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PHR · Phreesia, Inc.

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$9.80 -0.21 (-2.10%) At close · Jul 23
Market Cap
$605.76M
Shares
61.81M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 239
Total Value: $467,443,754
Total Shares: 55,718,010
Showing 1–100 of 247 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 243 13F filers
Top Holder
15.5%
Jun 2023 → Mar 2026 · range 9.2% – 15.5%
of institutional value
Top 5
36.6%
Jun 2023 → Mar 2026 · range 32.8% – 45.4%
of institutional value
Top 10
47.3%
Jun 2023 → Mar 2026 · range 47.3% – 64.2%
of institutional value
HHI
467
Jun 2023 → Mar 2026 · range 350 – 559
Broadly held
Showing 100 of 247
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Pale Fire Capital SE $72,481,377 15.51% 8,649,329
Mega BlackRock, Inc. $49,613,524 10.61% 5,920,469
Mega VANGUARD CAPITAL MANAGEMENT LLC $20,776,089 4.44% 2,479,247
Mega AQR CAPITAL MANAGEMENT LLC $15,524,441 3.32% 1,852,559
Mega STATE STREET CORP $12,351,667 2.64% 1,473,946
Mid ALGERT GLOBAL LLC $11,571,724 2.48% 1,380,874
Mega GEODE CAPITAL MANAGEMENT, LLC $11,495,633 2.46% 1,371,794
Small Prosight Management, LP $9,218,000 1.97% 1,100,000
Large JACOBS LEVY EQUITY MANAGEMENT, INC $9,014,868 1.93% 1,075,760
Mega GOLDMAN SACHS GROUP INC $8,638,229 1.85% 1,030,815
Large ACADIAN ASSET MANAGEMENT LLC $8,616,056 1.84% 1,028,169
Large GW&K Investment Management, LLC $8,597,057 1.84% 1,025,902
Mega AMERICAN CENTURY COMPANIES INC $8,532,809 1.83% 1,018,235
Mega Nuveen, LLC $8,448,941 1.81% 1,008,227
Mega BANK OF AMERICA CORP /DE/ Bank $8,388,855 1.79% 1,001,057
Mid Granahan Investment Management, LLC $8,276,146 1.77% 987,607
Small Whetstone Capital Advisors, LLC $7,993,916 1.71% 953,928
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $6,547,939 1.40% 781,377
Mid OP Asset Management Ltd $6,487,326 1.39% 774,144
Mega BNP PARIBAS ARBITRAGE, SA $6,333,017 1.35% 755,730
Mega FRANKLIN RESOURCES INC $6,167,368 1.32% 735,963
Mega CITADEL ADVISORS LLC $6,131,268 1.31% 731,655
Mega MORGAN STANLEY $6,114,958 1.31% 729,709
Small Meros Investment Management, LP $5,159,901 1.10% 615,740
Mid Rock Springs Capital Management LP $5,031,352 1.08% 600,400
Large HRT FINANCIAL LP $4,886,151 1.05% 583,073
Large Connor, Clark & Lunn Investment Management Ltd. $4,872,207 1.04% 581,409
Mid Jump Financial, LLC $4,477,718 0.96% 534,334
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $4,361,580 0.93% 520,475
Mega NORTHERN TRUST CORP Bank $4,301,417 0.92% 513,296
Mega DIMENSIONAL FUND ADVISORS LP $4,061,926 0.87% 484,717
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4,047,171 0.87% 482,956
Large Russell Investments Group, Ltd. $3,910,795 0.84% 466,683
Large SG Americas Securities, LLC Broker-Dealer $3,837,411 0.82% 457,925
Large TUDOR INVESTMENT CORP ET AL $3,604,950 0.77% 430,185
Large Walleye Capital LLC $3,437,048 0.74% 410,149
Mega VANGUARD FIDUCIARY TRUST CO Bank $3,385,335 0.72% 403,978
Large PANAGORA ASSET MANAGEMENT INC $3,314,591 0.71% 395,536
Mega FMR LLC $2,980,622 0.64% 355,683
Mega JANE STREET GROUP, LLC $2,918,367 0.62% 348,254
Mid TOCQUEVILLE ASSET MANAGEMENT L.P. $2,723,500 0.58% 325,000
Mid CAMBIAR INVESTORS LLC $2,704,016 0.58% 322,675
