Phreesia, Inc. 13F holders
227 funds reported a position in Phreesia, Inc. in their 13F for the quarter ended 30 June 2026, together 58.3 million shares worth $599.5 million. Against the quarter before, 36 opened a position, 94 added, 57 trimmed and 54 sold out; together they sold a net 310,051 shares. The largest holders: Pale Fire Capital SE, BlackRock, Inc. and AQR Capital Management LLC.
Funds holding227-19 on Q1 2026
Shares they held58.3Mworth $599.5 million
Net sold on the quarter310,051 sharesabout $3.2 million at the funds' values
Funds buying to selling130 to 111opened or added, to cut or sold
Opened 36Added 94Held 38Trimmed 57Sold out 54
What each fund did in PHR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PHR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 37 reported a position in Phreesia, Inc.: 4 opened one, 8 added, 15 trimmed and 6 sold out, a net 71,674 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Phreesia, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.3 million shares worth $13.5 million, 0.0% of its reported book. New this quarter: Point72 Asset Management, Millennium Management. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 537,484 shares, about $5.5 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,312,056 | $13.5 million | 0.0% | -59,738 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 484,115 | $5.0 million | 0.0% | +484,115 | new | 30 June 2026 | 13F |
| FMR LLC | 463,002 | $4.8 million | 0.0% | +107,319 | added | 30 June 2026 | 13F |
| Citadel Advisors | 429,488 | $4.4 million | 0.0% | -302,167 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 256,111 | $2.6 million | 0.0% | +256,111 | new | 30 June 2026 | 13F |
| Two Sigma Investments | 87,644 | $901,857 | 0.0% | +51,844 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Pale Fire Capital SE | 8,924,329 | 15.31% | $91.8 million | 6.53% | +275,000 | 13F |
| BlackRock, Inc. | 7,019,832 | 12.04% | $72.2 million | 0.00% | +1,099,363 | 13F |
| AQR Capital Management LLC | 3,151,453 | 5.41% | $32.4 million | 0.01% | +1,298,894 | 13F |
| Vanguard Portfolio Management LLC | 2,987,907 | 5.13% | $30.7 million | 0.00% | -347,214 | 13F |
| Vanguard Capital Management LLC | 2,548,965 | 4.37% | $26.2 million | 0.00% | +69,718 | 13F |
| Acadian Asset Management LLC | 1,604,735 | 2.75% | $16.5 million | 0.02% | +576,566 | 13F |
| State Street Corp. | 1,577,463 | 2.71% | $16.2 million | 0.00% | +103,517 | 13F |
| Goldman Sachs Group Inc. | 1,435,314 | 2.46% | $14.8 million | 0.00% | +404,499 | 13F |
| Geode Capital Management, LLC | 1,312,056 | 2.25% | $13.5 million | 0.00% | -59,738 | 13F |
| T. Rowe Price Investment Management, Inc. | 1,296,180 | 2.22% | $13.3 million | 0.01% | new | 13F |
| Algert Global LLC | 1,205,481 | 2.07% | $12.4 million | 0.15% | -175,393 | 13F |
| Jacobs Levy Equity Management, Inc. | 1,113,782 | 1.91% | $11.5 million | 0.04% | +38,022 | 13F |
| GW&K Investment Management, LLC | 1,063,080 | 1.82% | $10.9 million | 0.09% | +37,178 | 13F |
| Morgan Stanley | 1,000,388 | 1.72% | $10.3 million | 0.00% | +270,679 | 13F |
| Nordea Investment Management AB | 784,279 | 1.35% | $8.0 million | 0.01% | new | 13F |
| HRT Financial LP | 734,469 | 1.26% | $7.6 million | 0.01% | +151,396 | 13F |
| OP Asset Management Ltd | 705,874 | 1.21% | $7.3 million | 0.08% | -68,270 | 13F |
| BNP Paribas Financial Markets | 698,173 | 1.20% | $7.2 million | 0.00% | -57,557 | 13F |
| Rock Springs Capital Management LP | 696,900 | 1.20% | $7.2 million | 0.35% | +96,500 | 13F |
| Nuveen, LLC | 675,234 | 1.16% | $6.9 million | 0.00% | -332,993 | 13F |
| Whetstone Capital Advisors, LLC | 629,752 | 1.08% | $6.5 million | 1.72% | -324,176 | 13F |
| Northern Trust Corp. | 621,688 | 1.07% | $6.4 million | 0.00% | +108,392 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 609,704 | 1.05% | $6.3 million | 0.01% | +28,295 | 13F |
| Bank of America Corp. | 589,515 | 1.01% | $6.1 million | 0.00% | -411,542 | 13F |
| D. E. Shaw & Co., Inc. | 524,496 | 0.90% | $5.4 million | 0.00% | +512,955 | 13F |
| Qube Research & Technologies Ltd | 517,767 | 0.89% | $5.3 million | 0.01% | +207,396 | 13F |
