Oak Grove Capital’s Phreesia PHR Stock Holding History

Oak Grove Capital’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 Q4	–	Sell	-9,000	Closed	-$212K	–	83
2025 Q3	$212K	Buy	+9,000	New	+$245K	0.03%	73

Other funds holding PHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Oak Grove Capital's PHR Position: Q4 2025 in Review

Oak Grove Capital sold out of Phreesia (PHR) in Q4 2025, closing a stake of 9,000 shares — an estimated $212K sold.

Oak Grove Capital first reported a position in PHR in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 231 funds tracked by Wall St. Rank hold PHR as of Q4 2025.

Oak Grove Capital reported no remaining Phreesia position as of Q4 2025 after selling out during the quarter.
Oak Grove Capital sold 9,000 Phreesia shares in Q4 2025, an estimated $212K.
Oak Grove Capital first reported a position in Phreesia in Q3 2025 and held it in 1 quarter.
Oak Grove Capital's Phreesia position peaked at $212K in Q3 2025.
231 funds tracked by Wall St. Rank held Phreesia as of Q4 2025.

Based on Oak Grove Capital's 13F filing for Q4 2025, filed 26 Feb 2026.