Ray Dalio
PHR icon

Ray Dalio’s Phreesia PHR Stock Holding History

Ray Dalio’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 		– Sell
-12,805
Closed -$217K – 1172
2025
Q4 		$217K Sell
12,805
-59,398
-82% -$1.23M ﹤0.01% 1032
2025
Q3 		$1.7M Buy
+72,203
New +$1.96M 0.01% 764
2025
Q1 		– Sell
-8,971
Closed -$226K – 765
2024
Q4 		$226K Sell
8,971
-21,474
-71% -$459K ﹤0.01% 665
2024
Q3 		$694K Sell
30,445
-31,869
-51% -$746K ﹤0.01% 653
2024
Q2 		$1.32M Sell
62,314
-6,758
-10% -$147K 0.01% 614
2024
Q1 		$1.65M Sell
69,072
-9,966
-13% -$248K 0.01% 521
2023
Q4 		$1.83M Sell
79,038
-16,914
-18% -$292K 0.01% 529
2023
Q3 		$1.79M Sell
95,952
-3,499
-4% -$94.1K 0.01% 513
2023
Q2 		$3.08M Sell
99,451
-5,208
-5% -$163K 0.02% 397
2023
Q1 		$3.38M Sell
104,659
-1,150
-1% -$40.5K 0.02% 372
2022
Q4 		$3.42M Sell
105,809
-33,117
-24% -$899K 0.02% 436
2022
Q3 		$3.54M Sell
138,926
-2,988
-2% -$74.6K 0.02% 453
2022
Q2 		$3.55M Buy
141,914
+10,148
+8% +$223K 0.02% 579
2022
Q1 		$3.47M Buy
131,766
+34,160
+35% +$1.05M 0.01% 549
2021
Q4 		$4.07M Buy
97,606
+9,570
+11% +$568K 0.02% 341
2021
Q3 		$5.43M Sell
88,036
-2,685
-3% -$179K 0.03% 278
2021
Q2 		$5.56M Buy
+90,721
New +$4.72M 0.04% 319

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's PHR Position: Q1 2026 in Review

Ray Dalio sold out of Phreesia (PHR) in Q1 2026, closing a stake of 12,805 shares — an estimated $217K sold.

Ray Dalio first reported a position in PHR in Q2 2021 and held it in 17 quarters. The position peaked at $5.56M in Q2 2021. 245 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Ray Dalio reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 12,805 Phreesia shares in Q1 2026, an estimated $217K.
  • Ray Dalio first reported a position in Phreesia in Q2 2021 and held it in 17 quarters.
  • Ray Dalio's Phreesia position peaked at $5.56M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.