Phreesia PHR Institutional Ownership

NYSE PHR

$11.80 +0.52 (+4.57%)

As of: Oct 20, 2026 · 1:18 PM EDT

As of the 13F quarter ended Jun 30, 2026, 225 institutions held 94.33% of Phreesia (PHR) shares outstanding. Versus the prior quarter, institutional ownership was down 0.39 percentage points, the holder count fell by 15 and shares held were up 1.30%. The largest holder is Pale Fire Capital SE with 8.92Mn shares (14.44% of outstanding).

Updated Oct 11, 2026 Phreesia (PHR) stock price and overview

Institutions by Trading Activity

225 Institutions

Increased 131 58.2%

Unchanged 34 15.1%

Reduced 60 26.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

94.33%

▼-0.39 pp QoQ

Shares Held by Institutions

58.30Mn

of 61.81Mn outstanding

▲+1.30% QoQ

Shares Outstanding

61.81Mn

3.51Mn held outside 13F filers

Institutional Investors

225

filed 13F for Jun 2026

▼-15 vs prior quarter

Net Shares Added (QoQ)

+750.20K

accumulated since last quarter

Value of Holdings

$643.10Mn

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

Updated Oct 11, 2026

Phreesia, Inc. (NYSE:PHR) appeared in the 13F filings of 225 institutional investors for the quarter ended June 30, 2026.

Together they owned 94.33% of the outstanding stock in Q2 2026, down from 94.72% a quarter earlier.
Total holdings of Phreesia shares rose 1.30% from Q1 2026, and the number of holders rose 2.74% from Q2 2025.
Of the 225 holders of PHR in Q2 2026, 131 added to their positions, 60 reduced their stakes and 34 left their positions unchanged.
The aggregate institutional position in Phreesia was 58.3Mn shares at the end of Q2 2026, up 750.2K from the prior quarter and up 687.25K from a year earlier.
Pale Fire Capital SE held the largest position in PHR at 8.92Mn shares as of June 30, 2026, or 14.44% of shares outstanding.
Holders that added the most shares of Phreesia in Q2 2026 were AQR Capital Management LLC (+1.3Mn shares), BlackRock, Inc. (+1.1Mn shares), Acadian Asset Management LLC (+576.57K shares), D. E. Shaw & Co., Inc. (+512.96K shares) and Goldman Sachs Group Inc (+404.5K shares).
The biggest cuts to PHR positions during Q2 2026 came from Jump Financial, LLC (-520.63K shares), Franklin Templeton Inc (-505.45K shares), Bank of America Corp (-411.54K shares), Vanguard Portfolio Management LLC (-347.21K shares) and Nuveen, LLC (-332.99K shares).
Business Quant data shows the 10 biggest positions in Phreesia as of Q2 2026 were held by Pale Fire Capital SE (8.92Mn shares), BlackRock, Inc. (7.02Mn shares), AQR Capital Management LLC (3.15Mn shares), Vanguard Portfolio Management LLC (2.99Mn shares), Vanguard Capital Management LLC (2.55Mn shares), Acadian Asset Management LLC (1.6Mn shares), State Street Corp (1.58Mn shares), Goldman Sachs Group Inc (1.44Mn shares), Geode Capital Management, LLC (1.31Mn shares) and T. Rowe Price Investment Management, Inc. (1.3Mn shares).

Form 13F Holdings

225 Institutional Holders

Report period 30 Jun, 2026

Total shares held 58.30Mn

Of outstanding 94.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Pale Fire Capital SE	0001922318	8,924,329	14.44%	▲275,000	+3.18%	$91.83Mn
2	BlackRock, Inc.	0002012383	7,019,832	11.36%	▲1,099,363	+18.57%	$72.23Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	3,151,453	5.10%	▲1,298,894	+70.11%	$32.43Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,987,907	4.83%	▼347,214	-10.41%	$30.75Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,548,965	4.12%	▲69,718	+2.81%	$26.23Mn
6	ACADIAN ASSET MANAGEMENT LLC	0000916542	1,604,735	2.60%	▲576,566	+56.08%	$16.50K
7	State Street Corp	0000093751	1,577,463	2.55%	▲103,517	+7.02%	$16.23Mn
8	Goldman Sachs Group Inc	0000886982	1,435,314	2.32%	▲404,499	+39.24%	$14.77Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,312,056	2.12%	▼59,738	-4.35%	$13.50Mn
10	T. Rowe Price Investment Management, Inc.	0001897612	1,296,180	2.10%	▲1,296,180	0.00%	$13.34K
11	ALGERT GLOBAL LLC	0001275218	1,205,481	1.95%	▼175,393	-12.70%	$12.40Mn
12	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	1,113,782	1.80%	▲38,022	+3.53%	$11.46Mn
13	GW&K Investment Management, LLC	0001082917	1,063,080	1.72%	▲37,178	+3.62%	$10.94K
14	Morgan Stanley	0000895421	1,000,388	1.62%	▲270,679	+37.09%	$10.29Mn
15	NORDEA INVESTMENT MANAGEMENT AB	0001218210	784,279	1.27%	▲784,279	0.00%	$7.96Mn
16	HRT FINANCIAL LP	0001475597	734,469	1.19%	▲151,396	+25.97%	$7.56K
17	OP Asset Management Ltd	0002097005	705,874	1.14%	▼68,270	-8.82%	$7.26Mn
18	BNP PARIBAS FINANCIAL MARKETS	0001166588	698,173	1.13%	▼57,557	-7.62%	$7.18Mn
19	Rock Springs Capital Management LP	0001595725	696,900	1.13%	▲96,500	+16.07%	$7.17Mn
20	Nuveen, LLC	0001871926	675,234	1.09%	▼332,993	-33.03%	$6.95Mn

Showing 1 to 20 of 225 holders