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Probity Advisors’s Phreesia PHR Stock Holding History

Probity 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
Q1 		$144K Buy
17,194
+6,062
+54% +$80.2K 0.02% 229
2025
Q4 		$188K Sell
11,132
-2,173
-16% -$44.8K 0.03% 230
2025
Q3 		$313K Buy
13,305
+94
+0.7% +$2.56K 0.05% 195
2025
Q2 		$376K Buy
13,211
+1,168
+10% +$29.6K 0.07% 179
2025
Q1 		$308K Sell
12,043
-31
-0.3% -$843 0.06% 191
2024
Q4 		$304K Buy
+12,074
New +$258K 0.06% 193
2022
Q1 		– Sell
-5,029
Closed -$210K – 193
2021
Q4 		$210K Sell
5,029
-105
-2% -$6.24K 0.04% 189
2021
Q3 		$317K Buy
5,134
+15
+0.3% +$1K 0.07% 171
2021
Q2 		$314K Buy
5,119
+504
+11% +$26.2K 0.07% 164
2021
Q1 		$240K Buy
+4,615
New +$291K 0.05% 181

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

Probity Advisors's PHR Position: Q1 2026 in Review

Probity Advisors increased its Phreesia (PHR) stake by 54% in Q1 2026, buying an estimated $80.2K and bringing the position to 17,194 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #229.

Probity Advisors first reported a position in PHR in Q1 2021 and has held it in 10 quarters since. The position peaked at $376K in Q2 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Probity Advisors held 17,194 shares of Phreesia worth $144K as of Q1 2026.
  • Probity Advisors bought 6,062 Phreesia shares in Q1 2026, an estimated $80.2K.
  • Phreesia made up 0.02% of Probity Advisors's portfolio in Q1 2026, its #229 holding.
  • Probity Advisors first reported a position in Phreesia in Q1 2021 and has held it in 10 quarters since.
  • Probity Advisors's Phreesia position peaked at $376K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.