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Phreesia (PHR) Institutional Ownership

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$27.20 +0.86 (+3.26%)
Closing price 08/4/2025 03:59 PM Eastern
Extended Trading
$26.18 -1.02 (-3.75%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$283.75M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$172.71M
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Skip Chart & View Institutional Buying and Selling Data

PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Keybank National Association OH15,495$441K0.0%N/A0.026%
8/1/2025 Peregrine Capital Management LLC325,608$9.27M0.3%+11.8%0.547%
8/1/2025 Teacher Retirement System of Texas14,556$414K0.0%+80.4%0.024%
8/1/2025 Envestnet Asset Management Inc.34,041$969K0.0%+46.8%0.057%
7/31/2025 Oppenheimer Asset Management Inc.8,803$251K0.0%+9.9%0.015%
7/30/2025 Connors Investor Services Inc.81,162$2.31M0.2%N/A0.136%
7/30/2025 Probity Advisors Inc.13,211$376K0.1%+9.7%0.022%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al18,880$537K0.0%N/A0.032%
7/28/2025 Allianz Asset Management GmbH146,546$4.17M0.0%+42.2%0.246%
7/24/2025 Blair William & Co. IL121,308$3.45M0.0%-2.5%0.204%
7/23/2025 KLP Kapitalforvaltning AS12,400$353K0.0%+20.4%0.021%
7/15/2025 Riverbridge Partners LLC551,522$15.70M0.3%-13.1%0.927%
7/11/2025 Farther Finance Advisors LLC3,032$86K0.0%+9,375.0%0.005%
7/11/2025 Diversified Trust Co45,042$1.28M0.0%+1.0%0.076%
7/10/2025 Moody National Bank Trust Division115,317$3.28M0.3%+19.3%0.194%
6/18/2025Voya Investment Management LLC130,223$3.33M0.0%-18.2%0.219%
6/3/2025 Inspire Investing LLC13,586$347K0.0%-14.9%0.023%
5/29/2025Rhumbline Advisers86,844$2.22M0.0%+3.8%0.146%
5/28/2025Strs Ohio10,600$271K0.0%N/A0.018%
5/21/2025Acadian Asset Management LLC225,317$5.75M0.0%+105.2%0.379%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,644,988$67.61M0.0%+108.7%4.448%
5/16/2025Caxton Associates LLP12,355$316K0.0%N/A0.021%
5/16/2025Goldman Sachs Group Inc.600,012$15.34M0.0%+0.4%1.008%
5/16/2025Park West Asset Management LLC894,501$22.86M1.8%+111.2%1.522%
5/16/2025Petrus Trust Company LTA25,365$648K0.1%N/A0.043%
5/16/2025PharVision Advisers LLC8,622$220K0.3%-28.2%0.015%
5/16/2025NewEdge Advisors LLC15,437$395K0.0%+262.7%0.026%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.62,557$1.60M0.0%+3.6%0.106%
5/16/2025Granahan Investment Management LLC1,138,557$29.10M1.4%-21.7%1.937%
5/16/2025Greenhouse Funds LLLP2,956,910$75.58M3.5%+2.9%5.031%
5/16/2025Bosun Asset Management LLC22,335$571K0.2%+110.5%0.038%
5/16/2025AQR Capital Management LLC160,032$4.09M0.0%+471.2%0.272%
5/15/2025LGL Partners LLC27,349$699K0.3%N/A0.047%
5/15/2025PDT Partners LLC49,232$1.26M0.1%N/A0.084%
5/15/2025Cubist Systematic Strategies LLC30,265$774K0.0%N/A0.051%
5/15/2025Royal Bank of Canada24,119$617K0.0%+208.8%0.041%
5/15/2025Graham Capital Management L.P.34,456$881K0.0%+14.8%0.059%
5/15/2025Panagora Asset Management Inc.107,418$2.75M0.0%N/A0.183%
5/15/2025Magnetar Financial LLC18,803$481K0.0%N/A0.032%
5/15/2025Trexquant Investment LP173,717$4.44M0.1%+385.1%0.296%
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5/15/2025Champlain Investment Partners LLC2,946,489$75.31M0.5%+20.0%5.013%
5/14/2025Ieq Capital LLC11,904$304K0.0%N/A0.020%
5/14/2025Virtus Advisers LLC9,177$235K0.3%N/A0.016%
5/14/2025MetLife Investment Management LLC33,423$854K0.0%-1.3%0.057%
5/14/2025Smartleaf Asset Management LLC5,267$137K0.0%+53.0%0.009%
5/14/2025 AlphaQuest LLC8,216$210K0.0%+294.8%0.014%
5/14/2025T. Rowe Price Investment Management Inc.298,891$7.64M0.0%-66.6%0.509%
5/14/2025Hsbc Holdings PLC14,241$356K0.0%+9.0%0.024%
5/14/2025M Holdings Securities Inc.13,000$332K0.1%-12.4%0.022%
5/13/2025Northern Trust Corp568,240$14.52M0.0%-0.6%0.967%
5/13/2025Algert Global LLC156,643$4.00M0.1%+101.3%0.267%
5/13/2025American Century Companies Inc.983,440$25.14M0.0%+3,741.9%1.673%
