13FBOX
PHREESIA INC · 13F Institutional Holdings
Options Calculator Rankings

PHREESIA INC

PHR
Institutions
228
Combined AUM (Q2 2026)
$605.4M
Combined Shares (Q2 2026)
58.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12.8M
136 · 44 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-11.9M
119 · 60 Exit · ≈
⚖️ Net
+903,600
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$605.4M
Institutions
228
New Buys
44
Adds
92
Reduces
59
Exits
60
Unchanged
33
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Pale Fire Capital SE
6.49%6.37%#1$91.8M8.9M$72.5M8.6M+275,000+3.18%Add
BlackRock, Inc.
<0.01%<0.01%#112$72.2M7.0M$49.6M5.9M+1.1M+18.57%Add
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#44$32.4M3.2M$15.5M1.9M+1.3M+70.11%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#99$30.7M3.0M$27.9M3.3M-347,214-10.41%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#135$26.2M2.5M$20.8M2.5M+69,718+2.81%Add
ACADIAN ASSET MANAGEMENT LLC
0.02%0.01%#33$16.5M1.6M$8.6M1.0M+576,566+56.08%Add
STATE STREET CORP
<0.01%<0.01%#145$16.2M1.6M$12.4M1.5M+103,517+7.02%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#104$14.8M1.4M$8.6M1.0M+404,499+39.24%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#123$13.5M1.3M$11.5M1.4M-59,738-4.35%Reduce
T. Rowe Price Investment Management, Inc.
0.01%#45$13.3M1.3M$00+1.3MNew Buy
ALGERT GLOBAL LLC
0.15%0.17%#9$12.4M1.2M$11.6M1.4M-175,393-12.70%Reduce
JACOBS LEVY EQUITY MANAGEMENT, INC
0.04%0.04%#20$11.5M1.1M$9.0M1.1M+38,022+3.53%Add
GW&K Investment Management, LLC
0.09%0.08%#11$10.9M1.1M$8.6M1.0M+37,178+3.62%Add
MORGAN STANLEY
<0.01%<0.01%#137$10.3M1.0M$8.8M375,196+625,192+166.63%Add
NORDEA INVESTMENT MANAGEMENT AB
0.01%#52$8.0M784,279$00+784,279New Buy
HRT FINANCIAL LP
0.01%0.01%#39$7.6M734,469$4.9M583,073+151,396+25.97%Add
OP Asset Management Ltd
0.08%<0.01%#12$7.3M705,874$209,06412,356+693,518+5,612.80%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#66$7.2M698,173$6.3M755,730-57,557-7.62%Reduce
Rock Springs Capital Management LP
0.35%0.3%#5$7.2M696,900$5.0M600,400+96,500+16.07%Add
Nuveen, LLC
<0.01%<0.01%#90$6.9M675,234$8.4M1.0M-332,993-33.03%Reduce
Whetstone Capital Advisors, LLC
1.7%2.77%#2$6.5M629,752$8.0M953,928-324,176-33.98%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#121$6.4M621,688$4.3M513,296+108,392+21.12%Add
Connor, Clark & Lunn Investment Management Ltd.
0.01%0.01%#42$6.3M609,704$4.9M581,409+28,295+4.87%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#152$6.1M589,515$8.4M1.0M-411,542-41.11%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#125$5.8M561,488$7.1M849,455-287,967-33.90%Reduce
D. E. Shaw & Co., Inc.
<0.01%<0.01%#77$5.4M524,496$96,71411,541+512,955+4,444.63%Add
Qube Research & Technologies Ltd
<0.01%<0.01%#57$5.3M517,767$2.6M310,371+207,396+66.82%Add
Point72 Asset Management, L.P.
0.01%#55$5.0M484,115$00+484,115New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#128$4.9M473,462$4.0M482,956-9,494-1.97%Reduce
FMR LLC
<0.01%<0.01%#175$4.8M463,002$3.0M355,683+107,319+30.17%Add
PANAGORA ASSET MANAGEMENT INC
0.01%0.01%#41$4.4M424,926$3.3M395,536+29,390+7.43%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#114$4.2M403,867$3.4M403,978-111-0.03%Reduce
SG Americas Securities, LLC
<0.01%<0.01%#83$4.1M400,236$3.8M457,925-57,689-12.60%Reduce
IEQ CAPITAL, LLC
0.02%0.01%#35$3.7M358,537$1.5M173,983+184,554+106.08%Add
TUDOR INVESTMENT CORP ET AL
<0.01%0.01%#59$3.5M339,896$3.6M430,185-90,289-20.99%Reduce
CAMBIAR INVESTORS LLC
0.15%0.13%#8$3.5M339,697$2.7M322,675+17,022+5.28%Add
TOCQUEVILLE ASSET MANAGEMENT L.P.
0.04%0.04%#19$3.3M325,000$2.7M325,00000.00%Unchanged
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#134$3.3M321,130$4.1M484,717-163,587-33.75%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#78$3.3M315,995$4.1M466,683-150,688-32.29%Reduce
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#92$2.8M273,345$1.6M196,658+76,687+39.00%Add
MOORE CAPITAL MANAGEMENT, LP
0.04%0.05%#21$2.7M266,676$2.4M291,908-25,232-8.64%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%#116$2.6M256,111$00+256,111New Buy
FRANKLIN RESOURCES INC
<0.01%<0.01%#144$2.4M230,514$6.2M735,963-505,449-68.68%Reduce
Pacer Advisors, Inc.
0.01%#49$2.3M227,260$00+227,260New Buy
Quantinno Capital Management LP
<0.01%<0.01%#73$2.3M224,161$585,58669,879+154,282+220.78%Add
Numerai GP LLC
0.16%0.07%#7$1.9M188,045$653,36377,967+110,078+141.19%Add
Bank of New York Mellon Corp
<0.01%<0.01%#159$1.9M184,717$1.5M184,791-74-0.04%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#181$1.9M180,609$1.3M151,248+29,361+19.41%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#115$1.8M178,367$1.4M165,173+13,194+7.99%Add
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#65$1.8M174,966$2.0M234,416-59,450-25.36%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow