ZIM
PHR icon

Zacks Investment Management’s Phreesia PHR Stock Holding History

Zacks Investment Management’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
-49,712
Closed -$841K – 792
2025
Q4 		$841K Sell
49,712
-9,203
-16% -$190K 0.01% 437
2025
Q3 		$1.39M Buy
58,915
+4,348
+8% +$118K 0.01% 377
2025
Q2 		$1.55M Buy
54,567
+3,741
+7% +$94.9K 0.01% 353
2025
Q1 		$1.3M Buy
50,826
+4,415
+10% +$120K 0.01% 376
2024
Q4 		$1.17M Buy
46,411
+18,710
+68% +$400K 0.01% 398
2024
Q3 		$631K Buy
+27,701
New +$649K 0.01% 464
2023
Q3 		– Sell
-29,481
Closed -$914K – 684
2023
Q2 		$914K Sell
29,481
-249
-0.8% -$7.79K 0.01% 385
2023
Q1 		$960K Sell
29,730
-2,021
-6% -$71.1K 0.01% 373
2022
Q4 		$1.03M Buy
31,751
+862
+3% +$23.4K 0.01% 355
2022
Q3 		$787K Buy
+30,889
New +$771K 0.01% 372

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 $3.38T AUM 44.17% 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

Zacks Investment Management's PHR Position: Q1 2026 in Review

Zacks Investment Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 49,712 shares — an estimated $841K sold.

Zacks Investment Management first reported a position in PHR in Q3 2022 and held it in 10 quarters. The position peaked at $1.55M in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Zacks Investment Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 49,712 Phreesia shares in Q1 2026, an estimated $841K.
  • Zacks Investment Management first reported a position in Phreesia in Q3 2022 and held it in 10 quarters.
  • Zacks Investment Management's Phreesia position peaked at $1.55M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.