Roubaix Capital’s Phreesia PHR Stock Holding History

Roubaix 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
2024 Q2	–	Sell	-89,802	Closed	-$2.15M	–	57
2024 Q1	$2.15M	Buy	+89,802	New	+$2.23M	1.36%	34

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Roubaix Capital's PHR Position: Q2 2024 in Review

Roubaix Capital sold out of Phreesia (PHR) in Q2 2024, closing a stake of 89,802 shares — an estimated $2.15M sold.

Roubaix Capital first reported a position in PHR in Q1 2024 and held it in 1 quarter. The position peaked at $2.15M in Q1 2024. 176 funds tracked by Wall St. Rank hold PHR as of Q2 2024.

Roubaix Capital reported no remaining Phreesia position as of Q2 2024 after selling out during the quarter.
Roubaix Capital sold 89,802 Phreesia shares in Q2 2024, an estimated $2.15M.
Roubaix Capital first reported a position in Phreesia in Q1 2024 and held it in 1 quarter.
Roubaix Capital's Phreesia position peaked at $2.15M in Q1 2024.
176 funds tracked by Wall St. Rank held Phreesia as of Q2 2024.

Based on Roubaix Capital's 13F filing for Q2 2024, filed 2 Aug 2024.