Latest Period
Q2 2026
Security Snapshot
Phreesia, Inc. - Common Stock, par value $0.01 per share (PHR) Institutional Ownership
CUSIP: 71944F106
13F Institutional Holders and Ownership History from Q3 2019 to Q2 2026
Institutions Reporting
223
Shares (Excl. Options)
58,155,874
Price
$10.29
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- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- PHR on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 58,155,874
- Total 13F value
- $597,710,920
- Portfolio coverage rank
- 0%
- Share change
- -162,851
- Value change
- +$8,997,572
- Number of holders
- 223
- Shares outstanding
- 61,793,196
- SEC-reported price per share
- $10.76
- Insider filing price
- $10.76
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PHR - Phreesia, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 71944F106.
- 223 institutions reported positions in Q2 2026.
- 9 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 243 to 223 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $494,052,405 to $597,710,920.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 223 institutions filings for Q2 2026.
Security key
71944F106
Latest holder period
Q2 2026
13F holders
223
13D/G owners
9
CIK / CUSIP context first
Open Q2 2026 holders
PHR full holder history
Phreesia, Inc. SEC filings
Phreesia, Inc. company facts
Phreesia, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 71944F106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
9
Security
PHR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Pale Fire Capital SE | 15% | +15% | $105,842,542 | +$15,127,430 | 8,924,329 | +17% | Pale Fire Capital SICAV a.s. | 31 Mar 2026 |
| BlackRock, Inc. | 7% | $101,326,931 | 4,120,656 | BlackRock, Inc. | 31 Mar 2025 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | $29,198,920 | 3,484,358 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| AQR CAPITAL MANAGEMENT LLC | 5.1% | $32,428,451 | 3,151,453 | AQR Capital Management, LLC | 30 Jun 2026 | |||
| Capital International Investors | 4.7% | -12% | $48,247,989 | -$4,794,045 | 2,851,536 | -9% | Capital International Investors | 31 Dec 2025 |
| Champlain Investment Partners, LLC | 4.6% | -8% | $72,800,056 | -$5,930,130 | 2,724,553 | -7.5% | Champlain Investment Partners, LLC | 30 Jun 2025 |
| BROWN ADVISORY INC | 4.3% | -31% | $71,703,266 | -$36,723,139 | 2,519,387 | -34% | BROWN ADVISORY INC | 30 Jun 2025 |
| Greenhouse Funds LLLP | 4.1% | -34% | $41,825,563 | -$23,866,794 | 2,471,960 | -36% | Greenhouse Funds LLLP | 31 Dec 2025 |
| FMR LLC | 0.6% | -84% | $6,142,595 | -$59,503,532 | 362,971 | -91% | FMR LLC | 31 Dec 2025 |
As of 30 Jun 2026, 223 institutional investors reported holding 58,155,874 shares of Phreesia, Inc. - Common Stock, par value $0.01 per share (PHR). This represents 94% of the company’s total 61,793,196 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Pale Fire Capital SE | 14% | 8,924,329 | +3.2% | 6.5% | $91,831,345 |
| BlackRock, Inc. | 11% | 7,019,832 | +19% | 0% | $72,234,071 |
| AQR CAPITAL MANAGEMENT LLC | 5.1% | 3,151,453 | +70% | 0.01% | $32,428,452 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8% | 2,987,907 | -10% | 0% | $30,745,563 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 2,548,965 | +2.8% | 0% | $26,228,850 |
| ACADIAN ASSET MANAGEMENT LLC | 2.6% | 1,604,735 | +56% | 0.02% | $16,495,000 |
