Northern Trust
PHR icon

Northern Trust’s Phreesia PHR Stock Holding History

Northern Trust’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 		$4.3M Sell
513,296
-6,704
-1% -$88.7K ﹤0.01% 2537
2025
Q4 		$8.8M Sell
520,000
-40,471
-7% -$835K ﹤0.01% 2150
2025
Q3 		$13.2M Sell
560,471
-12,108
-2% -$329K ﹤0.01% 1951
2025
Q2 		$16.3M Buy
572,579
+4,339
+0.8% +$110K ﹤0.01% 1780
2025
Q1 		$14.5M Sell
568,240
-3,567
-0.6% -$97K ﹤0.01% 1820
2024
Q4 		$14.4M Buy
571,807
+35,392
+7% +$756K ﹤0.01% 1910
2024
Q3 		$12.2M Buy
536,415
+12,587
+2% +$295K ﹤0.01% 1953
2024
Q2 		$11.1M Sell
523,828
-18,444
-3% -$400K ﹤0.01% 1930
2024
Q1 		$13M Sell
542,272
-7,452
-1% -$185K ﹤0.01% 1888
2023
Q4 		$12.7M Buy
549,724
+11,390
+2% +$197K ﹤0.01% 1907
2023
Q3 		$10.1M Sell
538,334
-756
-0.1% -$20.3K ﹤0.01% 1997
2023
Q2 		$16.7M Buy
539,090
+22,478
+4% +$704K ﹤0.01% 1716
2023
Q1 		$16.7M Sell
516,612
-250
-0% -$8.8K ﹤0.01% 1672
2022
Q4 		$16.7M Buy
516,862
+3,188
+0.6% +$86.5K ﹤0.01% 1646
2022
Q3 		$13.1M Sell
513,674
-5,523
-1% -$138K ﹤0.01% 1792
2022
Q2 		$13M Sell
519,197
-15,884
-3% -$350K ﹤0.01% 1828
2022
Q1 		$14.1M Sell
535,081
-34,397
-6% -$1.05M ﹤0.01% 1922
2021
Q4 		$23.7M Sell
569,478
-9,761
-2% -$580K ﹤0.01% 1647
2021
Q3 		$35.7M Buy
579,239
+89,009
+18% +$5.94M 0.01% 1353
2021
Q2 		$30.1M Sell
490,230
-118,026
-19% -$6.15M 0.01% 1592
2021
Q1 		$31.7M Buy
608,256
+30
+0% +$1.89K 0.01% 1495
2020
Q4 		$33M Buy
608,226
+119,345
+24% +$5.12M 0.01% 1409
2020
Q3 		$15.7M Buy
488,881
+141,312
+41% +$4.21M ﹤0.01% 1805
2020
Q2 		$9.83M Sell
347,569
-58,486
-14% -$1.52M ﹤0.01% 2106
2020
Q1 		$8.54M Buy
406,055
+272,314
+204% +$7.46M ﹤0.01% 1960
2019
Q4 		$3.56M Sell
133,741
-5,101
-4% -$141K ﹤0.01% 2790
2019
Q3 		$3.37M Buy
+138,842
New +$3.66M ﹤0.01% 2787

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

Northern Trust's PHR Position: Q1 2026 in Review

Northern Trust reduced its Phreesia (PHR) stake by 1.3% in Q1 2026, selling an estimated $88.7K and leaving 513,296 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Northern Trust first reported a position in PHR in Q3 2019 and has held it in 27 quarters since. The position peaked at $35.7M in Q3 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Northern Trust held 513,296 shares of Phreesia worth $4.3M as of Q1 2026.
  • Northern Trust sold 6,704 Phreesia shares in Q1 2026, an estimated $88.7K.
  • Phreesia made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #2537 holding.
  • Northern Trust first reported a position in Phreesia in Q3 2019 and has held it in 27 quarters since.
  • Northern Trust's Phreesia position peaked at $35.7M in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.