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Phreesia (PHR) Institutional Ownership

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$9.52 -0.05 (-0.52%)
As of 11:57 AM 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)
170
Total
Institutional Inflows
(last 12 months)
$506.13M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$193.92M
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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
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%
3/17/2026Rockefeller Capital Management L.P.2,755$47K0.0%+354.6%0.005%
2/26/2026Alpine Global Management LLC10,573$179K0.0%N/A0.018%
2/19/2026Invesco Ltd.82,176$1.39M0.0%+13.1%0.136%
2/18/2026State of Tennessee Department of Treasury11,938$202K0.0%N/A0.020%
2/18/2026Mackenzie Financial Corp47,882$814K0.0%+222.2%0.079%
2/18/2026XTX Topco Ltd42,180$714K0.0%+109.5%0.070%
2/18/2026Zacks Investment Management49,712$841K0.0%-15.6%0.082%
2/18/2026VARCOV Co.42,476$719K0.3%N/A0.070%
2/18/2026Susquehanna Portfolio Strategies LLC28,749$486K0.0%+70.6%0.048%
2/18/2026Tudor Investment Corp ET AL336,663$5.70M0.0%+89.8%0.558%
2/18/2026Polymer Capital Management US LLC19,816$335K0.0%N/A0.033%
2/18/2026Quadrature Capital Ltd26,428$447K0.0%N/A0.044%
2/18/2026Oxford Asset Management LLP35,740$605K0.2%+86.7%0.059%
2/18/2026Palisade Capital Management LP300,308$5.08M0.2%-12.8%0.498%
2/18/2026Millennium Management LLC1,571,055$26.58M0.0%+47.6%2.606%
2/18/2026Moore Capital Management LP67,763$1.15M0.0%N/A0.112%
2/18/2026Man Group plc43,666$739K0.0%N/A0.072%
2/18/2026 Inspire Investing LLC27,697$469K0.0%+44.5%0.046%
2/18/2026Engineers Gate Manager LP58,226$985K0.0%+58.9%0.097%
2/18/2026Cinctive Capital Management LP54,782$927K0.1%N/A0.091%
2/18/2026Boothbay Fund Management LLC35,470$600K0.0%N/A0.059%
2/17/2026Freestone Grove Partners LP33,720$571K0.0%N/A0.056%
2/17/2026AQR Capital Management LLC437,094$7.40M0.0%+140.9%0.725%
2/17/2026Park West Asset Management LLC522,995$8.85M0.7%-42.3%0.867%
2/17/2026ArrowMark Colorado Holdings LLC328,331$5.56M0.1%-6.6%0.545%
2/17/2026Price T Rowe Associates Inc. MD70,383$1.19M0.0%+8.6%0.117%
2/17/2026Vinva Investment Management Ltd23,846$403K0.0%+31.0%0.040%
2/17/2026Rock Springs Capital Management LP876,600$14.83M0.8%+17.0%1.454%
2/17/2026Adage 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%
2/17/2026Granahan Investment Management LLC2,399,613$40.60M1.7%+73.8%3.980%
2/17/2026State of Wisconsin Investment Board269,268$4.56M0.0%-28.4%0.447%
2/17/2026ExodusPoint Capital Management LP286,259$4.84M0.0%+278.1%0.475%
2/17/2026Royal Bank of Canada6,998$118K0.0%-93.7%0.012%
2/17/2026 Blair William & Co. IL13,007$220K0.0%-47.5%0.022%
2/17/2026Magnetar Financial LLC16,366$277K0.0%+82.9%0.027%
2/17/2026Meros Investment Management LP478,274$8.09M3.2%+48.5%0.793%
2/16/2026Squarepoint Ops LLC291,132$4.93M0.0%+24.9%0.483%
2/16/2026Verition Fund Management LLC35,276$597K0.0%-9.3%0.059%
2/16/2026Panagora Asset Management Inc.305,064$5.16M0.0%+19.7%0.506%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund51,980$880K0.0%N/A0.086%
2/16/2026Barclays PLC113,941$1.93M0.0%+23.4%0.189%
2/16/2026Brown Advisory Inc.510,858$8.64M0.0%-38.0%0.847%
2/13/2026Prosight Management LP977,152$16.53M3.4%N/A1.621%
2/13/2026Marshall Wace LLP20,317$344K0.0%-85.2%0.034%
2/13/2026The Manufacturers Life Insurance Company 25,472$431K0.0%-4.4%0.042%
2/13/2026Bridgewater Associates LP12,805$217K0.0%-82.3%0.021%
