OQS
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Occudo Quantitative Strategies’s Phreesia PHR Stock Holding History

Occudo Quantitative Strategies’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 		$1.34M Buy
130,469
+11,286
+9% +$105K 0.07% 344
2026
Q1 		$1.1M Buy
+119,183
New +$1.58M 0.06% 372
2024
Q3 		– Sell
-10,361
Closed -$220K – 956
2024
Q2 		$220K Buy
+10,361
New +$225K 0.04% 567
2023
Q2 		– Sell
-29,739
Closed -$960K – 1221
2023
Q1 		$960K Buy
29,739
+21,467
+260% +$755K 0.09% 329
2022
Q4 		$268K Sell
8,272
-19,496
-70% -$529K 0.03% 697
2022
Q3 		$708K Buy
27,768
+5,882
+27% +$147K 0.06% 544
2022
Q2 		$547K Buy
+21,886
New +$482K 0.04% 588
2021
Q3 		– Sell
-6,233
Closed -$382K – 1116
2021
Q2 		$382K Buy
+6,233
New +$325K 0.06% 506

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

Occudo Quantitative Strategies's PHR Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Phreesia (PHR) stake by 9.5% in Q2 2026, buying an estimated $105K and bringing the position to 130,469 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #344.

Occudo Quantitative Strategies first reported a position in PHR in Q2 2021 and has held it in 8 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Occudo Quantitative Strategies held 130,469 shares of Phreesia worth $1.34M as of Q2 2026.
  • Occudo Quantitative Strategies bought 11,286 Phreesia shares in Q2 2026, an estimated $105K.
  • Phreesia made up 0.07% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #344 holding.
  • Occudo Quantitative Strategies first reported a position in Phreesia in Q2 2021 and has held it in 8 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.