Simplex Trading
PHR icon

Simplex Trading’s Phreesia PHR Stock Holding History

Simplex Trading’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 		$14.5K Sell
1,410
-5,979
-81% -$55.5K ﹤0.01% 7386
2026
Q1 		$61.9K Sell
7,389
-4,059
-35% -$53.7K ﹤0.01% 5632
2025
Q4 		$194K Buy
11,448
+5,491
+92% +$113K ﹤0.01% 4267
2025
Q3 		$140K Buy
5,957
+3,082
+107% +$83.8K ﹤0.01% 5368
2025
Q2 		$81K Buy
+2,875
New +$73K ﹤0.01% 5443
2025
Q1 		– Sell
-928
Closed -$25.2K – 9379
2024
Q4 		$23K Sell
928
-2,160
-70% -$46.1K ﹤0.01% 6577
2024
Q3 		$70K Buy
+3,088
New +$72.3K ﹤0.01% 5570
2024
Q1 		– Sell
-15,949
Closed -$396K – 9620
2023
Q4 		$369K Buy
15,949
+14,001
+719% +$242K ﹤0.01% 4011
2023
Q3 		$36K Buy
1,948
+1,252
+180% +$33.7K ﹤0.01% 6100
2023
Q2 		$21K Buy
+696
New +$21.8K ﹤0.01% 6736
2022
Q4 		– Sell
-607
Closed -$16.5K – 10124
2022
Q3 		$15K Sell
607
-4,080
-87% -$102K ﹤0.01% 7840
2022
Q2 		$117K Buy
+4,687
New +$103K ﹤0.01% 5360
2021
Q4 		– Sell
-2,727
Closed -$162K – 11201
2021
Q3 		$169K Hold
2,727
– – ﹤0.01% 5860
2021
Q2 		$167K Buy
+2,727
New +$142K ﹤0.01% 5985
2021
Q1 		– Sell
-199
Closed -$12.5K – 9755
2020
Q4 		$10K Buy
+199
New +$8.54K ﹤0.01% 7423
2020
Q3 		– Sell
-193
Closed -$5.75K – 8317
2020
Q2 		$5K Buy
+193
New +$5.03K ﹤0.01% 6992

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

Simplex Trading's PHR Position: Q2 2026 in Review

Simplex Trading reduced its Phreesia (PHR) stake by 81% in Q2 2026, selling an estimated $55.5K and leaving 1,410 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7386.

Simplex Trading first reported a position in PHR in Q2 2020 and has held it in 16 quarters since. The position peaked at $369K in Q4 2023. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Simplex Trading held 1,410 shares of Phreesia worth $14.5K as of Q2 2026.
  • Simplex Trading sold 5,979 Phreesia shares in Q2 2026, an estimated $55.5K.
  • Phreesia made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7386 holding.
  • Simplex Trading first reported a position in Phreesia in Q2 2020 and has held it in 16 quarters since.
  • Simplex Trading's Phreesia position peaked at $369K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.