Y-Intercept (HK)’s Phreesia PHR Stock Holding History

Y-Intercept (HK)’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	$717K	Buy	69,698 +35,663	+105%	+$331K	0.01%	1185
2026 Q1	$285K	Buy	34,035 +8,012	+31%	+$106K	0.01%	1385
2025 Q4	$440K	Sell	26,023 -26,486	-50%	-$547K	0.01%	1268
2025 Q3	$1.24M	Buy	+52,509	New	+$1.43M	0.03%	874
2022 Q1	–	Sell	-4,943	Closed	-$206K	–	894
2021 Q4	$206K	Buy	+4,943	New	+$294K	0.05%	508

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Y-Intercept (HK)'s PHR Position: Q2 2026 in Review

Y-Intercept (HK) increased its Phreesia (PHR) stake by 105% in Q2 2026, buying an estimated $331K and bringing the position to 69,698 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #1185.

Y-Intercept (HK) first reported a position in PHR in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Y-Intercept (HK) held 69,698 shares of Phreesia worth $717K as of Q2 2026.
Y-Intercept (HK) bought 35,663 Phreesia shares in Q2 2026, an estimated $331K.
Phreesia made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1185 holding.
Y-Intercept (HK) first reported a position in Phreesia in Q4 2021 and has held it in 5 quarters since.
Y-Intercept (HK)'s Phreesia position peaked at $1.24M in Q3 2025.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.