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Phreesia, Inc. hedge fund holdings

PHRNYSE
$10.37+0.30 (+2.98% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PHR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-55.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20259673$178M$138M206Aug 14, 2025
Q3 202510779$174M$146M223Nov 14, 2025
Q4 202510889$169M$231M223Feb 14, 2026
Q1 202612892$182M$164M233May 15, 2026
Q2 202610793$108M$101M211Aug 14, 2026

Quarterly action breakdown

Q2 2026
211 filers
New position
29
$34.1M+3.31M sh
Increased
78
$74.1M+7.2M sh
Reduced
48
-$46.4M-4.51M sh
Out / sold
45
-$54.1M-5.26M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
T. Rowe Price Investment Management, Inc.New Buy+$13.3M$13.3M0.01%Aug 14, 2026
Prosight Management, LPSell 100%-$9.22M$00.00%Aug 14, 2026
Nordea Investment Management ABNew Buy+$7.96M$7.96M0.01%Aug 5, 2026
Nomura Asset Management International Inc.Sell 100%-$6.55M$00.00%Aug 14, 2026
Schroder Investment Management GroupSell 100%-$5.94M$00.00%Aug 13, 2026
Meros Investment Management, LPSell 100%-$5.16M$00.00%Aug 14, 2026
Whetstone Capital Advisors, LLCReduce 33.98%-$3.34M$6.48M1.70%Aug 14, 2026
Pale Fire Capital SEAdded 3.18%+$2.83M$91.8M6.49%Aug 13, 2026
Pacer Advisors, Inc.New Buy+$2.34M$2.34M0.01%Aug 13, 2026
King Luther Capital Management CorpReduce 74.23%-$2.28M$792K0.00%Aug 10, 2026
Flputnam Investment Management CoNew Buy+$1.66M$1.66M0.02%Aug 6, 2026
Quantinno Capital Management LPAdded 220.78%+$1.59M$2.31M0.00%Aug 13, 2026
Polymer Capital Management (US) LLCAdded 713.87%+$1.48M$1.69M0.22%Aug 14, 2026
Nicholas Company, Inc.Sell 100%-$1.27M$00.00%Aug 5, 2026
Susquehanna Portfolio Strategies, LLCReduce 43.93%-$1.27M$1.62M0.03%Aug 14, 2026
Numerai GP LLCAdded 141.19%+$1.13M$1.93M0.16%Aug 14, 2026
Rock Springs Capital Management LPAdded 16.07%+$993K$7.17M0.35%Aug 14, 2026
Cinctive Capital Management LPSell 100%-$899K$00.00%Aug 14, 2026
Moody National Bank Trust DivisionSell 100%-$722K$00.00%Jul 7, 2026
OP Asset Management LtdReduce 8.82%-$702K$7.26M0.08%Jul 28, 2026
Allstate CorpNew Buy+$671K$671K0.01%Aug 13, 2026
Itau Unibanco Holding S.A.Sell 100%-$560K$00.00%Aug 14, 2026
Prescott Group Capital Management, L.L.C.Sell 100%-$503K$00.00%Aug 7, 2026
Axq Capital, LPAdded 214.29%+$470K$689K0.08%Aug 6, 2026
Aster Capital Management (DIFC) LtdSell 100%-$399K$00.00%Aug 14, 2026
Fox Run Management, L.L.C.New Buy+$389K$389K0.06%Aug 4, 2026
Jain Global LLCNew Buy+$372K$372K0.00%Aug 14, 2026
Diversified Trust CoReduce 64.92%-$364K$196K0.00%Jul 17, 2026
Kornitzer Capital Management IncSell 100%-$326K$00.00%Jul 31, 2026
First Trust Advisors LPAdded 263.18%+$283K$391K0.00%Aug 11, 2026
Campbell & CO Investment Adviser LLCAdded 84.88%+$250K$544K0.03%Aug 3, 2026
Cambiar Investors LLCAdded 5.28%+$175K$3.5M0.15%Jul 31, 2026
NorthCrest Asset Manangement, LLCNew Buy+$172K$172K0.00%Jul 15, 2026
Sequoia Financial Advisors, LLCNew Buy+$159K$159K0.00%Jul 17, 2026
Blueshift Asset Management, LLCSell 100%-$156K$00.00%Aug 14, 2026
Connors Investor Services IncSell 100%-$143K$00.00%Aug 14, 2026
Krilogy Financial LLCNew Buy+$139K$139K0.00%Jul 27, 2026
