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Equibles

PHR

Phreesia, Inc.

Company with tickers: PHR

CIK
1412408
CUSIP
71944F106
Shares Outstanding
61,811,889
13F Activity (30d)
166 filings 160 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 243
Total Value: $494,988,343
Total Shares: 59,067,841
Showing 1–100 of 251 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 243 13F filers · Δ vs Dec 31, 2025
Top Holder
14.6%
Jun 2023 → Mar 2026 · range 9.2% – 15.0%
+4.8 pts
Top 5
37.6%
Jun 2023 → Mar 2026 · range 32.8% – 45.4%
+4.9 pts
Top 10
48.5%
Jun 2023 → Mar 2026 · range 48.3% – 64.2%
+0.2 pts
HHI
448
Jun 2023 → Mar 2026 · range 350 – 559
Broadly held +97

Quarterly Activity

vs Dec 31, 2025
New
71
Increased
84
Decreased
59
Sold Out
58
Unchanged
29
Holder count: +13
Institutional value: -49.8%
Shares held: +1.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega AQR CAPITAL MANAGEMENT LLC +1,415,465 1,852,559
Mid ALGERT GLOBAL LLC +982,104 1,380,874
Mid OP Asset Management Ltd +761,788 774,144
Mega BNP PARIBAS ARBITRAGE, SA +731,187 755,730
Mega CITADEL ADVISORS LLC +712,254 849,455

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Granahan Investment Management, LLC −1,412,006 987,607
Mega FRANKLIN RESOURCES INC −1,264,119 735,963
Mega Nuveen, LLC −867,498 1,008,227
Mega AMERIPRISE FINANCIAL INC −738,714 107,747
Large Qube Research & Technologies Ltd −543,600 310,371

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Pale Fire Capital SE 8,649,329 $72,481,377
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 3,335,121 $27,948,313
Mega VANGUARD CAPITAL MANAGEMENT LLC 2,479,247 $20,776,089
Small Whetstone Capital Advisors, LLC 953,928 $7,993,916
Large HRT FINANCIAL LP 583,073 $4,886,151

