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Parallel Advisors’s Phreesia PHR Stock Holding History

Parallel 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 		$12.8K Buy
1,248
+560
+81% +$5.2K ﹤0.01% 2827
2026
Q1 		$5.76K Sell
688
-31
-4% -$410 ﹤0.01% 2983
2025
Q4 		$12.2K Buy
719
+88
+14% +$1.82K ﹤0.01% 2526
2025
Q3 		$14.8K Hold
631
– – ﹤0.01% 2392
2025
Q2 		$18K Sell
631
-16
-2% -$406 ﹤0.01% 2247
2025
Q1 		$16.5K Buy
647
+5
+0.8% +$136 ﹤0.01% 2233
2024
Q4 		$16.2K Buy
642
+27
+4% +$577 ﹤0.01% 2237
2024
Q3 		$14K Hold
615
– – ﹤0.01% 2269
2024
Q2 		$13K Hold
615
– – ﹤0.01% 2209
2024
Q1 		$14.7K Sell
615
-400
-39% -$9.94K ﹤0.01% 2141
2023
Q4 		$23.5K Buy
1,015
+4
+0.4% +$69 ﹤0.01% 1834
2023
Q3 		$18.9K Sell
1,011
-28
-3% -$753 ﹤0.01% 1873
2023
Q2 		$32.2K Sell
1,039
-4
-0.4% -$125 ﹤0.01% 1616
2023
Q1 		$33.7K Sell
1,043
-201
-16% -$7.07K ﹤0.01% 1580
2022
Q4 		$40.3K Buy
1,244
+32
+3% +$869 ﹤0.01% 1371
2022
Q3 		$31K Sell
1,212
-10
-0.8% -$250 ﹤0.01% 1485
2022
Q2 		$31K Sell
1,222
-36
-3% -$793 ﹤0.01% 1471
2022
Q1 		$37K Sell
1,258
-14
-1% -$429 ﹤0.01% 1427
2021
Q4 		$53K Sell
1,272
-39
-3% -$2.32K ﹤0.01% 1288
2021
Q3 		$81K Buy
1,311
+110
+9% +$7.34K ﹤0.01% 1070
2021
Q2 		$74K Hold
1,201
– – ﹤0.01% 1054
2021
Q1 		$63K Hold
1,201
– – ﹤0.01% 1077
2020
Q4 		$65K Hold
1,201
– – ﹤0.01% 984
2020
Q3 		$39K Buy
+1,201
New +$35.8K ﹤0.01% 1166

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

Parallel Advisors's PHR Position: Q2 2026 in Review

Parallel Advisors increased its Phreesia (PHR) stake by 81% in Q2 2026, buying an estimated $5.2K and bringing the position to 1,248 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Parallel Advisors first reported a position in PHR in Q3 2020 and has held it in 24 quarters since. The position peaked at $81K in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Parallel Advisors held 1,248 shares of Phreesia worth $12.8K as of Q2 2026.
  • Parallel Advisors bought 560 Phreesia shares in Q2 2026, an estimated $5.2K.
  • Phreesia made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2827 holding.
  • Parallel Advisors first reported a position in Phreesia in Q3 2020 and has held it in 24 quarters since.
  • Parallel Advisors's Phreesia position peaked at $81K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.