SG Americas Securities
PHR icon

SG Americas Securities’s Phreesia PHR Stock Holding History

SG Americas Securities’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 		$4.12M Sell
400,236
-57,689
-13% -$536K ﹤0.01% 1170
2026
Q1 		$3.84M Buy
457,925
+386,848
+544% +$5.12M ﹤0.01% 1129
2025
Q4 		$1.2M Buy
+71,077
New +$1.47M ﹤0.01% 1858
2025
Q3 		– Sell
-6,040
Closed -$172K – 3522
2025
Q2 		$172K Sell
6,040
-12,029
-67% -$305K ﹤0.01% 2360
2025
Q1 		$462K Buy
+18,069
New +$491K ﹤0.01% 1844
2024
Q4 		– Sell
-41,849
Closed -$954K – 3504
2024
Q3 		$954K Buy
+41,849
New +$980K ﹤0.01% 1118
2024
Q1 		– Sell
-7,244
Closed -$168K – 3328
2023
Q4 		$168K Buy
7,244
+171
+2% +$2.95K ﹤0.01% 2325
2023
Q3 		$132K Buy
+7,073
New +$190K ﹤0.01% 2600
2023
Q2 		– Sell
-10,284
Closed -$332K – 2964
2023
Q1 		$332K Sell
10,284
-4,391
-30% -$155K ﹤0.01% 2050
2022
Q4 		$475K Buy
14,675
+6,379
+77% +$173K 0.01% 1577
2022
Q3 		$211K Sell
8,296
-14,857
-64% -$371K ﹤0.01% 2286
2022
Q2 		$579K Sell
23,153
-6,953
-23% -$153K 0.01% 1836
2022
Q1 		$794K Sell
30,106
-13,118
-30% -$402K 0.01% 1587
2021
Q4 		$1.8M Buy
43,224
+26,044
+152% +$1.55M 0.01% 1171
2021
Q3 		$1.06M Buy
17,180
+7,126
+71% +$475K 0.01% 1866
2021
Q2 		$616K Sell
10,054
-10,333
-51% -$538K ﹤0.01% 1849
2021
Q1 		$1.06M Buy
+20,387
New +$1.28M 0.01% 1495
2020
Q4 		– Sell
-70,859
Closed -$2.28M – 3440
2020
Q3 		$2.28M Buy
+70,859
New +$2.11M 0.01% 668
2020
Q2 		– Sell
-9,600
Closed -$202K – 3811
2020
Q1 		$202K Buy
+9,600
New +$263K ﹤0.01% 2497

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 $3.38T AUM 44.17% 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

SG Americas Securities's PHR Position: Q2 2026 in Review

SG Americas Securities reduced its Phreesia (PHR) stake by 13% in Q2 2026, selling an estimated $536K and leaving 400,236 shares worth $4.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

SG Americas Securities first reported a position in PHR in Q1 2020 and has held it in 19 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • SG Americas Securities held 400,236 shares of Phreesia worth $4.12M as of Q2 2026.
  • SG Americas Securities sold 57,689 Phreesia shares in Q2 2026, an estimated $536K.
  • Phreesia made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1170 holding.
  • SG Americas Securities first reported a position in Phreesia in Q1 2020 and has held it in 19 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.