MIM
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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
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 $1.14B 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

Meros Investment Management's PHR Position: Q1 2026 in Review

Meros Investment Management increased its Phreesia (PHR) stake by 29% in Q1 2026, buying an estimated $1.82M and bringing the position to 615,740 shares worth $5.16M. The position accounts for 2.24% of the portfolio, ranked #18.

Meros Investment Management first reported a position in PHR in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.09M in Q4 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Meros Investment Management held 615,740 shares of Phreesia worth $5.16M as of Q1 2026.
  • Meros Investment Management bought 137,466 Phreesia shares in Q1 2026, an estimated $1.82M.
  • Phreesia made up 2.24% of Meros Investment Management's portfolio in Q1 2026, its #18 holding.
  • Meros Investment Management first reported a position in Phreesia in Q2 2025 and has held it in 4 quarters since.
  • Meros Investment Management's Phreesia position peaked at $8.09M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Meros Investment Management's 13F filing for Q1 2026, filed 14 May 2026.