Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PHR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Pale Fire Capital SE | 8.6M | $72.5M | β | 13.993% | 6.37% |
| 2 | BlackRock, Inc. | 5.9M | $49.6M | +5.1% | 9.578% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $27.9M | β | 5.396% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $20.8M | β | 4.011% | 0.00% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 1.9M | $15.5M | +323.8% | 2.997% | 0.01% |
| 6 | STATE STREET CORP | 1.5M | $12.4M | +1.2% | 2.385% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $11.5M | +3.2% | 2.219% | 0.00% |
| 8 | Prosight Management, LP | 1.1M | $9.2M | +12.6% | 1.780% | 1.51% |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.1M | $9.0M | +19.7% | 1.740% | 0.04% |
| 10 | GOLDMAN SACHS GROUP INC | 1.0M | $8.6M | +12.9% | 1.668% | 0.00% |
| 11 | AMERICAN CENTURY COMPANIES INC | 1.0M | $8.5M | -2.0% | 1.647% | 0.00% |
| 12 | Nuveen, LLC | 1.0M | $8.4M | -46.3% | 1.631% | 0.00% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.0M | $8.4M | +142.6% | 1.620% | 0.00% |
| 14 | GRANAHAN INVESTMENT MANAGEMENT INC/MA | 988K | $8.3M | -58.8% | 1.598% | 0.40% |
| 15 | Whetstone Capital Advisors, LLC | 954K | $8.0M | β | 1.543% | 2.77% |
| 16 | CITADEL ADVISORS LLC | 849K | $7.1M | +519.1% | 1.374% | 0.00% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 781K | $6.5M | -3.9% | 1.264% | 0.01% |
| 18 | BNP PARIBAS ARBITRAGE, SA | 756K | $6.3M | +2979.2% | 1.223% | 0.00% |
| 19 | FRANKLIN RESOURCES INC | 736K | $6.2M | -63.2% | 1.191% | 0.00% |
| 20 | MORGAN STANLEY | 730K | $6.1M | +43.7% | 1.180% | 0.00% |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 520K | $5.9M | -39.3% | 0.842% | 0.00% |
| 22 | Meros Investment Management, LP | 616K | $5.2M | +28.7% | 0.996% | 2.24% |
| 23 | Rock Springs Capital Management LP | 600K | $5.0M | -31.5% | 0.971% | 0.30% |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | 581K | $4.9M | +175.0% | 0.941% | 0.01% |
| 25 | Jump Financial, LLC | 534K | $4.5M | β | 0.865% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PHR β a direct measure of their conviction.
Filings activity in PHR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 238 | +6.3% | 79.62% | 90.20 pp | $446M | 53% |
| Q4 2025 | 224 | 0.4% | 169.82% | 30.17 pp | $951M | 30% |
| Q3 2025 | 225 | +3.7% | 199.99% | +0.00 pp | $1.36B | 15% |
| Q2 2025 | 217 | +0.5% | 199.99% | +0.00 pp | $1.60B | +17% |
| Q1 2025 | 216 | +16% | 199.99% | +0.00 pp | $1.36B | +5.4% |
| Q4 2024 | 186 | 0.5% | 199.99% | +0.00 pp | $1.29B | +10% |
| Q3 2024 | 187 | +9.4% | 199.99% | +8.24 pp | $1.17B | +9.2% |
| Q2 2024 | 171 | β | 191.75% | β | $1.07B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PHR stock.
Based on Q1 2026 13F filings, institutional ownership of Phreesia, Inc. stands at 79.6%, held across 238 reporting institutions.
Pale Fire Capital SE is the largest reported institutional holder of PHR, with approximately 8,649,329 shares worth $0.07B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of PHR, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for PHR is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
74 institutions opened new positions in PHR during Q1 2026, while 60 fully exited. 39 added to existing positions and 123 trimmed.
PHR institutional ownership fell by 90.20 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 53.2% of all reported 13F value in PHR, and the top 25 account for 75.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Phreesia, Inc. (PHR) Institutional Ownership