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Phreesia (PHR) Institutional Ownership

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$12.10 +0.10 (+0.83%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$458.16M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$134.84M
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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
8/21/2026 AXQ Capital LP67,000$689K0.1%+214.3%0.108%
8/21/2026 Pale Fire Capital SE8,924,329$91.83M2.5%+3.2%14.438%
8/20/2026 Moore Capital Management LP266,676$2.74M0.0%-8.6%0.431%
8/20/2026 Flputnam Investment Management Co.160,903$1.66M0.0%N/A0.260%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC123,567$1.27M0.0%+14.8%0.200%
8/19/2026 Hsbc Holdings PLC87,903$910K0.0%+19.5%0.142%
8/17/2026 Corient Private Wealth LP120,380$1.24M0.0%N/A0.195%
8/17/2026 Palogic Value Management L.P.120,177$1.24M0.4%N/A0.194%
8/17/2026 Bank of America Corp DE589,515$6.07M0.0%N/A0.954%
8/15/2026 Freestone Grove Partners LP43,489$448K0.0%N/A0.070%
8/15/2026 Man Group plc135,584$1.40M0.0%N/A0.219%
8/15/2026 Jupiter Topco LLC24,531$253K0.0%N/A0.040%
8/14/2026 Hsbc Holdings PLC87,903$910K0.0%N/A0.142%
8/14/2026 Canada Pension Plan Investment Board18,200$187K0.0%N/A0.029%
8/14/2026 Legal & General Group Plc42,432$437K0.0%N/A0.069%
8/14/2026 The Manufacturers Life Insurance Company 13,638$140K0.0%N/A0.022%
8/14/2026 Algert Global LLC1,205,481$12.40M0.1%-12.7%1.950%
8/13/2026 Sanctuary Advisors LLC10,640$109K0.0%N/A0.017%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.609,704$6.27M0.0%N/A0.986%
8/12/2026 Commerce Bank16,010$165K0.0%N/A0.026%
8/12/2026 EP Wealth Advisors LLC10,314$106K0.0%N/A0.017%
8/12/2026 Ieq Capital LLC358,537$3.69M0.0%N/A0.580%
8/11/2026 Allworth Financial LP5,613$58K0.0%N/A0.009%
8/10/2026 Tocqueville Asset Management L.P.325,000$3.34M0.0%N/A0.526%
8/7/2026 BlackRock Inc.7,019,832$72.23M0.0%N/A11.357%
8/7/2026 Pallas Capital Advisors LLC24,747$255K0.0%N/A0.040%
8/7/2026 Deutsche Bank AG52,327$538K0.0%N/A0.085%
8/6/2026 Flputnam Investment Management Co.160,903$1.66M0.0%N/A0.260%
8/6/2026 Bank of New York Mellon Corp184,717$1.90M0.0%N/A0.299%
8/6/2026 Focus Partners Advisor Solutions LLC16,448$169K0.0%N/A0.027%
8/6/2026 State of Wyoming22,283$229K0.0%N/A0.036%
8/6/2026 GSA Capital Partners LLP23,791$245K0.0%N/A0.038%
6/3/2026 NewEdge Advisors LLC23,951$201K0.0%+2,395,000.0%0.039%
5/21/2026 Essential Partners LLC9,313$78K0.0%+2,016.6%0.015%
5/19/2026 Bank of America Corp DE1,001,057$8.39M0.0%+142.6%1.621%
5/18/2026 Amundi47,859$401K0.0%N/A0.077%
5/18/2026 EverSource Wealth Advisors LLC3,269$27K0.0%+1,119.8%0.005%
5/18/2026 Rock Springs Capital Management LP600,400$5.03M0.3%-31.5%0.972%
5/16/2026 The Manufacturers Life Insurance Company15,808$132K0.0%-37.9%0.026%
5/16/2026 Quantinno Capital Management LP69,879$586K0.0%N/A0.115%
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5/15/2026 Granahan Investment Management LLC987,607$8.28M0.4%-58.8%1.625%
5/14/2026 Pale Fire Capital SE8,649,329$72.48M6.2%N/A14.235%
5/14/2026 Arrowstreet Capital Limited Partnership44,918$376K0.0%N/A0.074%
5/14/2026 Caxton Associates LLP16,260$136K0.0%-38.9%0.027%
5/14/2026 Inceptionr LLC10,509$88K0.0%N/A0.017%
5/14/2026 Sei Investments Co.137,622$1.15M0.0%+20.7%0.227%
5/14/2026 Globeflex Capital L P22,552$189K0.0%+124.0%0.037%
5/14/2026 State of Wyoming34,494$289K0.0%+486.7%0.057%
5/13/2026 First Trust Advisors LP10,467$88K0.0%-79.4%0.017%
5/8/2026 PNC Financial Services Group Inc.7,614$64K0.0%-40.3%0.013%
5/7/2026 Dimensional Fund Advisors LP484,717$4.07M0.0%-22.9%0.798%
5/5/2026 Bank of New York Mellon Corp184,791$1.55M0.0%-14.2%0.304%
5/4/2026 Principal Financial Group Inc.165,173$1.38M0.0%+213.7%0.272%
5/2/2026Anchor Investment Management LLC10,000$84K0.0%+100.0%0.016%
5/1/2026 Kornitzer Capital Management Inc. KS38,859$326K0.0%-3.3%0.064%
4/30/2026 Hsbc Holdings PLC73,564$594K0.0%+58.0%0.121%
4/28/2026 Stephens Inc. AR12,072$101K0.0%N/A0.020%
4/27/2026 New York State Teachers Retirement System5,292$44K0.0%N/A0.009%
4/27/2026 Y Intercept Hong Kong Ltd34,035$285K0.0%+30.8%0.056%
4/23/2026 Inspire Investing LLC64,082$537K0.0%+131.4%0.105%
