Castleark Management’s Phreesia PHR Stock Holding History

Castleark 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
2025 Q2	–	Sell	-168,720	Closed	-$4.31M	–	321
2025 Q1	$4.31M	Buy	+168,720	New	+$4.59M	0.15%	134

Other funds holding PHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Castleark Management's PHR Position: Q2 2025 in Review

Castleark Management sold out of Phreesia (PHR) in Q2 2025, closing a stake of 168,720 shares — an estimated $4.31M sold.

Castleark Management first reported a position in PHR in Q1 2025 and held it in 1 quarter. The position peaked at $4.31M in Q1 2025. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

Castleark Management reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
Castleark Management sold 168,720 Phreesia shares in Q2 2025, an estimated $4.31M.
Castleark Management first reported a position in Phreesia in Q1 2025 and held it in 1 quarter.
Castleark Management's Phreesia position peaked at $4.31M in Q1 2025.
223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Castleark Management's 13F filing for Q2 2025, filed 18 Aug 2025.