PhreesiaPHR

13F holders, Q1 2026 (March 31)
246holders +15
67new positions
53sold out
4famous investors
$8.44avg. 13F price*

At the end of Q1 2026, 246 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, up 15 from Q4 2025. 67 opened new positions and 53 sold out. The largest holders were Pale Fire Capital SE ($72.5M), BlackRock, Inc. ($49.6M) and Vanguard Portfolio Management LLC ($27.9M). 4 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 Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions67$103.9M
Exits53$263.7M

All 13F filers, Q4 2025 → Q1 2026: 22,882,512 shares bought and 22,711,950 shares sold, net +170,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 246 holders

Pale Fire Capital SE 6.37% New 8,649,329 $72.5M
BlackRock, Inc. 0.00% Add +5.0% 5,920,469 $49.6M
Vanguard Portfolio Management LLC 0.00% — 3,335,121 $27.9M
Vanguard Capital Management LLC 0.00% — 2,479,247 $20.8M
AQR Capital Management 0.01% Add +323.8% 1,852,559 $15.5M
State Street Corp. 0.00% Add +1.2% 1,473,946 $12.4M
Algert Global LLC 0.17% Add +246.3% 1,380,874 $11.6M
Geode Capital Management, LLC 0.00% Add +3.2% 1,371,794 $11.5M
Prosight Management, LP 1.51% Add +12.6% 1,100,000 $9.2M
Jacobs Levy Equity Management, Inc. 0.04% Add +19.6% 1,075,760 $9.0M
Goldman Sachs Group Inc. 0.00% Add +12.9% 1,030,815 $8.6M
Acadian Asset Management LLC 0.01% Add +204.5% 1,028,169 $8.6M
GW&K Investment Management, LLC 0.08% Reduce -0.7% 1,025,902 $8.6M
American Century Companies Inc. 0.00% Reduce -2.0% 1,018,235 $8.5M
Nuveen, LLC 0.00% Reduce -46.3% 1,008,227 $8.4M
Bank of America Corp. 0.00% Add +142.6% 1,001,057 $8.4M
Granahan Investment Management, LLC 0.40% Reduce -58.8% 987,607 $8.3M
Whetstone Capital Advisors, LLC 3.01% New 953,928 $8.0M
Nomura Asset Management International Inc. 0.01% Reduce -3.9% 781,377 $6.5M
OP Asset Management Ltd 0.07% Add +6165.3% 774,144 $6.5M
BNP Paribas Financial Markets 0.00% Add +2979.2% 755,730 $6.3M
Franklin Resources Inc. 0.00% Reduce -63.2% 735,963 $6.2M
Citadel Advisors 0.00% Add +880.8% 731,655 $6.1M
Morgan Stanley 0.00% Add +43.7% 729,709 $6.1M
Schroder Investment Management Group 0.00% Reduce -39.3% 520,475 $5.9M
Meros Investment Management, LP 2.24% Add +28.7% 615,740 $5.2M
Rock Springs Capital Management LP 0.30% Reduce -31.5% 600,400 $5.0M
HRT Financial LP 0.01% New 583,073 $4.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +175.0% 581,409 $4.9M
Jump Financial, LLC 0.07% New 534,334 $4.5M
Northern Trust Corp. 0.00% Reduce -1.3% 513,296 $4.3M
Dimensional Fund Advisors LP 0.00% Reduce -22.9% 484,717 $4.1M
Russell Investments Group, Ltd. 0.00% Add +74.9% 466,683 $4.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.9% 482,956 $4.0M
SG Americas Securities, LLC 0.00% Add +544.3% 457,925 $3.8M
Tudor Investment Corporation 0.02% Add +27.8% 430,185 $3.6M
Walleye Capital LLC 0.02% Add +4031.2% 410,149 $3.4M
Vanguard Fiduciary Trust Co. 0.00% — 403,978 $3.4M
Panagora Asset Management Inc. 0.01% Add +29.7% 395,536 $3.3M
JPMorgan Chase & Co. 0.00% Reduce -42.9% 289,622 $3.3M
FMR LLC 0.00% Reduce -2.0% 355,683 $3.0M
Jane Street Group, LLC 0.00% Add +10.9% 348,254 $2.9M
Tocqueville Asset Management L.P. 0.04% Add +124.1% 325,000 $2.7M
Cambiar Investors LLC 0.13% Reduce -10.0% 322,675 $2.7M