Large Qube Research & Technologies Ltd $2,600,908 0.56% 310,371
Large KING LUTHER CAPITAL MANAGEMENT CORP $2,503,885 0.54% 298,793
Mid MOORE CAPITAL MANAGEMENT, LP $2,446,189 0.52% 291,908
Mega JPMORGAN CHASE & CO $2,427,029 0.52% 289,622
Mid Susquehanna Portfolio Strategies, LLC $2,356,363 0.50% 281,189
Mega UBS Group AG $2,143,595 0.46% 255,799
Large STATE OF WISCONSIN INVESTMENT BOARD $1,964,406 0.42% 234,416
Mega VICTORY CAPITAL MANAGEMENT INC $1,647,994 0.35% 196,658
Mega Bank of New York Mellon Corp Bank $1,548,547 0.33% 184,791
Mid XTX Topco Ltd $1,464,999 0.31% 174,821
Large IEQ CAPITAL, LLC $1,457,977 0.31% 173,983
Large Allianz Asset Management GmbH $1,410,395 0.30% 168,305
Small ARCADIA INVESTMENT MANAGEMENT CORP/MI $1,395,186 0.30% 166,490
Mega PRINCIPAL FINANCIAL GROUP INC $1,384,148 0.30% 165,173
Mid NICHOLAS COMPANY, INC. $1,274,673 0.27% 152,109
Large SEI INVESTMENTS CO $1,153,271 0.25% 137,622
Large Man Group plc $1,151,353 0.25% 137,393
Mid Bellevue Group AG $1,097,712 0.23% 130,992
Small Palogic Value Management, L.P. $1,089,400 0.23% 130,000
Large Boston Partners $1,038,390 0.22% 123,913
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,023,093 0.22% 99,426
Mega Vanguard Global Advisers, LLC $1,012,689 0.22% 120,846
Mid OCCUDO QUANTITATIVE STRATEGIES LP $998,753 0.21% 119,183
Mega Swiss National Bank Bank $990,516 0.21% 118,200
Mega AMERIPRISE FINANCIAL INC $902,919 0.19% 107,747
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $901,651 0.19% 107,596
Mid Cinctive Capital Management LP $898,587 0.19% 107,230
Large STIFEL FINANCIAL CORP $891,313 0.19% 106,362
Mega Invesco Ltd. $853,057 0.18% 101,797
Mega CITADEL ADVISORS LLC $816,212 0.17% 97,400
Large Creative Planning $798,002 0.17% 95,227
Mid Quadrature Capital Ltd $786,002 0.17% 93,795
Large MACKENZIE FINANCIAL CORP $753,261 0.16% 89,888
Mega PRICE T ROWE ASSOCIATES INC /MD/ $752,029 0.16% 89,741
Large Mariner, LLC $749,306 0.16% 89,416
Large CWM, LLC $742,174 0.16% 88,565
Large Cerity Partners LLC $728,506 0.16% 86,934
Mid Y-Intercept (Hong Kong) Ltd $717,192 0.15% 69,698
Mega WELLS FARGO & COMPANY/MN $712,449 0.15% 85,018
Mega JANE STREET GROUP, LLC $677,942 0.15% 80,900
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $662,422 0.14% 79,048
Mid SCHWARTZ INVESTMENT COUNSEL INC $659,506 0.14% 78,700
Small Numerai GP LLC $653,363 0.14% 77,967
Mega HSBC HOLDINGS PLC $616,466 0.13% 73,564
Mega RHUMBLINE ADVISERS $602,974 0.13% 71,954
Large Quantinno Capital Management LP $585,586 0.13% 69,879
Mid Itau Unibanco Holding S.A. $559,649 0.12% 66,784
Mid Aquatic Capital Management LLC $546,476 0.12% 65,212
Small 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 0.11% 60,000
Large Jefferies Financial Group Inc. $498,610 0.11% 59,500
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $461,897 0.10% 55,119
Large MARSHALL WACE, LLP $459,449 0.10% 54,827
Large Freestone Grove Partners LP $457,288 0.10% 54,569
Mega DEUTSCHE BANK AG\ Bank $439,319 0.09% 52,425
Large VOYA INVESTMENT MANAGEMENT LLC $436,179 0.09% 52,050
Large Jefferies Financial Group Inc. $435,760 0.09% 52,000
Key facts CIK 1412408 CUSIP 71944F106 13F (30d) 24 filings 24 filers Visit website Investor relations

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