Phreesia (PHR) Institutional Ownership

$24.79

+0.37 (+1.52%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 92.10%
Number of Institutional Buyers (last 12 months): 75
Total Institutional Inflows (last 12 months): $242.90M

Number of Institutional Sellers (last 12 months): 48
Total Institutional Outflows (last 12 months): $127.73M

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.

PHR Institutional Buying and Selling by Quarter

Ad Crypto 101 Media

Next opportunity for crypto millions

The Bitcoin halving is the #1 creator of "crypto millionaires". That's because historically, every halving has led to a massive bull run in the year after it happens. That means we're in the "golden window" right now…

Check out the new "Crypto Bull Run Millionaire Blueprint" now!

Phreesia Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	214,430	$4.55M	0.0%	+8.4%	0.374%
7/16/2024	Diversified Trust Co	21,574	$457K	0.0%	+102.0%	0.038%
7/12/2024	QRG Capital Management Inc.	10,997	$233K	0.0%	-16.9%	0.019%
7/3/2024	Moody National Bank Trust Division	67,376	$1.43M	0.1%	-5.2%	0.117%
5/28/2024	Boston Partners	27,962	$669K	0.0%	N/A	0.049%
5/16/2024	California State Teachers Retirement System	52,866	$1.27M	0.0%	-4.6%	0.094%
Get the Latest News and Ratings for PHR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Phreesia and its competitors with MarketBeat's FREE daily newsletter.
5/16/2024	Janus Henderson Group PLC	37,101	$887K	0.0%	-91.9%	0.066%
5/16/2024	Silvercrest Asset Management Group LLC	447,638	$10.71M	0.1%	+4.5%	0.794%
5/15/2024	Public Employees Retirement Association of Colorado	8,232	$197K	0.0%	-7.3%	0.015%
5/15/2024	Bellevue Group AG	443,341	$10.61M	0.2%	+5.2%	0.786%
5/15/2024	Price T Rowe Associates Inc. MD	72,712	$1.74M	0.0%	-2.5%	0.129%
5/15/2024	Lazard Asset Management LLC	372,694	$8.92M	0.0%	-23.7%	0.661%
5/15/2024	Quadrature Capital Ltd	8,433	$202K	0.0%	N/A	0.015%
5/14/2024	Capital International Investors	2,593,063	$62.05M	0.0%	+221.1%	4.598%
5/14/2024	EntryPoint Capital LLC	7,069	$169K	0.2%	N/A	0.013%
5/13/2024	Bessemer Group Inc.	22,143	$530K	0.0%	+312.3%	0.039%
5/13/2024	Roubaix Capital LLC	89,802	$2.15M	1.4%	N/A	0.159%
5/13/2024	Champlain Investment Partners LLC	1,251,200	$29.94M	0.2%	N/A	2.219%
5/10/2024	Vanguard Group Inc.	4,567,792	$109.31M	0.0%	-1.3%	8.101%
5/9/2024	Blair William & Co. IL	752,700	$18.01M	0.1%	+42.6%	1.335%
5/9/2024	State Board of Administration of Florida Retirement System	18,709	$448K	0.0%	+27.0%	0.033%
5/8/2024	ProShare Advisors LLC	9,522	$228K	0.0%	+8.6%	0.017%
5/8/2024	Russell Investments Group Ltd.	57,874	$1.39M	0.0%	+1,407.9%	0.103%
5/8/2024	QRG Capital Management Inc.	13,227	$317K	0.0%	+26.1%	0.023%
5/7/2024	Sei Investments Co.	70,269	$1.68M	0.0%	-1.8%	0.125%
5/7/2024	Swiss National Bank	104,300	$2.50M	0.0%	+1.0%	0.185%
5/7/2024	ClariVest Asset Management LLC	30,369	$727K	0.1%	-33.0%	0.054%
5/7/2024	TimesSquare Capital Management LLC	799,519	$19.13M	0.3%	-8.0%	1.418%
5/3/2024	Essex Investment Management Co. LLC	59,764	$1.43M	0.3%	+1.9%	0.106%
5/2/2024	Jennison Associates LLC	29,733	$712K	0.0%	-23.3%	0.053%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	132,581	$3.17M	0.0%	+31.7%	0.235%
4/29/2024	Nichols & Pratt Advisers LLP MA	12,365	$296K	0.0%	-60.6%	0.022%
4/26/2024	Conestoga Capital Advisors LLC	78,085	$1.87M	0.0%	+1.0%	0.138%
4/26/2024	Peregrine Capital Management LLC	318,560	$7.62M	0.2%	-1.0%	0.565%
4/23/2024	Arcadia Investment Management Corp MI	77,825	$1.86M	0.3%	+105.7%	0.138%
4/18/2024	Diversified Trust Co	10,681	$256K	0.0%	N/A	0.019%
4/17/2024	WoodTrust Financial Corp	31,000	$742K	0.1%	+87.9%	0.055%
4/4/2024	Moody National Bank Trust Division	71,044	$1.70M	0.1%	+41.9%	0.126%
3/22/2024	PNC Financial Services Group Inc.	9,817	$227K	0.0%	-24.6%	0.017%
3/11/2024	Vanguard Group Inc.	4,628,441	$107.15M	0.0%	+4.4%	8.320%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
2/15/2024	Ophir Asset Management Pty Ltd	1,099,505	$25.45M	5.1%	+24.1%	1.976%
2/15/2024	Granahan Investment Management LLC	1,060,070	$24.54M	0.8%	-2.5%	1.906%
2/15/2024	Birchview Capital LP	114,700	$2.66M	2.1%	+38.7%	0.206%
2/14/2024	Bellevue Group AG	421,573	$9.76M	0.1%	-27.2%	0.758%
2/14/2024	CenterBook Partners LP	23,155	$536K	0.1%	+25.7%	0.042%
