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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $103.9M |
| Exits | 53 | $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 |
| Legal & General Group Plc | 0.00% | Reduce -15.1% | 49,192 | $412K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.9% | 48,760 | $409K |
| Mercer Global Advisors Inc. | 0.00% | New | 48,643 | $408K |
| Boothbay Fund Management, LLC | 0.01% | Add +36.3% | 48,341 | $405K |
| Amundi | 0.00% | New | 47,859 | $401K |
| Aster Capital Management (DIFC) Ltd | 0.13% | New | 15,616 | $399K |
| Quantbot Technologies LP | 0.02% | New | 47,183 | $395K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 44,918 | $376K |
| Natixis | 0.00% | New | 43,000 | $360K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 42,837 | $359K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -3.3% | 38,859 | $326K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 36,787 | $308K |
| Two Sigma Investments, LP | 0.00% | New | 35,800 | $300K |
| Guggenheim Capital LLC | 0.00% | New | 34,712 | $291K |
| State of Wyoming | 0.03% | Add +486.7% | 34,494 | $289K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +30.8% | 34,035 | $285K |
| MetLife Investment Management, LLC | 0.00% | No change | 33,423 | $280K |
| LPL Financial LLC | 0.00% | New | 32,219 | $270K |
| Legacy Advisors, LLC | 0.03% | Add +0.7% | 29,205 | $245K |
| Campbell & CO Investment Adviser LLC | 0.01% | Add +11.9% | 28,602 | $240K |
| Corient Private Wealth LP | 0.00% | New | 26,877 | $225K |
| Twinbeech Capital LP | 0.02% | New | 24,701 | $207K |
| Janus Henderson Group PLC | 0.00% | No change | 24,531 | $205K |
| NewEdge Advisors, LLC | 0.00% | Add +2395000.0% | 23,951 | $201K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -48.7% | 22,788 | $191K |
| Globeflex Capital L P | 0.03% | Add +124.0% | 22,552 | $189K |
| Garner Asset Management Corp | 0.07% | Add +395.2% | 23,764 | $187K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 21,703 | $182K |
| Axq Capital, LP | 0.02% | New | 21,318 | $179K |
| Jasper Ridge Partners, L.P. | 0.00% | No change | 20,853 | $175K |
| Captrust Financial Advisors | 0.00% | New | 20,435 | $172K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 20,375 | $171K |
| Polymer Capital Management (US) LLC | 0.03% | Add +1.6% | 20,137 | $169K |
| Blueshift Asset Management, LLC | 0.05% | New | 18,609 | $156K |
| Canada Pension Plan Investment Board | 0.00% | New | 18,200 | $153K |
| Probity Advisors, Inc. | 0.02% | Add +54.5% | 17,194 | $144K |
| Connors Investor Services Inc. | 0.01% | Reduce -89.5% | 17,044 | $143K |
| Engineers Gate Manager LP | 0.00% | Reduce -71.0% | 16,913 | $142K |
| Brooklyn Investment Group | 0.00% | New | 16,716 | $140K |
| Arizona State Retirement System | 0.00% | Reduce -1.9% | 16,573 | $139K |
| New York State Common Retirement Fund | 0.00% | Reduce -87.9% | 16,547 | $139K |
| McMillan Office, Inc. | 0.02% | Add +6.5% | 16,495 | $138K |
| Caxton Associates LLP | 0.00% | Reduce -38.9% | 16,260 | $136K |
| Commerce Bank | 0.00% | Reduce -2.1% | 16,010 | $134K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 15,973 | $134K |
| Swiss Life Asset Management Ltd | 0.00% | New | 15,830 | $133K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -37.9% | 15,808 | $132K |
| Raymond James Financial Inc. | 0.00% | Reduce -21.6% | 15,713 | $132K |
| Focus Partners Wealth | 0.00% | New | 15,689 | $131K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 15,645 | $131K |
| Group One Trading LLC | 0.00% | New | 14,874 | $125K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $123K |
| Inscription Capital, LLC | 0.01% | New | 14,359 | $120K |
| Birchview Capital, LP | 0.07% | Reduce -87.1% | 14,300 | $120K |
| Prelude Capital Management, LLC | 0.01% | Add +11.5% | 14,119 | $118K |
| Intech Investment Management LLC | 0.00% | Reduce -62.4% | 13,611 | $114K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.6% | 13,317 | $112K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,600 | $106K |
| LGL Partners, LLC | 0.04% | No change | 12,487 | $105K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,400 | $104K |
| Stephens Inc. | 0.00% | New | 12,072 | $101K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 12,042 | $101K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 11,938 | $100K |
| PharVision Advisers, LLC | 1.01% | Reduce -45.3% | 11,833 | $99K |
| Merit Financial Group, LLC | 0.00% | New | 11,594 | $97K |
| D. E. Shaw & Co. | 0.00% | New | 11,541 | $97K |
| Evergreen Capital Management LLC | 0.00% | New | 11,469 | $96K |
| Brighton Jones LLC | 0.00% | New | 11,408 | $96K |
| Inceptionr LLC | 0.02% | New | 10,509 | $88K |
| First Trust Advisors LP | 0.00% | Reduce -79.4% | 10,467 | $88K |
