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Phreesia, Inc. (PHR) institutional ownership

Market cap$553M SectorHealthcare
Funds holding · Q1 2026
259
reported PHR position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
149 buyers · 110 sellers

Phreesia, Inc. (PHR) price and institutional activity

Dates

Q1 2026

$0 bought by 149 investors
Pale Fire Capital SEAQR Capital Management LLC +147 more
$0 sold by 110 investors
Capital International InvestorsGreenhouse Funds Lllp +108 more
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Bought Sold Totals per quarter; hover a bar for the names.

Phreesia, Inc. (PHR) institutional activity · 259

Investor Type Est. change Change Δ Own Date
Pale Fire Capital SE · New
Change +8.6M Date Q1 2026
Pale Fire Capital SE New· Q1 2026 +8.6M Q1 2026
Capital International Investors · Exited
Change −2.9M Δ Own −100.0% Date Q1 2026
Capital International Investors Exited· Q1 2026 −2.9M −100.0% Q1 2026
Greenhouse Funds Lllp · Exited
Change −2.5M Δ Own −100.0% Date Q1 2026
Greenhouse Funds Lllp Exited· Q1 2026 −2.5M −100.0% Q1 2026
Deerfield Management Company, L.P. · Exited
Change −2.0M Δ Own −100.0% Date Q1 2026
Deerfield Management Company, L.P. Exited· Q1 2026 −2.0M −100.0% Q1 2026
Champlain Investment Partners, LLC · Exited
Change −1.6M Δ Own −100.0% Date Q1 2026
Champlain Investment Partners, LLC Exited· Q1 2026 −1.6M −100.0% Q1 2026
Millennium Management LLC · Exited
Change −1.6M Δ Own −100.0% Date Q1 2026
Millennium Management LLC Exited· Q1 2026 −1.6M −100.0% Q1 2026
AQR Capital Management LLC · Added
Change +1.4M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +1.4M Q1 2026
Granahan Investment Management, LLC · Reduced
Change −1.4M Date Q1 2026
Granahan Investment Management, LLC Reduced· Q1 2026 −1.4M Q1 2026
Algert Global LLC · Added
Change +982K Date Q1 2026
Algert Global LLC Added· Q1 2026 +982K Q1 2026
Whetstone Capital Advisors, LLC · New
Change +954K Date Q1 2026
Whetstone Capital Advisors, LLC New· Q1 2026 +954K Q1 2026
Nuveen, LLC · Reduced
Change −867K Date Q1 2026
Nuveen, LLC Reduced· Q1 2026 −867K Q1 2026
Op Asset Management Ltd · Added
Change +762K Date Q1 2026
Op Asset Management Ltd Added· Q1 2026 +762K Q1 2026
Ameriprise Financial Inc · Reduced
Change −739K Date Q1 2026
Ameriprise Financial Inc Reduced· Q1 2026 −739K Q1 2026
BNP Paribas Financial Markets · Added
Change +731K Date Q1 2026
BNP Paribas Financial Markets Added· Q1 2026 +731K Q1 2026
Acadian Asset Management LLC · Added
Change +690K Date Q1 2026
Acadian Asset Management LLC Added· Q1 2026 +690K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 259

Famous investor activity in Phreesia, Inc. (PHR)

