PhreesiaPHR
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 227 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, down 19 from Q1 2026. 38 opened new positions and 54 sold out. The largest holders were Pale Fire Capital SE ($91.8M), BlackRock, Inc. ($72.2M) and AQR Capital Management ($32.4M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Phreesia Inc.
- CUSIP
- 71944F106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $39.6M |
| Exits | 54 | $57.9M |
All 13F filers, Q1 2026 → Q2 2026: 11,416,521 shares bought and 11,736,279 shares sold, net −319,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Pale Fire Capital SE | 6.53% | Add +3.2% | 8,924,329 | $91.8M |
| BlackRock, Inc. | 0.00% | Add +18.6% | 7,019,832 | $72.2M |
| AQR Capital Management | 0.01% | Add +70.1% | 3,151,453 | $32.4M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -10.4% | 2,987,907 | $30.7M |
| Vanguard Capital Management LLC | 0.00% | Add +2.8% | 2,548,965 | $26.2M |
| Acadian Asset Management LLC | 0.02% | Add +56.1% | 1,604,735 | $16.5M |
| State Street Corp. | 0.00% | Add +7.0% | 1,577,463 | $16.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.2% | 1,435,314 | $14.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.3% | 1,312,056 | $13.5M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 1,296,180 | $13.3M |
| Algert Global LLC | 0.15% | Reduce -12.7% | 1,205,481 | $12.4M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +3.5% | 1,113,782 | $11.5M |
| GW&K Investment Management, LLC | 0.09% | Add +3.6% | 1,063,080 | $10.9M |
| Morgan Stanley | 0.00% | Add +37.1% | 1,000,388 | $10.3M |
| Nordea Investment Management AB | 0.01% | New | 784,279 | $8.0M |
| HRT Financial LP | 0.01% | Add +26.0% | 734,469 | $7.6M |
| OP Asset Management Ltd | 0.08% | Reduce -8.8% | 705,874 | $7.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.6% | 698,173 | $7.2M |
| Rock Springs Capital Management LP | 0.35% | Add +16.1% | 696,900 | $7.2M |
| Nuveen, LLC | 0.00% | Reduce -33.0% | 675,234 | $6.9M |
| Whetstone Capital Advisors, LLC | 1.72% | Reduce -34.0% | 629,752 | $6.5M |
| Northern Trust Corp. | 0.00% | Add +21.1% | 621,688 | $6.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +4.9% | 609,704 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -41.1% | 589,515 | $6.1M |
| D. E. Shaw & Co. | 0.00% | Add +4444.6% | 524,496 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +66.8% | 517,767 | $5.3M |
| Point72 Asset Management | 0.01% | New | 484,115 | $5.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.0% | 473,462 | $4.9M |
| FMR LLC | 0.00% | Add +30.2% | 463,002 | $4.8M |
| Citadel Advisors | 0.00% | Reduce -41.3% | 429,488 | $4.4M |
| Panagora Asset Management Inc. | 0.01% | Add +7.4% | 424,926 | $4.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.0% | 403,867 | $4.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -12.6% | 400,236 | $4.1M |
| Ieq Capital, LLC | 0.02% | Add +106.1% | 358,537 | $3.7M |
| Tudor Investment Corporation | 0.01% | Reduce -21.0% | 339,896 | $3.5M |
| Cambiar Investors LLC | 0.15% | Add +5.3% | 339,697 | $3.5M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 325,000 | $3.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -33.8% | 321,130 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.3% | 315,995 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Add +39.0% | 273,345 | $2.8M |
| Moore Capital Management, LP | 0.06% | Reduce -8.6% | 266,676 | $2.7M |
| Millennium Management | 0.00% | New | 256,111 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -68.7% | 230,514 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | New | 227,260 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +220.8% | 224,161 | $2.3M |
