Phreesia (PHR) Institutional Ownership $25.20 -0.29 (-1.12%) As of 10:46 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)CurrentInstitutional OwnershipPercentage92.10%Number ofInstitutional Buyers(last 12 months)120TotalInstitutional Inflows(last 12 months)$275.98MNumber ofInstitutional Sellers(last 12 months)60TotalInstitutional Outflows(last 12 months)$169.58M Get PHR Insider Trade Alerts Want to know when executives and insiders are buying or selling Phreesia stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PHR Institutional Buying and Selling by Quarter Phreesia Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,644,988$67.61M0.0%+108.7%4.448% 5/16/2025 Caxton Associates LLP12,355$316K0.0%N/A0.021% 5/16/2025 Goldman Sachs Group Inc.600,012$15.34M0.0%+0.4%1.021% 5/16/2025 Park West Asset Management LLC894,501$22.86M1.8%+111.2%1.522% 5/16/2025 Petrus Trust Company LTA25,365$648K0.1%N/A0.043% 5/16/2025 PharVision Advisers LLC8,622$220K0.3%-28.2%0.015% 5/16/2025 NewEdge Advisors LLC15,437$395K0.0%+262.7%0.026% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,557$1.60M0.0%+3.6%0.106% 5/16/2025 Granahan Investment Management LLC1,138,557$29.10M1.4%-21.7%1.937% 5/16/2025 Greenhouse Funds LLLP2,956,910$75.58M3.5%+2.9%5.031% Get the Latest News and Ratings for PHR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Phreesia and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Bosun Asset Management LLC22,335$571K0.2%+110.5%0.038% 5/16/2025 AQR Capital Management LLC160,032$4.09M0.0%+471.2%0.272% 5/15/2025 LGL Partners LLC27,349$699K0.3%N/A0.047% 5/15/2025 PDT Partners LLC49,232$1.26M0.1%N/A0.084% 5/15/2025 Cubist Systematic Strategies LLC30,265$774K0.0%N/A0.051% 5/15/2025 Royal Bank of Canada24,119$617K0.0%+208.8%0.041% 5/15/2025 Graham Capital Management L.P.34,456$881K0.0%+14.8%0.059% 5/15/2025 Panagora Asset Management Inc.107,418$2.75M0.0%N/A0.183% 5/15/2025 Magnetar Financial LLC18,803$481K0.0%N/A0.032% 5/15/2025 Trexquant Investment LP173,717$4.44M0.1%+385.1%0.296% 5/15/2025 Champlain Investment Partners LLC2,946,489$75.31M0.5%+20.0%5.013% 5/14/2025 Ieq Capital LLC11,904$304K0.0%N/A0.020% 5/14/2025 Virtus Advisers LLC9,177$235K0.3%N/A0.016% 5/14/2025 MetLife Investment Management LLC33,423$854K0.0%-1.3%0.057% 5/14/2025 Smartleaf Asset Management LLC5,267$137K0.0%+53.0%0.009% 5/14/2025 AlphaQuest LLC8,216$210K0.0%+294.8%0.014% 5/14/2025 T. Rowe Price Investment Management Inc.298,891$7.64M0.0%-66.6%0.509% 5/14/2025 Hsbc Holdings PLC14,241$356K0.0%+9.0%0.024% 5/14/2025 M Holdings Securities Inc.13,000$332K0.1%-12.4%0.022% 5/13/2025 Northern Trust Corp568,240$14.52M0.0%-0.6%0.967% 5/13/2025 Algert Global LLC156,643$4.00M0.1%+101.3%0.267% 5/13/2025 American Century Companies Inc.983,440$25.14M0.0%+3,741.9%1.673% 5/13/2025 Lord Abbett & CO. LLC331,007$8.46M0.0%N/A0.563% 5/13/2025 Boston Partners49,054$1.25M0.0%-14.1%0.083% 5/13/2025 Russell Investments Group Ltd.197,848$5.06M0.0%+35.4%0.337% 5/12/2025 Nuveen LLC555,798$14.21M0.0%N/A0.946% 5/12/2025 Entropy Technologies LP7,891$202K0.0%N/A0.013% 5/12/2025 Invesco Ltd.132,028$3.38M0.0%+228.0%0.225% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.89,410$2.29M0.0%+141.3%0.152% 5/12/2025 Swiss National Bank107,000$2.74M0.0%-0.8%0.182% This Is The Moment You Betray Trump (Or Prove Them Wrong) (Ad)They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to Trump’s economic plan. But now there’s a way to protect your