StreetAlpha
Phreesia, Inc. · 13F filings

PHR Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Phreesia, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 226 funds reported holding PHR at Jun 30, 2026, together owning 94.0% of the company.

← PHR stock page

Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ▲131 buying vs 111 selling
  • ▼Held by funds -0.7 pts
  • ▼Funds holding -20
  • ▲Superinvestors: 2 added, 1 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding226−20 vs Q1 2026
Held by funds94.0%−0.7 pts
Value held$600M58.3M shares
Put/call ratio0.08down from 0.37

Funds holding and ownership

8 quarters
Q3 2024: 191 fundsQ3 '24Q4 2024: 191 fundsQ4 '24Q1 2025: 223 fundsQ1 '25Q2 2025: 226 fundsQ2 '25Q3 2025: 238 fundsQ3 '25Q4 2025: 233 fundsQ4 '25Q1 2026: 246 fundsQ1 '26Q2 2026: 226 fundsQ2 '2694.0% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding226246−8.1%
In funds' top 1012−50.0%
13F shares58.3M58.8M−0.7%
Held by funds94.0%94.7%−0.7 pts
New positions3767−44.8%
Increased9484+11.9%
Reduced5860−3.3%
Sold out5357−7.0%
Calls (shares)130K27K+379.6%
Puts (shares)9,9009,9000.0%
Put/call ratio0.080.37−79.2%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 91 buyingQ4 2024: 90 sellingQ4 '24Q1 2025: 122 buyingQ1 2025: 81 sellingQ1 '25Q2 2025: 128 buyingQ2 2025: 99 sellingQ2 '25Q3 2025: 135 buyingQ3 2025: 103 sellingQ3 '25Q4 2025: 131 buyingQ4 2025: 111 sellingQ4 '25Q1 2026: 151 buyingQ1 2026: 117 sellingQ1 '26Q2 2026: 131 buyingQ2 2026: 111 sellingQ2 '26
Buying 131Selling 111latest quarter

Superinvestors in PHR

All superinvestors →

Who owns PHR

share of fund held shares
  • Index and passive funds30.2%
  • Active managers and hedge funds59.6%
  • Banks and brokers9.3%
  • Pensions, insurers and other0.8%

The top 10 holders own 54.6% of all PHR shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 1.31Q3 '24Q4 2024: 0.75Q4 '24Q1 2025: 22.38Q1 '25Q4 2025: 0.00Q4 '25Q1 2026: 0.37Q1 '26Q2 2026: 0.08Q2 '260.08

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

46 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Pale Fire Capital SE14.38%8.9M$91.8M+275K
2BlackRock, Inc.11.31%7M$72.2M+1.1M
3AQR Capital Management LLC5.08%3.2M$32.4M+1.3M
4Vanguard Portfolio Management LLC4.81%3M$30.7M−347K
5Vanguard Capital Management LLC4.11%2.5M$26.2M+70K
6Acadian Asset Management LLC2.59%1.6M$16.5M+577K
7State Street Corp2.54%1.6M$16.2M+104K
8Goldman Sachs Group Inc2.31%1.4M$14.8M+404K
9Geode Capital Management, LLC2.11%1.3M$13.5M−60K
10T. Rowe Price Investment Management, Inc.2.09%1.3M$13.3M+1.3M
🔒 15 more top holders. Create a free account or sign in to see them.

PHR institutional ownership FAQ

Who owns the most PHR stock?

In Q2 2026 13F filings the largest holder of PHR was Pale Fire Capital SE, followed by BlackRock, Inc. and AQR Capital Management LLC. Index fund managers are usually the biggest holders of large companies.

What percentage of PHR is owned by institutions?

Funds that file 13F reports held 94.0% of PHR's shares at Jun 30, 2026, compared with 94.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying PHR?

In Q2 2026, 131 funds bought PHR (37 of them new positions) and 111 sold (53 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for PHR is neutral.

What is PHR's institutional put/call ratio?

Funds reported $102K of PHR puts against $1.3M of calls, a put/call ratio of 0.08 (0.37 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this PHR ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.