AIM
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Arcadia Investment Management’s Phreesia PHR Stock Holding History

Arcadia 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 		$1.4M Buy
166,490
+28,425
+21% +$376K 0.24% 62
2025
Q4 		$2.34M Buy
138,065
+15,090
+12% +$311K 0.38% 51
2025
Q3 		$2.89M Buy
122,975
+9,505
+8% +$259K 0.45% 49
2025
Q2 		$3.23M Buy
113,470
+20,700
+22% +$525K 0.52% 46
2025
Q1 		$2.37M Buy
92,770
+615
+0.7% +$16.7K 0.43% 50
2024
Q4 		$2.32M Sell
92,155
-4,930
-5% -$105K 0.37% 51
2024
Q3 		$2.21M Buy
97,085
+8,460
+10% +$198K 0.36% 52
2024
Q2 		$1.88M Buy
88,625
+10,800
+14% +$234K 0.32% 55
2024
Q1 		$1.86M Buy
77,825
+39,985
+106% +$993K 0.33% 55
2023
Q4 		$876K Buy
37,840
+16,140
+74% +$278K 0.17% 69
2023
Q3 		$405K Buy
21,700
+20,500
+1,708% +$551K 0.09% 89
2023
Q2 		$37.2K Buy
+1,200
New +$37.6K 0.01% 235

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AG
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PM
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