Squarepoint
PHR icon

Squarepoint’s Phreesia PHR Stock Holding History

Squarepoint’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
2023
Q4 		– Sell
-20,000
Closed -$374K – 4376
2023
Q3 		$374K Buy
+20,000
New +$538K ﹤0.01% 3005

Other funds holding PHR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Squarepoint's PHR Position: Q3 2026 in Review

Squarepoint opened a new position in Phreesia (PHR) in Q3 2026: 102,708 shares worth $1.06M. The stake represents ﹤0.01% of the portfolio and ranks #2738 among its holdings. This is a return to the name: Squarepoint previously reported a position in PHR as recently as Q4 2025.

Squarepoint first reported a position in PHR in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.48M in Q3 2025. 135 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • Squarepoint held 102,708 shares of Phreesia worth $1.06M as of Q3 2026.
  • Phreesia was a new Squarepoint position in Q3 2026.
  • Phreesia made up ﹤0.01% of Squarepoint's portfolio in Q3 2026, its #2738 holding.
  • Squarepoint first reported a position in Phreesia in Q1 2020 and has held it in 23 quarters since.
  • Squarepoint's Phreesia position peaked at $5.48M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Squarepoint's 13F filing for Q3 2026, filed 9 Nov 2026.