Phreesia, Inc.
PHR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001412408
In the last 90 days, Phreesia, Inc. insiders filed 0 open-market purchases and 4 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $599.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Phreesia, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 227
- −14 vs. Q1 2026
- Shares held
- 58.3M
- −174.3K (−0.3%) vs. Q1 2026
- Total value
- $599.5M
- +$106.0M (+21.5%) vs. Q1 2026
- New holders
- 40
- 95 more added
- Sold out
- 54
- 59 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $599.5M |
| Q1 2026 | 246 | $496.0M |
| Q4 2025 | 231 | $982.1M |
| Q3 2025 | 235 | $1.42B |
| Q2 2025 | 224 | $1.67B |
| Q1 2025 | 223 | $1.45B |
| Q4 2024 | 192 | $1.38B |
| Q3 2024 | 191 | $1.26B |
| Q2 2024 | 176 | $1.15B |
| Q1 2024 | 190 | $1.27B |
| Q4 2023 | 187 | $1.22B |
| Q3 2023 | 176 | $976.6M |
| Q2 2023 | 193 | $1.59B |
| Q1 2023 | 206 | $1.86B |
| Q4 2022 | 180 | $1.58B |
| Q3 2022 | 181 | $1.26B |
| Q2 2022 | 164 | $1.30B |
| Q1 2022 | 175 | $1.33B |
| Q4 2021 | 178 | $2.02B |
| Q3 2021 | 179 | $3.06B |
| Q2 2021 | 185 | $2.93B |
| Q1 2021 | 188 | $2.18B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pale Fire Capital SE | 8,924,329 | $91.8M | 6.53% | +275,000+3.2% | Added |
| BlackRock, Inc. | 7,019,832 | $72.2M | 0.00% | +1,099,363+18.6% | Added |
| AQR Capital Management LLC | 3,151,453 | $32.4M | 0.01% | +1,298,894+70.1% | Added |
| Vanguard Portfolio Management LLC | 2,987,907 | $30.7M | 0.00% | −347,214−10.4% | Reduced |
| Vanguard Capital Management LLC | 2,548,965 | $26.2M | 0.00% | +69,718+2.8% | Added |
| Acadian Asset Management LLC | 1,604,735 | $16.5M | 0.02% | +576,566+56.1% | Added |
| State Street Corp | 1,577,463 | $16.2M | 0.00% | +103,517+7.0% | Added |
| Goldman Sachs Group Inc | 1,435,314 | $14.8M | 0.00% | +404,499+39.2% | Added |
| Geode Capital Management, LLC | 1,312,056 | $13.5M | 0.00% | −59,738−4.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,296,180 | $13.3M | 0.01% | +1,296,180 | New |
| Algert Global LLC | 1,205,481 | $12.4M | 0.15% | −175,393−12.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,113,782 | $11.5M | 0.04% | +38,022+3.5% | Added |
| GW&K Investment Management, LLC | 1,063,080 | $10.9M | 0.09% | +37,178+3.6% | Added |
| Morgan Stanley | 1,000,388 | $10.3M | 0.00% | +270,679+37.1% | Added |
| Nordea Investment Management AB | 784,279 | $7.96M | 0.01% | +784,279 | New |
| HRT Financial LP | 734,469 | $7.56M | 0.01% | +151,396+26.0% | Added |
| OP Asset Management Ltd | 705,874 | $7.26M | 0.08% | −68,270−8.8% | Reduced |
| BNP Paribas Arbitrage, SA | 698,173 | $7.18M | 0.00% | −57,557−7.6% | Reduced |
| Rock Springs Capital Management LP | 696,900 | $7.17M | 0.35% | +96,500+16.1% | Added |
| Nuveen, LLC | 675,234 | $6.95M | 0.00% | −332,993−33.0% | Reduced |
| Whetstone Capital Advisors, LLC | 629,752 | $6.48M | 1.72% | −324,176−34.0% | Reduced |
| Northern Trust Corp | 621,688 | $6.40M | 0.00% | +108,392+21.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 609,704 | $6.27M | 0.01% | +28,295+4.9% | Added |
