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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

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

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Conestoga Capital Advisors's PHR Position: Q1 2026 in Review

Conestoga Capital Advisors sold out of Phreesia (PHR) in Q1 2026, closing a stake of 111,270 shares — an estimated $1.88M sold.

Conestoga Capital Advisors first reported a position in PHR in Q4 2022 and held it in 13 quarters. The position peaked at $2.2M in Q2 2025. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

Conestoga Capital Advisors reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
Conestoga Capital Advisors sold 111,270 Phreesia shares in Q1 2026, an estimated $1.88M.
Conestoga Capital Advisors first reported a position in Phreesia in Q4 2022 and held it in 13 quarters.
Conestoga Capital Advisors's Phreesia position peaked at $2.2M in Q2 2025.
246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Conestoga Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.