Phreesia (PHR) Institutional Ownership

$10.34 +0.17 (+1.64%)

Closing price 09/11/2026 03:58 PM Eastern

Extended Trading

$10.30 -0.03 (-0.31%)

As of 09/11/2026 07:30 PM Eastern

Compare

Current Institutional Ownership Percentage: 92.10%
Number of Institutional Buyers (last 12 months): 157
Total Institutional Inflows (last 12 months): $463.71M

Number of Institutional Sellers (last 12 months): 65
Total Institutional Outflows (last 12 months): $138.35M

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.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	15,432	$159K	0.0%	N/A	0.025%
9/9/2026	Whetstone Capital Advisors LLC	629,752	$6.48M	1.7%	-34.0%	1.015%
9/9/2026	Integrated Wealth Concepts LLC	14,129	$145K	0.0%	+37.2%	0.023%
9/8/2026	Allworth Financial LP	5,613	$58K	0.0%	+78.3%	0.009%
9/8/2026	Arizona State Retirement System	12,575	$129K	0.0%	-24.1%	0.020%
8/27/2026	Corient Private Wealth LP	148,290	$1.53M	0.0%	+451.7%	0.240%
8/26/2026	Amundi	35,721	$368K	0.0%	-25.4%	0.058%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	100,830	$1.04M	0.0%	N/A	0.163%
8/24/2026	California State Teachers Retirement System	547,531	$53.21M	0.0%	+893.4%	0.886%
8/21/2026	AXQ Capital LP	67,000	$689K	0.1%	+214.3%	0.108%
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.
8/21/2026	Pale Fire Capital SE	8,924,329	$91.83M	2.5%	+3.2%	14.438%
8/20/2026	Moore Capital Management LP	266,676	$2.74M	0.0%	-8.6%	0.431%
8/20/2026	Flputnam Investment Management Co.	160,903	$1.66M	0.0%	N/A	0.260%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	123,567	$1.27M	0.0%	+14.8%	0.200%
8/19/2026	Hsbc Holdings PLC	87,903	$910K	0.0%	+19.5%	0.142%
8/17/2026	Corient Private Wealth LP	120,380	$1.24M	0.0%	N/A	0.195%
8/17/2026	Palogic Value Management L.P.	120,177	$1.24M	0.4%	N/A	0.194%
8/17/2026	Bank of America Corp DE	589,515	$6.07M	0.0%	N/A	0.954%
8/15/2026	Freestone Grove Partners LP	43,489	$448K	0.0%	N/A	0.070%
8/15/2026	Man Group plc	135,584	$1.40M	0.0%	N/A	0.219%
8/15/2026	Jupiter Topco LLC	24,531	$253K	0.0%	N/A	0.040%
8/14/2026	Hsbc Holdings PLC	87,903	$910K	0.0%	N/A	0.142%
8/14/2026	Canada Pension Plan Investment Board	18,200	$187K	0.0%	N/A	0.029%
8/14/2026	Legal & General Group Plc	42,432	$437K	0.0%	N/A	0.069%
8/14/2026	The Manufacturers Life Insurance Company	13,638	$140K	0.0%	N/A	0.022%
8/14/2026	Algert Global LLC	1,205,481	$12.40M	0.1%	-12.7%	1.950%
8/13/2026	Sanctuary Advisors LLC	10,640	$109K	0.0%	N/A	0.017%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	609,704	$6.27M	0.0%	N/A	0.986%
8/12/2026	Commerce Bank	16,010	$165K	0.0%	N/A	0.026%
8/12/2026	EP Wealth Advisors LLC	10,314	$106K	0.0%	N/A	0.017%
8/12/2026	Ieq Capital LLC	358,537	$3.69M	0.0%	N/A	0.580%
8/11/2026	Allworth Financial LP	5,613	$58K	0.0%	N/A	0.009%
8/10/2026	Tocqueville Asset Management L.P.	325,000	$3.34M	0.0%	N/A	0.526%
8/7/2026	BlackRock Inc.	7,019,832	$72.23M	0.0%	N/A	11.357%
8/7/2026	Pallas Capital Advisors LLC	24,747	$255K	0.0%	N/A	0.040%
8/7/2026	Deutsche Bank AG	52,327	$538K	0.0%	N/A	0.085%
8/6/2026	Flputnam Investment Management Co.	160,903	$1.66M	0.0%	N/A	0.260%
8/6/2026	Bank of New York Mellon Corp	184,717	$1.90M	0.0%	N/A	0.299%
