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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

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

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Arcadia Investment Management increased its Phreesia (PHR) stake by 21% in Q1 2026, buying an estimated $376K and bringing the position to 166,490 shares worth $1.4M. The position accounts for 0.24% of the portfolio, ranked #62.

Arcadia Investment Management first reported a position in PHR in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

Arcadia Investment Management held 166,490 shares of Phreesia worth $1.4M as of Q1 2026.
Arcadia Investment Management bought 28,425 Phreesia shares in Q1 2026, an estimated $376K.
Phreesia made up 0.24% of Arcadia Investment Management's portfolio in Q1 2026, its #62 holding.
Arcadia Investment Management first reported a position in Phreesia in Q2 2023 and has held it in 12 quarters since.
Arcadia Investment Management's Phreesia position peaked at $3.23M in Q2 2025.
246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.