Phreesia, Inc. (PHR) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Hui Yvonne · Officer Sell −$14K
Price $10.92 Qty −1K Owned 22K ΔOwn −5.4% Trade date Jul 16, 2026 Filed date Jul 17, 2026
Hui Yvonne Officer Sell $10.92 −1K −$14K 22K −5.4% Jul 16, 2026 Jul 17, 2026
Linetsky David · Officer Tax withholding or exercise payment (F) -$742
Price $10.76 Qty -69 Owned 12K ΔOwn −0.6% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Linetsky David Officer Tax withholding or exercise payment (F) $10.76 -69 -$742 12K −0.6% Jul 15, 2026 Jul 17, 2026
Hui Yvonne · Officer Tax withholding or exercise payment (F) -$10K
Price $10.76 Qty -937 Owned 23K ΔOwn −3.9% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Hui Yvonne Officer Tax withholding or exercise payment (F) $10.76 -937 -$10K 23K −3.9% Jul 15, 2026 Jul 17, 2026
Egbuonu-Davis Lisa · Director Sell −$6K
Price $10.70 Qty −536 Owned 38K ΔOwn −1.4% Trade date Jul 14, 2026 Filed date Jul 16, 2026
Egbuonu-Davis Lisa Director Sell $10.70 −536 −$6K 38K −1.4% Jul 14, 2026 Jul 16, 2026
Hui Yvonne · Officer Sell −$15K
Price $10.84 Qty −1K Owned 24K ΔOwn −5.4% Trade date Jul 6, 2026 Filed date Jul 7, 2026
Hui Yvonne Officer Sell $10.84 −1K −$15K 24K −5.4% Jul 6, 2026 Jul 7, 2026
Hoffman Allison C. · Officer Grant (A) $11K
Price $8.75 Qty 1K Owned 159K ΔOwn +0.8% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Hoffman Allison C. Officer Grant (A) $8.75 1K $11K 159K +0.8% Jun 30, 2026 Jul 2, 2026
Hui Yvonne · Officer Grant (A) $12K
Price $8.75 Qty 1K Owned 25K ΔOwn +5.7% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Hui Yvonne Officer Grant (A) $8.75 1K $12K 25K +5.7% Jun 30, 2026 Jul 2, 2026
Egbuonu-Davis Lisa · Director Sell −$24K
Price $9.53 Qty −3K Owned 38K ΔOwn −6.2% Trade date Jun 25, 2026 Filed date Jun 26, 2026
Egbuonu-Davis Lisa Director Sell $9.53 −3K −$24K 38K −6.2% Jun 25, 2026 Jun 26, 2026
Munson Gillian · Director Grant (A) $185K
Price $9.59 Qty 19K Owned 66K ΔOwn +41.2% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Munson Gillian Director Grant (A) $9.59 19K $185K 66K +41.2% Jun 24, 2026 Jun 26, 2026
Egbuonu-Davis Lisa · Director Grant (A) $185K
Price $9.59 Qty 19K Owned 41K ΔOwn +89.4% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Egbuonu-Davis Lisa Director Grant (A) $9.59 19K $185K 41K +89.4% Jun 24, 2026 Jun 26, 2026
Kessler Jon · Director Grant (A) $185K
Price $9.59 Qty 19K Owned 44K ΔOwn +78.4% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Kessler Jon Director Grant (A) $9.59 19K $185K 44K +78.4% Jun 24, 2026 Jun 26, 2026
Sayar Ramin · Director Grant (A) $185K
Price $9.59 Qty 19K Owned 53K ΔOwn +57.7% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Sayar Ramin Director Grant (A) $9.59 19K $185K 53K +57.7% Jun 24, 2026 Jun 26, 2026
Smith Mark Douglas · Director Grant (A) $185K
Price $9.59 Qty 19K Owned 57K ΔOwn +51.6% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Smith Mark Douglas Director Grant (A) $9.59 19K $185K 57K +51.6% Jun 24, 2026 Jun 26, 2026
Goldstein Lainie · Director Grant (A) $185K
Price $9.59 Qty 19K Owned 70K ΔOwn +37.7% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Goldstein Lainie Director Grant (A) $9.59 19K $185K 70K +37.7% Jun 24, 2026 Jun 26, 2026
Hui Yvonne · Officer Sell −$4K
Price $8.85 Qty −431 Owned 24K Trade date May 18, 2026 Filed date May 20, 2026
Hui Yvonne Officer Sell $8.85 −431 −$4K 24K May 18, 2026 May 20, 2026
15 of 129
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Phreesia, Inc. (PHR) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
FMR LLC 6.6M
% of shares outstanding 11.4% Filing date Nov 12, 2024
FMR LLC 6.6M 11.4% Nov 12, 2024
Blackrock, Inc. 5.2M
% of shares outstanding 9.1% Filing date Nov 8, 2024
Blackrock, Inc. 5.2M 9.1% Nov 8, 2024
Vanguard Group Inc 4.6M
% of shares outstanding 8.3% Filing date Feb 13, 2024
Vanguard Group Inc 4.6M 8.3% Feb 13, 2024
BlackRock Inc. 4.3M
% of shares outstanding 7.6% Filing date Jan 26, 2024
BlackRock Inc. 4.3M 7.6% Jan 26, 2024
Vanguard Portfolio Management 3.5M
% of shares outstanding 5.8% Filing date Apr 29, 2026
Vanguard Portfolio Management 3.5M 5.8% Apr 29, 2026
T. Rowe Price Investment Management, Inc. 1.8M
% of shares outstanding 3.3% Filing date Feb 16, 2024
T. Rowe Price Investment Management, Inc. 1.8M 3.3% Feb 16, 2024
T. Rowe Price Associates 180K
% of shares outstanding 0.3% Filing date Feb 14, 2023
T. Rowe Price Associates 180K 0.3% Feb 14, 2023
Brown Advisory Inc 5.8M
% of shares outstanding 0.1% Filing date Jul 8, 2024
Brown Advisory Inc 5.8M 0.1% Jul 8, 2024
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Phreesia, Inc. (PHR) ownership FAQ

Who owns PHR?

259 reporting institutions disclosed PHR position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.