MIM
PHR icon

Meros Investment Management’s Phreesia PHR Stock Holding History

Meros Investment 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
Q2 		– Sell
-615,740
Closed -$5.16M – 55
2026
Q1 		$5.16M Buy
615,740
+137,466
+29% +$1.82M 2.24% 18
2025
Q4 		$8.09M Buy
478,274
+156,137
+48% +$3.22M 3.21% 11
2025
Q3 		$7.58M Buy
322,137
+199,050
+162% +$5.41M 3.23% 12
2025
Q2 		$3.5M Buy
+123,087
New +$3.12M 1.66% 28

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Meros Investment Management's PHR Position: Q2 2026 in Review

Meros Investment Management sold out of Phreesia (PHR) in Q2 2026, closing a stake of 615,740 shares — an estimated $5.16M sold.

Meros Investment Management first reported a position in PHR in Q2 2025 and held it in 4 quarters. The position peaked at $8.09M in Q4 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Meros Investment Management reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Meros Investment Management sold 615,740 Phreesia shares in Q2 2026, an estimated $5.16M.
  • Meros Investment Management first reported a position in Phreesia in Q2 2025 and held it in 4 quarters.
  • Meros Investment Management's Phreesia position peaked at $8.09M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Meros Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.