PHR · Phreesia, Inc.

$10.94 -0.16 (-1.44%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$679.06M

62.07M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 229

Total Value: $603,915,284

Total Shares: 58,689,654

Showing 1–100 of 235 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 229 13F filers · Δ vs Mar 31, 2026

Top Holder

15.2%

+0.6 pts

Top 5

42.0%

+4.4 pts

Top 10

54.3%

+5.9 pts

HHI

517

Broadly held+71

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -17

Institutional value: +21.9%

Shares held: -0.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AQR CAPITAL MANAGEMENT LLC	+1,298,894	3,151,453
Mega BlackRock, Inc.	+1,099,363	7,019,832
Large ACADIAN ASSET MANAGEMENT LLC	+576,566	1,604,735
Mega D. E. Shaw & Co., Inc.	+512,955	524,496
Mega GOLDMAN SACHS GROUP INC	+404,499	1,435,314

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Jump Financial, LLC	−520,634	13,700
Mega FRANKLIN RESOURCES INC	−505,449	230,514
Mega JANE STREET GROUP, LLC	−413,754	15,400
Mega BANK OF AMERICA CORP /DE/	−411,542	589,515
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	−347,214	2,987,907

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega T. Rowe Price Investment Management, Inc.	1,296,180	$13,337,692
Mega NORDEA INVESTMENT MANAGEMENT AB	784,279	$8,070,230
Large Point72 Asset Management, L.P.	484,115	$4,981,543
Mega MILLENNIUM MANAGEMENT LLC	256,111	$2,635,382
Large Pacer Advisors, Inc.	227,260	$2,338,505

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Prosight Management, LP	1,100,000	$9,218,000
Mega AMERICAN CENTURY COMPANIES INC	1,018,235	$8,532,809
Mid Granahan Investment Management, LLC	987,607	$8,276,146
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	781,377	$6,547,939
Small Meros Investment Management, LP	615,740	$5,159,901

Filter: New 42 Increased 94 Reduced 61 Sold out 59 Unchanged 32

Showing 100 of 235

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Pale Fire Capital SE

$91,831,345

15.21%

8,924,329

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Barta Jan joint	8,924,329	$91,831,345	100.0%	Defined

BlackRock, Inc.

$72,234,065

11.96%

7,019,832

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	524,599	$5,398,123	7.5%	Sole
BlackRock Investment Management (Australia) Ltd	140	$1,440	0.0%	Sole
BlackRock Asset Management Canada Ltd	314	$3,231	0.0%	Sole
BlackRock Investment Management, LLC	264,161	$2,718,216	3.8%	Sole
BLACKROCK ADVISORS LLC	1,023,804	$10,534,943	14.6%	Sole
BlackRock Fund Advisors	2,072,798	$21,329,091	29.5%	Sole
BlackRock Institutional Trust Company, N.A.	2,601,191	$26,766,255	37.1%	Sole
BlackRock Japan Co. Ltd	10,849	$111,636	0.2%	Sole
BlackRock Fund Managers Ltd.	7,652	$78,739	0.1%	Sole
BlackRock Investment Management (UK) Ltd.	103,630	$1,066,352	1.5%	Sole
BlackRock (Netherlands) B.V.	16,196	$166,656	0.2%	Sole
BlackRock Asset Management Ireland Ltd	53,639	$551,945	0.8%	Sole
BlackRock Asset Management Schweiz AG	11,851	$121,946	0.2%	Sole
Aperio Group, LLC	329,008	$3,385,492	4.7%	Sole

AQR CAPITAL MANAGEMENT LLC

$32,428,448

5.37%

3,151,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KEB ASSET MANAGEMENT, LLC	269	$2,768	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	92	$946	0.0%	Other
Prism Planning Partners LLC	257	$2,644	0.0%	Other
Arax Advisory Partners	54,141	$557,110	1.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	15,748	$162,046	0.5%	Other
Stokes Family Office, LLC	8,201	$84,388	0.3%	Other
Held directly	3,072,745	$31,618,546	97.5%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$30,745,563