2/13/2024	Aristides Capital LLC	13,940	$323K	0.1%	N/A	0.025%
2/13/2024	Premier Fund Managers Ltd	12,650	$299K	0.0%	N/A	0.023%
2/12/2024	Olympiad Research LP	13,009	$301K	0.2%	-11.6%	0.023%
2/12/2024	Legacy Advisors LLC	29,010	$672K	0.1%	+52.7%	0.052%
2/12/2024	Allianz Asset Management GmbH	108,845	$2.52M	0.0%	+41.5%	0.196%
2/9/2024	Commerce Bank	16,771	$388K	0.0%	-9.3%	0.030%
2/9/2024	Franklin Resources Inc.	1,484,663	$34.37M	0.0%	+15.0%	2.669%
2/9/2024	GW&K Investment Management LLC	1,208,881	$27.99M	0.3%	-10.5%	2.173%
2/9/2024	Trexquant Investment LP	10,755	$249K	0.0%	N/A	0.019%
2/9/2024	Dynamic Technology Lab Private Ltd	15,443	$357K	0.0%	N/A	0.028%
2/9/2024	Norges Bank	354,186	$8.20M	0.0%	N/A	0.637%
2/8/2024	Brown Advisory Inc.	3,950,356	$91.45M	0.1%	+22.2%	7.101%
2/8/2024	Essex Investment Management Co. LLC	58,662	$1.36M	0.3%	-1.7%	0.105%
2/7/2024	QRG Capital Management Inc.	10,488	$243K	0.0%	-25.1%	0.019%
2/7/2024	Arcadia Investment Management Corp MI	37,840	$876K	0.2%	+74.4%	0.068%
2/7/2024	Nichols & Pratt Advisers LLP MA	31,390	$727K	0.1%	-16.5%	0.056%
2/7/2024	TimesSquare Capital Management LLC	868,850	$20.11M	0.3%	+12.2%	1.562%
2/6/2024	Charles Schwab Investment Management Inc.	412,763	$9.56M	0.0%	+3.8%	0.742%
2/6/2024	Private Advisor Group LLC	11,381	$263K	0.0%	N/A	0.020%
2/6/2024	M&T Bank Corp	22,780	$527K	0.0%	N/A	0.041%
2/6/2024	Los Angeles Capital Management LLC	10,456	$242K	0.0%	N/A	0.019%
2/6/2024	Swiss National Bank	103,300	$2.39M	0.0%	-7.9%	0.186%
2/5/2024	Russell Investments Group Ltd.	3,838	$89K	0.0%	+5,462.3%	0.007%
2/1/2024	New York State Common Retirement Fund	53,865	$1.25M	0.0%	+13.0%	0.097%
2/1/2024	Jennison Associates LLC	38,778	$898K	0.0%	-98.3%	0.070%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	12,757	$295K	0.0%	+11.6%	0.023%
1/30/2024	Sumitomo Mitsui Trust Holdings Inc.	39,386	$912K	0.0%	+25.4%	0.071%
1/26/2024	Conestoga Capital Advisors LLC	77,335	$1.79M	0.0%	+23.1%	0.139%
1/26/2024	Peregrine Capital Management LLC	321,935	$7.45M	0.2%	-1.2%	0.579%
1/25/2024	Nisa Investment Advisors LLC	1,494	$35K	0.0%	-25.6%	0.003%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	100,656	$2.33M	0.0%	-22.2%	0.181%
1/24/2024	International Assets Investment Management LLC	1,482	$34K	0.0%	+1,987.3%	0.003%
1/24/2024	Riverbridge Partners LLC	833,415	$19.29M	0.3%	-3.1%	1.498%
1/23/2024	WoodTrust Financial Corp	16,500	$382K	0.1%	N/A	0.030%
1/23/2024	Trust Point Inc.	10,311	$239K	0.0%	N/A	0.019%
1/16/2024	Raymond James Financial Services Advisors Inc.	17,927	$415K	0.0%	+18.5%	0.032%
1/16/2024	Raymond James & Associates	9,768	$226K	0.0%	N/A	0.018%
1/11/2024	Moody National Bank Trust Division	50,067	$1.16M	0.1%	+19.1%	0.090%
12/18/2023	Vanguard Group Inc.	4,434,406	$82.84M	0.0%	+0.1%	7.971%
11/17/2023	TimesSquare Capital Management LLC	774,079	$14.46M	0.2%	+7.8%	1.402%
11/16/2023	Tamarack Advisers LP	215,000	$4.02M	2.6%	-25.9%	0.389%
11/16/2023	Spouting Rock Asset Management LLC	13,381	$250K	0.1%	+16.5%	0.024%
11/15/2023	Bullseye Asset Management LLC	98,013	$1.83M	1.0%	+18.1%	0.178%
11/15/2023	Rock Springs Capital Management LP	1,776,391	$33.18M	0.9%	+36.1%	3.218%
11/15/2023	Schroder Investment Management Group	348,730	$6.51M	0.0%	N/A	0.632%
Next opportunity for crypto millions (Ad) The Bitcoin halving is the #1 creator of "crypto millionaires". That's because historically, every halving has led to a massive bull run in the year after it happens. That means we're in the "golden window" right now… Check out the new "Crypto Bull Run Millionaire Blueprint" now!
11/14/2023	Quadrature Capital Ltd	15,395	$288K	0.0%	-9.2%	0.028%
11/14/2023	Lazard Asset Management LLC	424,047	$7.92M	0.0%	+58.6%	0.768%
11/14/2023	B. Riley Asset Management LLC	173,579	$3.24M	1.3%	N/A	0.314%
11/14/2023	Qube Research & Technologies Ltd	119,791	$2.24M	0.0%	-13.8%	0.217%
11/14/2023	Synovus Financial Corp	12,447	$233K	0.0%	+45.7%	0.023%
11/13/2023	Algert Global LLC	56,361	$1.05M	0.0%	-4.2%	0.102%
11/13/2023	Acadian Asset Management LLC	2,866	$53K	0.0%	N/A	0.005%
11/13/2023	CenterBook Partners LP	18,426	$344K	0.0%	+47.6%	0.033%
11/13/2023	CI Investments Inc.	477,265	$8.92M	0.0%	+6.6%	0.864%
11/13/2023	FMR LLC	7,856,551	$146.76M	0.0%	+8.6%	14.230%

