PHREESIA INC PHR

US Services media Services-Business Services, NEC
$10.94
+2.1%
52w: $8.06 – $32.55

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
8.0620.3032.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
244
+14 QoQ
13F value
$495.4M
-49.6% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.4×
$1.0M calls / $2.8M puts

Institutional value by quarter

$1.29B
Q1 2024
$1.15B
Q2 2024
$1.26B
Q3 2024
$1.38B
Q4 2024
$1.45B
Q1 2025
$1.67B
Q2 2025
$1.42B
Q3 2025
$982.0M
Q4 2025
$495.4M
Q1 2026

Number of holders

191
Q1 2024
177
Q2 2024
192
Q3 2024
192
Q4 2024
223
Q1 2025
224
Q2 2025
234
Q3 2025
230
Q4 2025
244
Q1 2026

Who owns PHR?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Pale Fire Capital SE ★2Fundamental concentrated8.6M$72.5M6.4%New
BlackRock, Inc. Index provider5.9M$49.6M0.0%+5.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical3.3M$27.9M0.0%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical2.5M$20.8M0.0%
AQR CAPITAL MANAGEMENT LLC Quant stat arb1.9M$15.5M0.0%+323.8%
STATE STREET CORP Index provider1.5M$12.4M0.0%+1.2%
ALGERT GLOBAL LLC Diversified mechanical1.4M$11.6M0.2%+246.3%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.4M$11.5M0.0%+3.2%
Prosight Management, LP ★2Fundamental concentrated1.1M$9.2M1.5%+12.6%
JACOBS LEVY EQUITY MANAGEMENT, INC Other1.1M$9.0M0.0%+19.6%
GOLDMAN SACHS GROUP INC Bank broker1.0M$8.6M0.0%+12.9%
ACADIAN ASSET MANAGEMENT LLC Quant stat arb1.0M$8.6M0.0%+204.5%
GW&K Investment Management, LLC Other1.0M$8.6M0.1%-0.7%
AMERICAN CENTURY COMPANIES INC Diversified mechanical1.0M$8.5M0.0%-2.0%
Nuveen, LLC Diversified mechanical1.0M$8.4M0.0%-46.2%
BANK OF AMERICA CORP /DE/ Bank broker1.0M$8.4M0.0%+142.6%
Granahan Investment Management, LLC Other987.6K$8.3M0.4%-58.8%
Whetstone Capital Advisors, LLC ★2Fundamental concentrated953.9K$8.0M3.0%New
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Diversified mechanical781.4K$6.5M0.0%-3.9%
OP Asset Management Ltd Other774.1K$6.5M0.1%+6165.3%
BNP PARIBAS FINANCIAL MARKETS Bank broker755.7K$6.3M0.0%+2979.2%
FRANKLIN RESOURCES INC Long only active736.0K$6.2M0.0%-63.2%
CITADEL ADVISORS LLC Multistrat pod731.7K$6.1M0.0%+880.8%
MORGAN STANLEY Bank broker729.7K$6.1M0.0%+43.7%
SCHRODER INVESTMENT MANAGEMENT GROUP Diversified mechanical520.5K$5.9M0.0%-39.3%
Meros Investment Management, LP ★2Fundamental diversified615.7K$5.2M2.2%+28.7%
Rock Springs Capital Management LP ★2Fundamental diversified600.4K$5.0M0.3%-31.5%
HRT FINANCIAL LP Diversified mechanical583.1K$4.9M0.0%New
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical581.4K$4.9M0.0%+175.0%
Jump Financial, LLC Market maker534.3K$4.5M0.1%New
NORTHERN TRUST CORP Index provider513.3K$4.3M0.0%-1.3%
DIMENSIONAL FUND ADVISORS LP Quant stat arb484.7K$4.1M0.0%-22.9%
Russell Investments Group, Ltd. Diversified mechanical466.7K$4.1M0.0%+74.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider483.0K$4.0M0.0%-0.9%
SG Americas Securities, LLC Diversified mechanical457.9K$3.8M0.0%+544.3%
TUDOR INVESTMENT CORP ET AL Quant stat arb430.2K$3.6M0.0%+27.8%
Walleye Capital LLC Multistrat pod410.1K$3.4M0.0%+4031.2%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical404.0K$3.4M0.0%
PANAGORA ASSET MANAGEMENT INC Diversified mechanical395.5K$3.3M0.0%+29.7%
JPMORGAN CHASE & CO Bank broker289.6K$3.3M0.0%-42.9%
FMR LLC Long only active355.7K$3.0M0.0%-2.0%
JANE STREET GROUP, LLC Market maker348.3K$2.9M0.0%+10.9%
TOCQUEVILLE ASSET MANAGEMENT L.P. Other325.0K$2.7M0.0%+124.1%
CAMBIAR INVESTORS LLC Other322.7K$2.7M0.1%-10.0%
Qube Research & Technologies Ltd Quant stat arb310.4K$2.6M0.0%-63.7%
KING LUTHER CAPITAL MANAGEMENT CORP Other298.8K$2.5M0.0%+11.4%
MOORE CAPITAL MANAGEMENT, LP Fundamental diversified291.9K$2.4M0.1%+330.8%
Susquehanna Portfolio Strategies, LLC Market maker281.2K$2.4M0.0%+878.1%
UBS Group AG Bank broker255.8K$2.1M0.0%+19.0%
STATE OF WISCONSIN INVESTMENT BOARD Diversified mechanical234.4K$2.0M0.0%-12.9%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.