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Phreesia (PHR) Institutional Ownership

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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)
84
Total
Institutional Inflows
(last 12 months)
$214.78M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$151.88M
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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
4/23/2024 Arcadia Investment Management Corp MI77,825$1.86M0.3%+105.7%0.138%
4/18/2024 Diversified Trust Co10,681$256K0.0%N/A0.019%
4/17/2024 WoodTrust Financial Corp31,000$742K0.1%+87.9%0.055%
4/4/2024 Moody National Bank Trust Division71,044$1.70M0.1%+41.9%0.126%
3/22/2024PNC Financial Services Group Inc.9,817$227K0.0%-24.6%0.017%
3/11/2024Vanguard Group Inc.4,628,441$107.15M0.0%+4.4%8.320%
2/15/2024Ophir Asset Management Pty Ltd1,099,505$25.45M5.1%+24.1%1.976%
2/15/2024Granahan Investment Management LLC1,060,070$24.54M0.8%-2.5%1.906%
2/15/2024Birchview Capital LP114,700$2.66M2.1%+38.7%0.206%
2/14/2024Bellevue Group AG421,573$9.76M0.1%-27.2%0.758%
2/14/2024CenterBook Partners LP23,155$536K0.1%+25.7%0.042%
2/13/2024Aristides Capital LLC13,940$323K0.1%N/A0.025%
2/13/2024Premier Fund Managers Ltd12,650$299K0.0%N/A0.023%
2/12/2024Olympiad Research LP13,009$301K0.2%-11.6%0.023%
2/12/2024Legacy Advisors LLC29,010$672K0.1%+52.7%0.052%
2/12/2024Allianz Asset Management GmbH108,845$2.52M0.0%+41.5%0.196%
2/9/2024Commerce Bank16,771$388K0.0%-9.3%0.030%
2/9/2024Franklin Resources Inc.1,484,663$34.37M0.0%+15.0%2.669%
2/9/2024GW&K Investment Management LLC1,208,881$27.99M0.3%-10.5%2.173%
2/9/2024Trexquant Investment LP10,755$249K0.0%N/A0.019%
2/9/2024Dynamic Technology Lab Private Ltd15,443$357K0.0%N/A0.028%
2/9/2024Norges Bank354,186$8.20M0.0%N/A0.637%
2/8/2024 Brown Advisory Inc.3,950,356$91.45M0.1%+22.2%7.101%
2/8/2024Essex Investment Management Co. LLC58,662$1.36M0.3%-1.7%0.105%
2/7/2024QRG Capital Management Inc.10,488$243K0.0%-25.1%0.019%
2/7/2024 Arcadia Investment Management Corp MI37,840$876K0.2%+74.4%0.068%
2/7/2024Nichols & Pratt Advisers LLP MA31,390$727K0.1%-16.5%0.056%
2/7/2024TimesSquare Capital Management LLC868,850$20.11M0.3%+12.2%1.562%
2/6/2024Charles Schwab Investment Management Inc.412,763$9.56M0.0%+3.8%0.742%
2/6/2024Private Advisor Group LLC11,381$263K0.0%N/A0.020%
2/6/2024M&T Bank Corp22,780$527K0.0%N/A0.041%
2/6/2024 Los Angeles Capital Management LLC10,456$242K0.0%N/A0.019%
2/6/2024Swiss National Bank103,300$2.39M0.0%-7.9%0.186%
2/5/2024Russell Investments Group Ltd.3,838$89K0.0%+5,462.3%0.007%
2/1/2024New York State Common Retirement Fund53,865$1.25M0.0%+13.0%0.097%
2/1/2024Jennison Associates LLC38,778$898K0.0%-98.3%0.070%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 12,757$295K0.0%+11.6%0.023%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.39,386$912K0.0%+25.4%0.071%
1/26/2024Conestoga Capital Advisors LLC77,335$1.79M0.0%+23.1%0.139%
1/26/2024Peregrine Capital Management LLC321,935$7.45M0.2%-1.2%0.579%
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1/25/2024Nisa Investment Advisors LLC1,494$35K0.0%-25.6%0.003%
1/24/2024Mirae Asset Global Investments Co. Ltd.100,656$2.33M0.0%-22.2%0.181%
1/24/2024 International Assets Investment Management LLC1,482$34K0.0%+1,987.3%0.003%
1/24/2024Riverbridge Partners LLC833,415$19.29M0.3%-3.1%1.498%
1/23/2024 WoodTrust Financial Corp16,500$382K0.1%N/A0.030%
1/23/2024 Trust Point Inc.10,311$239K0.0%N/A0.019%
1/16/2024 Raymond James Financial Services Advisors Inc.17,927$415K0.0%+18.5%0.032%
1/16/2024 Raymond James & Associates9,768$226K0.0%N/A0.018%
1/11/2024 Moody National Bank Trust Division50,067$1.16M0.1%+19.1%0.090%
12/18/2023Vanguard Group Inc.4,434,406$82.84M0.0%+0.1%7.971%
11/17/2023TimesSquare Capital Management LLC774,079$14.46M0.2%+7.8%1.402%
11/16/2023Tamarack Advisers LP215,000$4.02M2.6%-25.9%0.389%
11/16/2023Spouting Rock Asset Management LLC13,381$250K0.1%+16.5%0.024%
11/15/2023Bullseye Asset Management LLC98,013$1.83M1.0%+18.1%0.178%
11/15/2023Rock Springs Capital Management LP1,776,391$33.18M0.9%+36.1%3.218%
11/15/2023Schroder Investment Management Group348,730$6.51M0.0%N/A0.632%
11/14/2023Quadrature Capital Ltd15,395$288K0.0%-9.2%0.028%
11/14/2023Lazard Asset Management LLC424,047$7.92M0.0%+58.6%0.768%
11/14/2023B. Riley Asset Management LLC173,579$3.24M1.3%N/A0.314%
11/14/2023Qube Research & Technologies Ltd119,791$2.24M0.0%-13.8%0.217%
