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Silvercrest Asset Management’s Phreesia PHR Stock Holding History

Silvercrest Asset Management’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
Q1 		– Sell
-474,146
Closed -$8.02M – 880
2025
Q4 		$8.02M Buy
474,146
+645
+0.1% +$13.3K 0.06% 365
2025
Q3 		$11.1M Sell
473,501
-12,112
-2% -$329K 0.07% 289
2025
Q2 		$13.8M Buy
485,613
+1,410
+0.3% +$35.8K 0.09% 263
2025
Q1 		$12.4M Buy
484,203
+89,851
+23% +$2.44M 0.09% 263
2024
Q4 		$9.92M Buy
394,352
+93,349
+31% +$1.99M 0.07% 300
2024
Q3 		$6.86M Sell
301,003
-152,731
-34% -$3.58M 0.05% 332
2024
Q2 		$9.62M Buy
453,734
+6,096
+1% +$132K 0.07% 267
2024
Q1 		$10.7M Buy
447,638
+19,454
+5% +$483K 0.07% 252
2023
Q4 		$9.91M Buy
428,184
+96,473
+29% +$1.66M 0.07% 247
2023
Q3 		$6.2M Sell
331,711
-197
-0.1% -$5.3K 0.05% 317
2023
Q2 		$10.3M Buy
331,908
+49,685
+18% +$1.56M 0.07% 232
2023
Q1 		$9.11M Buy
282,223
+65,801
+30% +$2.32M 0.07% 243
2022
Q4 		$7M Sell
216,422
-3,455
-2% -$93.8K 0.05% 277
2022
Q3 		$5.6M Sell
219,877
-5,388
-2% -$134K 0.05% 310
2022
Q2 		$5.63M Buy
225,265
+65,254
+41% +$1.44M 0.04% 307
2022
Q1 		$4.22M Buy
160,011
+1,985
+1% +$60.8K 0.03% 400
2021
Q4 		$6.58M Buy
158,026
+36,009
+30% +$2.14M 0.04% 336
2021
Q3 		$7.53M Sell
122,017
-34,943
-22% -$2.33M 0.05% 309
2021
Q2 		$9.62M Buy
+156,960
New +$8.17M 0.06% 283
2019
Q4 		– Sell
-55,452
Closed -$1.34M – 762
2019
Q3 		$1.34M Buy
+55,452
New +$1.46M 0.01% 508

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Silvercrest Asset Management's PHR Position: Q1 2026 in Review

Silvercrest Asset Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 474,146 shares — an estimated $8.02M sold.

Silvercrest Asset Management first reported a position in PHR in Q3 2019 and held it in 20 quarters. The position peaked at $13.8M in Q2 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Silvercrest Asset Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Silvercrest Asset Management sold 474,146 Phreesia shares in Q1 2026, an estimated $8.02M.
  • Silvercrest Asset Management first reported a position in Phreesia in Q3 2019 and held it in 20 quarters.
  • Silvercrest Asset Management's Phreesia position peaked at $13.8M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.