SAM
PHR icon

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
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 $1.14B 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