| Bank of America Corp | 589,515 | $6.07M | 0.00% | −411,542−41.1% | Reduced |
| D. E. Shaw & Co., Inc. | 524,496 | $5.40M | 0.00% | +512,955+4,444.6% | Added |
| Qube Research & Technologies Ltd | 517,767 | $5.33M | 0.01% | +207,396+66.8% | Added |
| Point72 Asset Management, L.P. | 484,115 | $4.98M | 0.01% | +484,115 | New |
| Charles Schwab Investment Management Inc | 473,462 | $4.87M | 0.00% | −9,494−2.0% | Reduced |
| FMR LLC | 463,002 | $4.76M | 0.00% | +107,319+30.2% | Added |
| Citadel Advisors LLC | 429,488 | $4.42M | 0.00% | −302,167−41.3% | Reduced |
| Panagora Asset Management Inc | 424,926 | $4.37M | 0.01% | +29,390+7.4% | Added |
| Vanguard Fiduciary Trust Co | 403,867 | $4.16M | 0.00% | −1110.0% | Reduced |
| SG Americas Securities, LLC | 400,236 | $4.12M | 0.00% | −57,689−12.6% | Reduced |
| Ieq Capital, LLC | 358,537 | $3.69M | 0.02% | +184,554+106.1% | Added |
| Tudor Investment Corp Et Al | 339,896 | $3.50M | 0.01% | −90,289−21.0% | Reduced |
| Cambiar Investors LLC | 339,697 | $3.50M | 0.15% | +17,022+5.3% | Added |
| Tocqueville Asset Management L.P. | 325,000 | $3.34M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 321,130 | $3.30M | 0.00% | −163,587−33.7% | Reduced |
| Russell Investments Group, Ltd. | 315,995 | $3.25M | 0.00% | −150,688−32.3% | Reduced |
| Victory Capital Management Inc | 273,345 | $2.81M | 0.00% | +76,687+39.0% | Added |
| Moore Capital Management, LP | 266,676 | $2.74M | 0.06% | −25,232−8.6% | Reduced |
| Millennium Management LLC | 256,111 | $2.64M | 0.00% | +256,111 | New |
| Palogic Value Management, L.P. | 240,354 | $2.47M | 0.44% | +110,354+84.9% | Added |
| Franklin Resources Inc | 230,514 | $2.37M | 0.00% | −505,449−68.7% | Reduced |
| Pacer Advisors, Inc. | 227,260 | $2.34M | 0.01% | +227,260 | New |
| Quantinno Capital Management LP | 224,161 | $2.31M | 0.00% | +154,282+220.8% | Added |
| Numerai GP LLC | 188,045 | $1.93M | 0.16% | +110,078+141.2% | Added |
| Bank of New York Mellon Corp | 184,717 | $1.90M | 0.00% | −740.0% | Reduced |
| Principal Financial Group Inc | 178,367 | $1.84M | 0.00% | +13,194+8.0% | Added |
| State of Wisconsin Investment Board | 174,966 | $1.80M | 0.00% | −59,450−25.4% | Reduced |
| UBS Group AG | 170,523 | $1.75M | 0.00% | −85,276−33.3% | Reduced |
| Polymer Capital Management (US) LLC | 163,890 | $1.69M | 0.25% | +143,753+713.9% | Added |
| Susquehanna International Group, LLP | 162,509 | $1.67M | 0.00% | +83,461+105.6% | Added |
| Flputnam Investment Management Co | 160,903 | $1.66M | 0.02% | +160,903 | New |
| Mariner, LLC | 157,786 | $1.62M | 0.00% | +68,370+76.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 157,670 | $1.62M | 0.03% | −123,519−43.9% | Reduced |
| Marshall Wace, LLP | 156,102 | $1.61M | 0.00% | +101,275+184.7% | Added |
| Cerity Partners LLC | 153,479 | $1.58M | 0.00% | +66,545+76.5% | Added |
| CI Private Wealth, LLC | 148,290 | $1.53M | 0.00% | +121,413+451.7% | Added |
| Balyasny Asset Management LLC | 143,741 | $1.48M | 0.00% | +143,741 | New |
| Ameriprise Financial Inc | 142,589 | $1.47M | 0.00% | +34,842+32.3% | Added |