8/6/2026	Focus Partners Advisor Solutions LLC	16,448	$169K	0.0%	N/A	0.027%
8/6/2026	State of Wyoming	22,283	$229K	0.0%	N/A	0.036%
Elon Musk’s Hushed FCC Filing. Sept 25th. (Ad) Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the largest markets in the world. James Altucher, who previously flagged Nvidia in 2008 and Bitcoin in 2013, says the filing could rival Tesla, SpaceX and xAI combined. Few investors know this filing exists, but that is expected to change quickly. Click here to see details on Elon Musk's newest AI filing
8/6/2026	GSA Capital Partners LLP	23,791	$245K	0.0%	N/A	0.038%
6/3/2026	NewEdge Advisors LLC	23,951	$201K	0.0%	+2,395,000.0%	0.039%
5/21/2026	Essential Partners LLC	9,313	$78K	0.0%	+2,016.6%	0.015%
5/19/2026	Bank of America Corp DE	1,001,057	$8.39M	0.0%	+142.6%	1.621%
5/18/2026	Amundi	47,859	$401K	0.0%	N/A	0.077%
5/18/2026	EverSource Wealth Advisors LLC	3,269	$27K	0.0%	+1,119.8%	0.005%
5/18/2026	Rock Springs Capital Management LP	600,400	$5.03M	0.3%	-31.5%	0.972%
5/16/2026	The Manufacturers Life Insurance Company	15,808	$132K	0.0%	-37.9%	0.026%
5/16/2026	Quantinno Capital Management LP	69,879	$586K	0.0%	N/A	0.115%
5/15/2026	Granahan Investment Management LLC	987,607	$8.28M	0.4%	-58.8%	1.625%
5/14/2026	Pale Fire Capital SE	8,649,329	$72.48M	6.2%	N/A	14.235%
5/14/2026	Arrowstreet Capital Limited Partnership	44,918	$376K	0.0%	N/A	0.074%
5/14/2026	Caxton Associates LLP	16,260	$136K	0.0%	-38.9%	0.027%
5/14/2026	Inceptionr LLC	10,509	$88K	0.0%	N/A	0.017%
5/14/2026	Sei Investments Co.	137,622	$1.15M	0.0%	+20.7%	0.227%
5/14/2026	Globeflex Capital L P	22,552	$189K	0.0%	+124.0%	0.037%
5/14/2026	State of Wyoming	34,494	$289K	0.0%	+486.7%	0.057%
5/13/2026	First Trust Advisors LP	10,467	$88K	0.0%	-79.4%	0.017%
5/8/2026	PNC Financial Services Group Inc.	7,614	$64K	0.0%	-40.3%	0.013%
5/7/2026	Dimensional Fund Advisors LP	484,717	$4.07M	0.0%	-22.9%	0.798%
5/5/2026	Bank of New York Mellon Corp	184,791	$1.55M	0.0%	-14.2%	0.304%
5/4/2026	Principal Financial Group Inc.	165,173	$1.38M	0.0%	+213.7%	0.272%
5/2/2026	Anchor Investment Management LLC	10,000	$84K	0.0%	+100.0%	0.016%
5/1/2026	Kornitzer Capital Management Inc. KS	38,859	$326K	0.0%	-3.3%	0.064%
4/30/2026	Hsbc Holdings PLC	73,564	$594K	0.0%	+58.0%	0.121%
4/28/2026	Stephens Inc. AR	12,072	$101K	0.0%	N/A	0.020%
4/27/2026	New York State Teachers Retirement System	5,292	$44K	0.0%	N/A	0.009%
4/27/2026	Y Intercept Hong Kong Ltd	34,035	$285K	0.0%	+30.8%	0.056%
4/23/2026	Inspire Investing LLC	64,082	$537K	0.0%	+131.4%	0.105%
4/22/2026	Pictet Asset Management Holding SA	10,418	$87K	0.0%	N/A	0.017%
4/20/2026	OP Asset Management Ltd	774,144	$6.49M	0.1%	N/A	1.274%
4/16/2026	SG Americas Securities LLC	457,925	$3.84M	0.0%	+544.3%	0.754%
4/16/2026	Diversified Trust Co	54,418	$456K	0.0%	+5.8%	0.090%
3/20/2026	Hsbc Holdings PLC	46,558	$786K	0.0%	+96.2%	0.077%
3/17/2026	Rockefeller Capital Management L.P.	2,755	$47K	0.0%	+354.6%	0.005%
2/26/2026	Alpine Global Management LLC	10,573	$179K	0.0%	N/A	0.018%
2/19/2026	Invesco Ltd.	82,176	$1.39M	0.0%	+13.1%	0.136%
2/18/2026	State of Tennessee Department of Treasury	11,938	$202K	0.0%	N/A	0.020%
2/18/2026	Mackenzie Financial Corp	47,882	$814K	0.0%	+222.2%	0.079%
