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Smartleaf Asset Management’s Phreesia PHR Stock Holding History

Smartleaf 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
Q2 		$75.5K Hold
7,333
– – ﹤0.01% 1301
2026
Q1 		$83.7K Buy
7,333
+1,897
+35% +$25.1K ﹤0.01% 1212
2025
Q4 		$92.6K Sell
5,436
-1,013
-16% -$20.9K ﹤0.01% 1231
2025
Q3 		$152K Buy
6,449
+3,633
+129% +$98.8K 0.01% 848
2025
Q2 		$80.2K Sell
2,816
-2,451
-47% -$62.2K 0.01% 955
2025
Q1 		$137K Buy
5,267
+1,825
+53% +$49.6K 0.01% 705
2024
Q4 		$88.6K Buy
3,442
+2,090
+155% +$44.7K 0.01% 894
2024
Q3 		$30.7K Buy
1,352
+1,006
+291% +$23.6K ﹤0.01% 1106
2024
Q2 		$7.32K Buy
+346
New +$7.51K ﹤0.01% 1586

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

Smartleaf Asset Management's PHR Position: Q2 2026 in Review

Smartleaf Asset Management held its Phreesia (PHR) position steady in Q2 2026 at 7,333 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Smartleaf Asset Management first reported a position in PHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $152K in Q3 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Smartleaf Asset Management held 7,333 shares of Phreesia worth $75.5K as of Q2 2026.
  • Smartleaf Asset Management left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1301 holding.
  • Smartleaf Asset Management first reported a position in Phreesia in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Phreesia position peaked at $152K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.