| Bellevue Group AG | 140,495 | $1.45M | 0.03% | +9,503+7.3% | Added |
| Mackenzie Financial Corp | 135,836 | $1.40M | 0.00% | +45,948+51.1% | Added |
| Man Group plc | 135,584 | $1.40M | 0.00% | −1,809−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 130,469 | $1.34M | 0.07% | +11,286+9.5% | Added |
| Vanguard Global Advisers, LLC | 129,668 | $1.33M | 0.00% | +8,822+7.3% | Added |
| UBS Asset Management Americas Inc | 123,567 | $1.27M | 0.00% | +15,971+14.8% | Added |
| Walleye Capital LLC | 119,027 | $1.22M | 0.01% | −291,122−71.0% | Reduced |
| Invesco Ltd. | 116,605 | $1.20M | 0.00% | +14,808+14.5% | Added |
| Stifel Financial Corp | 110,188 | $1.13M | 0.00% | +3,826+3.6% | Added |
| Price T Rowe Associates Inc | 109,599 | $1.13M | 0.00% | +19,858+22.1% | Added |
| Creative Planning | 105,955 | $1.09M | 0.00% | +10,728+11.3% | Added |
| Virginia Retirement Systems Et Al | 100,830 | $1.04M | 0.01% | +42,500+72.9% | Added |
| Boothbay Fund Management, LLC | 97,727 | $1.01M | 0.02% | +49,386+102.2% | Added |
| Mercer Global Advisors Inc | 96,891 | $997.0K | 0.00% | +48,248+99.2% | Added |
| LPL Financial LLC | 93,181 | $958.8K | 0.00% | +60,962+189.2% | Added |
| Swiss National Bank | 91,500 | $941.5K | 0.00% | −26,700−22.6% | Reduced |
| HSBC Holdings PLC | 87,903 | $909.8K | 0.00% | +14,339+19.5% | Added |
| Two Sigma Investments, LP | 87,644 | $901.9K | 0.00% | +51,844+144.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 99,426 | $894.2K | 0.00% | +56,589+132.1% | Added |
| Wells Fargo & Company | 85,949 | $884.4K | 0.00% | +931+1.1% | Added |
| Schwartz Investment Counsel Inc | 78,700 | $809.8K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 77,000 | $792.3K | 0.00% | −221,793−74.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 72,935 | $750.5K | 0.00% | +51,232+236.1% | Added |
| Janney Montgomery Scott LLC | 70,109 | $721.0K | 0.00% | +70,109 | New |
| Y-Intercept (Hong Kong) Ltd | 69,698 | $717.2K | 0.01% | +35,663+104.8% | Added |
| Rhumbline Advisers | 68,714 | $707.1K | 0.00% | −3,240−4.5% | Reduced |
| Axq Capital, LP | 67,000 | $689.4K | 0.07% | +45,682+214.3% | Added |
| CWM Advisors, LLC | 65,890 | $678.0K | 0.03% | +1,808+2.8% | Added |
| Allstate Corp | 65,182 | $670.7K | 0.01% | +65,182 | New |
| XTX Topco Ltd | 64,532 | $664.0K | 0.01% | −110,289−63.1% | Reduced |
| Alliancebernstein L.P. | 78,500 | $657.8K | 0.00% | +16,000+25.6% | Added |
| Voya Investment Management LLC | 61,254 | $630.3K | 0.00% | +9,204+17.7% | Added |
| SRS Capital Advisors, Inc. | 61,119 | $628.9K | 0.00% | +59,934+5,057.7% | Added |
| Jefferies Financial Group Inc. | 57,000 | $586.5K | 0.01% | +5,000+9.6% | Added |
| Natixis | 55,000 | $566.0K | 0.00% | +12,000+27.9% | Added |
| California State Teachers Retirement System | 53,210 | $547.5K | 0.00% | −1,909−3.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 52,880 | $544.1K | 0.03% | +24,278+84.9% | Added |
| Deutsche Bank AG | 52,327 | $538.4K | 0.00% | −98−0.2% | Reduced |
| Barclays PLC | 51,382 | $528.7K | 0.00% | +383+0.8% | Added |