retirement without backing down. This free 2025 Wealth Protection Guide reveals how you can use a legal IRS loophole—nicknamed “Piggy Bank”—to shield your savings.Protect your savings without betraying Trump5/9/2025 Deutsche Bank AG74,857$1.91M0.0%+30.6%0.127% 5/9/2025 Charles Schwab Investment Management Inc.522,384$13.35M0.0%+5.9%0.889% 5/9/2025 Vanguard Group Inc.4,936,515$126.18M0.0%+2.4%8.399% 5/9/2025 Blair William & Co. IL124,406$3.18M0.0%-14.5%0.212% 5/9/2025 PNC Financial Services Group Inc.19,443$497K0.0%-13.4%0.033% 5/8/2025 GSA Capital Partners LLP35,219$900K0.1%-56.4%0.060% 5/7/2025 Essex Investment Management Co. LLC101,924$2.61M0.5%-0.8%0.173% 5/7/2025 Mackenzie Financial Corp16,209$414K0.0%N/A0.028% 5/6/2025 Legato Capital Management LLC39,558$1.01M0.1%+28.6%0.067% 5/6/2025 Choreo LLC8,237$211K0.0%N/A0.014% 5/5/2025 GW&K Investment Management LLC1,092,716$27.93M0.3%-0.3%1.859% 5/5/2025 Allianz Asset Management GmbH103,065$2.63M0.0%+6.2%0.175% 5/5/2025 Private Advisor Group LLC8,650$221K0.0%-24.9%0.015% 5/2/2025 Victory Capital Management Inc.421,820$10.78M0.0%N/A0.718% 5/1/2025 CWM LLC4,040$103K0.0%+994.9%0.007% 5/1/2025 New York State Common Retirement Fund16,547$423K0.0%-6.0%0.028% 4/30/2025 Arcadia Investment Management Corp MI92,770$2.37M0.4%+0.7%0.158% 4/30/2025 Brown Advisory Inc.3,770,480$96.37M0.1%-32.6%6.415% 4/29/2025 Envestnet Asset Management Inc.23,183$593K0.0%+11.1%0.039% 4/29/2025 Bank of New York Mellon Corp197,315$5.04M0.0%+1.0%0.336% 4/29/2025 Calamos Advisors LLC62,445$1.60M0.0%N/A0.106% 4/28/2025 Principal Financial Group Inc.63,492$1.62M0.0%N/A0.108% 4/28/2025 Teacher Retirement System of Texas8,070$206K0.0%N/A0.014% 4/25/2025 Peregrine Capital Management LLC291,127$7.44M0.2%-8.8%0.495% 4/25/2025 KBC Group NV2,904$74K0.0%N/A0.005% 4/25/2025 Lisanti Capital Growth LLC41,545$1.06M0.3%N/A0.071% 4/24/2025 Diversified Trust Co44,616$1.14M0.0%+83.2%0.076% 4/23/2025 Bessemer Group Inc.47,758$1.22M0.0%+23.2%0.081% 4/23/2025 Oppenheimer Asset Management Inc.8,011$205K0.0%N/A0.014% 4/21/2025 Riverbridge Partners LLC634,396$16.22M0.3%-7.2%1.079% 4/17/2025 QRG Capital Management Inc.11,118$284K0.0%+8.0%0.019% 4/15/2025 SG Americas Securities LLC18,069$462K0.0%N/A0.031% 4/8/2025 Rhumbline Advisers86,844$2.22M0.0%+3.8%0.148% 4/7/2025 GAMMA Investing LLC5,674$145K0.0%+10,605.7%0.010% 4/4/2025 Moody National Bank Trust Division96,665$2.47M0.3%-3.6%0.164% 3/5/2025 Probity Advisors Inc.12,074$304K0.1%N/A0.021% 2/18/2025 PharVision Advisers LLC12,006$302K0.3%N/A0.021% 2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,267,084$31.88M0.0%-17.5%2.180% 2/17/2025 Squarepoint Ops LLC22,230$559K0.0%-85.1%0.038% 2/17/2025 Two Sigma Advisers LP12,000$302K0.0%N/A0.021% 2/17/2025 Sherbrooke Park Advisers LLC14,042$353K0.1%-67.0%0.024% 2/17/2025 Silvercrest Asset Management Group LLC394,352$9.92M0.1%+31.0%0.679% 2/17/2025 ProShare Advisors LLC15,585$392K0.0%+49.0%0.027% 2/17/2025Nuveen Asset Management LLC235,827$5.93M0.0%+77.1%0.406% 2/17/2025 Millennium Management LLC653,634$16.45M0.0%+83.2%1.125% 2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,399$1.52M0.0%-9.4%0.104% 2/17/2025 Lazard Asset Management LLC42,977$1.08M0.0%-35.1%0.074% 2/17/2025 Gotham Asset Management LLC17,947$452K0.0%-15.4%0.031% 2/17/2025 Graham Capital Management L.P.30,026$755K0.0%+50.1%0.052% 2/17/2025 Granahan Investment Management LLC1,453,720$36.58M1.5%-0.1%2.501% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>2/17/2025 