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
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 $1.14B 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