Phreesia, Inc. — Institutional Ownership
Which tracked institutions hold PHR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
27
Funds holding
$142491455
Total value held
Buying
21 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $72234071 | 7019832 | +1099363 | +18.57% |
| 2 | State Street Corp | $16232094 | 1577463 | +103517 | +7.02% |
| 3 | Goldman Sachs Group Inc | $14769381 | 1435314 | +404499 | +39.24% |
| 4 | Morgan Stanley | $10293992 | 1000388 | +270679 | +37.09% |
| 5 | Northern Trust Corp | $6397169 | 621688 | +108392 | +21.12% |
| 6 | Bank Of America Corp /De/ | $6066109 | 589515 | -411542 | -41.11% |
| 7 | Franklin Resources Inc | $2371989 | 230514 | -505449 | -68.68% |
| 8 | Bank Of New York Mellon Corp | $1900742 | 184717 | -74 | -0.04% |
| 9 | Principal Financial Group Inc | $1835396 | 178367 | +13194 | +7.99% |
| 10 | Ubs Group Ag | $1754682 | 170523 | +170523 | NEW BUY |
| 11 | Ameriprise Financial Inc | $1467241 | 142589 | +142589 | NEW BUY |
| 12 | Invesco Ltd. | $1199865 | 116605 | +116605 | NEW BUY |
| 13 | Jefferies Financial Group Inc. | $1198785 | 116500 | +116500 | NEW BUY |
| 14 | Stifel Financial Corp | $1133839 | 110188 | +110188 | NEW BUY |
| 15 | Wells Fargo & Company/Mn | $884415 | 85949 | +931 | +1.10% |
| 16 | Allstate Corp | $670723 | 65182 | +65182 | NEW BUY |
| 17 | Barclays Plc | $528721 | 51382 | +383 | +0.75% |
| 18 | Jpmorgan Chase & Co | $449137 | 43648 | -245974 | -84.93% |
| 19 | Sei Investments Co | $291564 | 28335 | -109287 | -79.41% |
| 20 | Citigroup Inc | $278221 | 27038 | +23923 | +767.99% |
| 21 | Janus Henderson Group Plc | $205447 | 24531 | +24531 | NEW BUY |
| 22 | Raymond James Financial Inc | $121947 | 11851 | -3862 | -24.58% |
| 23 | Pnc Financial Services Group, Inc. | $119600 | 11623 | +4009 | +52.65% |
| 24 | Us Bancorp \De\ | $40615 | 3947 | +2523 | +177.18% |
| 25 | Royal Bank Of Canada | $38000 | 3657 | +1758 | +92.58% |
| 26 | Fifth Third Bancorp | $7496 | 728 | +521 | +251.69% |
| 27 | Amalgamated Financial Corp. | $214 | 8102 | +8102 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.