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 Q2	–	Sell	-14,300	Closed	-$120K	–	80
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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Birchview Capital's PHR Position: Q2 2026 in Review

Birchview Capital sold out of Phreesia (PHR) in Q2 2026, closing a stake of 14,300 shares — an estimated $120K sold.

Birchview Capital first reported a position in PHR in Q1 2022 and held it in 17 quarters. The position peaked at $3.26M in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Birchview Capital reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
Birchview Capital sold 14,300 Phreesia shares in Q2 2026, an estimated $120K.
Birchview Capital first reported a position in Phreesia in Q1 2022 and held it in 17 quarters.
Birchview Capital's Phreesia position peaked at $3.26M in Q2 2025.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Birchview Capital's 13F filing for Q2 2026, filed 14 Aug 2026.