SignatureFD’s Phreesia PHR Stock Holding History

SignatureFD’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	$4.45K	Sell	432 -472	-52%	-$4.38K	﹤0.01%	2893
2026 Q1	$7.58K	Buy	904 +886	+4,922%	+$11.7K	﹤0.01%	2629
2025 Q4	$305	Sell	18 -73	-80%	-$1.51K	﹤0.01%	3273
2025 Q3	$2.14K	Hold	91	–	–	﹤0.01%	2933
2025 Q2	$2.59K	Buy	91 +73	+406%	+$1.85K	﹤0.01%	2805
2025 Q1	$460	Hold	18	–	–	﹤0.01%	3178
2024 Q4	$453	Hold	18	–	–	﹤0.01%	3149
2024 Q3	$410	Hold	18	–	–	﹤0.01%	3120
2024 Q2	$382	Hold	18	–	–	﹤0.01%	3011
2024 Q1	$431	Hold	18	–	–	﹤0.01%	3042
2023 Q4	$417	Sell	18 -46	-72%	-$794	﹤0.01%	2993
2023 Q3	$1.2K	Sell	64 -134	-68%	-$3.6K	﹤0.01%	2901
2023 Q2	$6.14K	Sell	198 -11	-5%	-$344	﹤0.01%	2443
2023 Q1	$6.75K	Sell	209 -3	-1%	-$106	﹤0.01%	2387
2022 Q4	$6.86K	Buy	212 +50	+31%	+$1.36K	﹤0.01%	2302
2022 Q3	$4K	Hold	162	–	–	﹤0.01%	2553
2022 Q2	$4K	Sell	162 -99	-38%	-$2.18K	﹤0.01%	2535
2022 Q1	$7K	Buy	+261	New	+$8K	﹤0.01%	2355
2021 Q4	–	Sell	-28	Closed	-$2K	–	3226
2021 Q3	$2K	Buy	+28	New	+$1.87K	﹤0.01%	2690

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

SignatureFD's PHR Position: Q2 2026 in Review

SignatureFD reduced its Phreesia (PHR) stake by 52% in Q2 2026, selling an estimated $4.38K and leaving 432 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

SignatureFD first reported a position in PHR in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.58K in Q1 2026. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

SignatureFD held 432 shares of Phreesia worth $4.45K as of Q2 2026.
SignatureFD sold 472 Phreesia shares in Q2 2026, an estimated $4.38K.
Phreesia made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2893 holding.
SignatureFD first reported a position in Phreesia in Q3 2021 and has held it in 19 quarters since.
SignatureFD's Phreesia position peaked at $7.58K in Q1 2026.
227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.