Renaissance Technologies’s Phreesia PHR Stock Holding History

Renaissance Technologies’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 Q3	$2.8M	Buy	+271,100	New	+$2.98M	﹤0.01%	1768
2024 Q4	–	Sell	-13,600	Closed	-$310K	–	3827
2024 Q3	$310K	Buy	+13,600	New	+$318K	﹤0.01%	2970
2023 Q4	–	Sell	-60,000	Closed	-$1.12M	–	4039
2023 Q3	$1.12M	Buy	+60,000	New	+$1.61M	﹤0.01%	2223
2023 Q2	–	Sell	-39,700	Closed	-$1.28M	–	4190
2023 Q1	$1.28M	Buy	+39,700	New	+$1.4M	﹤0.01%	2305
2022 Q2	–	Sell	-178,200	Closed	-$4.7M	–	4486
2022 Q1	$4.7M	Buy	178,200 +72,603	+69%	+$2.22M	0.01%	1637
2021 Q4	$4.4M	Buy	+105,597	New	+$6.27M	0.01%	1619
2021 Q3	–	Sell	-176,500	Closed	-$10.8M	–	3751
2021 Q2	$10.8M	Sell	176,500 -161,300	-48%	-$8.4M	0.01%	1118
2021 Q1	$17.6M	Buy	337,800 +153,300	+83%	+$9.7M	0.02%	850
2020 Q4	$10M	Buy	184,500 +163,900	+796%	+$7.03M	0.01%	1175
2020 Q3	$662K	Sell	20,600 -19,400	-49%	-$577K	﹤0.01%	2713
2020 Q2	$1.13M	Buy	+40,000	New	+$1.04M	﹤0.01%	2482

Other funds holding PHR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Renaissance Technologies's PHR Position: Q3 2026 in Review

Renaissance Technologies opened a new position in Phreesia (PHR) in Q3 2026: 271,100 shares worth $2.8M. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings. This is a return to the name: Renaissance Technologies previously reported a position in PHR as recently as Q3 2024.

Renaissance Technologies first reported a position in PHR in Q2 2020 and has held it in 11 quarters since. The position peaked at $17.6M in Q1 2021. 135 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

Renaissance Technologies held 271,100 shares of Phreesia worth $2.8M as of Q3 2026.
Phreesia was a new Renaissance Technologies position in Q3 2026.
Phreesia made up ﹤0.01% of Renaissance Technologies's portfolio in Q3 2026, its #1768 holding.
Renaissance Technologies first reported a position in Phreesia in Q2 2020 and has held it in 11 quarters since.
Renaissance Technologies's Phreesia position peaked at $17.6M in Q1 2021.
135 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Renaissance Technologies's 13F filing for Q3 2026, filed 12 Nov 2026.