| Pictet Asset Management Holding SA | 0.00% | New | 10,418 | $87K |
| Curi Capital, LLC | 0.00% | New | 10,297 | $86K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,295 | $86K |
| Anchor Investment Management, LLC | 0.01% | Add +100.0% | 10,000 | $84K |
| Smartleaf Asset Management LLC | 0.00% | Add +34.9% | 7,333 | $84K |
| Essential Partners LLC | 0.03% | Add +2016.6% | 9,313 | $78K |
| BankPlus Trust Department | 0.02% | No change | 8,880 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -40.3% | 7,614 | $64K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $63K |
| Simplex Trading, LLC | 0.00% | Reduce -35.5% | 7,389 | $62K |
| Citigroup Inc. | 0.00% | Add +120.3% | 6,861 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +230.5% | 6,821 | $57K |
| Jones Financial Companies LLLP | 0.00% | New | 4,688 | $51K |
| Federated Hermes, Inc. | 0.00% | Add +538.3% | 5,406 | $45K |
| New York State Teachers Retirement System | 0.00% | New | 5,292 | $44K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,782 | $40K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,591 | $38K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,521 | $38K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,538 | $29K |
| KBC Group NV | 0.00% | No change | 3,449 | $29K |
| MAI Capital Management | 0.00% | Add +6377.4% | 3,433 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1119.8% | 3,269 | $27K |
| Allworth Financial LP | 0.00% | Add +3079.8% | 3,148 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +36.6% | 3,128 | $26K |
| GAMMA Investing LLC | 0.00% | Add +7071.8% | 2,797 | $23K |
| Van Eck Associates Corp. | 0.00% | Reduce -3.4% | 2,417 | $20K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 2,266 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.5% | 2,108 | $18K |
| Assetmark, Inc. | 0.00% | No change | 1,935 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -72.9% | 1,899 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +5231.3% | 1,706 | $14K |
| US Bancorp \de | 0.00% | Reduce -38.1% | 1,424 | $12K |
| Arax Advisory Partners | 0.00% | Add +5052.2% | 1,185 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +18.4% | 1,080 | $9K |
| IFP Advisors, Inc | 0.00% | Add +488.3% | 1,053 | $9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 951 | $8K |
| Rothschild Investment LLC | 0.00% | Add +806.8% | 934 | $8K |
| Signaturefd, LLC | 0.00% | Add +4922.2% | 904 | $8K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -34.3% | 850 | $7K |
| Quadrant Capital Group LLC | 0.00% | New | 709 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 700 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.3% | 688 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 611 | $5K |
| Covestor Ltd | 0.00% | Add +13250.0% | 534 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.1% | 376 | $3K |
| Aventus Investment Advisors, Inc. | 0.00% | Add +15.3% | 369 | $3K |
| Los Angeles Capital Management LLC | 0.00% | No change | 360 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 298 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 237 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -69.7% | 207 | $2K |
| True Wealth Design, LLC | 0.00% | Add +369.8% | 202 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 200 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 154 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +1263.6% | 150 | $1K |
| Zions Bancorporation, National Association | 0.00% | New | 148 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -46.1% | 130 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -99.7% | 167 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +271.9% | 119 | $997 |
| Clayton Financial Group LLC | 0.00% | No change | 100 | $838 |
| Root Financial Partners, LLC | 0.00% | New | 78 | $654 |
| Larson Financial Group LLC | 0.00% | New | 75 | $629 |
| Cornerstone Planning Group LLC | 0.00% | New | 41 | $396 |
| LRI Investments, LLC | 0.00% | New | 44 | $369 |
| Bare Financial Services, Inc | 0.00% | New | 41 | $344 |
| JPL Wealth Management, LLC | 0.00% | New | 37 | $311 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -93.9% | 33 | $277 |
| Richardson Capital Management LLC | 0.00% | New | 32 | $268 |
| Golden State Wealth Management, LLC | 0.00% | No change | 20 | $168 |
| SBI Securities Co., Ltd. | 0.00% | No change | 11 | $92 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 11 | $92 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 6 | $50 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $25 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $9 |
| Huntington National Bank | 0.00% | No change | 1 | $8 |
| Advisory Services Network, LLC | 0.00% | New | 1 | $8 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.