5/13/2025Lord Abbett & CO. LLC331,007$8.46M0.0%N/A0.563%
5/13/2025Boston Partners49,054$1.25M0.0%-14.1%0.083%
5/13/2025Russell Investments Group Ltd.197,848$5.06M0.0%+35.4%0.337%
5/12/2025Nuveen LLC555,798$14.21M0.0%N/A0.946%
5/12/2025Entropy Technologies LP7,891$202K0.0%N/A0.013%
5/12/2025Invesco Ltd.132,028$3.38M0.0%+228.0%0.225%
5/12/2025Connor Clark & Lunn Investment Management Ltd.89,410$2.29M0.0%+141.3%0.152%
5/12/2025Swiss National Bank107,000$2.74M0.0%-0.8%0.182%
5/9/2025Deutsche Bank AG74,857$1.91M0.0%+30.6%0.127%
5/9/2025Charles Schwab Investment Management Inc.522,384$13.35M0.0%+5.9%0.889%
5/9/2025Vanguard 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%
5/9/2025PNC 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%
5/7/2025Essex Investment Management Co. LLC101,924$2.61M0.5%-0.8%0.173%
5/7/2025Mackenzie Financial Corp16,209$414K0.0%N/A0.028%
5/6/2025Legato Capital Management LLC39,558$1.01M0.1%+28.6%0.067%
5/6/2025Choreo LLC8,237$211K0.0%N/A0.014%
5/5/2025GW&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%
5/5/2025Private Advisor Group LLC8,650$221K0.0%-24.9%0.015%
5/2/2025Victory Capital Management Inc.421,820$10.78M0.0%N/A0.718%
5/1/2025 CWM LLC4,040$103K0.0%+994.9%0.007%
5/1/2025New York State Common Retirement Fund16,547$423K0.0%-6.0%0.028%
4/30/2025Arcadia Investment Management Corp MI92,770$2.37M0.4%+0.7%0.158%
4/30/2025Brown 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%
4/29/2025Bank of New York Mellon Corp197,315$5.04M0.0%+1.0%0.336%
4/29/2025Calamos Advisors LLC62,445$1.60M0.0%N/A0.106%
4/28/2025Principal 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%
4/25/2025KBC Group NV2,904$74K0.0%N/A0.005%
4/25/2025Lisanti 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%
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4/17/2025 QRG Capital Management Inc.11,118$284K0.0%+8.0%0.019%
4/15/2025SG Americas Securities LLC18,069$462K0.0%N/A0.031%
4/8/2025Rhumbline 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%
2/18/2025PharVision Advisers LLC12,006$302K0.3%N/A0.021%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,267,084$31.88M0.0%-17.5%2.180%
2/17/2025Squarepoint Ops LLC22,230$559K0.0%-85.1%0.038%
2/17/2025Two Sigma Advisers LP12,000$302K0.0%N/A0.021%
(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, 203 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 Phreesia's institutional investors.

What percentage of Phreesia's stock is owned by institutional investors?

92.10% of Phreesia's stock is owned by institutional investors. Learn more on PHR's institutional investor holdings.

Which institutional investors have been buying Phreesia's stock?

Of the 166 institutional investors that purchased Phreesia's 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), American Century Companies Inc. ($983.44K), Deerfield Management Company L.P. Series C ($919.73K), Park West Asset Management LLC ($894.50K), and Brown Advisory Inc. ($719.15K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 11,275,766 shares in the last 24 months. This purchase volume represents approximately $283.75M in transactions.

Which of Phreesia's major shareholders have been selling company stock?

Of the 60 institutional investors that sold Phreesia's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($1.92M), T. Rowe Price Investment Management Inc. ($1.33M), FMR LLC ($588.72K), Blair William & Co. IL ($585.87K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($546.37K), Granahan Investment Management LLC ($317.09K), and Rock Springs Capital Management LP ($242.50K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 6,926,532 shares in the last 24 months. This volume of shares sold represents approximately $172.71M in transactions.


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This page (NYSE:PHR) was last updated on 8/5/2025 by MarketBeat.com Staff
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