Stifel Financial
PHR icon

Stifel Financial’s Phreesia PHR Stock Holding History

Stifel Financial’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 		$1.13M Buy
110,188
+3,826
+4% +$35.5K ﹤0.01% 2472
2026
Q1 		$891K Buy
+106,362
New +$1.41M ﹤0.01% 2517
2023
Q3 		– Sell
-6,638
Closed -$206K – 3376
2023
Q2 		$206K Sell
6,638
-65
-1% -$2.04K ﹤0.01% 3041
2023
Q1 		$216K Buy
+6,703
New +$236K ﹤0.01% 3007
2022
Q1 		– Sell
-7,653
Closed -$319K – 3466
2021
Q4 		$319K Buy
+7,653
New +$455K ﹤0.01% 2875
2021
Q1 		– Sell
-14,921
Closed -$810K – 3270
2020
Q4 		$810K Buy
+14,921
New +$640K ﹤0.01% 2005

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

Stifel Financial's PHR Position: Q2 2026 in Review

Stifel Financial increased its Phreesia (PHR) stake by 3.6% in Q2 2026, buying an estimated $35.5K and bringing the position to 110,188 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Stifel Financial first reported a position in PHR in Q4 2020 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Stifel Financial held 110,188 shares of Phreesia worth $1.13M as of Q2 2026.
  • Stifel Financial bought 3,826 Phreesia shares in Q2 2026, an estimated $35.5K.
  • Phreesia made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2472 holding.
  • Stifel Financial first reported a position in Phreesia in Q4 2020 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.