PHR Phreesia, Inc.
Phreesia, Inc. (PHR) Institutional Ownership
What the institutions did with PHR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | 23.5% |
| OP Asset Management Ltd | 666.9K | 13.8% |
| CAMBIAR INVESTORS LLC | 344.5K | 7.1% |
| DIMENSIONAL FUND ADVISORS LP | 333.1K | 6.9% |
| Russell Investments Group, Ltd. | 326.2K | 6.8% |
| PRINCIPAL FINANCIAL GROUP INC | 235.7K | 4.9% |
| Y-Intercept (Hong Kong) Ltd | 220.2K | 4.6% |
| Bank of New York Mellon Corp | 186.9K | 3.9% |
| LPL Financial LLC | 131.9K | 2.7% |
| Creative Planning | 114.4K | 2.4% |
| Squarepoint Ops LLC | 102.7K | 2.1% |
| CITIGROUP INC | 90.3K | 1.9% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 89.6K | 1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81.9K | 1.7% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 77.0K | 1.6% |
| Inspire Investing, LLC | 61.5K | 1.3% |
| BARCLAYS PLC | 54.1K | 1.1% |
| DEUTSCHE BANK AG\ | 49.7K | 1.0% |
| Olympiad Research LP | 36.9K | 0.8% |
| GREAT LAKES ADVISORS, LLC | 33.8K | 0.7% |
| Diversified Trust Co | 30.0K | 0.6% |
| Legacy Advisors, LLC | 29.1K | 0.6% |
| STRS OHIO | 27.6K | 0.6% |
| Sterling Capital Management LLC | 26.4K | 0.5% |
| BRIGHTON JONES LLC | 24.5K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | Sold Out | 784.3K | 0 | -784.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.3M | 1.1M | -176.0K |
| Y-Intercept (Hong Kong) Ltd | Increased | 69.7K | 220.2K | +150.5K |
| MACKENZIE FINANCIAL CORP | Sold Out | 135.8K | 0 | -135.8K |
| Squarepoint Ops LLC | New | 0 | 102.7K | +102.7K |
| SCHWARTZ INVESTMENT COUNSEL INC | Sold Out | 78.7K | 0 | -78.7K |
| CITIGROUP INC | Increased | 27.0K | 90.3K | +63.2K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 178.4K | 235.7K | +57.3K |
| NATIXIS | Sold Out | 55.0K | 0 | -55.0K |
| OP Asset Management Ltd | Reduced | 705.9K | 666.9K | -39.0K |
| LPL Financial LLC | Increased | 93.2K | 131.9K | +38.7K |
| Jefferies Financial Group Inc. | Reduced | 57.0K | 19.5K | -37.5K |
| GREAT LAKES ADVISORS, LLC | New | 0 | 33.8K | +33.8K |
| STRS OHIO | New | 0 | 27.6K | +27.6K |
| Amundi | Reduced | 35.7K | 12.6K | -23.1K |
| State of Alaska, Department of Revenue | Increased | 3.5K | 23.1K | +19.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 99.4K | 81.9K | -17.5K |
| CenterBook Partners LP | New | 0 | 15.2K | +15.2K |
| Garner Asset Management Corp | Sold Out | 14.6K | 0 | -14.6K |
| Olympiad Research LP | Increased | 22.5K | 36.9K | +14.4K |
| MQS Management LLC | New | 0 | 14.2K | +14.2K |
| Inscription Capital, LLC | Sold Out | 12.6K | 0 | -12.6K |
| Achmea Investment Management B.V. | New | 0 | 12.4K | +12.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 321.1K | 333.1K | +12.0K |
| N10 WEALTH, LLC | New | 0 | 11.4K | +11.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 100.8K | 89.6K | -11.2K |
| EARNED WEALTH ADVISORS, LLC | New | 0 | 11.1K | +11.1K |
| Diversified Trust Co | Increased | 19.1K | 30.0K | +10.9K |
| Vise Technologies, Inc. | New | 0 | 10.3K | +10.3K |
| CHOREO, LLC | New | 0 | 10.2K | +10.2K |
| Russell Investments Group, Ltd. | Increased | 316.0K | 326.2K | +10.2K |
| Creative Planning | Increased | 106.0K | 114.4K | +8.4K |
| BankPlus Trust Department | Sold Out | 6.2K | 0 | -6.2K |
| PNC Financial Services Group, Inc. | Reduced | 11.6K | 5.4K | -6.2K |
| CAMBIAR INVESTORS LLC | Increased | 339.7K | 344.5K | +4.8K |
| NorthCrest Asset Manangement, LLC | Reduced | 15.9K | 11.3K | -4.6K |
| Inspire Investing, LLC | Reduced | 65.9K | 61.5K | -4.4K |
| BRIGHTON JONES LLC | Reduced | 28.1K | 24.5K | -3.7K |
| KBC Group NV | Sold Out | 3.4K | 0 | -3.4K |
| State of Wyoming | Reduced | 22.3K | 19.2K | -3.1K |
| BARCLAYS PLC | Increased | 51.4K | 54.1K | +2.7K |
| DEUTSCHE BANK AG\ | Reduced | 52.3K | 49.7K | -2.7K |
| Merit Financial Group, LLC | Reduced | 21.2K | 18.6K | -2.6K |
| Bank of New York Mellon Corp | Increased | 184.7K | 186.9K | +2.2K |
| Krilogy Financial LLC | Reduced | 13.5K | 11.3K | -2.2K |
| Caitong International Asset Management Co., Ltd | Reduced | 2.4K | 342 | -2.0K |
| ASSETMARK, INC | Sold Out | 1.9K | 0 | -1.9K |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 12.6K | 13.9K | +1.4K |
| Sterling Capital Management LLC | Increased | 25.2K | 26.4K | +1.2K |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 2.5K | 1.3K | -1.2K |
| Root Financial Partners, LLC | New | 0 | 1.1K | +1.1K |
| Covestor Ltd | Increased | 45 | 886 | +841 |
| EverSource Wealth Advisors, LLC | Reduced | 4.9K | 4.1K | -792 |
| Owl Creek Wealth Partners LLC | Reduced | 645 | 10 | -635 |
| GAMMA Investing LLC | Reduced | 3.5K | 2.9K | -596 |
| Provenance Wealth Advisors, LLC | New | 0 | 452 | +452 |
| Parkside Financial Bank & Trust | Increased | 70 | 377 | +307 |
| SIMPLEX TRADING, LLC | Reduced | 1.4K | 1.1K | -269 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Sold Out | 200 | 0 | -200 |
| Probity Advisors, Inc. | Increased | 19.3K | 19.5K | +193 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.