Phreesia (PHR) Slid on Guidance Cut
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pale Fire Capital Dusan Senkypl, David Holy, And Jan Barta | 8,649,329 | $72,481,377 | 6.37% | |
| 2. | AQR Capital Management Cliff Asness | 1,852,559 | $15,524,445 | +324% | 0.01% |
| 3. | Prosight Capital Lawrence Hawkins | 1,100,000 | $9,218,000 | +13% | 1.51% |
| 4. | Whetstone Capital Advisors David Atterbury | 953,928 | $7,993,917 | 2.77% | |
| 5. | Citadel Investment Group Ken Griffin | 731,655 | $6,131,269 | +881% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.31 | 106,236 | $882,406.84 | 8,924,329 | 2026-04-02 | Filing | |
| $8.43 | 168,764 | $1,421,937.96 | 8,818,093 | 2026-04-01 | Filing | |
| $8.16 | 1,000,500 | $8,160,478.20 | 8,649,329 | 2026-03-31 | Filing | |
| $11.69 | 780,009 | $9,118,227.21 | 7,648,829 | 2026-03-19 | Filing | |
| $11.15 | 519,196 | $5,790,644.91 | 6,868,820 | 2026-03-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.85 | 431 | $3,814.35 | 24,233 | 2026-05-18 | Filing | |
| $9.28 | 1,327 | $12,314.56 | 24,664 | 2026-04-17 | Filing | |
| $9.06 | 6,176 | $55,954.56 | 157,309 | 2026-04-20 | Filing | |
| $9.08 | 10,063 | $91,372.04 | 25,991 | 2026-04-16 | Filing | |
| $8.07 | 14,483 | $116,877.81 | 163,485 | 2026-04-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,920,469 | $49,613,530 | 0% | |
| 2. | 3,335,121 | $27,948,314 | 0% | |
| 3. | 2,479,247 | $20,776,090 | 0% | |
| 4. | 1,473,946 | $12,351,667 | 0% | |
| 5. | 1,371,794 | $11,497,986 | 0% |