2/13/2026Quarry LP1,461$25K0.0%-43.6%0.002%
2/13/2026Commerce Bank16,361$277K0.0%+12.5%0.027%
2/13/2026Virtus Advisers LLC9,281$157K0.1%-34.6%0.015%
2/13/2026Smartleaf Asset Management LLC5,436$93K0.0%-15.7%0.009%
2/13/2026Schroder Investment Management Group857,204$14.60M0.0%+7.3%1.422%
2/13/2026Jacobs Levy Equity Management Inc.899,098$15.21M0.1%N/A1.491%
2/13/2026Essex Investment Management Co. LLC102,423$1.73M0.3%-2.4%0.170%
2/13/2026First Trust Advisors LP50,912$861K0.0%-70.9%0.084%
2/13/2026Birchview Capital LP110,700$1.87M1.1%-3.5%0.184%
2/13/2026Champlain Investment Partners LLC1,609,941$27.24M0.3%-39.9%2.670%
2/13/2026Charles Schwab Investment Management Inc.487,511$8.25M0.0%-8.2%0.809%
2/13/2026State Street Corp1,456,606$24.65M0.0%+1.6%2.416%
2/13/2026Van ECK Associates Corp2,502$42K0.0%+78.7%0.004%
2/13/2026Ieq Capital LLC15,403$261K0.0%N/A0.026%
2/13/2026Boston Partners170,072$2.88M0.0%+28.6%0.282%
2/13/2026Dynamic Technology Lab Private Ltd67,673$1.15M0.3%+140.5%0.112%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC91,072$1.54M0.0%-94.5%0.151%
2/13/2026Wells Fargo & Company MN106,063$1.80M0.0%+68.2%0.176%
2/12/2026Tocqueville 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%
2/12/2026Ensign Peak Advisors Inc4,591$78K0.0%-77.4%0.008%
2/12/2026Campbell & CO Investment Adviser LLC25,570$433K0.0%N/A0.042%
2/12/2026Bank of Montreal Can36,841$623K0.0%+231.4%0.061%
2/12/2026 McMillan Office Inc.15,495$262K0.0%N/A0.026%
2/12/2026 Swiss National Bank118,200$2M0.0%+2.5%0.196%
2/12/2026 Nuveen LLC1,875,725$31.74M0.0%+12.7%3.111%
2/11/2026 Deutsche Bank AG66,288$1.12M0.0%+2.4%0.110%
2/11/2026GW&K Investment Management LLC1,032,795$17.48M0.2%+5.9%1.713%
2/11/2026Cerity Partners LLC31,000$525K0.0%N/A0.051%
2/11/2026Franklin Resources Inc.2,000,082$33.84M0.0%+28.8%3.317%
2/11/2026JPMorgan Chase & Co.507,220$8.58M0.0%+807.7%0.841%
2/11/2026Capital International Investors2,851,536$48.25M0.0%-9.0%4.730%
2/11/2026State of Wyoming5,879$99K0.0%N/A0.010%
2/10/2026Goldman Sachs Group Inc.912,903$15.45M0.0%+26.7%1.514%
2/10/2026 Arcadia Investment Management Corp MI138,065$2.34M0.4%+12.3%0.229%
2/9/2026Geode Capital Management LLC1,329,460$22.50M0.0%+0.4%2.205%


PHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 239 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), Capital International Investors ($48.25M), Granahan Investment Management LLC ($40.60M), 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 212 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), 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), and Granahan Investment Management LLC ($1.10M).

Institutional investors have bought a total of 23,455,970 shares in the last 24 months. This purchase volume represents approximately $506.13M in transactions.

Of the 77 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), Champlain Investment Partners LLC ($1.34M), Park West Asset Management LLC ($598.50K), T. Rowe Price Investment Management Inc. ($594.83K), Granahan Investment Management LLC ($315.16K), and Capital International Investors ($283.34K).

Institutional investors have sold a total of 9,118,807 shares in the last 24 months. This volume of shares sold represents approximately $193.92M in transactions.


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This page (NYSE:PHR) was last updated on 5/12/2026 by MarketBeat.com Staff.
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