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Phreesia (PHR) Institutional Ownership

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$23.41 -0.07 (-0.30%)
Closing price 10/7/2025 03:59 PM Eastern
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$23.42 +0.00 (+0.02%)
As of 10/7/2025 05:52 PM 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)
141
Total
Institutional Inflows
(last 12 months)
$387.82M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$210.87M
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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
10/6/2025 Moody National Bank Trust Division119,599$2.81M0.2%+3.7%0.200%
8/27/2025Squarepoint Ops LLC100,922$2.87M0.0%+243.6%0.170%
8/15/2025Tower Research Capital LLC TRC 5,610$160K0.0%+332.5%0.009%
8/15/2025LGL Partners LLC12,487$335K0.1%-54.3%0.021%
8/15/2025State of Tennessee Department of Treasury11,590$330K0.0%N/A0.019%
8/15/2025Smartleaf Asset Management LLC2,816$80K0.0%-46.5%0.005%
8/15/2025BNP Paribas Financial Markets12,284$350K0.0%+128.2%0.021%
8/15/2025Brevan Howard Capital Management LP31,418$894K0.0%+184.2%0.053%
8/15/2025Bellevue Group AG332,016$9.45M0.2%-11.7%0.558%
8/15/2025Bank of America Corp DE539,368$15.35M0.0%+6.2%0.907%
8/15/2025Ameriprise Financial Inc.44,774$1.27M0.0%-12.2%0.075%
8/15/2025AQR Capital Management LLC188,089$5.35M0.0%+17.5%0.316%
8/14/2025PDT Partners LLC127,453$3.63M0.2%+158.9%0.214%
8/14/2025California State Teachers Retirement System50,832$1.45M0.0%-1.0%0.085%
8/14/2025Raymond James Financial Inc.14,049$400K0.0%+2.7%0.024%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.56,937$1.62M0.0%-9.0%0.096%
8/14/2025Globeflex Capital L P10,070$287K0.0%+62.3%0.017%
8/14/2025The Manufacturers Life Insurance Company 26,826$763K0.0%-4.3%0.045%
8/14/2025Squarepoint Ops LLC100,922$2.87M0.0%+243.6%0.170%
8/14/2025Sei Investments Co.242,709$6.91M0.0%+23.2%0.408%
8/14/2025NewEdge Advisors LLC14,945$425K0.0%-3.2%0.025%
8/14/2025Qube Research & Technologies Ltd389,519$11.09M0.0%+156.1%0.655%
8/14/2025WINTON GROUP Ltd18,281$520K0.0%N/A0.031%
8/14/2025Formula Growth Ltd.109,534$3.12M1.2%-1.6%0.184%
8/13/2025Bosun Asset Management LLC10,739$306K0.1%-51.9%0.018%
8/13/2025Brown Advisory Inc.2,482,955$70.67M0.1%-34.1%4.173%
8/13/2025M Holdings Securities Inc.11,500$327K0.1%-11.5%0.019%
8/13/2025Marshall Wace LLP418,484$11.91M0.0%+205.4%0.703%
8/13/2025First Trust Advisors LP168,630$4.80M0.0%+15.9%0.283%
8/13/2025Invesco Ltd.66,744$1.90M0.0%-49.4%0.112%
8/13/2025Greenhouse Funds LLLP3,325,262$94.64M3.9%+12.5%5.588%
8/13/2025Arrowstreet Capital Limited Partnership96,792$2.76M0.0%N/A0.163%
8/13/2025Panagora Asset Management Inc.252,354$7.18M0.0%+134.9%0.424%
8/13/2025Virtus Advisers LLC2,277$65K0.1%-75.2%0.004%
8/13/2025Schroder Investment Management Group881,016$25.07M0.0%+32.3%1.481%
8/13/2025Loomis Sayles & Co. L P1,200,340$34.16M0.0%N/A2.017%
8/13/2025Norges Bank44,916$1.28M0.0%N/A0.075%
8/13/2025Hsbc Holdings PLC19,711$556K0.0%+38.4%0.033%
8/13/2025Elevation Point Wealth Partners LLC8,637$246K0.0%N/A0.015%
8/13/2025Choreo LLC7,781$221K0.0%-5.5%0.013%
8/13/2025Russell Investments Group Ltd.172,917$4.92M0.0%-12.6%0.291%
8/12/2025Boston Partners130,060$3.70M0.0%+165.1%0.219%
8/12/2025XTX Topco Ltd18,899$538K0.0%N/A0.032%
8/12/2025Bullseye Asset Management LLC110,718$3.15M1.6%+11.8%0.186%
8/12/2025Champlain Investment Partners LLC2,724,553$77.54M0.5%-7.5%4.579%
8/12/2025Summit Global Investments12,260$349K0.0%N/A0.021%
8/12/2025Prudential Financial Inc.10,460$298K0.0%N/A0.018%
8/12/2025American Century Companies Inc.1,046,586$29.79M0.0%+6.4%1.759%