Caxton Associates LLPSell 100%-$136K$00.00%Aug 14, 2026
Blair William & CoNew Buy+$136K$136K0.00%Aug 11, 2026
9823 Capital, L.P.New Buy+$133K$133K0.09%Aug 14, 2026
NatixisAdded 27.91%+$123K$566K0.00%Aug 13, 2026
Birchview Capital, LPSell 100%-$120K$00.00%Aug 14, 2026
Freestone Grove Partners LPReduce 20.30%-$114K$448K0.00%Aug 14, 2026
Massachusetts Financial Services CoSell 100%-$112K$00.00%Aug 3, 2026
Handelsbanken Fonder ABSell 100%-$106K$00.00%Jul 10, 2026
Palogic Value Management, L.P.Reduce 7.56%-$101K$1.24M0.41%Aug 14, 2026
PharVision Advisers, LLCSell 100%-$99.2K$00.00%Aug 11, 2026
Bellevue Group AGAdded 7.25%+$97.8K$1.45M0.03%Aug 14, 2026
Evergreen Capital Management LLCSell 100%-$96.1K$00.00%Jul 23, 2026
Garner Asset Management CorpReduce 38.50%-$94.1K$150K0.05%Aug 7, 2026
Inceptionr LLCSell 100%-$88.1K$00.00%Aug 11, 2026
Curi Capital, LLCSell 100%-$86.3K$00.00%Aug 14, 2026
Guggenheim Capital LLCAdded 20.58%+$73.5K$431K0.00%Aug 12, 2026
Jefferies Financial Group Inc.Added 9.62%+$51.5K$587K0.00%Aug 17, 2026
Focus Partners Advisor Solutions, LLCAdded 36.59%+$45.3K$169K0.00%Aug 6, 2026
Ensign Peak Advisors, IncAdded 71.88%+$34K$81.2K0.00%Aug 14, 2026
BankPlus Trust DepartmentReduce 30.18%-$27.6K$63.8K0.01%Jul 28, 2026
Probity Advisors, Inc.Added 12.04%+$21.3K$198K0.03%Jul 31, 2026
Van Eck Associates CorpSell 100%-$20K$00.00%Aug 14, 2026
Inspire Investing, LLCAdded 2.82%+$18.6K$678K0.03%Aug 12, 2026
Inscription Capital, LLCReduce 12.30%-$18.2K$130K0.01%Aug 13, 2026
Pinnacle Wealth Planning Services, Inc.Added 134.63%+$15K$26.1K0.00%Aug 7, 2026
Swiss Life Asset Management LtdReduce 7.18%-$11.7K$151K0.00%Jul 29, 2026
Versant Capital Management, IncReduce 51.76%-$9.09K$8.47K0.00%Jul 2, 2026
Owl Creek Wealth Partners LLCNew Buy+$6.64K$6.64K0.00%Jul 20, 2026
Aventus Investment Advisors, Inc.Sell 100%-$3.09K$00.00%Jul 24, 2026
Quarry LPNew Buy+$2.71K$2.71K0.00%Aug 14, 2026
Zions Bancorporation, National AssociationSell 100%-$1.24K$00.00%Jul 31, 2026
Fulcrum Asset Management LLPNew Buy+$1.13K$1.13K0.00%Aug 18, 2026
MassMutual Private Wealth & Trust, FSBAdded 1733.33%+$1.07K$1.13K0.00%Jul 2, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 10.41%+$1.02K$10.8K0.00%Aug 13, 2026
Clayton Financial Group LLCSell 100%-$838$00.00%Jul 20, 2026
North Star Investment Management Corp.New Buy+$638$6380.00%Jul 28, 2026
Legacy Advisors, LLCReduce 0.15%-$442$300K0.03%Jul 24, 2026
Bare Financial Services, IncSell 100%-$344$00.00%Jul 27, 2026
Bessemer Group IncReduce 23.95%-$315$1K0.00%Aug 12, 2026
Cullen/Frost Bankers, Inc.Sell 100%-$277$00.00%Jul 27, 2026
Richardson Capital Management LLCSell 100%-$268$00.00%Jul 17, 2026
Basepoint Wealth LLCNew Buy+$257$2570.00%Aug 10, 2026
LRI Investments, LLCAdded 47.73%+$216$6690.00%Jul 14, 2026
Golden State Wealth Management, LLCSell 100%-$168$00.00%Jul 22, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$92$00.00%Aug 13, 2026
Silver Grove Financial Group, Inc.New Buy+$62$620.00%Aug 13, 2026
Hughes Financial Services, LLCSell 100%-$25$00.00%Jul 20, 2026
TFC Financial Management, Inc.Sell 100%-$9$00.00%Jul 23, 2026

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