
-288
-3% -$6.75K ﹤0.01% 1695
2024
Q2 		$242K Sell
11,410
-1,246
-10% -$27K ﹤0.01% 1691
2024
Q1 		$303K Buy
12,656
+3,793
+43% +$94.2K ﹤0.01% 1557
2023
Q4 		$205K Sell
8,863
-3,442
-28% -$59.4K ﹤0.01% 1835
2023
Q3 		$230K Buy
+12,305
New +$331K ﹤0.01% 1697

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

Mercer Global Advisors's PHR Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Phreesia (PHR) in Q1 2026: 48,643 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in PHR as recently as Q1 2025.

Mercer Global Advisors first reported a position in PHR in Q3 2023 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Mercer Global Advisors held 48,643 shares of Phreesia worth $408K as of Q1 2026.
  • Phreesia was a new Mercer Global Advisors position in Q1 2026.
  • Phreesia made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2149 holding.
  • Mercer Global Advisors first reported a position in Phreesia in Q3 2023 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.