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Summit Global Investments’s Phreesia PHR Stock Holding History

Summit Global Investments’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 		– Sell
-12,426
Closed -$210K – 518
2025
Q4 		$210K Buy
12,426
+166
+1% +$3.42K 0.01% 465
2025
Q3 		$288K Hold
12,260
– – 0.02% 403
2025
Q2 		$349K Buy
+12,260
New +$311K 0.02% 366

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Summit Global Investments's PHR Position: Q1 2026 in Review

Summit Global Investments sold out of Phreesia (PHR) in Q1 2026, closing a stake of 12,426 shares — an estimated $210K sold.

Summit Global Investments first reported a position in PHR in Q2 2025 and held it in 3 quarters. The position peaked at $349K in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Summit Global Investments reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 12,426 Phreesia shares in Q1 2026, an estimated $210K.
  • Summit Global Investments first reported a position in Phreesia in Q2 2025 and held it in 3 quarters.
  • Summit Global Investments's Phreesia position peaked at $349K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.