Phreesia PHR Institutional Ownership

NYSE PHR

$10.02 -0.08 (-0.74%)

As of: Sep 29, 2026 · 3:59 PM EDT

Institutions by Trading Activity

226 Institutions

Increased 132 58.4%

Unchanged 34 15.0%

Reduced 60 26.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.44%

▲+0.10 pp QoQ

Shares Held by Institutions

58.78Mn

of 60.94Mn outstanding

▲+13.20% QoQ

Shares Outstanding

60.94Mn

2.17Mn held outside 13F filers

Institutional Investors

226

filed 13F for Jun 2026

▼-14 vs prior quarter

Net Shares Added (QoQ)

+6.85Mn

accumulated since last quarter

Value of Holdings

$593.07Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Phreesia, Inc. (NYSE:PHR) has 226 institutional investors with active 13F positions as of June 2026.

These investors held 96.4% of outstanding shares in June 2026, up from 96.3% in March 2026.
They increased total shares held in Phreesia by 13.2% from last quarter, and the number of investors in PHR increased 2.73% annually.
Of these 226 funds, 132 grew their exposure to Phreesia, 60 cut back, and 34 maintained positions.
In total, institutional investors held 58.78Mn shares in Phreesia as of June 2026, up by 6.85Mn shares quarter on quarter, and up 1.16Mn shares year over year.
Pale Fire Capital SE leads ownership in PHR with 8.92Mn shares as of June 30, 2026, equal to 14.64% of outstanding shares.
The largest buyers of Phreesia for the quarter ending June 2026 were AQR CAPITAL MANAGEMENT LLC (1.3Mn), T. Rowe Price Investment Management, Inc. (1.3Mn), BlackRock, Inc. (1.1Mn), NORDEA INVESTMENT MANAGEMENT AB (784.28K), ACADIAN ASSET MANAGEMENT LLC (576.57K).
Top sellers of PHR stock for the quarter ending June 2026 included Jump Financial, LLC (520.63K), Franklin Templeton Inc (505.45K), Bank Of America Corp /De/ (411.54K), VANGUARD PORTFOLIO MANAGEMENT LLC (347.21K), Nuveen, LLC (332.99K).
Per Business Quant data, the top 10 holders of Phreesia for the quarter ending June 2026 are Pale Fire Capital SE (8.92Mn), BlackRock, Inc. (7.02Mn), AQR CAPITAL MANAGEMENT LLC (3.15Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.99Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.55Mn), ACADIAN ASSET MANAGEMENT LLC (1.6Mn), State Street Corp (1.58Mn), Goldman Sachs Group Inc (1.44Mn), GEODE CAPITAL MANAGEMENT, LLC (1.31Mn), T. Rowe Price Investment Management, Inc. (1.3Mn).

Form 13F Holdings

225 Institutional Holders

Report period 30 Jun, 2026

Total shares held 58.78Mn

Of outstanding 96.44%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Pale Fire Capital SE	0001922318	8,924,329	14.64%	▲275,000	+3.18%	$91.83Mn
2	BlackRock, Inc.	0002012383	7,019,832	11.52%	▲1,099,363	+18.57%	$72.23Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	3,151,453	5.17%	▲1,298,894	+70.11%	$32.43Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,987,907	4.90%	▼347,214	-10.41%	$30.75Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,548,965	4.18%	▲69,718	+2.81%	$26.23Mn
6	ACADIAN ASSET MANAGEMENT LLC	0000916542	1,604,735	2.63%	▲576,566	+56.08%	$16.50K
7	State Street Corp	0000093751	1,577,463	2.59%	▲103,517	+7.02%	$16.23Mn
8	Goldman Sachs Group Inc	0000886982	1,435,314	2.36%	▲404,499	+39.24%	$14.77Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,312,056	2.15%	▼59,738	-4.35%	$13.50Mn
10	T. Rowe Price Investment Management, Inc.	0001897612	1,296,180	2.13%	▲1,296,180	0.00%	$13.34K
11	ALGERT GLOBAL LLC	0001275218	1,205,481	1.98%	▼175,393	-12.70%	$12.40Mn
12	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	1,113,782	1.83%	▲38,022	+3.53%	$11.46Mn
13	GW&K Investment Management, LLC	0001082917	1,063,080	1.74%	▲37,178	+3.62%	$10.94K
14	Morgan Stanley	0000895421	1,000,388	1.64%	▲270,679	+37.09%	$10.29Mn
15	NORDEA INVESTMENT MANAGEMENT AB	0001218210	784,279	1.29%	▲784,279	0.00%	$7.96Mn
16	HRT FINANCIAL LP	0001475597	734,469	1.21%	▲151,396	+25.97%	$7.56K
17	OP Asset Management Ltd	0002097005	705,874	1.16%	▼842,414	-54.41%	$7.26Mn
18	BNP PARIBAS FINANCIAL MARKETS	0001166588	698,173	1.15%	▼57,557	-7.62%	$7.18Mn
19	Rock Springs Capital Management LP	0001595725	696,900	1.14%	▲96,500	+16.07%	$7.17Mn
20	Nuveen, LLC	0001871926	675,234	1.11%	▼332,993	-33.03%	$6.95Mn

Showing 1 to 20 of 225 holders