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 $598.3M 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
- 58.2M
- −294.4K (−0.5%) vs. Q1 2026
- Total value
- $598.3M
- +$104.8M (+21.2%) vs. Q1 2026
- New holders
- 40
- 94 more added
- Sold out
- 54
- 60 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 | $598.3M |
| Q1 2026 | 246 | $496.0M |
| Q4 2025 | 231 | $981.3M |
| Q3 2025 | 235 | $1.42B |
| Q2 2025 | 224 | $1.67B |
| Q1 2025 | 223 | $1.44B |
| Q4 2024 | 192 | $1.38B |
| Q3 2024 | 191 | $1.26B |
| Q2 2024 | 176 | $1.14B |
| Q1 2024 | 190 | $1.25B |
| Q4 2023 | 187 | $1.20B |
| Q3 2023 | 176 | $975.1M |
| Q2 2023 | 193 | $1.58B |
| Q1 2023 | 207 | $1.62B |
| Q4 2022 | 180 | $1.58B |
| Q3 2022 | 181 | $1.24B |
| Q2 2022 | 164 | $1.26B |
| Q1 2022 | 175 | $1.32B |
| Q4 2021 | 178 | $2.02B |
| Q3 2021 | 179 | $3.05B |
| Q2 2021 | 186 | $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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 484,115 | $4.98M | 0.01% | +484,115 | New |
| Qube Research & Technologies Ltd | 517,767 | $5.33M | 0.01% | +207,396+66.8% | Added |
| D. E. Shaw & Co., Inc. | 524,496 | $5.40M | 0.00% | +512,955+4,444.6% | Added |
| Bank of America Corp | 589,515 | $6.07M | 0.00% | −411,542−41.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 609,704 | $6.27M | 0.01% | +28,295+4.9% | Added |
| Northern Trust Corp | 621,688 | $6.40M | 0.00% | +108,392+21.1% | Added |
| Whetstone Capital Advisors, LLC | 629,752 | $6.48M | 1.72% | −324,176−34.0% | Reduced |
| Nuveen, LLC | 675,234 | $6.95M | 0.00% | −332,993−33.0% | Reduced |
| Rock Springs Capital Management LP | 696,900 | $7.17M | 0.35% | +96,500+16.1% | Added |
| BNP Paribas Arbitrage, SA | 698,173 | $7.18M | 0.00% | −57,557−7.6% | Reduced |
| OP Asset Management Ltd | 705,874 | $7.26M | 0.08% | −68,270−8.8% | Reduced |
| HRT Financial LP | 734,469 | $7.56M | 0.01% | +151,396+26.0% | Added |
| Nordea Investment Management AB | 784,279 | $7.96M | 0.01% | +784,279 | New |
| Morgan Stanley | 1,000,388 | $10.3M | 0.00% | +270,679+37.1% | Added |
| GW&K Investment Management, LLC | 1,063,080 | $10.9M | 0.09% | +37,178+3.6% | Added |
| Jacobs Levy Equity Management, Inc | 1,113,782 | $11.5M | 0.04% | +38,022+3.5% | Added |
| Algert Global LLC | 1,205,481 | $12.4M | 0.15% | −175,393−12.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,296,180 | $13.3M | 0.01% | +1,296,180 | New |
| Geode Capital Management, LLC | 1,312,056 | $13.5M | 0.00% | −59,738−4.4% | Reduced |
| Goldman Sachs Group Inc | 1,435,314 | $14.8M | 0.00% | +404,499+39.2% | Added |
| State Street Corp | 1,577,463 | $16.2M | 0.00% | +103,517+7.0% | Added |
| Acadian Asset Management LLC | 1,604,735 | $16.5M | 0.02% | +576,566+56.1% | Added |
| Vanguard Capital Management LLC | 2,548,965 | $26.2M | 0.00% | +69,718+2.8% | Added |
| Vanguard Portfolio Management LLC | 2,987,907 | $30.7M | 0.00% | −347,214−10.4% | Reduced |
| AQR Capital Management LLC | 3,151,453 | $32.4M | 0.01% | +1,298,894+70.1% | Added |
| BlackRock, Inc. | 7,019,832 | $72.2M | 0.00% | +1,099,363+18.6% | Added |
| Pale Fire Capital SE | 8,924,329 | $91.8M | 6.53% | +275,000+3.2% | Added |
| Prosight Management, LP | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −1,018,235−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −987,607−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −781,377−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −520,475−100.0% | Sold out |
| Meros Investment Management, LP | 0 | $0 | 0.00% | −615,740−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −348,254−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −168,305−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −152,109−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −123,913−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −107,230−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −93,795−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −86,133−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −66,784−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −65,212−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −15,616−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −47,183−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −44,918−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −38,859−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,701−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −23,951−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −22,552−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,609−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −17,044−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,913−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −16,260−100.0% | Sold out |
| Birchview Capital, LP | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −13,317−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −12,072−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −11,833−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −11,469−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,509−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −5,406−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,433−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Aventus Investment Advisors, Inc. | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |