Phreesia, Inc. — Institutional Ownership
Which tracked institutions hold PHR, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
23
Funds holding
$105219475
Total value held
Buying
14 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $49613530 | 5920469 | +284445 | +5.05% |
| 2 | State Street Corp | $12351667 | 1473946 | +17340 | +1.19% |
| 3 | Goldman Sachs Group Inc | $8638230 | 1030815 | +117912 | +12.92% |
| 4 | Bank Of America Corp /De/ | $8388858 | 1001057 | +588444 | +142.61% |
| 5 | Franklin Resources Inc | $6167371 | 735963 | -1264119 | -63.20% |
| 6 | Morgan Stanley | $6114964 | 729709 | +221923 | +43.70% |
| 7 | Northern Trust Corp | $4301421 | 513296 | -6704 | -1.29% |
| 8 | Wells Fargo & Company/Mn | $1794581 | 106063 | +43007 | +68.20% |
| 9 | Bank Of New York Mellon Corp | $1548550 | 184791 | -30508 | -14.17% |
| 10 | Invesco Ltd. | $1390419 | 82176 | +9514 | +13.09% |
| 11 | Principal Financial Group Inc | $1384150 | 165173 | +112516 | +213.68% |
| 12 | Sei Investments Co | $1153279 | 137622 | — | NEW BUY |
| 13 | Ameriprise Financial Inc | $902920 | 107747 | -738714 | -87.27% |
| 14 | Itau Unibanco Holding S.A. | $559650 | 66784 | — | NEW BUY |
| 15 | Barclays Plc | $427373 | 50999 | — | NEW BUY |
| 16 | Janus Henderson Group Plc | $205447 | 24531 | — | NEW BUY |
| 17 | Raymond James Financial Inc | $131675 | 15713 | -4329 | -21.60% |
| 18 | Pnc Financial Services Group, Inc. | $63805 | 7614 | -5143 | -40.32% |
| 19 | Citigroup Inc | $52705 | 3115 | -52652 | -94.41% |
| 20 | Royal Bank Of Canada | $15000 | 1899 | — | NEW BUY |
| 21 | Us Bancorp \De\ | $11934 | 1424 | -875 | -38.06% |
| 22 | Fifth Third Bancorp | $1732 | 207 | -475 | -69.65% |
| 23 | Amalgamated Financial Corp. | $214 | 8102 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.