Phreesia, Inc. (PHR) — Institutional Holders, Q2 2026

228 institutional investment managers reported a PHR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $599.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PHR stock profile

PHR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +1,298,894 sh+$13.4M
T. Rowe Price Investment ManagementNew · +1,296,180 sh+$13.3M
BlackRockAdded · +1,099,363 sh+$11.3M
NORDEA INVESTMENT MANAGEMENT ABNew · +784,279 sh+$8.1M
ACADIAN ASSET MANAGEMENTAdded · +576,566 sh+$5.9M

Biggest sellers

Prosight ManagementSold out · -1,100,000 sh-$11.3M
AMERICAN CENTURY COMPANIESSold out · -1,018,235 sh-$10.5M
Granahan Investment ManagementSold out · -987,607 sh-$10.2M
NOMURA ASSET MANAGEMENT INTERNATIONALSold out · -781,377 sh-$8.0M
Meros Investment ManagementSold out · -615,740 sh-$6.3M

PHR 13F holders ranked 1–100 of 228

Institutional investors reporting a position in Phreesia, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Pale Fire Capital SE#1 · 8,924,329 sh	8,924,329	$91.8M	6.49%	+3.2%
2	BlackRock#2 · 7,019,832 sh	7,019,832	$72.2M	<0.01%	+18.6%
3	AQR CAPITAL MANAGEMENT#3 · 3,151,453 sh	3,151,453	$32.4M	0.01%	+70.1%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 2,987,907 sh	2,987,907	$30.7M	<0.01%	-10.4%
5	VANGUARD CAPITAL MANAGEMENT#5 · 2,548,965 sh	2,548,965	$26.2M	<0.01%	+2.8%
6	ACADIAN ASSET MANAGEMENT#6 · 1,604,735 sh	1,604,735	$16.5M	0.02%	+56.1%
7	STATE STREET#7 · 1,577,463 sh	1,577,463	$16.2M	<0.01%	+7.0%
8	GOLDMAN SACHS GROUP#8 · 1,435,314 sh	1,435,314	$14.8M	<0.01%	+39.2%
9	GEODE CAPITAL MANAGEMENT#9 · 1,312,056 sh	1,312,056	$13.5M	<0.01%	-4.4%
10	T. Rowe Price Investment Management#10 · 1,296,180 sh	1,296,180	$13.3M	<0.01%	New
11	ALGERT GLOBAL#11 · 1,205,481 sh	1,205,481	$12.4M	0.15%	-12.7%
12	JACOBS LEVY EQUITY MANAGEMENT#12 · 1,113,782 sh	1,113,782	$11.5M	0.04%	+3.5%
13	GW&K Investment Management#13 · 1,063,080 sh	1,063,080	$10.9M	0.09%	+3.6%
14	MORGAN STANLEY#14 · 1,000,388 sh	1,000,388	$10.3M	<0.01%	+37.1%
15	NORDEA INVESTMENT MANAGEMENT AB#15 · 784,279 sh	784,279	$8.0M	<0.01%	New
16	HRT FINANCIAL#16 · 734,469 sh	734,469	$7.6M	0.02%	+26.0%
17	OP Asset Management Ltd#17 · 705,874 sh	705,874	$7.3M	0.08%	-8.8%
18	BNP PARIBAS FINANCIAL MARKETS#18 · 698,173 sh	698,173	$7.2M	<0.01%	-7.6%
19	Rock Springs Capital Management#19 · 696,900 sh	696,900	$7.2M	0.35%	+16.1%
20	Nuveen#20 · 675,234 sh	675,234	$6.9M	<0.01%	-33.0%
21	Whetstone Capital Advisors#21 · 629,752 sh	629,752	$6.5M	1.70%	-34.0%
22	NORTHERN#22 · 621,688 sh	621,688	$6.4M	<0.01%	+21.1%
23	Connor, Clark & Lunn Investment Management Ltd.#23 · 609,704 sh	609,704	$6.3M	0.01%	+4.9%
