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Phreesia (PHR) Institutional Ownership

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$10.61 +0.75 (+7.57%)
Closing price 03:59 PM Eastern
Extended Trading
$10.52 -0.09 (-0.82%)
As of 07:53 PM Eastern
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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)
160
Total
Institutional Inflows
(last 12 months)
$467.78M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$184.77M
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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
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 Company 15,808$132K0.0%-37.9%0.026%
5/16/2026 Quantinno Capital Management LP69,879$586K0.0%N/A0.115%
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%
5/2/2026 Anchor 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%
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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%
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%
2/17/2026 Magnetar Financial LLC16,366$277K0.0%+82.9%0.027%
2/17/2026 Meros Investment Management LP478,274$8.09M3.2%+48.5%0.793%
2/16/2026 Squarepoint Ops LLC291,132$4.93M0.0%+24.9%0.483%
2/16/2026 Verition Fund Management LLC35,276$597K0.0%-9.3%0.059%
2/16/2026 Panagora Asset Management Inc.305,064$5.16M0.0%+19.7%0.506%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund51,980$880K0.0%N/A0.086%
2/16/2026 Barclays PLC113,941$1.93M0.0%+23.4%0.189%
2/16/2026 Brown Advisory Inc.510,858$8.64M0.0%-38.0%0.847%
2/13/2026 Prosight Management LP977,152$16.53M3.4%N/A1.621%
2/13/2026 Marshall Wace LLP20,317$344K0.0%-85.2%0.034%
2/13/2026 The Manufacturers Life Insurance Company 25,472$431K0.0%-4.4%0.042%
2/13/2026 Bridgewater Associates LP12,805$217K0.0%-82.3%0.021%
2/13/2026 Quarry LP1,461$25K0.0%-43.6%0.002%
2/13/2026 Commerce Bank16,361$277K0.0%+12.5%0.027%
2/13/2026 Virtus Advisers LLC9,281$157K0.1%-34.6%0.015%
2/13/2026 Smartleaf Asset Management LLC5,436$93K0.0%-15.7%0.009%
2/13/2026 Schroder Investment Management Group857,204$14.60M0.0%+7.3%1.422%
2/13/2026 Jacobs Levy Equity Management Inc.899,098$15.21M0.1%N/A1.491%
2/13/2026 Essex Investment Management Co. LLC102,423$1.73M0.3%-2.4%0.170%
2/13/2026 First Trust Advisors LP50,912$861K0.0%-70.9%0.084%
2/13/2026 Birchview Capital LP110,700$1.87M1.1%-3.5%0.184%
2/13/2026 Champlain Investment Partners LLC1,609,941$27.24M0.3%-39.9%2.670%
2/13/2026 Charles Schwab Investment Management Inc.487,511$8.25M0.0%-8.2%0.809%
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2/13/2026 State Street Corp1,456,606$24.65M0.0%+1.6%2.416%
2/13/2026 Van ECK Associates Corp2,502$42K0.0%+78.7%0.004%
2/13/2026 Ieq Capital LLC15,403$261K0.0%N/A0.026%
2/13/2026 Boston Partners170,072$2.88M0.0%+28.6%0.282%
2/13/2026 Dynamic Technology Lab Private Ltd67,673$1.15M0.3%+140.5%0.112%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC91,072$1.54M0.0%-94.5%0.151%
2/13/2026 Wells Fargo & Company MN106,063$1.80M0.0%+68.2%0.176%
2/12/2026 Tocqueville Asset Management L.P.145,000$2.45M0.0%N/A0.241%
2/12/2026 Dimensional Fund Advisors LP628,280$10.63M0.0%+142.6%1.042%
2/12/2026 Counterpoint Mutual Funds LLC29,932$506K0.0%N/A0.050%


PHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 241 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($154.80M), Vanguard Group Inc. ($97.19M), Greenhouse Funds LLLP ($91.32M), Pale Fire Capital SE ($72.48M), Capital International Investors ($48.25M), Loomis Sayles & Co. L P ($34.16M), and Franklin Resources Inc. ($33.84M).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 214 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 ($8.65M), Millennium Management LLC ($1.74M), Greenhouse Funds LLLP ($1.64M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.38M), Loomis Sayles & Co. L P ($1.20M), Granahan Investment Management LLC ($1.10M), and American Century Companies Inc. ($1.05M).

Institutional investors have bought a total of 28,353,389 shares in the last 24 months. This purchase volume represents approximately $467.78M in transactions.

Of the 74 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), Brown Advisory Inc. ($1.60M), Granahan Investment Management LLC ($1.41M), Champlain Investment Partners LLC ($1.34M), Park West Asset Management LLC ($598.50K), Capital International Investors ($283.34K), and Rock Springs Capital Management LP ($276.20K).

Institutional investors have sold a total of 9,940,214 shares in the last 24 months. This volume of shares sold represents approximately $184.77M in transactions.



This page (NYSE:PHR) was last updated on 6/1/2026 by MarketBeat.com Staff.
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