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
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 |
| Brevan Howard Capital Management LP | 0.01% | Add +103.5% | 46,382 | $477K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.9% | 43,648 | $449K |
| Freestone Grove Partners LP | 0.00% | Reduce -20.3% | 43,489 | $448K |
| Prelude Capital Management, LLC | 0.03% | Add +200.9% | 42,483 | $437K |
| Legal & General Group Plc | 0.00% | Reduce -13.7% | 42,432 | $437K |
| Guggenheim Capital LLC | 0.00% | Add +20.6% | 41,856 | $431K |
| ExodusPoint Capital Management, LP | 0.00% | New | 41,011 | $422K |
| Captrust Financial Advisors | 0.00% | Add +94.2% | 39,679 | $408K |
| First Trust Advisors LP | 0.00% | Add +263.2% | 38,014 | $391K |
| Fox Run Management, L.L.C. | 0.06% | New | 37,812 | $389K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 36,787 | $379K |
| Jain Global LLC | 0.00% | New | 36,164 | $372K |
| Amundi | 0.00% | Reduce -25.4% | 35,721 | $368K |
| Focus Partners Wealth | 0.00% | Add +104.2% | 32,041 | $330K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.3% | 31,001 | $319K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 29,933 | $308K |
| Legacy Advisors, LLC | 0.03% | Reduce -0.1% | 29,162 | $300K |
| Sei Investments Co. | 0.00% | Reduce -79.4% | 28,335 | $292K |
| Brighton Jones LLC | 0.01% | Add +146.6% | 28,128 | $289K |
| Citigroup Inc. | 0.00% | Add +294.1% | 27,038 | $278K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -45.7% | 26,497 | $273K |
| Sterling Capital Management LLC | 0.00% | Add +6607.4% | 25,220 | $260K |
| Pallas Capital Advisors LLC | 0.01% | New | 24,747 | $255K |
| Jupiter Topco LLC | 0.00% | — | 24,531 | $253K |
| Gsa Capital Partners LLP | 0.02% | New | 23,791 | $245K |
| Lazard Asset Management LLC | 0.00% | New | 23,564 | $242K |
| Olympiad Research LP | 0.48% | New | 22,453 | $231K |
| State of Wyoming | 0.02% | Reduce -35.4% | 22,283 | $229K |
| Merit Financial Group, LLC | 0.00% | Add +82.8% | 21,192 | $218K |
| Jasper Ridge Partners, L.P. | 0.00% | No change | 20,853 | $215K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 20,375 | $210K |
| Martingale Asset Management L P | 0.00% | New | 20,168 | $208K |
| Probity Advisors, Inc. | 0.03% | Add +12.0% | 19,264 | $198K |
| Diversified Trust Co. | 0.00% | Reduce -64.9% | 19,088 | $196K |
| Canada Pension Plan Investment Board | 0.00% | No change | 18,200 | $187K |
| Magnetar Financial LLC | 0.00% | New | 17,554 | $181K |
| NorthCrest Asset Manangement, LLC | 0.00% | New | 15,868 | $172K |
| New York State Common Retirement Fund | 0.00% | No change | 16,547 | $170K |
| McMillan Office, Inc. | 0.02% | No change | 16,495 | $170K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +36.6% | 16,448 | $169K |
| Commerce Bank | 0.00% | No change | 16,010 | $165K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 15,973 | $164K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 15,645 | $161K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,432 | $159K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $152K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -7.2% | 14,693 | $151K |
| Garner Asset Management Corp | 0.05% | Reduce -38.5% | 14,616 | $150K |
| Integrated Wealth Concepts LLC | 0.00% | Add +37.2% | 14,129 | $145K |
| Jump Financial, LLC | 0.00% | Reduce -97.4% | 13,700 | $141K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -13.7% | 13,638 | $140K |
| Krilogy Financial LLC | 0.00% | New | 13,487 | $139K |
| Group One Trading LLC | 0.00% | Reduce -10.3% | 13,342 | $137K |
| Blair William & Co. | 0.00% | New | 13,179 | $136K |
| 9823 Capital, L.P. | 0.09% | New | 12,957 | $133K |
| Intech Investment Management LLC | 0.00% | Reduce -7.0% | 12,664 | $130K |
| Inscription Capital, LLC | 0.01% | Reduce -12.3% | 12,593 | $130K |
| Arizona State Retirement System | 0.00% | Reduce -24.1% | 12,575 | $129K |
| LGL Partners, LLC | 0.05% | No change | 12,487 | $128K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,400 | $128K |
| State of Tennessee, Department of Treasury | 0.00% | Add +0.9% | 12,044 | $124K |
| Raymond James Financial Inc. | 0.00% | Reduce -24.6% | 11,851 | $122K |
