Bellevue Group’s Phreesia PHR Stock Holding History

Bellevue Group’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	$1.1M	Sell	130,992 -52,221	-29%	-$691K	0.03%	89
2025 Q4	$3.1M	Sell	183,213 -129,844	-41%	-$2.68M	0.06%	85
2025 Q3	$7.36M	Sell	313,057 -18,959	-6%	-$516K	0.15%	68
2025 Q2	$9.45M	Sell	332,016 -44,147	-12%	-$1.12M	0.21%	66
2025 Q1	$9.61M	Sell	376,163 -29,530	-7%	-$803K	0.22%	76
2024 Q4	$10.2M	Sell	405,693 -16,713	-4%	-$357K	0.2%	79
2024 Q3	$9.63M	Sell	422,406 -20,935	-5%	-$490K	0.16%	85
2024 Q2	$9.4M	Hold	443,341	–	–	0.15%	89
2024 Q1	$10.6M	Buy	443,341 +21,768	+5%	+$541K	0.16%	90
2023 Q4	$9.76M	Sell	421,573 -157,466	-27%	-$2.72M	0.15%	86
2023 Q3	$10.8M	Sell	579,039 -59,614	-9%	-$1.6M	0.17%	88
2023 Q2	$19.8M	Hold	638,653	–	–	0.28%	78
2023 Q1	$20.6M	Sell	638,653 -27,766	-4%	-$977K	0.3%	80
2022 Q4	$21.6M	Hold	666,419	–	–	0.29%	80
2022 Q3	$17M	Sell	666,419 -13,734	-2%	-$343K	0.24%	88
2022 Q2	$17M	Buy	680,153 +99,655	+17%	+$2.19M	0.24%	92
2022 Q1	$15.3M	Sell	580,498 -11,829	-2%	-$362K	0.18%	100
2021 Q4	$24.7M	Sell	592,327 -30,215	-5%	-$1.79M	0.25%	96
2021 Q3	$38.4M	Hold	622,542	–	–	0.39%	80
2021 Q2	$38.2M	Buy	622,542 +9,529	+2%	+$496K	0.37%	83
2021 Q1	$31.9M	Buy	613,013 +140,293	+30%	+$8.84M	0.34%	88
2020 Q4	$25.6M	Buy	472,720 +45,764	+11%	+$1.96M	0.29%	88
2020 Q3	$13.7M	Buy	426,956 +49,787	+13%	+$1.48M	0.19%	99
2020 Q2	$10.7M	Buy	377,169 +16,171	+4%	+$421K	0.15%	103
2020 Q1	$7.59M	Buy	360,998 +89,953	+33%	+$2.47M	0.15%	99
2019 Q4	$7.22M	Buy	271,045 +50,355	+23%	+$1.39M	0.11%	105
2019 Q3	$5.35M	Buy	+220,690	New	+$5.82M	0.1%	107

Other funds holding PHR

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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