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
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 $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Prelude Capital Management's PHR Position: Q1 2026 in Review

Prelude Capital Management increased its Phreesia (PHR) stake by 11% in Q1 2026, buying an estimated $19.2K and bringing the position to 14,119 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #1022.

Prelude Capital Management first reported a position in PHR in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.4M in Q1 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Prelude Capital Management held 14,119 shares of Phreesia worth $118K as of Q1 2026.
  • Prelude Capital Management bought 1,452 Phreesia shares in Q1 2026, an estimated $19.2K.
  • Phreesia made up 0.01% of Prelude Capital Management's portfolio in Q1 2026, its #1022 holding.
  • Prelude Capital Management first reported a position in Phreesia in Q3 2019 and has held it in 17 quarters since.
  • Prelude Capital Management's Phreesia position peaked at $1.4M in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.