PHREESIA INC (PHR)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
214
Reporting holders
$555.1M
Reported value
86.3%
Of shares outstanding
1.2%
Held as options
-16
Holder change
Institutions report 53,362,690 shares against 61,811,889 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pale Fire Capital SE | $91.8M | 8,924,329 | 6.49% | 2q | +3.2%+$2.8M |
| BlackRock, Inc. | $72.2M | 7,019,832 | 0.00% | 8q | +18.6%+$11.3M |
| AQR CAPITAL MANAGEMENT LLC | $32.4M | 3,151,453 | 0.01% | 7q | +70.1%+$13.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $30.7M | 2,987,907 | 0.00% | 2q | -10.4%-$3.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.2M | 2,548,965 | 0.00% | 2q | +2.8%+$717.4K |
| STATE STREET CORP | $16.2M | 1,577,463 | 0.00% | 28q | +7.0%+$1.1M |
| GOLDMAN SACHS GROUP INC | $14.8M | 1,435,314 | 0.00% | 28q | +39.2%+$4.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $13.5M | 1,312,056 | 0.00% | 28q | -4.4%-$614.8K |
| ALGERT GLOBAL LLC | $12.4M | 1,205,481 | 0.15% | 16q | -56.4%-$16.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $11.5M | 1,113,782 | 0.04% | 3q | +3.5%+$391.2K |
| MORGAN STANLEY | $10.3M | 1,000,388 | 0.00% | 28q | +37.1%+$2.8M |
| NORDEA INVESTMENT MANAGEMENT AB | $8.0M | 784,279 | 0.01% | new | NEW |
| OP Asset Management Ltd | $7.3M | 705,874 | 0.08% | 6q | -8.8%-$702.5K |
| BNP PARIBAS FINANCIAL MARKETS | $7.2M | 698,173 | 0.00% | 7q | -7.6%-$592.3K |
| Rock Springs Capital Management LP | $7.2M | 696,900 | 0.35% | 28q | +16.1%+$993.0K |
| Nuveen, LLC | $6.9M | 675,234 | 0.00% | 6q | -33.0%-$3.4M |
| Whetstone Capital Advisors, LLC | $6.5M | 629,752 | 1.70% | 2q | -34.0%-$3.3M |
| NORTHERN TRUST CORP | $6.4M | 621,688 | 0.00% | 28q | +21.1%+$1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $6.3M | 609,704 | 0.01% | 7q | +4.9%+$291.2K |
| BANK OF AMERICA CORP /DE/ | $6.1M | 589,515 | 0.00% | 28q | -41.1%-$4.2M |
| CITADEL ADVISORS LLC | $5.8M | 429,488 | 0.00% | 28q | -41.3%-$4.1M |
| D. E. Shaw & Co., Inc. | $5.4M | 524,496 | 0.00% | 2q | +4444.6%+$5.3M |
| Qube Research & Technologies Ltd | $5.3M | 517,767 | 0.00% | 8q | +66.8%+$2.1M |
| Point72 Asset Management, L.P. | $5.0M | 484,115 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 473,462 | 0.00% | 28q | -2.0%-$97.7K |
| Sixth Street Partners Management Company, L.P. | $4.9M | 473,462 | 0.00% | new | NEW |
| FMR LLC | $4.8M | 463,002 | 0.00% | 28q | +30.2%+$1.1M |
| PANAGORA ASSET MANAGEMENT INC | $4.4M | 424,926 | 0.01% | 6q | +7.4%+$302.4K |
| VANGUARD FIDUCIARY TRUST CO | $4.2M | 403,867 | 0.00% | 2q | HELD |
| IEQ CAPITAL, LLC | $3.7M | 358,537 | 0.02% | 3q | +106.1%+$1.9M |
| TUDOR INVESTMENT CORP ET AL | $3.5M | 339,896 | 0.00% | 4q | -21.0%-$929.1K |
| CAMBIAR INVESTORS LLC | $3.5M | 339,697 | 0.15% | 5q | +5.3%+$175.2K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $3.3M | 325,000 | 0.04% | 3q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $3.3M | 321,130 | 0.00% | 18q | -33.7%-$1.7M |
| Russell Investments Group, Ltd. | $3.3M | 315,995 | 0.00% | 18q | -32.3%-$1.6M |
| VICTORY CAPITAL MANAGEMENT INC | $2.8M | 273,345 | 0.00% | 6q | +39.0%+$789.1K |
| Corient Private Wealth LP | $2.8M | 268,670 | 0.00% | 2q | +899.6%+$2.5M |
| MOORE CAPITAL MANAGEMENT, LP | $2.7M | 266,676 | 0.04% | 3q | -8.6%-$259.6K |
