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Phreesia (PHR) Institutional Ownership

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$11.06 +0.34 (+3.13%)
Closing price 03:59 PM Eastern
Extended Trading
$11.04 -0.02 (-0.18%)
As of 07:42 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)
160
Total
Institutional Inflows
(last 12 months)
$467.35M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$183.97M
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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
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 Company 15,808$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%
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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%
2/18/2026Inspire 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%
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%
2/17/2026Russell 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%
2/17/2026Blair 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%
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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%
2/12/2026Dimensional Fund Advisors LP628,280$10.63M0.0%+142.6%1.042%


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 28,355,261 shares in the last 24 months. This purchase volume represents approximately $467.35M in transactions.

Of the 73 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 9,908,782 shares in the last 24 months. This volume of shares sold represents approximately $183.97M in transactions.


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This page (NYSE:PHR) was last updated on 7/13/2026 by MarketBeat.com Staff.
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