24	BANK OF AMERICA#24 · 589,515 sh	589,515	$6.1M	<0.01%	-41.1%
25	D. E. Shaw#25 · 524,496 sh	524,496	$5.4M	<0.01%	+4444.6%
26	Qube Research & Technologies Ltd#26 · 517,767 sh	517,767	$5.3M	<0.01%	+66.8%
27	Point72 Asset Management, L.P.#27 · 484,115 sh	484,115	$5.0M	<0.01%	New
28	CHARLES SCHWAB INVESTMENT MANAGEMENT#28 · 473,462 sh	473,462	$4.9M	<0.01%	-2.0%
29	FMR#29 · 463,002 sh	463,002	$4.8M	<0.01%	+30.2%
30	CITADEL ADVISORS#30 · 429,488 sh	429,488	$4.4M	<0.01%	-41.3%
31	PANAGORA ASSET MANAGEMENT#31 · 424,926 sh	424,926	$4.4M	0.01%	+7.4%
32	VANGUARD FIDUCIARY#32 · 403,867 sh	403,867	$4.2M	<0.01%	0.0%
33	SG Americas Securities#33 · 400,236 sh	400,236	$4.1M	<0.01%	-12.6%
34	IEQ CAPITAL#34 · 358,537 sh	358,537	$3.7M	0.02%	+106.1%
35	TUDOR INVESTMENT ET AL#35 · 339,896 sh	339,896	$3.5M	<0.01%	-21.0%
36	CAMBIAR INVESTORS#36 · 339,697 sh	339,697	$3.5M	0.15%	+5.3%
37	TOCQUEVILLE ASSET MANAGEMENT L.P.#37 · 325,000 sh	325,000	$3.3M	0.04%	0.0%
38	DIMENSIONAL FUND ADVISORS#38 · 321,130 sh	321,130	$3.3M	<0.01%	-33.7%
39	Russell Investments Group, Ltd.#39 · 315,995 sh	315,995	$3.3M	<0.01%	-32.3%
40	VICTORY CAPITAL MANAGEMENT#40 · 273,345 sh	273,345	$2.8M	<0.01%	+39.0%
41	MOORE CAPITAL MANAGEMENT#41 · 266,676 sh	266,676	$2.7M	0.04%	-8.6%
42	MILLENNIUM MANAGEMENT#42 · 256,111 sh	256,111	$2.6M	<0.01%	New
43	FRANKLIN RESOURCES#43 · 230,514 sh	230,514	$2.4M	<0.01%	-68.7%
44	Pacer Advisors#44 · 227,260 sh	227,260	$2.3M	<0.01%	New
45	Quantinno Capital Management#45 · 224,161 sh	224,161	$2.3M	<0.01%	+220.8%
46	Numerai GP#46 · 188,045 sh	188,045	$1.9M	0.16%	+141.2%
47	Bank of New York Mellon#47 · 184,717 sh	184,717	$1.9M	<0.01%	0.0%
48	PRINCIPAL FINANCIAL GROUP#48 · 178,367 sh	178,367	$1.8M	<0.01%	+8.0%
49	STATE OF WISCONSIN INVESTMENT BOARD#49 · 174,966 sh	174,966	$1.8M	<0.01%	-25.4%
50	UBS Group AG#50 · 170,523 sh	170,523	$1.8M	<0.01%	-33.3%
51	Polymer Capital Management (US)#51 · 163,890 sh	163,890	$1.7M	0.22%	+713.9%
52	SUSQUEHANNA INTERNATIONAL GROUP, LLP#52 · 162,509 sh	162,509	$1.7M	<0.01%	+105.6%
53	FLPUTNAM INVESTMENT MANAGEMENT#53 · 160,903 sh	160,903	$1.7M	0.02%	New
54	Mariner#54 · 157,786 sh	157,786	$1.6M	<0.01%	+76.5%
55	Susquehanna Portfolio Strategies#55 · 157,670 sh	157,670	$1.6M	0.03%	-43.9%
56	MARSHALL WACE, LLP#56 · 156,102 sh	156,102	$1.6M	<0.01%	+184.7%
57	Cerity Partners#57 · 153,479 sh	153,479	$1.6M	<0.01%	+76.5%
58	Corient Private Wealth#58 · 148,290 sh	148,290	$1.5M	<0.01%	+451.7%
59	BALYASNY ASSET MANAGEMENT L.P.#59 · 143,741 sh	143,741	$1.5M	<0.01%	New
60	AMERIPRISE FINANCIAL#60 · 142,589 sh	142,589	$1.5M	<0.01%	+32.3%
61	Bellevue Group AG#61 · 140,495 sh	140,495	$1.4M	0.03%	+7.3%