| MILLENNIUM MANAGEMENT LLC | $2.6M | 256,111 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $2.4M | 230,514 | 0.00% | 28q | -68.7%-$5.2M |
| Quantinno Capital Management LP | $2.3M | 224,161 | 0.00% | 2q | +220.8%+$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 193,782 | 0.00% | 2q | +298.4%+$1.5M |
| Numerai GP LLC | $1.9M | 188,045 | 0.16% | 2q | +141.2%+$1.1M |
| Bank of New York Mellon Corp | $1.9M | 184,717 | 0.00% | 28q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 162,509 | 0.00% | 25q | +105.6%+$954.5K |
| PRINCIPAL FINANCIAL GROUP INC | $1.8M | 178,367 | 0.00% | 6q | +8.0%+$135.8K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.8M | 174,966 | 0.00% | 21q | -25.4%-$611.7K |
| UBS Group AG | $1.8M | 170,523 | 0.00% | 28q | -33.3%-$877.5K |
| Polymer Capital Management (US) LLC | $1.7M | 163,890 | 0.22% | 3q | +713.9%+$1.5M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $1.7M | 160,903 | 0.02% | new | NEW |
| Walleye Capital LLC | $1.6M | 119,027 | 0.01% | 3q | -71.0%-$4.0M |
| Mariner, LLC | $1.6M | 157,786 | 0.00% | 2q | +76.5%+$703.5K |
| Susquehanna Portfolio Strategies, LLC | $1.6M | 157,670 | 0.03% | 5q | -43.9%-$1.3M |
| MARSHALL WACE, LLP | $1.6M | 156,102 | 0.00% | 11q | +184.7%+$1.0M |
| PEAK6 LLC | $1.6M | options only | 0.00% | new | OPTIONS |
| Cerity Partners LLC | $1.6M | 153,479 | 0.00% | 3q | +76.5%+$684.7K |
| Balyasny Asset Management L.P. | $1.5M | 143,741 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.5M | 142,589 | 0.00% | 7q | -33.8%-$750.2K |
| Bellevue Group AG | $1.4M | 140,495 | 0.03% | 28q | +7.3%+$97.8K |
| Allianz Asset Management GmbH | $1.4M | 168,305 | 0.00% | 14q | HELD |
| MACKENZIE FINANCIAL CORP | $1.4M | 135,836 | 0.00% | 6q | +51.1%+$472.8K |
| Man Group plc | $1.4M | 135,584 | 0.00% | 3q | -1.3%-$18.6K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.3M | 130,469 | 0.07% | 2q | +9.5%+$116.1K |
| Vanguard Global Advisers, LLC | $1.3M | 129,668 | 0.00% | 2q | +7.3%+$90.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3M | 123,567 | 0.00% | 25q | +14.8%+$164.3K |
| Palogic Value Management, L.P. | $1.2M | 120,177 | 0.41% | 2q | -7.6%-$101.1K |
| Invesco Ltd. | $1.2M | 116,605 | 0.00% | 27q | +14.5%+$152.4K |
| Jefferies Financial Group Inc. | $1.2M | 57,000 | 0.01% | 3q | +9.6%+$105.2K |
| STIFEL FINANCIAL CORP | $1.1M | 110,188 | 0.00% | 2q | +3.6%+$39.4K |
| Creative Planning | $1.1M | 105,955 | 0.00% | 2q | +11.3%+$110.4K |
| J. Goldman & Co LP | $1.0M | options only | 0.03% | new | OPTIONS |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.0M | 97,727 | 0.01% | 3q | +102.2%+$508.2K |
| LPL Financial LLC | $958.8K | 93,181 | 0.00% | 2q | +189.2%+$627.3K |
| Swiss National Bank | $941.5K | 91,500 | 0.00% | 27q | -22.6%-$274.7K |
| HSBC HOLDINGS PLC | $909.8K | 87,903 | 0.00% | 9q | +19.5%+$148.4K |
| TWO SIGMA INVESTMENTS, LP | $901.9K | 87,644 | 0.00% | 2q | +144.8%+$533.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $894.2K | 99,426 | 0.00% | 2q | +132.1%+$508.9K |
| WELLS FARGO & COMPANY/MN | $884.4K | 85,949 | 0.00% | 28q | -49.5%-$865.3K |
| SCHWARTZ INVESTMENT COUNSEL INC | $809.8K | 78,700 | 0.03% | 4q | HELD |
| KING LUTHER CAPITAL MANAGEMENT CORP | $792.3K | 77,000 | 0.00% | 5q | -74.2%-$2.3M |
| GROUP ONE TRADING LLC | $777.3K | 13,342 | 0.00% | 11q | -10.3%-$89.3K |
