PCM
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Prelude Capital Management’s Phreesia PHR Stock Holding History

Prelude Capital 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 		$437K Buy
42,483
+28,364
+201% +$263K 0.03% 583
2026
Q1 		$118K Buy
14,119
+1,452
+11% +$19.2K 0.01% 1022
2025
Q4 		$214K Buy
+12,667
New +$261K 0.02% 1016
2024
Q2 		– Sell
-9,838
Closed -$235K – 1429
2024
Q1 		$235K Sell
9,838
-23,571
-71% -$586K 0.01% 1021
2023
Q4 		$773K Buy
33,409
+3,561
+12% +$61.4K 0.05% 371
2023
Q3 		$558K Buy
29,848
+8,840
+42% +$238K 0.04% 435
2023
Q2 		$651K Buy
21,008
+6,048
+40% +$189K 0.04% 388
2023
Q1 		$483K Sell
14,960
-223
-1% -$7.85K 0.03% 471
2022
Q4 		$491K Buy
15,183
+3,377
+29% +$91.7K 0.03% 581
2022
Q3 		$301K Buy
11,806
+3,752
+47% +$93.6K 0.01% 866
2022
Q2 		$201K Sell
8,054
-227
-3% -$5K 0.01% 1290
2022
Q1 		$218K Sell
8,281
-3,636
-31% -$111K 0.01% 1225
2021
Q4 		$496K Buy
11,917
+6,212
+109% +$369K 0.01% 1019
2021
Q3 		$352K Sell
5,705
-159
-3% -$10.6K 0.01% 1060
2021
Q2 		$359K Sell
5,864
-20,990
-78% -$1.09M 0.01% 1117
2021
Q1 		$1.4M Buy
+26,854
New +$1.69M 0.04% 473
2020
Q1 		– Sell
-100
Closed -$3K – 1895
2019
Q4 		$3K Sell
100
-1,600
-94% -$44.2K ﹤0.01% 1816
2019
Q3 		$41K Buy
+1,700
New +$44.8K ﹤0.01% 1231

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

Prelude Capital Management's PHR Position: Q2 2026 in Review

Prelude Capital Management increased its Phreesia (PHR) stake by 201% in Q2 2026, buying an estimated $263K and bringing the position to 42,483 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #583.

Prelude Capital Management first reported a position in PHR in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.4M in Q1 2021. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Prelude Capital Management held 42,483 shares of Phreesia worth $437K as of Q2 2026.
  • Prelude Capital Management bought 28,364 Phreesia shares in Q2 2026, an estimated $263K.
  • Phreesia made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #583 holding.
  • Prelude Capital Management first reported a position in Phreesia in Q3 2019 and has held it in 18 quarters since.
  • Prelude Capital Management's Phreesia position peaked at $1.4M in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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