| Numerai GP LLC | 0.16% | Add +141.2% | 188,045 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 184,717 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Add +8.0% | 178,367 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -25.4% | 174,966 | $1.8M |
| UBS Group AG | 0.00% | Reduce -33.3% | 170,523 | $1.8M |
| Polymer Capital Management (US) LLC | 0.25% | Add +713.9% | 163,890 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +105.6% | 162,509 | $1.7M |
| Flputnam Investment Management Co. | 0.02% | New | 160,903 | $1.7M |
| Mariner, LLC | 0.00% | Add +76.5% | 157,786 | $1.6M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -43.9% | 157,670 | $1.6M |
| Marshall Wace, LLP | 0.00% | Add +184.7% | 156,102 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +76.5% | 153,479 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +451.7% | 148,290 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 143,741 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +32.3% | 142,589 | $1.5M |
| Bellevue Group AG | 0.03% | Add +7.3% | 140,495 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +51.1% | 135,836 | $1.4M |
| Man Group plc | 0.00% | Reduce -1.3% | 135,584 | $1.4M |
| Occudo Quantitative Strategies LP | 0.07% | Add +9.5% | 130,469 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | Add +7.3% | 129,668 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.8% | 123,567 | $1.3M |
| Palogic Value Management, L.P. | 0.44% | Reduce -7.6% | 120,177 | $1.2M |
| Walleye Capital LLC | 0.01% | Reduce -71.0% | 119,027 | $1.2M |
| Invesco Ltd. | 0.00% | Add +14.6% | 116,605 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 110,188 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.1% | 109,599 | $1.1M |
| Creative Planning | 0.00% | Add +11.3% | 105,955 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +72.9% | 100,830 | $1.0M |
| Boothbay Fund Management, LLC | 0.02% | Add +102.2% | 97,727 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +99.2% | 96,891 | $997K |
| LPL Financial LLC | 0.00% | Add +189.2% | 93,181 | $959K |
| Swiss National Bank | 0.00% | Reduce -22.6% | 91,500 | $942K |
| HSBC Holdings PLC | 0.00% | Add +19.5% | 87,903 | $910K |
| Two Sigma Investments, LP | 0.00% | Add +144.8% | 87,644 | $902K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +132.1% | 99,426 | $894K |
| Wells Fargo & Company | 0.00% | Add +1.1% | 85,949 | $884K |
| Schwartz Investment Counsel Inc. | 0.03% | No change | 78,700 | $810K |
| King Luther Capital Management Corp. | 0.00% | Reduce -74.2% | 77,000 | $792K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +236.1% | 72,935 | $750K |
| Janney Montgomery Scott LLC | 0.00% | New | 70,109 | $721K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +104.8% | 69,698 | $717K |
| Rhumbline Advisers | 0.00% | Reduce -4.5% | 68,714 | $707K |
| Axq Capital, LP | 0.07% | Add +214.3% | 67,000 | $689K |
| Inspire Investing, LLC | 0.03% | Add +2.8% | 65,890 | $678K |
| Allstate Corp. | 0.01% | New | 65,182 | $671K |
| XTX Topco Ltd | 0.01% | Reduce -63.1% | 64,532 | $664K |
| Alliancebernstein L.P. | 0.00% | Add +25.6% | 78,500 | $658K |
| Voya Investment Management LLC | 0.00% | Add +17.7% | 61,254 | $630K |
| Arax Advisory Partners | 0.00% | Add +5057.7% | 61,119 | $629K |
| Jefferies Financial Group Inc. | 0.01% | Add +9.6% | 57,000 | $587K |
| Natixis | 0.00% | Add +27.9% | 55,000 | $566K |
| California State Teachers Retirement System | 0.00% | Reduce -3.5% | 53,210 | $548K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +84.9% | 52,880 | $544K |
| Deutsche Bank AG | 0.00% | Reduce -0.2% | 52,327 | $538K |
| Barclays PLC | 0.00% | Add +0.8% | 51,382 | $529K |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.