WCA
PHR icon

Whetstone Capital Advisors’s Phreesia PHR Stock Holding History

Whetstone Capital Advisors’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 		$6.48M Sell
629,752
-324,176
-34% -$3.01M 1.7% 16
2026
Q1 		$7.99M Buy
+953,928
New +$12.6M 2.77% 8

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

Whetstone Capital Advisors's PHR Position: Q2 2026 in Review

Whetstone Capital Advisors reduced its Phreesia (PHR) stake by 34% in Q2 2026, selling an estimated $3.01M and leaving 629,752 shares worth $6.48M. The position accounts for 1.7% of the portfolio, ranked #16.

Whetstone Capital Advisors first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.99M in Q1 2026. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Whetstone Capital Advisors held 629,752 shares of Phreesia worth $6.48M as of Q2 2026.
  • Whetstone Capital Advisors sold 324,176 Phreesia shares in Q2 2026, an estimated $3.01M.
  • Phreesia made up 1.7% of Whetstone Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Whetstone Capital Advisors first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • Whetstone Capital Advisors's Phreesia position peaked at $7.99M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.