62	Allianz Asset Management GmbH#62 · 168,305 sh	168,305	$1.4M	<0.01%	0.0%
63	MACKENZIE FINANCIAL#63 · 135,836 sh	135,836	$1.4M	<0.01%	+51.1%
64	Man Group plc#64 · 135,584 sh	135,584	$1.4M	<0.01%	-1.3%
65	OCCUDO QUANTITATIVE STRATEGIES#65 · 130,469 sh	130,469	$1.3M	0.07%	+9.5%
66	Vanguard Global Advisers#66 · 129,668 sh	129,668	$1.3M	<0.01%	+7.3%
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#67 · 123,567 sh	123,567	$1.3M	<0.01%	+14.8%
68	Palogic Value Management, L.P.#68 · 120,177 sh	120,177	$1.2M	0.41%	-7.6%
69	Walleye Capital#69 · 119,027 sh	119,027	$1.2M	<0.01%	-71.0%
70	Invesco Ltd.#70 · 116,605 sh	116,605	$1.2M	<0.01%	+14.5%
71	STIFEL FINANCIAL#71 · 110,188 sh	110,188	$1.1M	<0.01%	+3.6%
72	PRICE T ROWE ASSOCIATES#72 · 109,599 sh	109,599	$1.1M	<0.01%	+22.1%
73	Creative Planning#73 · 105,955 sh	105,955	$1.1M	<0.01%	+11.3%
74	VIRGINIA RETIREMENT SYSTEMS ET Al#74 · 100,830 sh	100,830	$1.0M	<0.01%	+72.9%
75	BOOTHBAY FUND MANAGEMENT#75 · 97,727 sh	97,727	$1.0M	0.01%	+102.2%
76	MERCER GLOBAL ADVISORS#76 · 96,891 sh	96,891	$997.0K	<0.01%	+99.2%
77	LPL Financial#77 · 93,181 sh	93,181	$958.8K	<0.01%	+189.2%
78	Swiss National Bank#78 · 91,500 sh	91,500	$941.5K	<0.01%	-22.6%
79	HSBC PLC#79 · 87,903 sh	87,903	$909.8K	<0.01%	+19.5%
80	TWO SIGMA INVESTMENTS#80 · 87,644 sh	87,644	$901.9K	<0.01%	+144.8%
81	WEALTH ENHANCEMENT ADVISORY SERVICES#81 · 99,426 sh	99,426	$894.2K	—	+132.1%
82	WELLS FARGO & COMPANY#82 · 85,949 sh	85,949	$884.4K	<0.01%	+1.1%
83	SCHWARTZ INVESTMENT COUNSEL#83 · 78,700 sh	78,700	$809.8K	—	0.0%
84	KING LUTHER CAPITAL MANAGEMENT#84 · 77,000 sh	77,000	$792.3K	<0.01%	-74.2%
85	Schonfeld Strategic Advisors#85 · 72,935 sh	72,935	$750.5K	<0.01%	+236.1%
86	Janney Montgomery Scott#86 · 70,109 sh	70,109	$721.0K	<0.01%	New
87	Y-Intercept (Hong Kong) Ltd#87 · 69,698 sh	69,698	$717.2K	—	+104.8%
88	RHUMBLINE ADVISERS#88 · 68,714 sh	68,714	$707.1K	<0.01%	-4.5%
89	AXQ CAPITAL#89 · 67,000 sh	67,000	$689.4K	0.07%	+214.3%
90	Inspire Investing#90 · 65,890 sh	65,890	$678.0K	—	+2.8%
91	ALLSTATE#91 · 65,182 sh	65,182	$670.7K	<0.01%	New
92	XTX Topco Ltd#92 · 64,532 sh	64,532	$664.0K	<0.01%	-63.1%
93	ALLIANCEBERNSTEIN L.P.#93 · 78,500 sh	78,500	$657.8K	<0.01%	+25.6%
94	VOYA INVESTMENT MANAGEMENT#94 · 61,254 sh	61,254	$630.3K	<0.01%	+17.7%
95	SRS Capital Advisors#95 · 61,119 sh	61,119	$628.9K	<0.01%	+5057.7%
96	LEUCADIA NATIONAL#96 · 57,000 sh	57,000	$586.5K	<0.01%	+9.6%
97	NATIXIS#97 · 55,000 sh	55,000	$566.0K	<0.01%	+27.9%
98	Campbell & Investment Adviser#98 · 52,880 sh	52,880	$544.1K	0.03%	+84.9%
99	DEUTSCHE BANK AG\#99 · 52,327 sh	52,327	$538.4K	<0.01%	-0.2%
100	BARCLAYS PLC#100 · 51,382 sh	51,382	$528.7K	<0.01%	+0.8%