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 5,744,326 $97,193,994
Mega Capital International Investors 2,851,536 $48,247,989
Mid Greenhouse Funds LLLP 2,471,960 $41,825,563
Mid DEERFIELD MANAGEMENT COMPANY, L.P. 1,999,045 $33,823,841
Mid Champlain Investment Partners, LLC 1,609,941 $27,240,201
Filter: New 71 Increased 84 Reduced 59 Sold out 58 Unchanged 29
Showing 100 of 251
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Pale Fire Capital SE $72,481,377 14.64% 8,649,329
Mega BlackRock, Inc. $49,613,524 10.02% 5,920,469
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $27,948,313 5.65% 3,335,121
Mega VANGUARD CAPITAL MANAGEMENT LLC $20,776,089 4.20% 2,479,247
Mega AQR CAPITAL MANAGEMENT LLC $15,524,441 3.14% 1,852,559
Mega STATE STREET CORP $12,351,667 2.50% 1,473,946
Mid ALGERT GLOBAL LLC $11,571,724 2.34% 1,380,874
Mega GEODE CAPITAL MANAGEMENT, LLC $11,495,633 2.32% 1,371,794
Small Prosight Management, LP $9,218,000 1.86% 1,100,000
Large JACOBS LEVY EQUITY MANAGEMENT, INC $9,014,868 1.82% 1,075,760
Mega GOLDMAN SACHS GROUP INC $8,638,229 1.75% 1,030,815
Large ACADIAN ASSET MANAGEMENT LLC $8,616,056 1.74% 1,028,169
Large GW&K Investment Management, LLC $8,597,057 1.74% 1,025,902
Mega AMERICAN CENTURY COMPANIES INC $8,532,809 1.72% 1,018,235
Mega Nuveen, LLC $8,448,941 1.71% 1,008,227
Mega BANK OF AMERICA CORP /DE/ Bank $8,388,855 1.69% 1,001,057
Mid Granahan Investment Management, LLC $8,276,146 1.67% 987,607
Small Whetstone Capital Advisors, LLC $7,993,916 1.61% 953,928
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $6,547,939 1.32% 781,377
Mid OP Asset Management Ltd $6,487,326 1.31% 774,144
Mega BNP PARIBAS ARBITRAGE, SA $6,333,017 1.28% 755,730
Mega FRANKLIN RESOURCES INC $6,167,368 1.25% 735,963
Mega CITADEL ADVISORS LLC $6,131,268 1.24% 731,655
Mega MORGAN STANLEY $6,114,958 1.24% 729,709
Small Meros Investment Management, LP $5,159,901 1.04% 615,740
Mid Rock Springs Capital Management LP $5,031,352 1.02% 600,400
Large HRT FINANCIAL LP $4,886,151 0.99% 583,073
Large Connor, Clark & Lunn Investment Management Ltd. $4,872,207 0.98% 581,409
Mid Jump Financial, LLC $4,477,718 0.90% 534,334
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $4,361,580 0.88% 520,475
Mega NORTHERN TRUST CORP Bank $4,301,417 0.87% 513,296
Mega DIMENSIONAL FUND ADVISORS LP $4,061,926 0.82% 484,717
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4,047,171 0.82% 482,956
Large Russell Investments Group, Ltd. $3,910,795 0.79% 466,683
Large SG Americas Securities, LLC Broker-Dealer $3,837,411 0.78% 457,925
Large TUDOR INVESTMENT CORP ET AL $3,604,950 0.73% 430,185
Large Walleye Capital LLC $3,437,048 0.69% 410,149
Mega VANGUARD FIDUCIARY TRUST CO Bank $3,385,335 0.68% 403,978
Large PANAGORA ASSET MANAGEMENT INC $3,314,591 0.67% 395,536
Mega FMR LLC $2,980,622 0.60% 355,683
Mega JANE STREET GROUP, LLC $2,918,367 0.59% 348,254
Mid TOCQUEVILLE ASSET MANAGEMENT L.P. $2,723,500 0.55% 325,000
Mid CAMBIAR INVESTORS LLC $2,704,016 0.55% 322,675
Large Qube Research & Technologies Ltd $2,600,908 0.53% 310,371
Large KING LUTHER CAPITAL MANAGEMENT CORP $2,503,885 0.51% 298,793
Mid MOORE CAPITAL MANAGEMENT, LP $2,446,189 0.49% 291,908
Mega JPMORGAN CHASE & CO $2,427,029 0.49% 289,622
Mid Susquehanna Portfolio Strategies, LLC $2,356,363 0.48% 281,189
Mega UBS Group AG $2,143,595 0.43% 255,799
Large STATE OF WISCONSIN INVESTMENT BOARD $1,964,406 0.40% 234,416
Mega VICTORY CAPITAL MANAGEMENT INC $1,647,994 0.33% 196,658
Mega Bank of New York Mellon Corp Bank $1,548,547 0.31% 184,791
Mid XTX Topco Ltd $1,464,999 0.30% 174,821
Large IEQ CAPITAL, LLC $1,457,977 0.29% 173,983
Large Allianz Asset Management GmbH $1,410,395 0.28% 168,305
Small ARCADIA INVESTMENT MANAGEMENT CORP/MI $1,395,186 0.28% 166,490
Mega PRINCIPAL FINANCIAL GROUP INC $1,384,148 0.28% 165,173
Mid NICHOLAS COMPANY, INC. $1,274,673 0.26% 152,109
Large SEI INVESTMENTS CO $1,153,271 0.23% 137,622
Large Man Group plc $1,151,353 0.23% 137,393
Mid Bellevue Group AG $1,097,712 0.22% 130,992
Small Palogic Value Management, L.P. $1,089,400 0.22% 130,000
Large Boston Partners $1,038,390 0.21% 123,913
Mega Vanguard Global Advisers, LLC $1,012,689 0.20% 120,846
Mid OCCUDO QUANTITATIVE STRATEGIES LP $998,753 0.20% 119,183
Mega Swiss National Bank Bank $990,516 0.20% 118,200
Mega AMERIPRISE FINANCIAL INC $902,919 0.18% 107,747
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $901,651 0.18% 107,596
Mid Cinctive Capital Management LP $898,587 0.18% 107,230
Large STIFEL FINANCIAL CORP $891,313 0.18% 106,362
Mega Invesco Ltd. $853,057 0.17% 101,797
Mega CITADEL ADVISORS LLC $816,212 0.16% 97,400
Large Creative Planning $798,002 0.16% 95,227
Mid Quadrature Capital Ltd $786,002 0.16% 93,795
Large MACKENZIE FINANCIAL CORP $753,261 0.15% 89,888
Mega PRICE T ROWE ASSOCIATES INC /MD/ $752,029 0.15% 89,741
Large Mariner, LLC $749,306 0.15% 89,416
Large CWM, LLC $742,174 0.15% 88,565
Large Cerity Partners LLC $728,506 0.15% 86,934
Small MOODY NATIONAL BANK TRUST DIVISION Bank $721,794 0.15% 86,133
Mega WELLS FARGO & COMPANY/MN $712,449 0.14% 85,018
Mega JANE STREET GROUP, LLC $677,942 0.14% 80,900
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $662,422 0.13% 79,048
Mid SCHWARTZ INVESTMENT COUNSEL INC $659,506 0.13% 78,700
Small Numerai GP LLC $653,363 0.13% 77,967
Mega HSBC HOLDINGS PLC $616,466 0.12% 73,564
Mega RHUMBLINE ADVISERS $602,974 0.12% 71,954
Large Quantinno Capital Management LP $585,586 0.12% 69,879
Mid Itau Unibanco Holding S.A. $559,649 0.11% 66,784
Mid Aquatic Capital Management LLC $546,476 0.11% 65,212
Mid Inspire Investing, LLC $537,007 0.11% 64,082
Mega ALLIANCEBERNSTEIN L.P. $523,750 0.11% 62,500
Small Prescott Group Capital Management, L.L.C. $502,800 0.10% 60,000
Large Jefferies Financial Group Inc. $498,610 0.10% 59,500
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $461,897 0.09% 55,119
Large MARSHALL WACE, LLP $459,449 0.09% 54,827
Large Freestone Grove Partners LP $457,288 0.09% 54,569
Mid Diversified Trust Co Bank $456,022 0.09% 54,418
Mega DEUTSCHE BANK AG\ Bank $439,319 0.09% 52,425
Large VOYA INVESTMENT MANAGEMENT LLC $436,179 0.09% 52,050

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