4/22/2026 Pictet Asset Management Holding SA10,418$87K0.0%N/A0.017%
4/20/2026 OP Asset Management Ltd774,144$6.49M0.1%N/A1.274%
4/16/2026 SG Americas Securities LLC457,925$3.84M0.0%+544.3%0.754%
4/16/2026 Diversified Trust Co54,418$456K0.0%+5.8%0.090%
3/20/2026 Hsbc Holdings PLC46,558$786K0.0%+96.2%0.077%
3/17/2026 Rockefeller Capital Management L.P.2,755$47K0.0%+354.6%0.005%
2/26/2026 Alpine Global Management LLC10,573$179K0.0%N/A0.018%
2/19/2026 Invesco Ltd.82,176$1.39M0.0%+13.1%0.136%
2/18/2026 State of Tennessee Department of Treasury11,938$202K0.0%N/A0.020%
2/18/2026 Mackenzie Financial Corp47,882$814K0.0%+222.2%0.079%
2/18/2026 XTX Topco Ltd42,180$714K0.0%+109.5%0.070%
2/18/2026 Zacks Investment Management49,712$841K0.0%-15.6%0.082%
2/18/2026 VARCOV Co.42,476$719K0.3%N/A0.070%
2/18/2026 Susquehanna Portfolio Strategies LLC28,749$486K0.0%+70.6%0.048%
2/18/2026 Tudor Investment Corp ET AL336,663$5.70M0.0%+89.8%0.558%
2/18/2026 Polymer Capital Management US LLC19,816$335K0.0%N/A0.033%
2/18/2026 Quadrature Capital Ltd26,428$447K0.0%N/A0.044%
2/18/2026 Oxford Asset Management LLP35,740$605K0.2%+86.7%0.059%
2/18/2026 Palisade Capital Management LP300,308$5.08M0.2%-12.8%0.498%
2/18/2026 Millennium Management LLC1,571,055$26.58M0.0%+47.6%2.606%
2/18/2026 Moore Capital Management LP67,763$1.15M0.0%N/A0.112%
2/18/2026 Man Group plc43,666$739K0.0%N/A0.072%
2/18/2026 Inspire Investing LLC27,697$469K0.0%+44.5%0.046%
2/18/2026 Engineers Gate Manager LP58,226$985K0.0%+58.9%0.097%
2/18/2026 Cinctive Capital Management LP54,782$927K0.1%N/A0.091%
2/18/2026 Boothbay Fund Management LLC35,470$600K0.0%N/A0.059%
2/17/2026 Freestone Grove Partners LP33,720$571K0.0%N/A0.056%
2/17/2026 AQR Capital Management LLC437,094$7.40M0.0%+140.9%0.725%
2/17/2026 Park West Asset Management LLC522,995$8.85M0.7%-42.3%0.867%
2/17/2026 ArrowMark Colorado Holdings LLC328,331$5.56M0.1%-6.6%0.545%
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2/17/2026 Price T Rowe Associates Inc. MD70,383$1.19M0.0%+8.6%0.117%
2/17/2026 Vinva Investment Management Ltd23,846$403K0.0%+31.0%0.040%
2/17/2026 Rock Springs Capital Management LP876,600$14.83M0.8%+17.0%1.454%
2/17/2026 Adage Capital Partners GP L.L.C.298,042$5.04M0.0%+291.1%0.494%
2/17/2026 Russell Investments Group Ltd.266,834$4.52M0.0%+78.5%0.443%
2/17/2026 Granahan Investment Management LLC2,399,613$40.60M1.7%+73.8%3.980%
2/17/2026 State of Wisconsin Investment Board269,268$4.56M0.0%-28.4%0.447%
2/17/2026 ExodusPoint Capital Management LP286,259$4.84M0.0%+278.1%0.475%
2/17/2026 Royal Bank of Canada6,998$118K0.0%-93.7%0.012%
2/17/2026 Blair William & Co. IL13,007$220K0.0%-47.5%0.022%


PHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 247 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($154.80M), Vanguard Group Inc. ($97.19M), Pale Fire Capital SE ($91.83M), Greenhouse Funds LLLP ($91.32M), BlackRock Inc. ($72.23M), Capital International Investors ($48.25M), and Loomis Sayles & Co. L P ($34.16M).Learn more on Phreesia's institutional investors.

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

Of the 221 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: Pale Fire Capital SE ($8.92M), BlackRock Inc. ($7.02M), Millennium Management LLC ($1.74M), Greenhouse Funds LLLP ($1.64M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.39M), Bank of America Corp DE ($1.21M), and Loomis Sayles & Co. L P ($1.20M).

Institutional investors have bought a total of 34,764,808 shares in the last 24 months. This purchase volume represents approximately $458.16M in transactions.

Of the 63 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: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.98M), Granahan Investment Management LLC ($1.41M), Champlain Investment Partners LLC ($1.11M), Park West Asset Management LLC ($598.50K), Algert Global LLC ($388.84K), Brown Advisory Inc. ($312.95K), and Capital International Investors ($283.34K).

Institutional investors have sold a total of 8,311,300 shares in the last 24 months. This volume of shares sold represents approximately $134.84M in transactions.



Institutional ownership data for NYSE:PHR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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