Qube Research & Technologies Ltd 0.00% Reduce -63.7% 310,371 $2.6M
King Luther Capital Management Corp. 0.01% Add +11.4% 298,793 $2.5M
Moore Capital Management, LP 0.10% Add +330.8% 291,908 $2.4M
Susquehanna Portfolio Strategies, LLC 0.04% Add +878.1% 281,189 $2.4M
UBS Group AG 0.00% Add +19.0% 255,799 $2.1M
State of Wisconsin Investment Board 0.00% Reduce -12.9% 234,416 $2.0M
Victory Capital Management Inc. 0.00% Add +50.5% 196,658 $1.6M
Bank of New York Mellon Corp 0.00% Reduce -14.2% 184,791 $1.5M
XTX Topco Ltd 0.03% Add +314.5% 174,821 $1.5M
Ieq Capital, LLC 0.01% Add +1029.5% 173,983 $1.5M
Allianz Asset Management GmbH 0.00% Add +0.4% 168,305 $1.4M
Arcadia Investment Management Corp. 0.24% Add +20.6% 166,490 $1.4M
Principal Financial Group Inc. 0.00% Add +213.7% 165,173 $1.4M
Nicholas Company, Inc. 0.03% Reduce -38.8% 152,109 $1.3M
Sei Investments Co. 0.00% Add +20.7% 137,622 $1.2M
Man Group plc 0.00% Add +214.7% 137,393 $1.2M
Bellevue Group AG 0.03% Reduce -28.5% 130,992 $1.1M
Occudo Quantitative Strategies LP 0.06% New 119,183 $1.1M
Palogic Value Management, L.P. 0.48% New 130,000 $1.1M
Alliancebernstein L.P. 0.00% No change 62,500 $1.1M
Boston Partners 0.00% Reduce -27.1% 123,913 $1.0M
Vanguard Global Advisers, LLC 0.00% — 120,846 $1.0M
Swiss National Bank 0.00% No change 118,200 $991K
Ameriprise Financial Inc. 0.00% Reduce -87.3% 107,747 $903K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.1% 107,596 $902K
Cinctive Capital Management LP 0.06% Add +95.7% 107,230 $899K
Stifel Financial Corp. 0.00% New 106,362 $891K
Invesco Ltd. 0.00% Add +23.9% 101,797 $853K
Creative Planning 0.00% New 95,227 $798K
Quadrature Capital Ltd 0.01% Add +254.9% 93,795 $786K
Mackenzie Financial Corp. 0.00% Add +87.7% 89,888 $753K
T. Rowe Price Associates Inc. 0.00% Add +27.5% 89,741 $753K
Mariner, LLC 0.00% New 89,416 $750K
Cwm, LLC 0.00% Add +1185.8% 88,565 $742K
Cerity Partners LLC 0.00% Add +180.4% 86,934 $729K
Moody National Bank Trust Division 0.07% Reduce -56.0% 86,133 $722K
Wells Fargo & Company 0.00% Reduce -19.8% 85,018 $712K
Susquehanna International Group, LLP 0.00% Reduce -46.4% 79,048 $662K
Schwartz Investment Counsel Inc. 0.02% No change 78,700 $660K
Numerai GP LLC 0.07% New 77,967 $653K
Rhumbline Advisers 0.00% Reduce -14.9% 71,954 $603K
HSBC Holdings PLC 0.00% Add +58.0% 73,564 $594K
Quantinno Capital Management LP 0.00% New 69,879 $586K
Itau Unibanco Holding S.A. 0.01% New 66,784 $560K
Aquatic Capital Management LLC 0.02% New 65,212 $546K
Inspire Investing, LLC 0.03% Add +131.4% 64,082 $537K
Prescott Group Capital Management, L.L.C. 0.05% New 60,000 $503K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +0.5% 58,330 $489K
California State Teachers Retirement System 0.00% Reduce -0.8% 55,119 $462K
Marshall Wace, LLP 0.00% Add +169.9% 54,827 $459K
Freestone Grove Partners LP 0.00% Add +61.8% 54,569 $457K
Diversified Trust Co. 0.01% Add +5.8% 54,418 $456K
Deutsche Bank AG 0.00% Reduce -20.9% 52,425 $439K
Voya Investment Management LLC 0.00% Reduce -57.2% 52,050 $436K
Jefferies Financial Group Inc. 0.01% Add +96.2% 52,000 $436K
Barclays PLC 0.00% Reduce -55.2% 50,999 $427K

"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.

Show all 246 holders