Bridgewater Associates’s Phreesia PHR Stock Holding History

Bridgewater Associates’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	–	Sell	-12,805	Closed	-$217K	–	1172
2025 Q4	$217K	Sell	12,805 -59,398	-82%	-$1.23M	﹤0.01%	1032
2025 Q3	$1.7M	Buy	+72,203	New	+$1.96M	0.01%	764
2025 Q1	–	Sell	-8,971	Closed	-$226K	–	765
2024 Q4	$226K	Sell	8,971 -21,474	-71%	-$459K	﹤0.01%	665
2024 Q3	$694K	Sell	30,445 -31,869	-51%	-$746K	﹤0.01%	653
2024 Q2	$1.32M	Sell	62,314 -6,758	-10%	-$147K	0.01%	614
2024 Q1	$1.65M	Sell	69,072 -9,966	-13%	-$248K	0.01%	521
2023 Q4	$1.83M	Sell	79,038 -16,914	-18%	-$292K	0.01%	529
2023 Q3	$1.79M	Sell	95,952 -3,499	-4%	-$94.1K	0.01%	513
2023 Q2	$3.08M	Sell	99,451 -5,208	-5%	-$163K	0.02%	397
2023 Q1	$3.38M	Sell	104,659 -1,150	-1%	-$40.5K	0.02%	372
2022 Q4	$3.42M	Sell	105,809 -33,117	-24%	-$899K	0.02%	436
2022 Q3	$3.54M	Sell	138,926 -2,988	-2%	-$74.6K	0.02%	453
2022 Q2	$3.55M	Buy	141,914 +10,148	+8%	+$223K	0.02%	579
2022 Q1	$3.47M	Buy	131,766 +34,160	+35%	+$1.05M	0.01%	549
2021 Q4	$4.07M	Buy	97,606 +9,570	+11%	+$568K	0.02%	341
2021 Q3	$5.43M	Sell	88,036 -2,685	-3%	-$179K	0.03%	278
2021 Q2	$5.56M	Buy	+90,721	New	+$4.72M	0.04%	319

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