Deutsche Bank AG57,297$1.44M0.0%+95.9%0.099% 2/17/2025 Deerfield Management Company L.P. Series C1,271,832$32.00M0.6%+133.6%2.188% 2/17/2025 Centiva Capital LP16,057$404K0.0%N/A0.028% 2/17/2025 Bosun Asset Management LLC10,611$267K0.1%N/A0.018% 2/17/2025 Brown Advisory Inc.5,594,590$140.76M0.2%-1.6%9.626% 2/17/2025 Balyasny Asset Management L.P.11,263$283K0.0%-72.9%0.019% 2/17/2025 Bellevue Group AG405,693$10.21M0.2%-4.0%0.698% 2/17/2025 BNP Paribas Financial Markets6,468$163K0.0%N/A0.011% 2/17/2025 Ameriprise Financial Inc.10,675$269K0.0%N/A0.018% 2/17/2025 Algert Global LLC77,833$1.96M0.0%+190.1%0.134% (Data available from 1/1/2016 forward) PHR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PHR shares? During the previous two years, 204 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($154.80M), Vanguard Group Inc. ($126.18M), Brown Advisory Inc. ($96.37M), Greenhouse Funds LLLP ($75.58M), Champlain Investment Partners LLC ($75.31M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($67.61M), and Capital International Investors ($62.05M).Learn more on PHR's institutional investors. What percentage of Phreesia stock is owned by institutional investors? 92.10% of Phreesia stock is owned by institutional investors. Learn more on PHR's institutional investor holdings. Which institutional investors have been buying Phreesia stock? Of the 168 institutional investors that purchased Phreesia stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Champlain Investment Partners LLC ($1.84M), Capital International Investors ($1.79M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.38M), Jennison Associates LLC ($1.19M), American Century Companies Inc. ($983.44K), Deerfield Management Company L.P. Series C ($919.73K), and Park West Asset Management LLC ($894.50K). How much institutional buying is happening at Phreesia? Institutional investors have bought a total of 21,167,185 shares in the last 24 months. This purchase volume represents approximately $521.61M in transactions. Which Phreesia major shareholders have been selling company stock? Of the 92 institutional investors that sold Phreesia stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($2.54M), Brown Advisory Inc. ($1.92M), T. Rowe Price Investment Management Inc. ($1.33M), Granahan Investment Management LLC ($888.43K), FMR LLC ($588.72K), Blair William & Co. IL ($582.77K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($546.37K). How much institutional selling is happening at Phreesia? Institutional investors have sold a total of 12,103,345 shares in the last 24 months. This volume of shares sold represents approximately $297.88M in transactions. Related Companies Globant Major Shareholders MARA Major Shareholders WillScot Mobile Mini Major Shareholders Amentum Major Shareholders Remitly Global Major Shareholders Etsy Major Shareholders TriNet Group Major Shareholders Frontdoor Major Shareholders StoneCo Major Shareholders Life360 Major Shareholders This page (NYSE:PHR) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredTrump’s treachery Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredSilicon Valley Gold RushA new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...Stansberry Research | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Phreesia, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Phreesia With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
