Nisa Investment Advisors
PHR icon

Nisa Investment Advisors’s Phreesia PHR Stock Holding History

Nisa Investment 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
Q2 		$89.7K Buy
8,714
+7,864
+925% +$73K ﹤0.01% 1599
2026
Q1 		$7.12K Sell
850
-444
-34% -$5.87K ﹤0.01% 2354
2025
Q4 		$21.9K Sell
1,294
-365
-22% -$7.53K ﹤0.01% 1911
2025
Q3 		$39K Hold
1,659
– – ﹤0.01% 1706
2025
Q2 		$47.2K Buy
1,659
+64
+4% +$1.62K ﹤0.01% 1605
2025
Q1 		$40.8K Buy
1,595
+96
+6% +$2.61K ﹤0.01% 1644
2024
Q4 		$37.7K Sell
1,499
-88
-6% -$1.88K ﹤0.01% 1759
2024
Q3 		$36.2K Sell
1,587
-28
-2% -$656 ﹤0.01% 1724
2024
Q2 		$34.2K Buy
1,615
+44
+3% +$955 ﹤0.01% 1774
2024
Q1 		$37.6K Buy
1,571
+77
+5% +$1.91K ﹤0.01% 1725
2023
Q4 		$34.6K Sell
1,494
-515
-26% -$8.89K ﹤0.01% 1719
2023
Q3 		$37.5K Sell
2,009
-11
-0.5% -$296 ﹤0.01% 1813
2023
Q2 		$62.6K Hold
2,020
– – ﹤0.01% 1670
2023
Q1 		$65K Sell
2,020
-210
-9% -$7.39K ﹤0.01% 1634
2022
Q4 		$72K Hold
2,230
– – ﹤0.01% 1663
2022
Q3 		$61K Buy
2,230
+36
+2% +$898 ﹤0.01% 1668
2022
Q2 		$55K Sell
2,194
-7,706
-78% -$170K ﹤0.01% 1702
2022
Q1 		$261K Buy
9,900
+8,160
+469% +$250K ﹤0.01% 1275
2021
Q4 		$54K Sell
1,740
-400
-19% -$23.8K ﹤0.01% 1715
2021
Q3 		$132K Buy
2,140
+400
+23% +$26.7K ﹤0.01% 1579
2021
Q2 		$107K Buy
1,740
+290
+20% +$15.1K ﹤0.01% 1656
2021
Q1 		$76K Hold
1,450
– – ﹤0.01% 1873
2020
Q4 		$79K Buy
1,450
+200
+16% +$8.58K ﹤0.01% 1834
2020
Q3 		$40K Buy
+1,250
New +$37.2K ﹤0.01% 1887

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

Nisa Investment Advisors's PHR Position: Q2 2026 in Review

Nisa Investment Advisors increased its Phreesia (PHR) stake by 925% in Q2 2026, buying an estimated $73K and bringing the position to 8,714 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Nisa Investment Advisors first reported a position in PHR in Q3 2020 and has held it in 24 quarters since. The position peaked at $261K in Q1 2022. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Nisa Investment Advisors held 8,714 shares of Phreesia worth $89.7K as of Q2 2026.
  • Nisa Investment Advisors bought 7,864 Phreesia shares in Q2 2026, an estimated $73K.
  • Phreesia made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1599 holding.
  • Nisa Investment Advisors first reported a position in Phreesia in Q3 2020 and has held it in 24 quarters since.
  • Nisa Investment Advisors's Phreesia position peaked at $261K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.