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 		$5.14K Sell
500
-3,700
-88% -$34.4K ﹤0.01% 8153
2026
Q1 		$35.2K Sell
4,200
-900
-18% -$11.9K ﹤0.01% 6225
2025
Q4 		$86.3K Sell
5,100
-13,400
-72% -$276K ﹤0.01% 5145
2025
Q3 		$435K Buy
18,500
+3,500
+23% +$95.2K ﹤0.01% 3997
2025
Q2 		$426K Buy
15,000
+10,000
+200% +$254K ﹤0.01% 3673
2025
Q1 		$127K Sell
5,000
-4,700
-48% -$128K ﹤0.01% 4808
2024
Q4 		$244K Sell
9,700
-3,600
-27% -$76.9K ﹤0.01% 4307
2024
Q3 		$303K Buy
13,300
+4,900
+58% +$115K ﹤0.01% 4123
2024
Q2 		$178K Sell
8,400
-2,200
-21% -$47.7K ﹤0.01% 4770
2024
Q1 		$253K Sell
10,600
-42,300
-80% -$1.05M ﹤0.01% 4598
2023
Q4 		$1.22M Buy
52,900
+46,500
+727% +$802K ﹤0.01% 2824
2023
Q3 		$119K Sell
6,400
-100
-2% -$2.69K ﹤0.01% 4914
2023
Q2 		$201K Buy
+6,500
New +$203K ﹤0.01% 4287
2022
Q4 		– Sell
-10,200
Closed -$259K – 10125
2022
Q3 		$259K Sell
10,200
-200
-2% -$4.99K ﹤0.01% 4269
2022
Q2 		$260K Buy
10,400
+10,300
+10,300% +$227K ﹤0.01% 4288
2022
Q1 		$2K Sell
100
-100
-50% -$3.06K ﹤0.01% 9905
2021
Q4 		$8K Hold
200
– – ﹤0.01% 9215
2021
Q3 		$12K Hold
200
– – ﹤0.01% 8832
2021
Q2 		$12K Buy
+200
New +$10.4K ﹤0.01% 8993
2020
Q4 		– Sell
-1
Closed -$3K – 8893
2020
Q3 		$3K Sell
1
-5
-83% -$149 ﹤0.01% 7306
2020
Q2 		$16K Buy
+6
New +$156 ﹤0.01% 6375

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.