(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, 153 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($146.76M), Vanguard Group Inc. ($109.31M), Brown Advisory Inc. ($91.45M), Capital International Investors ($62.05M), Credit Suisse AG ($58.31M), Franklin Resources Inc. ($34.37M), and Rock Springs Capital Management LP ($33.18M).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 129 institutional investors that purchased Phreesia stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Advisory Inc. ($2.74M), FMR LLC ($1.99M), Jennison Associates LLC ($1.86M), Capital International Investors ($1.79M), Champlain Investment Partners LLC ($1.25M), Granahan Investment Management LLC ($1.01M), and Deerfield Management Company L.P. Series C ($857.12K).

How much institutional buying is happening at Phreesia?: Institutional investors have bought a total of 19,818,050 shares in the last 24 months. This purchase volume represents approximately $511.01M in transactions.
Which Phreesia major shareholders have been selling company stock?: Of the 73 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 ($3.01M), FMR LLC ($776.11K), Point72 Asset Management L.P. ($733.57K), Granahan Investment Management LLC ($571.34K), TimesSquare Capital Management LLC ($522.98K), Janus Henderson Group PLC ($423.54K), and Lazard Asset Management LLC ($309.01K).
How much institutional selling is happening at Phreesia?: Institutional investors have sold a total of 8,894,980 shares in the last 24 months. This volume of shares sold represents approximately $231.13M in transactions.