PhreesiaPHR

13F holders, Q2 2026 (June 30)
227holders −19
38new positions
54sold out
6famous investors
$10.28avg. 13F price*

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

050100150200250 Q1 2024: 190Q1 2024Q2 2024: 176Q2 2024Q3 2024: 191Q3 2024Q4 2024: 191Q4 2024Q1 2025: 223Q1 2025Q2 2025: 224Q2 2025Q3 2025: 235Q3 2025Q4 2025: 231Q4 2025Q1 2026: 246Q1 2026Q2 2026: 227Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions38$39.6M
Exits54$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.

Show all 227 holders