Panagora Asset Management’s Phreesia PHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.37M Buy
424,926
+29,390
+7% +$273K 0.01% 473
2026
Q1
$3.31M Buy
395,536
+90,472
+30% +$1.2M 0.01% 489
2025
Q4
$5.16M Buy
305,064
+50,245
+20% +$1.04M 0.02% 382
2025
Q3
$5.99M Buy
254,819
+2,465
+1% +$67K 0.02% 341
2025
Q2
$7.18M Buy
252,354
+144,936
+135% +$3.68M 0.03% 301
2025
Q1
$2.75M Buy
+107,418
New +$2.92M 0.01% 449
2023
Q2
Sell
-18,967
Closed -$612K 1416
2023
Q1
$612K Sell
18,967
-4,541
-19% -$160K ﹤0.01% 1041
2022
Q4
$761K Sell
23,508
-1,341
-5% -$36.4K 0.01% 1003
2022
Q3
$633K Buy
24,849
+15,417
+163% +$385K ﹤0.01% 1051
2022
Q2
$236K Buy
+9,432
New +$208K ﹤0.01% 1362
2021
Q3
Sell
-2,726
Closed -$167K 2210
2021
Q2
$167K Sell
2,726
-157,502
-98% -$8.2M ﹤0.01% 1708
2021
Q1
$8.35M Buy
160,228
+153,494
+2,279% +$9.67M 0.05% 353
2020
Q4
$365K Sell
6,734
-2,841
-30% -$122K ﹤0.01% 1349
2020
Q3
$308K Buy
9,575
+6,734
+237% +$200K ﹤0.01% 1347
2020
Q2
$80K Hold
2,841
﹤0.01% 1857
2020
Q1
$60K Hold
2,841
﹤0.01% 1840
2019
Q4
$76K Buy
+2,841
New +$78.5K ﹤0.01% 1854

Other funds holding PHR

Panagora Asset Management's PHR Position: Q2 2026 in Review

Panagora Asset Management increased its Phreesia (PHR) stake by 7.4% in Q2 2026, buying an estimated $273K and bringing the position to 424,926 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #473.

Panagora Asset Management first reported a position in PHR in Q4 2019 and has held it in 17 quarters since. The position peaked at $8.35M in Q1 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Panagora Asset Management held 424,926 shares of Phreesia worth $4.37M as of Q2 2026.
  • Panagora Asset Management bought 29,390 Phreesia shares in Q2 2026, an estimated $273K.
  • Phreesia made up 0.01% of Panagora Asset Management's portfolio in Q2 2026, its #473 holding.
  • Panagora Asset Management first reported a position in Phreesia in Q4 2019 and has held it in 17 quarters since.
  • Panagora Asset Management's Phreesia position peaked at $8.35M in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.