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 $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
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
PM
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