| PNC Financial Services Group, Inc. | 0.00% | Add +52.6% | 11,623 | $120K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,640 | $109K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,418 | $107K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,314 | $106K |
| Anchor Investment Management, LLC | 0.01% | No change | 10,000 | $103K |
| Nisa Investment Advisors, LLC | 0.00% | Add +925.2% | 8,714 | $90K |
| Ensign Peak Advisors, Inc | 0.00% | Add +71.9% | 7,891 | $81K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $78K |
| Smartleaf Asset Management LLC | 0.00% | No change | 7,333 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +56.7% | 7,345 | $74K |
| BankPlus Trust Department | 0.01% | Reduce -30.2% | 6,200 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +90.5% | 5,958 | $61K |
| Allworth Financial LP | 0.00% | Add +78.3% | 5,613 | $58K |
| New York State Teachers Retirement System | 0.00% | No change | 5,292 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +50.9% | 4,932 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,782 | $49K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,521 | $46K |
| US Bancorp \de | 0.00% | Add +177.2% | 3,947 | $41K |
| Royal Bank of Canada | 0.00% | Add +92.6% | 3,657 | $38K |
| GAMMA Investing LLC | 0.00% | Add +26.1% | 3,526 | $36K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,538 | $36K |
| KBC Group NV | 0.00% | No change | 3,449 | $35K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +134.6% | 2,534 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -62.9% | 2,534 | $26K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +289.7% | 2,381 | $25K |
| Assetmark, Inc. | 0.00% | No change | 1,935 | $20K |
| Essential Partners LLC | 0.01% | Reduce -84.4% | 1,456 | $15K |
| Simplex Trading, LLC | 0.00% | Reduce -80.9% | 1,410 | $15K |
| IFP Advisors, Inc | 0.00% | Add +22.4% | 1,289 | $13K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.0% | 1,268 | $13K |
| Parallel Advisors, LLC | 0.00% | Add +81.4% | 1,248 | $13K |
| Rothschild Investment LLC | 0.00% | Add +31.8% | 1,231 | $13K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +10.4% | 1,050 | $11K |
| Versant Capital Management, Inc | 0.00% | Reduce -51.8% | 823 | $8K |
| True Wealth Design, LLC | 0.00% | Add +299.0% | 806 | $8K |
| Nykredit A/S | 0.00% | — | 786 | $8K |
| Fifth Third Bancorp | 0.00% | Add +251.7% | 728 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 700 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 645 | $7K |
| UMB Bank, n.a. | 0.00% | New | 587 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -52.2% | 432 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 430 | $4K |
| Los Angeles Capital Management LLC | 0.00% | No change | 360 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -83.4% | 349 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 298 | $3K |
| Quarry LP | 0.00% | New | 263 | $3K |
| Larson Financial Group LLC | 0.00% | Add +204.0% | 228 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 222 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 200 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 186 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 130 | $1K |
| Fulcrum Asset Management LLP | 0.00% | New | 110 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -26.7% | 110 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1733.3% | 110 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -23.9% | 127 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 70 | $721 |
| LRI Investments, LLC | 0.00% | Add +47.7% | 65 | $669 |
| North Star Investment Management Corp. | 0.00% | New | 62 | $638 |
| Clearstead Advisors, LLC | 0.00% | New | 56 | $577 |
| Cornerstone Planning Group LLC | 0.00% | No change | 41 | $410 |
| Basepoint Wealth LLC | 0.00% | New | 25 | $257 |
| SBI Securities Co., Ltd. | 0.00% | No change | 11 | $113 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 6 | $62 |
| Huntington National Bank | 0.00% | No change | 1 | $10 |
| Covestor Ltd | 0.00% | Reduce -91.6% | 45 | $0 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.