State Street
PHR icon

State Street’s Phreesia PHR Stock Holding History

State Street’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 		$16.2M Buy
1,577,463
+103,517
+7% +$961K ﹤0.01% 2469
2026
Q1 		$12.4M Buy
1,473,946
+17,340
+1% +$229K ﹤0.01% 2496
2025
Q4 		$24.6M Buy
1,456,606
+22,399
+2% +$462K ﹤0.01% 2147
2025
Q3 		$33.7M Sell
1,434,207
-12,836
-0.9% -$349K ﹤0.01% 1949
2025
Q2 		$41.2M Buy
1,447,043
+27,638
+2% +$701K ﹤0.01% 1776
2025
Q1 		$36.3M Sell
1,419,405
-23,284
-2% -$633K ﹤0.01% 1813
2024
Q4 		$36.3M Buy
1,442,689
+115,103
+9% +$2.46M ﹤0.01% 1878
2024
Q3 		$30.3M Buy
1,327,586
+88,517
+7% +$2.07M ﹤0.01% 1973
2024
Q2 		$26.3M Buy
1,239,069
+19,301
+2% +$419K ﹤0.01% 2029
2024
Q1 		$29.2M Buy
1,219,768
+65,534
+6% +$1.63M ﹤0.01% 1999
2023
Q4 		$26.7M Buy
1,154,234
+40,962
+4% +$707K ﹤0.01% 2045
2023
Q3 		$20.8M Buy
1,113,272
+20,035
+2% +$539K ﹤0.01% 2158
2023
Q2 		$33.9M Buy
1,093,237
+11,217
+1% +$351K ﹤0.01% 1895
2023
Q1 		$34.9M Buy
1,082,020
+22,789
+2% +$802K ﹤0.01% 1873
2022
Q4 		$34.3M Buy
1,059,231
+60,609
+6% +$1.65M ﹤0.01% 1886
2022
Q3 		$25.4M Sell
998,622
-549
-0.1% -$13.7K ﹤0.01% 2046
2022
Q2 		$25M Buy
999,171
+11,106
+1% +$245K ﹤0.01% 2091
2022
Q1 		$26M Buy
988,065
+57,456
+6% +$1.76M ﹤0.01% 2205
2021
Q4 		$38.8M Buy
930,609
+60,603
+7% +$3.6M ﹤0.01% 1985
2021
Q3 		$53.7M Buy
870,006
+148,222
+21% +$9.89M ﹤0.01% 1759
2021
Q2 		$44.2M Buy
721,784
+94,960
+15% +$4.95M ﹤0.01% 1935
2021
Q1 		$32.7M Sell
626,824
-11,801
-2% -$743K ﹤0.01% 2048
2020
Q4 		$34.7M Buy
638,625
+87,201
+16% +$3.74M ﹤0.01% 1881
2020
Q3 		$17.7M Sell
551,424
-20,396
-4% -$607K ﹤0.01% 2109
2020
Q2 		$16.2M Buy
571,820
+73,025
+15% +$1.9M ﹤0.01% 2152
2020
Q1 		$10.5M Buy
498,795
+317,502
+175% +$8.7M ﹤0.01% 2256
2019
Q4 		$4.83M Buy
181,293
+23,428
+15% +$648K ﹤0.01% 2865
2019
Q3 		$3.83M Buy
+157,865
New +$4.16M ﹤0.01% 2921

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
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
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

State Street's PHR Position: Q2 2026 in Review

State Street increased its Phreesia (PHR) stake by 7% in Q2 2026, buying an estimated $961K and bringing the position to 1,577,463 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

State Street first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $53.7M in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • State Street held 1,577,463 shares of Phreesia worth $16.2M as of Q2 2026.
  • State Street bought 103,517 Phreesia shares in Q2 2026, an estimated $961K.
  • Phreesia made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2469 holding.
  • State Street first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • State Street's Phreesia position peaked at $53.7M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.