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Cambiar SMID Fund's investment thesis on Phreesia, Inc. ($PHR) — Q1 2026 | Buyside Digest

$PHRNYSEPhreesia, Inc.

BULL

Cambiar SMID Fund—PHR

Fund Letter

Q1 2026

Published April 29, 2026

$12.21USD

+11.6% vs last month

$9.67Pitched

+26.3% since pitch

Market Cap$701.6M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

AI disruption fears also contributed to the drawdown in Phreesia, which is a software provider with a key niche in the healthcare space.

— Ania A. Aldrich

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