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 		$8.23K Sell
800
-6,600
-89% -$61.3K ﹤0.01% 7834
2026
Q1 		$62K Buy
7,400
+3,800
+106% +$50.3K ﹤0.01% 5630
2025
Q4 		$60.9K Buy
3,600
+1,200
+50% +$24.8K ﹤0.01% 5483
2025
Q3 		$56K Sell
2,400
-400
-14% -$10.9K ﹤0.01% 6338
2025
Q2 		$79K Sell
2,800
-4,600
-62% -$117K ﹤0.01% 5460
2025
Q1 		$189K Sell
7,400
-500
-6% -$13.6K ﹤0.01% 4400
2024
Q4 		$198K Sell
7,900
-2,700
-25% -$57.7K ﹤0.01% 4531
2024
Q3 		$241K Buy
10,600
+2,200
+26% +$51.5K ﹤0.01% 4335
2024
Q2 		$178K Sell
8,400
-4,200
-33% -$91.1K ﹤0.01% 4769
2024
Q1 		$301K Buy
12,600
+700
+6% +$17.4K ﹤0.01% 4391
2023
Q4 		$275K Buy
11,900
+7,600
+177% +$131K ﹤0.01% 4324
2023
Q3 		$80K Sell
4,300
-3,300
-43% -$88.8K ﹤0.01% 5315
2023
Q2 		$235K Sell
7,600
-16,800
-69% -$526K ﹤0.01% 4114
2023
Q1 		$787K Buy
24,400
+21,700
+804% +$764K ﹤0.01% 2816
2022
Q4 		$87K Buy
2,700
+2,000
+286% +$54.3K ﹤0.01% 5250
2022
Q3 		$17K Buy
700
+300
+75% +$7.49K ﹤0.01% 7693
2022
Q2 		$10K Buy
400
+300
+300% +$6.61K ﹤0.01% 8303
2022
Q1 		$2K Sell
100
-4,400
-98% -$135K ﹤0.01% 9904
2021
Q4 		$187K Buy
4,500
+3,600
+400% +$214K ﹤0.01% 5301
2021
Q3 		$55K Hold
900
– – ﹤0.01% 7409
2021
Q2 		$55K Buy
900
+870
+2,900% +$45.3K ﹤0.01% 7537
2021
Q1 		$156K Sell
30
-80
-73% -$5.04K ﹤0.01% 5122
2020
Q4 		$596K Buy
110
+60
+120% +$2.58K ﹤0.01% 3190
2020
Q3 		$160K Buy
+50
New +$1.49K ﹤0.01% 4372

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.