2/18/2026	XTX Topco Ltd	42,180	$714K	0.0%	+109.5%	0.070%
2/18/2026	Zacks Investment Management	49,712	$841K	0.0%	-15.6%	0.082%
2/18/2026	VARCOV Co.	42,476	$719K	0.3%	N/A	0.070%
2/18/2026	Susquehanna Portfolio Strategies LLC	28,749	$486K	0.0%	+70.6%	0.048%
2/18/2026	Tudor Investment Corp ET AL	336,663	$5.70M	0.0%	+89.8%	0.558%
2/18/2026	Polymer Capital Management US LLC	19,816	$335K	0.0%	N/A	0.033%
2/18/2026	Quadrature Capital Ltd	26,428	$447K	0.0%	N/A	0.044%
2/18/2026	Oxford Asset Management LLP	35,740	$605K	0.2%	+86.7%	0.059%
2/18/2026	Palisade Capital Management LP	300,308	$5.08M	0.2%	-12.8%	0.498%
2/18/2026	Millennium Management LLC	1,571,055	$26.58M	0.0%	+47.6%	2.606%
2/18/2026	Moore Capital Management LP	67,763	$1.15M	0.0%	N/A	0.112%
Shocking AI prediction from the “Billionaire Whisperer" (Ad) Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percent run, and Nvidia before it climbed more than 50,000 percent. Now Chaikin says a new AI data center technology using 99 percent less electricity, water, and space could accelerate scientific breakthroughs 360-fold, and one company behind it just flashed bullish in his system. See the full research and the ticker Chaikin is watching before this presentation goes offline. Watch Chaikin's free presentation and see the ticker now
2/18/2026	Man Group plc	43,666	$739K	0.0%	N/A	0.072%
2/18/2026	Inspire Investing LLC	27,697	$469K	0.0%	+44.5%	0.046%
2/18/2026	Engineers Gate Manager LP	58,226	$985K	0.0%	+58.9%	0.097%
2/18/2026	Cinctive Capital Management LP	54,782	$927K	0.1%	N/A	0.091%
2/18/2026	Boothbay Fund Management LLC	35,470	$600K	0.0%	N/A	0.059%
2/17/2026	Freestone Grove Partners LP	33,720	$571K	0.0%	N/A	0.056%
2/17/2026	AQR Capital Management LLC	437,094	$7.40M	0.0%	+140.9%	0.725%
2/17/2026	Park West Asset Management LLC	522,995	$8.85M	0.7%	-42.3%	0.867%
2/17/2026	ArrowMark Colorado Holdings LLC	328,331	$5.56M	0.1%	-6.6%	0.545%
2/17/2026	Price T Rowe Associates Inc. MD	70,383	$1.19M	0.0%	+8.6%	0.117%

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), California State Teachers Retirement System ($53.21M), and Capital International Investors ($48.25M).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 35,429,641 shares in the last 24 months. This purchase volume represents approximately $463.71M 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.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Phreesia (PHR) Institutional Ownership

PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

PHR Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Phreesia (PHR) Institutional Ownership

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

PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

PHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHR shares?

What percentage of Phreesia's stock is owned by institutional investors?

Which institutional investors have been buying Phreesia's stock?

How much institutional buying is happening at Phreesia?

Which of Phreesia's major shareholders have been selling company stock?

How much institutional selling is happening at Phreesia?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools