DaveManuel.com · Institutional Ownership · Who Owns It
PHREESIA INC (PHR)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
231
Reporting holders
$606.2M
Reported value
94.3%
Of shares outstanding
0.8%
Calls
0.3%
Puts
-16
Holder change
Institutions report 58,299,831 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ACADIAN ASSET MANAGEMENT LLC | $16.5M | 1,604,735 | 0.02% | 8q | +56.1%+$5.9M |
| 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 |
| T. Rowe Price Investment Management, Inc. | $13.3M | 1,296,180 | 0.01% | new | NEW |
| ALGERT GLOBAL LLC | $12.4M | 1,205,481 | 0.15% | 16q | -12.7%-$1.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $11.5M | 1,113,782 | 0.04% | 3q | +3.5%+$391.2K |
| GW&K Investment Management, LLC | $10.9M | 1,063,080 | 0.09% | 26q | +3.6%+$382.6K |
| 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 |
| HRT FINANCIAL LP | $7.6M | 734,469 | 0.01% | 2q | +26.0%+$1.6M |
| 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 incl. $1.4M options CALL+PUT | 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 |
| 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 |
| SG Americas Securities, LLC | $4.1M | 400,236 | 0.00% | 3q | -12.6%-$593.6K |
| 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 |
| 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 |
| Palogic Value Management, L.P. | $2.5M | 240,354 | 0.41% | 2q | +84.9%+$1.1M |
| FRANKLIN RESOURCES INC | $2.4M | 230,514 | 0.00% | 28q | -68.7%-$5.2M |
| Pacer Advisors, Inc. | $2.3M | 227,260 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $2.3M | 224,161 | 0.00% | 2q | +220.8%+$1.6M |
| 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 incl. $186.2K options CALL | 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 incl. $405.4K options CALL+PUT | 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 CALL | options only | 0.00% | new | OPTIONS |
| Cerity Partners LLC | $1.6M | 153,479 | 0.00% | 3q | +76.5%+$684.7K |
| Corient Private Wealth LP | $1.5M | 148,290 | 0.00% | 2q | +451.7%+$1.2M |
| Balyasny Asset Management L.P. | $1.5M | 143,741 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.5M | 142,589 | 0.00% | 7q | +32.3%+$358.5K |
| Bellevue Group AG | $1.4M | 140,495 | 0.03% | 28q | +7.3%+$97.8K |
| 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 |
| Invesco Ltd. | $1.2M | 116,605 | 0.00% | 27q | +14.5%+$152.4K |
| Jefferies Financial Group Inc. | $1.2M incl. $612.3K options PUT | 57,000 | 0.01% | 3q | +9.6%+$105.2K |
| STIFEL FINANCIAL CORP | $1.1M | 110,188 | 0.00% | 2q | +3.6%+$39.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1M | 109,599 | 0.00% | 28q | +22.1%+$204.4K |
| Creative Planning | $1.1M | 105,955 | 0.00% | 2q | +11.3%+$110.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.0M | 100,830 | 0.01% | 6q | +72.9%+$437.3K |
| J. Goldman & Co LP | $1.0M CALL | options only | 0.03% | new | OPTIONS |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.0M | 97,727 | 0.01% | 3q | +102.2%+$508.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $997.0K | 96,891 | 0.00% | 2q | +99.2%+$496.5K |
| 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 | +1.1%+$9.6K |
| 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 incl. $640.0K options CALL+PUT | 13,342 | 0.00% | 11q | -10.3%-$89.3K |
| Schonfeld Strategic Advisors LLC | $750.5K | 72,935 | 0.00% | 2q | +236.1%+$527.2K |
| Janney Montgomery Scott LLC | $721.0K | 70,109 | 0.00% | new | NEW |
| 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 CALL+PUT | 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 |
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 |
|---|---|---|---|
| 2026-10-27 | 13G | BlackRock Portfolio Management LLC | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 37 | $6.7M | 653,558 | 7 | 8 | 13 | 0.0% |
| Q2 2026 | 231 | $606.2M | 58,299,831 | 40 | 95 | 56 | 1.1% |
| Q1 2026 | 247 | $499.8M | 58,770,496 | 68 | 82 | 60 | 0.8% |
| Q4 2025 | 232 | $988.9M | 58,030,649 | 38 | 88 | 67 | 0.7% |
| Q3 2025 | 236 | $1.4B | 60,239,627 | 50 | 84 | 65 | 0.7% |
| Q2 2025 | 226 | $1.7B | 58,606,314 | 36 | 89 | 62 | 0.7% |
| Q1 2025 | 229 | $1.5B | 56,627,807 | 47 | 73 | 60 | 1.3% |
| Q4 2024 | 198 | $1.4B | 54,973,183 | 24 | 68 | 61 | 1.4% |
| Q3 2024 | 195 | $1.3B | 55,371,060 | 34 | 69 | 48 | 2.0% |
| Q2 2024 | 179 | $1.2B | 54,352,946 | 20 | 65 | 53 | 1.5% |
| Q1 2024 | 195 | $1.3B | 53,025,154 | 31 | 62 | 64 | 1.4% |
| Q4 2023 | 190 | $1.3B | 52,614,065 | 38 | 75 | 48 | 2.7% |
| Q3 2023 | 176 | $982.9M | 52,282,897 | 19 | 64 | 53 | 0.6% |
| Q2 2023 | 193 | $1.6B | 51,205,151 | 20 | 53 | 71 | 0.9% |
| Q1 2023 | 208 | $1.9B | 57,721,851 | 45 | 67 | 51 | 0.3% |
| Q4 2022 | 181 | $1.6B | 48,816,223 | 19 | 61 | 72 | 0.2% |
| Q3 2022 | 174 | $1.3B | 52,302,130 | 35 | 68 | 39 | 0.3% |
| Q2 2022 | 156 | $1.4B | 54,905,522 | 20 | 62 | 50 | 0.6% |
| Q1 2022 | 173 | $1.4B | 53,543,950 | 30 | 76 | 49 | 0.8% |
| Q4 2021 | 176 | $13.1B | 315,255,460 | 30 | 62 | 49 | 0.1% |
| Q3 2021 | 178 | $17.0B | 275,397,462 | 22 | 69 | 51 | 0.1% |
| Q2 2021 | 185 | $15.5B | 251,465,487 | 33 | 81 | 45 | 0.3% |
| Q1 2021 | 186 | $12.4B | 237,405,325 | 32 | 64 | 61 | 0.2% |
| Q4 2020 | 178 | $13.7B | 251,497,098 | 51 | 68 | 48 | 0.1% |
| Q3 2020 | 158 | $6.9B | 213,871,576 | 36 | 55 | 49 | 0.0% |
| Q2 2020 | 136 | $1.1B | 37,604,042 | 52 | 51 | 21 | 0.0% |
| Q1 2020 | 98 | $1.0B | 47,693,006 | 27 | 45 | 12 | 0.0% |
| Q4 2019 | 95 | $1.1B | 39,739,832 | 34 | 32 | 19 | 0.0% |
| Q3 2019 | 68 | $972.3M | 40,123,027 | 67 | 0 | 0 | 0.0% |