Birchview Capital’s Phreesia PHR Stock Holding History

Birchview Capital’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	$120K	Sell	14,300 -96,400	-87%	-$1.28M	0.07%	70
2025 Q4	$1.87M	Sell	110,700 -4,000	-3%	-$82.5K	1.1%	26
2025 Q3	$2.7M	Hold	114,700	–	–	2.04%	12
2025 Q2	$3.26M	Hold	114,700	–	–	3.24%	7
2025 Q1	$2.93M	Hold	114,700	–	–	2.55%	9
2024 Q4	$2.89M	Hold	114,700	–	–	2.35%	12
2024 Q3	$2.61M	Hold	114,700	–	–	2.26%	13
2024 Q2	$2.43M	Hold	114,700	–	–	2.25%	12
2024 Q1	$2.74M	Hold	114,700	–	–	2.24%	11
2023 Q4	$2.66M	Buy	114,700 +32,000	+39%	+$552K	2.08%	10
2023 Q3	$1.54M	Hold	82,700	–	–	1.31%	12
2023 Q2	$2.56M	Hold	82,700	–	–	1.92%	12
2023 Q1	$2.67M	Hold	82,700	–	–	2.09%	11
2022 Q4	$2.68M	Hold	82,700	–	–	1.89%	10
2022 Q3	$2.11M	Hold	82,700	–	–	1.48%	17
2022 Q2	$2.07M	Buy	82,700 +72,700	+727%	+$1.6M	1.5%	15
2022 Q1	$264K	Buy	+10,000	New	+$306K	0.19%	53

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