Dynamic Technology Lab’s Phreesia PHR Stock Holding History

Dynamic Technology Lab’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	-67,673	Closed	-$1.15M	–	1109
2025 Q4	$1.15M	Buy	67,673 +39,533	+140%	+$816K	0.26%	95
2025 Q3	$662K	Buy	+28,140	New	+$765K	0.11%	311
2025 Q1	–	Sell	-10,850	Closed	-$273K	–	1262
2024 Q4	$273K	Sell	10,850 -13,229	-55%	-$283K	0.04%	670
2024 Q3	$549K	Buy	+24,079	New	+$564K	0.06%	536
2024 Q1	–	Sell	-15,443	Closed	-$357K	–	1336
2023 Q4	$357K	Buy	+15,443	New	+$266K	0.04%	714
2023 Q3	–	Sell	-8,932	Closed	-$277K	–	1232
2023 Q2	$277K	Sell	8,932 -28,668	-76%	-$897K	0.03%	737
2023 Q1	$1.21M	Buy	37,600 +16,920	+82%	+$595K	0.11%	317
2022 Q4	$669K	Sell	20,680 -17,070	-45%	-$463K	0.07%	480
2022 Q3	$962K	Buy	+37,750	New	+$942K	0.09%	387
2022 Q2	–	Sell	-37,850	Closed	-$998K	–	1440
2022 Q1	$998K	Buy	+37,850	New	+$1.16M	0.12%	279
2020 Q3	–	Sell	-14,432	Closed	-$408K	–	1259
2020 Q2	$408K	Buy	+14,432	New	+$376K	0.06%	533

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