5.09%

2,987,907

VANGUARD CAPITAL MANAGEMENT LLC

$26,228,849

4.34%

2,548,965

ACADIAN ASSET MANAGEMENT LLC

$16,512,723

2.73%

1,604,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	1,604,735	$16,512,723	100.0%	Defined

STATE STREET CORP

$16,232,094

2.69%

1,577,463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,577,463	$16,232,094	100.0%	Defined

GOLDMAN SACHS GROUP INC

$14,769,380

2.45%

1,435,314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	587,794	$6,048,400	41.0%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	847,520	$8,720,980	59.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$13,501,055

2.24%

1,312,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	199,224	$2,050,014	15.2%	Defined
Held directly	1,112,832	$11,451,041	84.8%	Defined

T. Rowe Price Investment Management, Inc.

$13,337,692

2.21%

1,296,180

ALGERT GLOBAL LLC

$12,404,399

2.05%

1,205,481

JACOBS LEVY EQUITY MANAGEMENT, INC

$11,460,816

1.90%

1,113,782

GW&K Investment Management, LLC

$10,939,092

1.81%

1,063,080

MORGAN STANLEY

$10,293,989

1.70%

1,000,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	8,124	$83,595	0.8%	Defined
MORGAN STANLEY & CO. LLC	53,108	$546,481	5.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	304,236	$3,130,588	30.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	110,002	$1,131,920	11.0%	Defined
Morgan Stanley Bank, N.A.	377	$3,879	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	524,541	$5,397,526	52.4%	Defined

NORDEA INVESTMENT MANAGEMENT AB

$8,070,230

1.34%

784,279

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nordea Funds Ltd	190,950	$1,964,875	24.3%	Defined
Nordea Investment Funds S.A.	593,329	$6,105,355	75.7%	Defined

HRT FINANCIAL LP

$7,557,686

1.25%

734,469

OP Asset Management Ltd

$7,263,443

1.20%

705,874

BNP PARIBAS ARBITRAGE, SA

$7,184,200

1.19%

698,173

Rock Springs Capital Management LP

$7,171,101

1.19%

696,900

Nuveen, LLC

$6,948,156

1.15%

675,234

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	51,402	$528,925	7.6%	Defined
TEACHERS ADVISORS, LLC joint	623,832	$6,419,231	92.4%	Defined

Whetstone Capital Advisors, LLC

$6,480,148

1.07%

629,752

NORTHERN TRUST CORP

$6,397,166

1.06%

621,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	573,900	$5,905,429	92.3%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	40,113	$412,762	6.5%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	7,675	$78,975	1.2%	Other

Connor, Clark & Lunn Investment Management Ltd.

$6,273,853

1.04%

609,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	542,892	$5,586,358	89.0%	Sole
Held directly	66,812	$687,495	11.0%	Sole

BANK OF AMERICA CORP /DE/

$6,066,107

1.00%

589,515

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	438,062	$4,507,657	74.3%	Defined
BOFA SECURITIES, INC.	74,679	$768,446	12.7%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	76,774	$790,004	13.0%	Defined

D. E. Shaw & Co., Inc.

$5,397,063

0.89%

524,496

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	423,806	$4,360,963	80.8%	Defined
D. E. Shaw Investment Management, L.L.C. joint	100,690	$1,036,100	19.2%	Defined

Qube Research & Technologies Ltd

$5,327,822

0.88%

517,767

Point72 Asset Management, L.P.

$4,981,543

0.82%

484,115

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$4,871,923

0.81%

473,462

FMR LLC

$4,764,289

0.79%

463,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	462,412	$4,758,219	99.9%	Defined
STRATEGIC ADVISERS LLC	146	$1,502	0.0%	Defined
FIAM LLC	444	$4,568	0.1%	Defined

CITADEL ADVISORS LLC

$4,419,430

0.73%

429,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	30,979	$318,773	7.2%	Defined
Held directly	398,509	$4,100,657	92.8%	Defined

PANAGORA ASSET MANAGEMENT INC

$4,372,488

0.72%

424,926

VANGUARD FIDUCIARY TRUST CO

$4,155,791

0.69%

403,867

SG Americas Securities, LLC

$4,118,428

0.68%

400,236

IEQ CAPITAL, LLC

$3,689,345

0.61%

358,537

TUDOR INVESTMENT CORP ET AL

$3,497,529

0.58%

339,896

CAMBIAR INVESTORS LLC

$3,495,482

0.58%

339,697

TOCQUEVILLE ASSET MANAGEMENT L.P.