| STATE STREET CORP | 2.6% | 1,577,463 | +7% | 0% | $16,232,094 |
| GOLDMAN SACHS GROUP INC | 2.3% | 1,435,314 | +39% | 0% | $14,769,381 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 1,312,056 | -4.4% | 0% | $13,504,194 |
| T. Rowe Price Investment Management, Inc. | 2.1% | 1,296,180 | 0.01% | $13,338,000 | |
| ALGERT GLOBAL LLC | 2% | 1,205,481 | -13% | 0.15% | $12,404,399 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.8% | 1,113,782 | +3.5% | 0.04% | $11,460,817 |
| GW&K Investment Management, LLC | 1.7% | 1,063,080 | +3.6% | 0.09% | $10,940,000 |
| MORGAN STANLEY | 1.6% | 1,000,388 | +37% | 0% | $10,293,992 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.3% | 784,279 | 0.01% | $7,960,432 | |
| HRT FINANCIAL LP | 1.2% | 734,469 | +26% | 0.01% | $7,557,000 |
| OP Asset Management Ltd | 1.1% | 705,874 | -8.8% | 0.08% | $7,263,443 |
| BNP PARIBAS FINANCIAL MARKETS | 1.1% | 698,173 | 0% | 0% | $7,184,200 |
| Rock Springs Capital Management LP | 1.1% | 696,900 | +16% | 0.35% | $7,171,101 |
| Nuveen, LLC | 1.1% | 675,234 | -33% | 0% | $6,948,158 |
| Whetstone Capital Advisors, LLC | 1% | 629,752 | -34% | 1.7% | $6,480,148 |
| NORTHERN TRUST CORP | 1% | 621,688 | +21% | 0% | $6,397,169 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.99% | 609,704 | +4.9% | 0.01% | $6,273,854 |
| BANK OF AMERICA CORP /DE/ | 0.95% | 589,515 | -41% | 0% | $6,066,109 |
| D. E. Shaw & Co., Inc. | 0.85% | 524,496 | +4445% | 0% | $5,397,064 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
28
Latest
Q2 2026
Rows shown
1-25 of 28
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 58,155,874 | $597,710,920 | +$8,997,572 | $10.29 | 223 |
| 2026 Q1 | 58,634,005 | $494,052,405 | -$139,416,286 | $8.38 | 243 |
| 2025 Q4 | 57,955,060 | $980,652,803 | -$76,079,263 | $16.92 | 227 |
| 2025 Q3 | 60,149,471 | $1,414,736,042 | +$34,729,250 | $23.52 | 229 |
| 2025 Q2 | 58,558,617 | $1,666,496,411 | +$65,001,577 | $28.46 | 219 |
| 2025 Q1 | 56,389,506 | $1,441,617,563 | +$30,882,993 | $25.56 | 220 |
| 2024 Q4 | 54,791,525 | $1,378,777,355 | -$6,923,695 | $25.16 | 188 |
| 2024 Q3 | 55,191,326 | $1,255,093,720 | +$24,410,287 | $22.79 | 188 |
| 2024 Q2 | 53,997,135 | $1,144,755,583 | +$69,582,937 | $21.20 | 174 |
| 2024 Q1 | 52,071,083 | $1,246,072,781 | +$14,222,788 | $23.93 | 185 |
| 2023 Q4 | 51,737,992 | $1,197,745,513 | +$2,914,993 | $23.15 | 182 |
| 2023 Q3 | 52,200,069 | $975,096,749 | +$7,454,309 | $18.68 | 172 |
| 2023 Q2 | 50,853,261 | $1,576,987,476 | +$17,707,522 | $31.01 | 190 |
| 2023 Q1 | 50,249,392 | $1,622,313,013 | +$49,328,780 | $32.29 | 203 |
| 2022 Q4 | 48,738,280 | $1,577,222,899 | +$573,627 | $32.36 | 176 |
| 2022 Q3 | 48,880,537 | $1,245,662,187 | -$114,357,397 | $25.48 | 177 |
| 2022 Q2 | 50,540,130 | $1,264,008,153 | +$15,306,979 | $25.01 | 154 |
| 2022 Q1 | 49,931,409 | $1,317,078,640 | -$10,514,867 | $26.36 | 169 |
| 2021 Q4 | 48,562,043 | $2,022,953,188 | -$90,692,052 | $41.66 | 172 |
| 2021 Q3 | 49,345,027 | $3,046,581,526 | +$99,877,641 | $61.70 | 177 |
| 2021 Q2 | 47,728,300 | $2,927,489,795 | +$378,756,516 | $61.30 | 184 |
| 2021 Q1 | 41,916,945 | $2,183,920,070 | +$9,139,001 | $52.10 | 185 |
| 2020 Q4 | 41,686,789 | $2,262,071,171 | +$469,448,569 | $54.26 | 178 |
| 2020 Q3 | 33,560,215 | $1,077,666,763 | +$127,250,798 | $32.13 | 160 |
| 2020 Q2 | 29,664,682 | $839,210,266 | +$120,948,797 | $28.28 | 139 |