| Schonfeld Strategic Advisors LLC | $750.5K | 72,935 | 0.00% | 2q | +236.1%+$527.2K |
| Y-Intercept (Hong Kong) Ltd | $717.2K | 69,698 | 0.01% | 4q | +104.8%+$367.0K |
| RHUMBLINE ADVISERS | $707.1K | 68,714 | 0.00% | 28q | -4.5%-$33.3K |
| IMC-Chicago, LLC | $701.8K | options only | 0.00% | 7q | OPTIONS |
| AXQ CAPITAL, LP | $689.4K | 67,000 | 0.07% | 2q | +214.3%+$470.1K |
| Inspire Investing, LLC | $678.0K | 65,890 | 0.03% | 8q | +2.8%+$18.6K |
| ALLSTATE CORP | $670.7K | 65,182 | 0.01% | new | NEW |
| XTX Topco Ltd | $664.0K | 64,532 | 0.01% | 5q | -63.1%-$1.1M |
| ALLIANCEBERNSTEIN L.P. | $657.8K | 78,500 | 0.00% | 26q | +25.6%+$134.1K |
| VOYA INVESTMENT MANAGEMENT LLC | $630.3K | 61,254 | 0.00% | 26q | +17.7%+$94.7K |
| Arax Advisory Partners | $628.9K | 61,119 | 0.00% | 19q | +5057.7%+$616.7K |
| NATIXIS | $566.0K | 55,000 | 0.00% | 2q | +27.9%+$123.5K |
| Campbell & CO Investment Adviser LLC | $544.1K | 52,880 | 0.03% | 3q | +84.9%+$249.8K |
| DEUTSCHE BANK AG\ | $538.4K | 52,327 | 0.00% | 28q | HELD |
| BARCLAYS PLC | $528.7K | 51,382 | 0.00% | 18q | +0.8%+$3.9K |
| Brevan Howard Capital Management LP | $477.3K | 46,382 | 0.00% | 6q | +103.5%+$242.8K |
| JPMORGAN CHASE & CO | $449.1K | 43,648 | 0.00% | 28q | -84.9%-$2.5M |
| Freestone Grove Partners LP | $447.5K | 43,489 | 0.00% | 3q | -20.3%-$114.0K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $437.1K | 42,483 | 0.03% | 3q | +200.9%+$291.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G | AQR Capital Management, LLCwith 1 co-filers | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 214 | $555.1M | 53,362,690 | 36 | 87 | 57 | 1.2% |
| Q1 2026 | 230 | $473.8M | 57,041,304 | 64 | 78 | 56 | 0.8% |
| Q4 2025 | 217 | $961.7M | 56,818,647 | 37 | 80 | 65 | 0.7% |
| Q3 2025 | 216 | $1.4B | 57,936,592 | 46 | 80 | 60 | 0.7% |
| Q2 2025 | 206 | $1.6B | 56,824,479 | 31 | 85 | 56 | 0.7% |
| Q1 2025 | 209 | $1.4B | 54,492,318 | 44 | 69 | 54 | 1.3% |
| Q4 2024 | 179 | $1.3B | 52,332,808 | 22 | 62 | 53 | 1.4% |
| Q3 2024 | 175 | $1.2B | 52,110,396 | 31 | 63 | 42 | 2.1% |
| Q2 2024 | 161 | $1.1B | 50,890,466 | 17 | 60 | 48 | 1.6% |
| Q1 2024 | 175 | $1.2B | 48,617,631 | 30 | 55 | 54 | 1.4% |
| Q4 2023 | 166 | $1.1B | 47,134,307 | 35 | 64 | 43 | 2.8% |
| Q3 2023 | 151 | $862.6M | 45,909,699 | 14 | 56 | 48 | 0.7% |
| Q2 2023 | 164 | $1.4B | 44,333,046 | 15 | 44 | 63 | 1.1% |
| Q1 2023 | 168 | $1.6B | 49,915,790 | 38 | 53 | 42 | 0.3% |
| Q4 2022 | 137 | $1.2B | 37,682,629 | 14 | 47 | 51 | 0.2% |
| Q3 2022 | 180 | $1.3B | 49,408,006 | 36 | 68 | 41 | 0.3% |
| Q2 2022 | 160 | $1.3B | 51,819,836 | 20 | 63 | 52 | 0.7% |
| Q1 2022 | 177 | $1.3B | 50,345,815 | 30 | 79 | 49 | 0.8% |
| Q4 2021 | 178 | $2.0B | 48,573,896 | 30 | 64 | 48 | 0.6% |
| Q3 2021 | 181 | $3.1B | 49,345,400 | 22 | 70 | 52 | 0.5% |
| Q2 2021 | 188 | $3.0B | 47,728,312 | 33 | 83 | 44 | 1.5% |
| Q1 2021 | 191 | $2.2B | 41,924,952 | 34 | 66 | 61 | 0.9% |
| Q4 2020 | 181 | $2.3B | 42,061,119 | 51 | 70 | 49 | 0.4% |
| Q3 2020 | 161 | $1.1B | 33,558,190 | 36 | 56 | 50 | 0.0% |
| Q2 2020 | 139 | $839.2M | 29,664,736 | 54 | 51 | 21 | 0.0% |
| Q1 2020 | 98 | $564.1M | 26,823,896 | 27 | 45 | 12 | 0.0% |
| Q4 2019 | 96 | $639.9M | 24,027,719 | 34 | 32 | 20 | 0.0% |
| Q3 2019 | 69 | $432.5M | 17,844,459 | 68 | 0 | 0 | 0.0% |