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Palogic Value Management’s Phreesia PHR Stock Holding History

Palogic Value 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
Q2 		$1.24M Sell
120,177
-9,823
-8% -$91.2K 0.41% 64
2026
Q1 		$1.09M Buy
+130,000
New +$1.72M 0.46% 64

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

Palogic Value Management's PHR Position: Q2 2026 in Review

Palogic Value Management reduced its Phreesia (PHR) stake by 7.6% in Q2 2026, selling an estimated $91.2K and leaving 120,177 shares worth $1.24M. The position accounts for 0.41% of the portfolio, ranked #64.

Palogic Value Management first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Palogic Value Management held 120,177 shares of Phreesia worth $1.24M as of Q2 2026.
  • Palogic Value Management sold 9,823 Phreesia shares in Q2 2026, an estimated $91.2K.
  • Phreesia made up 0.41% of Palogic Value Management's portfolio in Q2 2026, its #64 holding.
  • Palogic Value Management first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Palogic Value Management's 13F filing for Q2 2026, filed 14 Aug 2026.