Funds that sold out of PHR in Q2 2026 (51)

Held PHR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PHR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Prosight Management1,100,000 sh	1,100,000	$9.2M
AMERICAN CENTURY COMPANIES1,018,235 sh	1,018,235	$8.5M
Granahan Investment Management987,607 sh	987,607	$8.3M
NOMURA ASSET MANAGEMENT INTERNATIONAL781,377 sh	781,377	$6.5M
SCHRODER INVESTMENT MANAGEMENT GROUP520,475 sh	520,475	$5.9M
Meros Investment Management615,740 sh	615,740	$5.2M
JANE STREET GROUP348,254 sh	348,254	$2.9M
NICHOLAS COMPANY152,109 sh	152,109	$1.3M
Boston Partners123,913 sh	123,913	$1.0M
Cinctive Capital Management107,230 sh	107,230	$898.6K
Quadrature Capital Ltd93,795 sh	93,795	$786.0K
MOODY NATIONAL BANK DIVISION86,133 sh	86,133	$721.8K
Aquatic Capital Management65,212 sh	65,212	$546.5K
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.60,000 sh	60,000	$502.8K
Aster Capital Management (DIFC) Ltd15,616 sh	15,616	$399.1K
Quantbot Technologies47,183 sh	47,183	$395.4K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP44,918 sh	44,918	$376.4K
KORNITZER CAPITAL MANAGEMENT38,859 sh	38,859	$325.6K
TWINBEECH CAPITAL24,701 sh	24,701	$207.0K
GLOBEFLEX CAPITAL L P22,552 sh	22,552	$189.0K
Blueshift Asset Management18,609 sh	18,609	$155.9K
CONNORS INVESTOR SERVICES17,044 sh	17,044	$142.8K
Engineers Gate Manager16,913 sh	16,913	$141.7K
CAXTON ASSOCIATES LLP16,260 sh	16,260	$136.3K
Birchview Capital14,300 sh	14,300	$119.8K
MASSACHUSETTS FINANCIAL SERVICES13,317 sh	13,317	$111.6K
Handelsbanken Fonder AB12,600 sh	12,600	$106.0K
STEPHENS12,072 sh	12,072	$101.2K
PharVision Advisers11,833 sh	11,833	$99.2K
EVERGREEN CAPITAL MANAGEMENT11,469 sh	11,469	$96.1K
INCEPTIONR10,509 sh	10,509	$88.1K
RMB Capital Management10,297 sh	10,297	$86.3K
QUADRANT CAPITAL GROUP1,418 sh	1,418	$54.9K
FEDERATED HERMES5,406 sh	5,406	$45.3K
MAI Capital Management3,433 sh	3,433	$28.8K
VAN ECK ASSOCIATES2,417 sh	2,417	$20.0K
Aventus Investment Advisors369 sh	369	$3.1K
Basecamp Wealth Advisors237 sh	237	$2.0K
Physician Wealth Advisors154 sh	154	$1.3K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION148 sh	148	$1.2K
Clayton Financial Group100 sh	100	$838.00
Root Financial Partners78 sh	78	$654.00
Bare Financial Services41 sh	41	$344.00
JPL Wealth Management37 sh	37	$311.00
CULLEN/FROST BANKERS33 sh	33	$277.00
Richardson Capital Management32 sh	32	$268.00
Golden State Wealth Management20 sh	20	$168.00
TWIN PEAKS WEALTH ADVISORS11 sh	11	$92.00
Hughes Financial Services3 sh	3	$25.00
TFC Financial Management1 sh	1	$9.00
Advisory Services Network1 sh	1	$8.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.