$3,344,250

0.55%

325,000

DIMENSIONAL FUND ADVISORS LP

$3,304,426

0.55%

321,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,039	$31,271	0.9%	Defined
DFA Australia Ltd.	687	$7,069	0.2%	Defined
Dimensional Ireland Ltd	32,272	$332,078	10.0%	Defined
Held directly	285,132	$2,934,008	88.8%	Sole

Russell Investments Group, Ltd.

$3,251,585

0.54%

315,995

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	50,207	$516,629	15.9%	Other
Russell Investments Capital, LLC joint	74,855	$770,257	23.7%	Other
Russell Investments France SAS	4,619	$47,529	1.5%	Defined
Russell Investments Japan Co., LTD. joint	18,571	$191,095	5.9%	Other
Russell Investments Limited joint	147,708	$1,519,915	46.7%	Other
Russell Investments Trust Company joint	20,035	$206,160	6.3%	Other

VICTORY CAPITAL MANAGEMENT INC

$2,812,720

0.47%

273,345

MOORE CAPITAL MANAGEMENT, LP

$2,744,096

0.45%

266,676

MILLENNIUM MANAGEMENT LLC

$2,635,382

0.44%

256,111

FRANKLIN RESOURCES INC

$2,371,988

0.39%

230,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	223,734	$2,302,222	97.1%	Defined
PUTNAM ADVISORY CO LLC	6,780	$69,766	2.9%	Defined

Pacer Advisors, Inc.

$2,338,505

0.39%

227,260

Quantinno Capital Management LP

$2,306,616

0.38%

224,161

Numerai GP LLC

$1,934,983

0.32%

188,045

Bank of New York Mellon Corp

$1,900,735

0.31%

184,717

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	82,072	$844,520	44.4%	Defined
The Bank of New York Mellon	98,047	$1,008,903	53.1%	Defined
BNY Mellon, NA joint	4,597	$47,302	2.5%	Defined
Held directly	1	$10	0.0%	Defined

PRINCIPAL FINANCIAL GROUP INC

$1,835,396

0.30%

178,367

STATE OF WISCONSIN INVESTMENT BOARD

$1,800,400

0.30%

174,966

UBS Group AG

$1,754,679

0.29%

170,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8,544	$87,917	5.0%	Defined
UBS AG	154,317	$1,587,921	90.5%	Defined
UBS Switzerland AG	7,662	$78,841	4.5%	Defined

Polymer Capital Management (US) LLC

$1,686,428

0.28%

163,890

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,672,217

0.28%

162,509

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	162,509	$1,672,217	100.0%	Other

FLPUTNAM INVESTMENT MANAGEMENT CO

$1,655,691

0.27%

160,903

Mariner, LLC

$1,623,617

0.27%

157,786

Susquehanna Portfolio Strategies, LLC

$1,622,424

0.27%

157,670

MARSHALL WACE, LLP

$1,606,288

0.27%

156,102

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	147,202	$1,514,707	94.3%	Other
Marshall Wace Middle East Ltd	8,900	$91,581	5.7%	Other

PEAK6 LLC

$1,601,124

0.27%

155,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	155,600	$1,601,124	100.0%	Defined

Cerity Partners LLC

$1,579,298

0.26%

153,479

Corient Private Wealth LLC

$1,525,904

0.25%

148,290

Balyasny Asset Management L.P.

