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Stephens Inc’s Phreesia PHR Stock Holding History

Stephens Inc’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 		– Sell
-12,072
Closed -$101K – 1379
2026
Q1 		$101K Buy
+12,072
New +$160K ﹤0.01% 1247
2023
Q3 		– Sell
-9,248
Closed -$287K – 1265
2023
Q2 		$287K Buy
+9,248
New +$290K 0.01% 934
2022
Q2 		– Sell
-12,927
Closed -$341K – 1311
2022
Q1 		$341K Buy
12,927
+4,382
+51% +$134K 0.01% 972
2021
Q4 		$356K Buy
8,545
+342
+4% +$20.3K 0.01% 984
2021
Q3 		$506K Buy
8,203
+24
+0.3% +$1.6K 0.01% 865
2021
Q2 		$501K Buy
8,179
+165
+2% +$8.59K 0.01% 880
2021
Q1 		$418K Buy
+8,014
New +$505K 0.01% 892

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

Stephens Inc's PHR Position: Q2 2026 in Review

Stephens Inc sold out of Phreesia (PHR) in Q2 2026, closing a stake of 12,072 shares — an estimated $101K sold.

Stephens Inc first reported a position in PHR in Q1 2021 and held it in 7 quarters. The position peaked at $506K in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Stephens Inc reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 12,072 Phreesia shares in Q2 2026, an estimated $101K.
  • Stephens Inc first reported a position in Phreesia in Q1 2021 and held it in 7 quarters.
  • Stephens Inc's Phreesia position peaked at $506K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.