SignatureFD’s Phreesia PHR Stock Holding History

SignatureFD’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	$7.58K	Buy	904 +886	+4,922%	+$11.7K	﹤0.01%	2629
2025 Q4	$305	Sell	18 -73	-80%	-$1.51K	﹤0.01%	3273
2025 Q3	$2.14K	Hold	91	–	–	﹤0.01%	2933
2025 Q2	$2.59K	Buy	91 +73	+406%	+$1.85K	﹤0.01%	2805
2025 Q1	$460	Hold	18	–	–	﹤0.01%	3178
2024 Q4	$453	Hold	18	–	–	﹤0.01%	3149
2024 Q3	$410	Hold	18	–	–	﹤0.01%	3120
2024 Q2	$382	Hold	18	–	–	﹤0.01%	3011
2024 Q1	$431	Hold	18	–	–	﹤0.01%	3042
2023 Q4	$417	Sell	18 -46	-72%	-$794	﹤0.01%	2993
2023 Q3	$1.2K	Sell	64 -134	-68%	-$3.6K	﹤0.01%	2901
2023 Q2	$6.14K	Sell	198 -11	-5%	-$344	﹤0.01%	2443
2023 Q1	$6.75K	Sell	209 -3	-1%	-$106	﹤0.01%	2387
2022 Q4	$6.86K	Buy	212 +50	+31%	+$1.36K	﹤0.01%	2302
2022 Q3	$4K	Hold	162	–	–	﹤0.01%	2553
2022 Q2	$4K	Sell	162 -99	-38%	-$2.18K	﹤0.01%	2535
2022 Q1	$7K	Buy	+261	New	+$8K	﹤0.01%	2355
2021 Q4	–	Sell	-28	Closed	-$2K	–	3226
2021 Q3	$2K	Buy	+28	New	+$1.87K	﹤0.01%	2690

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