11/14/2023Synovus Financial Corp12,447$233K0.0%+45.7%0.023%
11/13/2023Algert Global LLC56,361$1.05M0.0%-4.2%0.102%
11/13/2023Acadian Asset Management LLC2,866$53K0.0%N/A0.005%
11/13/2023CenterBook Partners LP18,426$344K0.0%+47.6%0.033%
11/13/2023CI Investments Inc.477,265$8.92M0.0%+6.6%0.864%
11/13/2023FMR LLC7,856,551$146.76M0.0%+8.6%14.230%
11/13/2023QRG Capital Management Inc.14,006$262K0.0%N/A0.025%
11/13/2023PNC Financial Services Group Inc.13,018$243K0.0%-12.7%0.024%
11/9/2023Loomis Sayles & Co. L P815,608$15.24M0.0%-10.6%1.477%
11/9/2023Nichols & Pratt Advisers LLP MA37,615$703K0.1%-38.5%0.068%
11/9/2023Deutsche Bank AG27,342$511K0.0%+16.3%0.050%
11/9/2023Essex Investment Management Co. LLC59,655$1.11M0.2%-36.0%0.108%
11/9/2023Blair William & Co. IL478,414$8.94M0.0%+72.6%0.867%
11/8/2023Charles Schwab Investment Management Inc.397,465$7.43M0.0%+1.1%0.720%
11/8/2023Swiss National Bank112,200$2.10M0.0%+1.7%0.203%
11/7/2023New York State Common Retirement Fund47,665$890K0.0%+7.0%0.086%
11/7/2023Barclays PLC18,572$347K0.0%-4.5%0.034%
11/2/2023Olympiad Research LP14,713$275K0.3%N/A0.027%
10/31/2023Jennison Associates LLC2,237,958$41.81M0.0%-13.0%4.054%
10/30/2023Conestoga Capital Advisors LLC62,815$1.17M0.0%+44.8%0.114%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.31,410$587K0.0%+32.1%0.057%
10/27/2023 Allspring Global Investments Holdings LLC7,131$133K0.0%-96.2%0.013%
10/26/2023Mirae Asset Global Investments Co. Ltd.129,449$2.42M0.0%-6.1%0.234%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank11,433$214K0.0%+44.4%0.021%
10/25/2023 Brown Advisory Inc.3,233,982$60.41M0.1%+0.1%5.858%
10/24/2023Bank of New York Mellon Corp195,275$3.65M0.0%+5.1%0.354%
10/24/2023 Raymond James Financial Services Advisors Inc.15,122$282K0.0%+18.1%0.027%
10/23/2023 Arcadia Investment Management Corp MI21,700$405K0.1%+1,708.3%0.039%
10/19/2023Peregrine Capital Management LLC325,759$6.09M0.2%+3.5%0.590%
10/18/2023 Counterpoint Mutual Funds LLC7,358$137K0.1%N/A0.013%
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10/16/2023Riverbridge Partners LLC860,327$16.07M0.2%-4.2%1.558%
10/13/2023SG Americas Securities LLC7,073$132K0.0%N/A0.013%
10/12/2023 Moody National Bank Trust Division42,046$785K0.1%+41.7%0.076%
10/12/2023 Legato Capital Management LLC27,644$516K0.1%-2.5%0.050%
8/18/2023 Legato Capital Management LLC28,365$880K0.1%+39.4%0.053%
8/15/2023Summit Partners Public Asset Management LLC230,856$7.16M0.3%-54.1%0.430%
8/15/2023BloombergSen Inc.2,800$87K0.0%-48.1%0.005%
8/15/2023Capital Impact Advisors LLC15,771$489K0.5%+5.2%0.029%
8/14/2023Rock Springs Capital Management LP1,305,000$40.47M1.0%+0.2%2.432%
8/14/2023Driehaus Capital Management LLC293,348$9.10M0.1%-29.4%0.547%
(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, 157 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($146.76M), Vanguard Group Inc. ($107.15M), Brown Advisory Inc. ($91.45M), Credit Suisse AG ($58.31M), Franklin Resources Inc. ($34.37M), Rock Springs Capital Management LP ($33.18M), and Echo Street Capital Management LLC ($31.82M).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 136 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. ($3.10M), FMR LLC ($1.99M), Jennison Associates LLC ($1.93M), Granahan Investment Management LLC ($1.01M), Echo Street Capital Management LLC ($866.65K), Deerfield Management Company L.P. Series C ($857.12K), and Rock Springs Capital Management LP ($653.89K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 18,263,226 shares in the last 24 months. This purchase volume represents approximately $478.66M in transactions.

Which Phreesia major shareholders have been selling company stock?

Of the 68 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 ($3.00M), FMR LLC ($776.11K), Point72 Asset Management L.P. ($733.57K), Granahan Investment Management LLC ($571.34K), TimesSquare Capital Management LLC ($453.65K), Summit Partners Public Asset Management LLC ($271.72K), and Mirae Asset Global Investments Co. Ltd. ($264.98K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 8,375,025 shares in the last 24 months. This volume of shares sold represents approximately $219.20M in transactions.


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This page (NYSE:PHR) was last updated on 4/26/2024 by MarketBeat.com Staff

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