Conestoga Capital Advisors’s Phreesia PHR Stock Holding History

Conestoga Capital Advisors’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	-111,270	Closed	-$1.88M	–	123
2025 Q4	$1.88M	Buy	111,270 +34,750	+45%	+$717K	0.03%	69
2025 Q3	$1.8M	Sell	76,520 -935	-1%	-$25.4K	0.03%	74
2025 Q2	$2.2M	Hold	77,455	–	–	0.03%	64
2025 Q1	$1.98M	Sell	77,455 -90	-0.1%	-$2.45K	0.03%	66
2024 Q4	$1.95M	Sell	77,545 -540	-0.7%	-$11.5K	0.03%	72
2024 Q3	$1.78M	Hold	78,085	–	–	0.02%	69
2024 Q2	$1.66M	Hold	78,085	–	–	0.02%	71
2024 Q1	$1.87M	Buy	78,085 +750	+1%	+$18.6K	0.03%	70
2023 Q4	$1.79M	Buy	77,335 +14,520	+23%	+$251K	0.03%	71
2023 Q3	$1.17M	Buy	62,815 +19,430	+45%	+$523K	0.02%	79
2023 Q2	$1.35M	Hold	43,385	–	–	0.02%	77
2023 Q1	$1.4M	Hold	43,385	–	–	0.02%	78
2022 Q4	$1.4M	Buy	+43,385	New	+$1.18M	0.03%	74

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