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Phreesia (PHR) Institutional Ownership

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$26.60 -1.59 (-5.64%)
As of 06/12/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$278.62M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$169.64M
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PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2025 Inspire Investing LLC13,586$347K0.0%-14.9%0.023%
5/29/2025 Rhumbline Advisers86,844$2.22M0.0%+3.8%0.146%
5/28/2025 Strs Ohio10,600$271K0.0%N/A0.018%
5/21/2025 Acadian Asset Management LLC225,317$5.75M0.0%+105.2%0.379%
5/19/2025 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%
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%
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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%
5/9/2025 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%
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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%
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%
(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 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 167 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 21,201,886 shares in the last 24 months. This purchase volume represents approximately $521.86M in transactions.

Which Phreesia major shareholders have been selling company stock?

Of the 91 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 12,099,454 shares in the last 24 months. This volume of shares sold represents approximately $297.74M in transactions.



This page (NYSE:PHR) was last updated on 6/13/2025 by MarketBeat.com Staff
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