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Nicholas Company’s Phreesia PHR Stock Holding History

Nicholas Company’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
-152,109
Closed -$1.27M – 202
2026
Q1 		$1.27M Sell
152,109
-96,543
-39% -$1.28M 0.03% 200
2025
Q4 		$4.21M Buy
248,652
+36,515
+17% +$753K 0.07% 190
2025
Q3 		$4.99M Hold
212,137
– – 0.08% 189
2025
Q2 		$6.04M Buy
212,137
+29,185
+16% +$741K 0.1% 173
2025
Q1 		$4.68M Buy
182,952
+85,476
+88% +$2.32M 0.08% 192
2024
Q4 		$2.45M Buy
+97,476
New +$2.08M 0.04% 213

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 $3.38T AUM 44.17% 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

Nicholas Company's PHR Position: Q2 2026 in Review

Nicholas Company sold out of Phreesia (PHR) in Q2 2026, closing a stake of 152,109 shares — an estimated $1.27M sold.

Nicholas Company first reported a position in PHR in Q4 2024 and held it in 6 quarters. The position peaked at $6.04M in Q2 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Nicholas Company reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Nicholas Company sold 152,109 Phreesia shares in Q2 2026, an estimated $1.27M.
  • Nicholas Company first reported a position in Phreesia in Q4 2024 and held it in 6 quarters.
  • Nicholas Company's Phreesia position peaked at $6.04M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.