Institutional Ownership Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 57.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
195,944
shares
|
$4.27 Million
0.43% of portfolio
|
Q4 2025
Added 63.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
181,449
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
175,010
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
173,611
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
169,058
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.35%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
167,069
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
149,517
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
136,856
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Added 727.07%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
136,848
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.3%
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
132,718
shares
|
$2.89 Million
1.63% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
132,257
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
131,867
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
122,975
shares
|
$2.68 Million
0.45% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
115,300
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Birchview Capital, LP
Burlington, VT |
Nov 13, 2025 Q3 2025 |
114,700
shares
|
$2.5 Million
2.17% of portfolio
|
Q4 2023
Added 38.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
111,510
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
110,023
shares
|
$2.4 Million
0.23% of portfolio
|
Q3 2025
Added 35.56%
|
|
|
Formula Growth LTD
Montreal, A8 |
Nov 13, 2025 Q3 2025 |
109,534
shares
|
$2.38 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
104,906
shares
|
$2.28 Million
0.43% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
98,414
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
92,336
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
87,158
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
76,520
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
76,200
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
75,853
shares
|
$1.65 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|