| Point72 Asset Management, L.P. | 484,115 | 0.83% | $5.0 million | 0.01% | new | 13F |
| Charles Schwab Investment Management Inc. | 473,462 | 0.81% | $4.9 million | 0.00% | -9,494 | 13F |
| FMR LLC | 463,002 | 0.79% | $4.8 million | 0.00% | +107,319 | 13F |
| Citadel Advisors LLC | 429,488 | 0.74% | $4.4 million | 0.00% | -302,167 | 13F |
| Panagora Asset Management Inc. | 424,926 | 0.73% | $4.4 million | 0.01% | +29,390 | 13F |
| Vanguard Fiduciary Trust Co. | 403,867 | 0.69% | $4.2 million | 0.00% | -111 | 13F |
| SG Americas Securities, LLC | 400,236 | 0.69% | $4.1 million | 0.00% | -57,689 | 13F |
| Ieq Capital, LLC | 358,537 | 0.61% | $3.7 million | 0.02% | +184,554 | 13F |
| Tudor Investment Corp. Et Al | 339,896 | 0.58% | $3.5 million | 0.01% | -90,289 | 13F |
| Cambiar Investors LLC | 339,697 | 0.58% | $3.5 million | 0.15% | +17,022 | 13F |
| Tocqueville Asset Management L.P. | 325,000 | 0.56% | $3.3 million | 0.04% | no change | 13F |
| Dimensional Fund Advisors LP | 321,130 | 0.55% | $3.3 million | 0.00% | -163,587 | 13F |
| Russell Investments Group, Ltd. | 315,995 | 0.54% | $3.3 million | 0.00% | -150,688 | 13F |
| Victory Capital Management Inc. | 273,345 | 0.47% | $2.8 million | 0.00% | +76,687 | 13F |
| Moore Capital Management, LP | 266,676 | 0.46% | $2.7 million | 0.06% | -25,232 | 13F |
| Millennium Management LLC | 256,111 | 0.44% | $2.6 million | 0.00% | new | 13F |
| Palogic Value Management, L.P. | 240,354 | 0.41% | $2.5 million | 0.45% | 13F | |
| Franklin Resources Inc. | 230,514 | 0.40% | $2.4 million | 0.00% | -505,449 | 13F |
| Pacer Advisors, Inc. | 227,260 | 0.39% | $2.3 million | 0.01% | new | 13F |
| Quantinno Capital Management LP | 224,161 | 0.38% | $2.3 million | 0.00% | +154,282 | 13F |
| Numerai GP LLC | 188,045 | 0.32% | $1.9 million | 0.16% | +110,078 | 13F |
| Bank of New York Mellon Corp | 184,717 | 0.32% | $1.9 million | 0.00% | -74 | 13F |
| Principal Financial Group Inc. | 178,367 | 0.31% | $1.8 million | 0.00% | +13,194 | 13F |
| State of Wisconsin Investment Board | 174,966 | 0.30% | $1.8 million | 0.00% | -59,450 | 13F |
The 50 largest of the 227 funds that reported a position in PHR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on PHR
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 84,000 | $864,360 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 48,000 | $493,920 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 October 2026 | 13G | BlackRock Portfolio Management LLC and 1 other | 3.2 million | 5.1% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 August 2026 | 13G | AQR Capital Management, LLC and 3 others | 3.2 million | 5.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 3.5 million | 5.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 2 April 2026 | 13D/A | Pale Fire Capital SICAV a.s. and 4 others | 8.9 million | 14.7% | 31 March 2026 | EDGAR | |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 19 March 2026 | 13D/A | Pale Fire Capital SICAV a.s. and 4 others | 7.6 million | 12.7% | 17 March 2026 | EDGAR | |
| 19 February 2026 | 13D | Pale Fire Capital SICAV a.s. and 4 others | 5.6 million | 9.2% | 11 February 2026 | The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other invest | EDGAR |
| 17 February 2026 | 13G/A | Greenhouse Funds LLLP and 5 others | 2.5 million | 4.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Capital International Investors and 1 other | 2.9 million | 4.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | The Vanguard Group and 1 other | 6.1 million | 10.1% | 30 January 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 January 2026 | 13G/A | FMR LLC and 3 others | 362,971 | 0.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Greenhouse Funds LLLP and 5 others | 3.9 million | 6.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 November 2025 | 13G/A | FMR LLC and 3 others | 3.9 million | 6.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 October 2025 | 13G/A | The Vanguard Group and 1 other | 5.7 million | 9.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
No share in Phreesia, Inc. failed to deliver at settlement on any day in the SEC's last three half-month files.