SEI Investments’s Phreesia PHR Stock Holding History

SEI Investments’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	$292K	Sell	28,335 -109,287	-79%	-$1.01M	﹤0.01%	2885
2026 Q1	$1.15M	Buy	137,622 +23,560	+21%	+$312K	﹤0.01%	2292
2025 Q4	$1.93M	Sell	114,062 -54,996	-33%	-$1.13M	﹤0.01%	1869
2025 Q3	$3.98M	Sell	169,058 -73,651	-30%	-$2M	﹤0.01%	1395
2025 Q2	$6.91M	Buy	242,709 +38,054	+19%	+$966K	0.01%	1126
2025 Q1	$5.23M	Buy	204,655 +7,840	+4%	+$213K	0.01%	1247
2024 Q4	$4.95M	Buy	196,815 +15,241	+8%	+$326K	0.01%	1292
2024 Q3	$4.14M	Buy	181,574 +16,247	+10%	+$380K	0.01%	1373
2024 Q2	$3.5M	Buy	165,327 +95,058	+135%	+$2.06M	0.01%	1382
2024 Q1	$1.68M	Sell	70,269 -1,300	-2%	-$32.3K	﹤0.01%	1692
2023 Q4	$1.66M	Sell	71,569 -61,129	-46%	-$1.05M	﹤0.01%	1685
2023 Q3	$2.48M	Sell	132,698 -12,513	-9%	-$337K	﹤0.01%	1499
2023 Q2	$4.5M	Buy	145,211 +51,020	+54%	+$1.6M	0.01%	1242
2023 Q1	$3.04M	Buy	94,191 +27,350	+41%	+$962K	0.01%	1428
2022 Q4	$2.16M	Buy	66,841 +28,665	+75%	+$778K	﹤0.01%	1462
2022 Q3	$973K	Buy	38,176 +12,504	+49%	+$312K	﹤0.01%	1809
2022 Q2	$642K	Sell	25,672 -2,489	-9%	-$54.8K	﹤0.01%	2005
2022 Q1	$742K	Buy	28,161 +6,529	+30%	+$200K	﹤0.01%	1912
2021 Q4	$901K	Buy	21,632 +2,023	+10%	+$120K	﹤0.01%	1887
2021 Q3	$1.21M	Buy	19,609 +1,688	+9%	+$113K	﹤0.01%	1711
2021 Q2	$1.1M	Buy	17,921 +1,386	+8%	+$72.2K	﹤0.01%	1777
2021 Q1	$861K	Sell	16,535 -2,233	-12%	-$141K	﹤0.01%	1815
2020 Q4	$1.02M	Sell	18,768 -15,369	-45%	-$660K	﹤0.01%	1682
2020 Q3	$1.1M	Buy	34,137 +9,199	+37%	+$274K	﹤0.01%	1559
2020 Q2	$705K	Buy	24,938 +1,546	+7%	+$40.3K	﹤0.01%	1710
2020 Q1	$492K	Buy	23,392 +1,145	+5%	+$31.4K	﹤0.01%	1746
2019 Q4	$593K	Buy	+22,247	New	+$615K	﹤0.01%	1858

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SEI Investments's PHR Position: Q2 2026 in Review

SEI Investments reduced its Phreesia (PHR) stake by 79% in Q2 2026, selling an estimated $1.01M and leaving 28,335 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

SEI Investments first reported a position in PHR in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.91M in Q2 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

SEI Investments held 28,335 shares of Phreesia worth $292K as of Q2 2026.
SEI Investments sold 109,287 Phreesia shares in Q2 2026, an estimated $1.01M.
Phreesia made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2885 holding.
SEI Investments first reported a position in Phreesia in Q4 2019 and has held it in 27 quarters since.
SEI Investments's Phreesia position peaked at $6.91M in Q2 2025.
227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.