Schroder Investment Management Group
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Schroder Investment Management Group’s Phreesia PHR Stock Holding History

Schroder Investment Management Group’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 		– Sell
-520,475
Closed -$5.94M – 1230
2026
Q1 		$5.94M Sell
520,475
-336,729
-39% -$4.45M ﹤0.01% 752
2025
Q4 		$14.6M Buy
857,204
+58,259
+7% +$1.2M 0.01% 578
2025
Q3 		$18.8M Sell
798,945
-82,071
-9% -$2.23M 0.01% 537
2025
Q2 		$25.1M Buy
881,016
+215,143
+32% +$5.46M 0.02% 468
2025
Q1 		$17.3M Buy
665,873
+170,569
+34% +$4.64M 0.02% 537
2024
Q4 		$12.7M Sell
495,304
-629
-0.1% -$13.4K 0.01% 602
2024
Q3 		$11.3M Buy
495,933
+63,991
+15% +$1.5M 0.01% 640
2024
Q2 		$9.16M Buy
431,942
+176,008
+69% +$3.82M 0.01% 652
2024
Q1 		$6.12M Sell
255,934
-98,187
-28% -$2.44M 0.01% 747
2023
Q4 		$8.2M Buy
354,121
+5,391
+2% +$93K 0.01% 673
2023
Q3 		$6.51M Buy
+348,730
New +$9.38M 0.01% 686

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

Schroder Investment Management Group's PHR Position: Q2 2026 in Review

Schroder Investment Management Group sold out of Phreesia (PHR) in Q2 2026, closing a stake of 520,475 shares — an estimated $5.94M sold.

Schroder Investment Management Group first reported a position in PHR in Q3 2023 and held it in 11 quarters. The position peaked at $25.1M in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Schroder Investment Management Group reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Schroder Investment Management Group sold 520,475 Phreesia shares in Q2 2026, an estimated $5.94M.
  • Schroder Investment Management Group first reported a position in Phreesia in Q3 2023 and held it in 11 quarters.
  • Schroder Investment Management Group's Phreesia position peaked at $25.1M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.