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Phreesia (PHR) Institutional Ownership

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$10.09 -0.28 (-2.65%)
Closing price 03:59 PM Eastern
Extended Trading
$10.07 -0.02 (-0.15%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
157
Total
Institutional Inflows
(last 12 months)
$458.64M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$138.35M
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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
9/9/2026Sequoia Financial Advisors LLC15,432$159K0.0%N/A0.025%
9/9/2026Whetstone Capital Advisors LLC629,752$6.48M1.7%-34.0%1.015%
9/9/2026Integrated Wealth Concepts LLC14,129$145K0.0%+37.2%0.023%
9/8/2026Allworth Financial LP5,613$58K0.0%+78.3%0.009%
9/8/2026Arizona State Retirement System12,575$129K0.0%-24.1%0.020%
8/27/2026Corient Private Wealth LP148,290$1.53M0.0%+451.7%0.240%
8/26/2026Amundi35,721$368K0.0%-25.4%0.058%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al100,830$1.04M0.0%N/A0.163%
8/21/2026AXQ Capital LP67,000$689K0.1%+214.3%0.108%
8/21/2026Pale Fire Capital SE8,924,329$91.83M2.5%+3.2%14.438%
8/20/2026Moore Capital Management LP266,676$2.74M0.0%-8.6%0.431%
8/20/2026Flputnam Investment Management Co.160,903$1.66M0.0%N/A0.260%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC123,567$1.27M0.0%+14.8%0.200%
8/19/2026Hsbc Holdings PLC87,903$910K0.0%+19.5%0.142%
8/17/2026Corient Private Wealth LP120,380$1.24M0.0%N/A0.195%
8/17/2026Palogic Value Management L.P.120,177$1.24M0.4%N/A0.194%
8/17/2026Bank of America Corp DE589,515$6.07M0.0%N/A0.954%
8/15/2026Freestone Grove Partners LP43,489$448K0.0%N/A0.070%
8/15/2026Man Group plc135,584$1.40M0.0%N/A0.219%
8/15/2026Jupiter Topco LLC24,531$253K0.0%N/A0.040%
8/14/2026Hsbc Holdings PLC87,903$910K0.0%N/A0.142%
8/14/2026Canada Pension Plan Investment Board18,200$187K0.0%N/A0.029%
8/14/2026Legal & General Group Plc42,432$437K0.0%N/A0.069%
8/14/2026The Manufacturers Life Insurance Company13,638$140K0.0%N/A0.022%
8/14/2026Algert Global LLC1,205,481$12.40M0.1%-12.7%1.950%
8/13/2026Sanctuary Advisors LLC10,640$109K0.0%N/A0.017%
8/13/2026Connor Clark & Lunn Investment Management Ltd.609,704$6.27M0.0%N/A0.986%
8/12/2026Commerce Bank16,010$165K0.0%N/A0.026%
8/12/2026EP Wealth Advisors LLC10,314$106K0.0%N/A0.017%
8/12/2026Ieq Capital LLC358,537$3.69M0.0%N/A0.580%
8/11/2026Allworth Financial LP5,613$58K0.0%N/A0.009%
8/10/2026Tocqueville Asset Management L.P.325,000$3.34M0.0%N/A0.526%
8/7/2026BlackRock Inc.7,019,832$72.23M0.0%N/A11.357%
8/7/2026Pallas Capital Advisors LLC24,747$255K0.0%N/A0.040%
8/7/2026Deutsche Bank AG52,327$538K0.0%N/A0.085%
8/6/2026Flputnam Investment Management Co.160,903$1.66M0.0%N/A0.260%
8/6/2026Bank of New York Mellon Corp184,717$1.90M0.0%N/A0.299%
8/6/2026Focus Partners Advisor Solutions LLC16,448$169K0.0%N/A0.027%
8/6/2026State of Wyoming22,283$229K0.0%N/A0.036%
8/6/2026GSA Capital Partners LLP23,791$245K0.0%N/A0.038%
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6/3/2026NewEdge Advisors LLC23,951$201K0.0%+2,395,000.0%0.039%
5/21/2026Essential Partners LLC9,313$78K0.0%+2,016.6%0.015%
5/19/2026Bank of America Corp DE1,001,057$8.39M0.0%+142.6%1.621%
5/18/2026Amundi47,859$401K0.0%N/A0.077%
5/18/2026EverSource Wealth Advisors LLC3,269$27K0.0%+1,119.8%0.005%
5/18/2026Rock Springs Capital Management LP600,400$5.03M0.3%-31.5%0.972%
5/16/2026The Manufacturers Life Insurance Company15,808$132K0.0%-37.9%0.026%
5/16/2026Quantinno Capital Management LP69,879$586K0.0%N/A0.115%
5/15/2026Granahan Investment Management LLC987,607$8.28M0.4%-58.8%1.625%
5/14/2026Pale Fire Capital SE8,649,329$72.48M6.2%N/A14.235%
5/14/2026Arrowstreet Capital Limited Partnership44,918$376K0.0%N/A0.074%
5/14/2026Caxton Associates LLP16,260$136K0.0%-38.9%0.027%
5/14/2026Inceptionr LLC10,509$88K0.0%N/A0.017%
5/14/2026Sei Investments Co.137,622$1.15M0.0%+20.7%0.227%
5/14/2026Globeflex Capital L P22,552$189K0.0%+124.0%0.037%
5/14/2026State of Wyoming34,494$289K0.0%+486.7%0.057%
5/13/2026First Trust Advisors LP10,467$88K0.0%-79.4%0.017%
5/8/2026PNC Financial Services Group Inc.7,614$64K0.0%-40.3%0.013%
5/7/2026Dimensional Fund Advisors LP484,717$4.07M0.0%-22.9%0.798%
5/5/2026Bank of New York Mellon Corp184,791$1.55M0.0%-14.2%0.304%
5/4/2026Principal 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%
5/1/2026Kornitzer Capital Management Inc. KS38,859$326K0.0%-3.3%0.064%
4/30/2026Hsbc Holdings PLC73,564$594K0.0%+58.0%0.121%
4/28/2026Stephens Inc. AR12,072$101K0.0%N/A0.020%
4/27/2026New York State Teachers Retirement System5,292$44K0.0%N/A0.009%
4/27/2026Y Intercept Hong Kong Ltd34,035$285K0.0%+30.8%0.056%
4/23/2026Inspire Investing LLC64,082$537K0.0%+131.4%0.105%
4/22/2026Pictet Asset Management Holding SA10,418$87K0.0%N/A0.017%
4/20/2026OP Asset Management Ltd774,144$6.49M0.1%N/A1.274%
4/16/2026SG Americas Securities LLC457,925$3.84M0.0%+544.3%0.754%
4/16/2026Diversified Trust Co54,418$456K0.0%+5.8%0.090%
3/20/2026Hsbc 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%
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2/18/2026Inspire 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%


PHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 250 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 223 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 34,937,229 shares in the last 24 months. This purchase volume represents approximately $458.64M in transactions.

Of the 65 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), Whetstone Capital Advisors LLC ($324.18K), and Brown Advisory Inc. ($312.95K).

Institutional investors have sold a total of 8,651,612 shares in the last 24 months. This volume of shares sold represents approximately $138.35M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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