Engineers Gate Manager’s Phreesia PHR Stock Holding History

Engineers Gate Manager’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	$142K	Sell	16,913 -41,313	-71%	-$546K	﹤0.01%	1975
2025 Q4	$985K	Buy	58,226 +21,583	+59%	+$445K	0.01%	1048
2025 Q3	$862K	Buy	+36,643	New	+$997K	0.01%	1234
2025 Q2	–	Sell	-28,418	Closed	-$726K	–	2453
2025 Q1	$726K	Buy	28,418 +17,409	+158%	+$473K	0.01%	1247
2024 Q4	$277K	Sell	11,009 -2,345	-18%	-$50.1K	﹤0.01%	1739
2024 Q3	$304K	Buy	+13,354	New	+$313K	0.01%	1612
2022 Q2	–	Sell	-130,312	Closed	-$3.44M	–	2170
2022 Q1	$3.44M	Buy	130,312 +55,393	+74%	+$1.7M	0.13%	163
2021 Q4	$3.12M	Buy	74,919 +68,883	+1,141%	+$4.09M	0.14%	161
2021 Q3	$372K	Buy	+6,036	New	+$403K	0.02%	1056
2021 Q2	–	Sell	-41,431	Closed	-$2.16M	–	1920
2021 Q1	$2.16M	Buy	41,431 +35,296	+575%	+$2.22M	0.11%	243
2020 Q4	$333K	Sell	6,135 -18,983	-76%	-$815K	0.01%	1232
2020 Q3	$807K	Sell	25,118 -44,025	-64%	-$1.31M	0.04%	734
2020 Q2	$1.96M	Buy	69,143 +36,947	+115%	+$962K	0.1%	294
2020 Q1	$677K	Buy	+32,196	New	+$882K	0.05%	611

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