$1,479,094

0.24%

143,741

AMERIPRISE FINANCIAL INC

$1,467,240

0.24%

142,589

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	74,957	$771,307	52.6%	Defined
Columbia Threadneedle Management Ltd	67,632	$695,933	47.4%	Defined

Bellevue Group AG

$1,445,693

0.24%

140,495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bellevue Asset Management AG	140,495	$1,445,693	100.0%	Defined

MACKENZIE FINANCIAL CORP

$1,397,752

0.23%

135,836

Man Group plc

$1,395,159

0.23%

135,584

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	135,584	$1,395,159	100.0%	Defined

OCCUDO QUANTITATIVE STRATEGIES LP

$1,342,526

0.22%

130,469

Vanguard Global Advisers, LLC

$1,334,283

0.22%

129,668

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$1,271,502

0.21%

123,567

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	3,249	$33,432	2.6%	Defined
UBS Asset Management Switzerland AG	109,429	$1,126,024	88.6%	Defined
Held directly	10,889	$112,046	8.8%	Defined

Palogic Value Management, L.P.

$1,236,621

0.20%

120,177

Walleye Capital LLC

$1,224,787

0.20%

119,027

Invesco Ltd.

$1,199,863

0.20%

116,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	8,436	$86,805	7.2%	Defined
Invesco Trust Co joint	20,953	$215,606	18.0%	Defined
Invesco Capital Management LLC	87,216	$897,452	74.8%	Defined

STIFEL FINANCIAL CORP

$1,133,834

0.19%

110,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	110,067	$1,132,589	99.9%	Defined
Held directly	121	$1,245	0.1%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$1,127,773

0.19%

109,599

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	109,599	$1,127,773	100.0%	Defined

Creative Planning

$1,090,275

0.18%

105,955

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	4,531	$46,623	4.3%	Defined
Held directly	101,424	$1,043,652	95.7%	Sole

VIRGINIA RETIREMENT SYSTEMS ET Al

$1,037,540

0.17%

100,830

J. Goldman & Co LP

$1,029,000

0.17%

100,000

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$1,023,093

0.17%

99,426

BOOTHBAY FUND MANAGEMENT, LLC

$1,005,610

0.17%

97,727

MERCER GLOBAL ADVISORS INC /ADV

$997,008

0.17%

96,891

LPL Financial LLC

$958,832

0.16%

93,181

Swiss National Bank

$941,535

0.16%

91,500

HSBC HOLDINGS PLC

$904,521

0.15%

87,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	87,903	$904,521	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$901,856

0.15%

87,644

WELLS FARGO & COMPANY/MN

$884,414

0.15%

85,949

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	82,000	$843,780	95.4%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,545	$15,898	1.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,396	$24,654	2.8%	Defined
Wells Fargo Securities, LLC	8	$82	0.0%	Defined

CITADEL ADVISORS LLC

$864,360

0.14%

84,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	84,000	$864,360	100.0%	Defined

SCHWARTZ INVESTMENT COUNSEL INC

$809,823

0.13%

78,700

ALLIANCEBERNSTEIN L.P.

$807,765

0.13%

78,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	78,500	$807,765	100.0%	Defined

KING LUTHER CAPITAL MANAGEMENT CORP

$792,330

0.13%

77,000

Schonfeld Strategic Advisors LLC

$750,501

0.12%

72,935

Janney Montgomery Scott LLC

$721,421

0.12%

70,109

Y-Intercept (Hong Kong) Ltd

$717,192

0.12%

69,698

RHUMBLINE ADVISERS

$707,067

0.12%

68,714

AXQ CAPITAL, LP

$689,430

0.11%

67,000

Inspire Investing, LLC

$678,008

0.11%

65,890

ALLSTATE CORP

$670,722

0.11%

65,182

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	65,182	$670,722	100.0%	Sole

XTX Topco Ltd

$664,034

0.11%

64,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	64,532	$664,034	100.0%	Defined

VOYA INVESTMENT MANAGEMENT LLC

$630,303

0.10%

61,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	61,254	$630,303	100.0%	Defined

Arax Advisory Partners

$628,914

0.10%

61,119

Jefferies Financial Group Inc.

$612,255

0.10%

59,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JEFFERIES LLC	59,500	$612,255	100.0%	Defined

Jefferies Financial Group Inc.

$586,530

0.10%

57,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JEFFERIES LLC	57,000	$586,530	100.0%	Defined

NATIXIS

$565,950

0.09%

55,000

Key facts CIK 1412408 CUSIP 71944F106 13F (30d) 155 filings 154 filers Visit website Investor relations