8/12/2025Rhumbline Advisers92,594$2.64M0.0%+6.6%0.156%
8/12/2025Franklin Resources Inc.1,524,251$43.38M0.0%+0.6%2.562%
8/12/2025Legal & General Group Plc65,281$1.86M0.0%+15.1%0.110%
8/12/2025JPMorgan Chase & Co.58,018$1.65M0.0%-12.3%0.098%
8/12/2025Magnetar Financial LLC13,686$390K0.0%-27.2%0.023%
8/8/2025Arcadia Investment Management Corp MI113,470$3.23M0.5%+22.3%0.191%
8/8/2025Police & Firemen s Retirement System of New Jersey12,847$366K0.0%+8.8%0.022%
8/8/2025Geode Capital Management LLC1,312,224$37.35M0.0%+1.9%2.205%
8/8/2025PNC Financial Services Group Inc.19,983$569K0.0%+2.8%0.034%
8/8/2025KBC Group NV1,881$54K0.0%-35.2%0.003%
8/7/2025Boston Partners56,520$1.61M0.0%+15.2%0.095%
8/7/2025ProShare Advisors LLC11,594$330K0.0%-4.4%0.019%
8/7/2025King Luther Capital Management Corp82,896$2.36M0.0%N/A0.139%
8/7/2025Acadian Asset Management LLC364,194$10.36M0.0%+61.6%0.612%
8/7/2025Connor Clark & Lunn Investment Management Ltd.153,072$4.36M0.0%+71.2%0.257%
8/6/2025Fox Run Management L.L.C.11,339$323K0.1%N/A0.019%
8/5/2025Bank of Montreal Can11,277$321K0.0%+9.2%0.019%
8/5/2025Nicholas Company Inc.212,137$6.04M0.1%+16.0%0.357%
8/5/2025Cambiar Investors LLC375,065$10.67M0.4%N/A0.630%
8/4/2025Keybank National Association OH15,495$441K0.0%N/A0.026%
8/1/2025Peregrine Capital Management LLC325,608$9.27M0.3%+11.8%0.547%
8/1/2025Teacher Retirement System of Texas14,556$414K0.0%+80.4%0.024%
8/1/2025Envestnet Asset Management Inc.34,041$969K0.0%+46.8%0.057%
7/31/2025Oppenheimer Asset Management Inc.8,803$251K0.0%+9.9%0.015%
7/30/2025Connors Investor Services Inc.81,162$2.31M0.2%N/A0.136%
7/30/2025Probity Advisors Inc.13,211$376K0.1%+9.7%0.022%
7/29/2025VIRGINIA RETIREMENT SYSTEMS ET Al18,880$537K0.0%N/A0.032%
7/28/2025Allianz Asset Management GmbH146,546$4.17M0.0%+42.2%0.246%
7/24/2025Blair William & Co. IL121,308$3.45M0.0%-2.5%0.204%
7/23/2025KLP Kapitalforvaltning AS12,400$353K0.0%+20.4%0.021%
7/15/2025Riverbridge Partners LLC551,522$15.70M0.3%-13.1%0.927%
7/11/2025Farther Finance Advisors LLC3,032$86K0.0%+9,375.0%0.005%
7/11/2025Diversified 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%
6/3/2025Inspire 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%
(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, 207 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($154.80M), Vanguard Group Inc. ($126.18M), Greenhouse Funds LLLP ($94.64M), Champlain Investment Partners LLC ($77.54M), Brown Advisory Inc. ($70.67M), 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 178 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), Loomis Sayles & Co. L P ($1.20M), Greenhouse Funds LLLP ($1.08M), American Century Companies Inc. ($1.05M), and Deerfield Management Company L.P. Series C ($919.73K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 14,817,659 shares in the last 24 months. This purchase volume represents approximately $387.82M in transactions.

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

Of the 71 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. ($3.20M), T. Rowe Price Investment Management Inc. ($1.33M), FMR LLC ($588.72K), Blair William & Co. IL ($558.67K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($546.37K), Granahan Investment Management LLC ($317.09K), and Champlain Investment Partners LLC ($269.62K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 8,139,238 shares in the last 24 months. This volume of shares sold represents approximately $210.87M in transactions.


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This page (NYSE:PHR) was last updated on 10/8/2025 by MarketBeat.com Staff
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