XTX Topco’s Phreesia PHR Stock Holding History

XTX Topco’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	$1.47M	Buy	174,821 +132,641	+314%	+$1.75M	0.03%	1099
2025 Q4	$714K	Buy	42,180 +22,046	+109%	+$455K	0.02%	1297
2025 Q3	$474K	Buy	20,134 +1,235	+7%	+$33.6K	0.02%	1119
2025 Q2	$538K	Buy	+18,899	New	+$480K	0.02%	1045
2025 Q1	–	Sell	-19,134	Closed	-$481K	–	2936
2024 Q4	$481K	Buy	19,134 +8,290	+76%	+$177K	0.04%	795
2024 Q3	$247K	Buy	+10,844	New	+$254K	0.02%	1315
2024 Q2	–	Sell	-14,251	Closed	-$341K	–	2337
2024 Q1	$341K	Buy	+14,251	New	+$354K	0.05%	742
2023 Q4	–	Sell	-23,677	Closed	-$442K	–	1998
2023 Q3	$442K	Buy	23,677 +16,868	+248%	+$454K	0.08%	469
2023 Q2	$211K	Sell	6,809 -9,511	-58%	-$298K	0.04%	968
2023 Q1	$527K	Sell	16,320 -3,217	-16%	-$113K	0.11%	262
2022 Q4	$632K	Sell	19,537 -4,873	-20%	-$132K	0.13%	202
2022 Q3	$622K	Buy	+24,410	New	+$609K	0.15%	161

Other funds holding PHR

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return