Phreesia, Inc.: which funds bought and sold
Institutions that bought and sold Phreesia shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 130 institutions that filed 13F reports for both quarters added to or opened positions in Phreesia, and 113 cut or closed them. Together they sold a net 152K shares, −0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.0M shares (+14.7%); index fund managers were net buyers of 961K shares (+6.0%). 36 opened a new position and 54 sold out entirely.
Bought, Q2 2026 130 institutions, 36 of them new holders Sold, Q2 2026 113 institutions, 54 of them sold out
Net change, all compared −152K shares (−0.3%)
Net change, active managers +2.0M shares (+14.7%), 26 bought, 21 sold
Buyers versus sellers
130 bought 33 113 sold
Active managers and hedge funds 26 bought · 21 sold · +2.0M
Index fund managers 4 bought · 5 sold · +961K
Other institutions 100 bought · 87 sold · −3.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +1.3M +70.1% | 3.2M | $32.4M |
| T. Rowe Price Investment Management, Inc. Active manager | +1.3M New position | 1.3M | $13.3M |
| Blackrock, Inc. Index funds | +1.1M +18.6% | 7.0M | $72.2M |
| Nordea Investment Management AB | +784K New position | 784K | $8M |
| Acadian Asset Management LLC Active manager | +577K +56.1% | 1.6M | $16.5M |
| D. E. Shaw & Co., Inc. Hedge fund | +513K +4444.6% | 524K | $5.4M |
| Point72 Asset Management, L.P. Hedge fund | +484K New position | 484K | $5M |
| Goldman Sachs Group Inc | +404K +39.2% | 1.4M | $14.8M |
| Pale Fire Capital Se | +275K +3.2% | 8.9M | $91.8M |
| Morgan Stanley | +271K +37.1% | 1.0M | $10.3M |
| Millennium Management LLC Hedge fund | +256K New position | 256K | $2.6M |
| Pacer Advisors, Inc. | +227K New position | 227K | $2.3M |
| Qube Research & Technologies Ltd Hedge fund | +207K +66.8% | 518K | $5.3M |
| Ieq Capital, LLC | +185K +106.1% | 359K | $3.7M |
| Flputnam Investment Management Co | +161K New position | 161K | $1.7M |
| Quantinno Capital Management LP | +154K +220.8% | 224K | $2.3M |
| HRT Financial LP | +151K +26.0% | 734K | $7.6M |
| Polymer Capital Management (US) LLC | +144K +713.9% | 164K | $1.7M |
| Balyasny Asset Management L.P. Hedge fund | +144K New position | 144K | $1.5M |
| Corient Private Wealth LP | +121K +451.7% | 148K | $1.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +1.3M +70.1% | 3.2M | $32.4M |
| T. Rowe Price Investment Management, Inc. Active manager | +1.3M New position | 1.3M | $13.3M |
| Acadian Asset Management LLC Active manager | +577K +56.1% | 1.6M | $16.5M |
| D. E. Shaw & Co., Inc. Hedge fund | +513K +4444.6% | 524K | $5.4M |
| Point72 Asset Management, L.P. Hedge fund | +484K New position | 484K | $5M |
| Millennium Management LLC Hedge fund | +256K New position | 256K | $2.6M |
| Qube Research & Technologies Ltd Hedge fund | +207K +66.8% | 518K | $5.3M |
| Balyasny Asset Management L.P. Hedge fund | +144K New position | 144K | $1.5M |
| FMR LLC Active manager | +107K +30.2% | 463K | $4.8M |
| Marshall Wace, LLP Hedge fund | +101K +184.7% | 156K | $1.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Prosight Management, LP | −1.1M Sold out | 0 | — |
| American Century Companies Inc Active manager | −1.0M Sold out | 0 | — |
| Granahan Investment Management, LLC | −988K Sold out | 0 | — |
| Nomura Asset Management International Inc. | −781K Sold out | 0 | — |
| Meros Investment Management, LP | −616K Sold out | 0 | — |
| Jump Financial, LLC | −521K −97.4% | 14K | $140,973 |
| Schroder Investment Management Group Active manager | −520K Sold out | 0 | — |
| Franklin Resources Inc Active manager | −505K −68.7% | 231K | $2.4M |
| Bank Of America Corp | −412K −41.1% | 590K | $6.1M |
| Jane Street Group, LLC | −348K Sold out | 0 | — |
| Vanguard Portfolio Management LLC Index funds | −347K −10.4% | 3.0M | $30.7M |
| Nuveen, LLC | −333K −33.0% | 675K | $6.9M |
| Whetstone Capital Advisors, LLC | −324K −34.0% | 630K | $6.5M |
| Citadel Advisors LLC Hedge fund | −302K −41.3% | 429K | $4.4M |
| Walleye Capital LLC Hedge fund | −291K −71.0% | 119K | $1.2M |
| Jpmorgan Chase & Co | −246K −84.9% | 44K | $449,137 |
| King Luther Capital Management Corp Active manager | −222K −74.2% | 77K | $792,330 |
| Algert Global LLC Hedge fund | −175K −12.7% | 1.2M | $12.4M |
| Dimensional Fund Advisors LP | −164K −33.7% | 321K | $3.3M |
| Nicholas Company, Inc. | −152K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| American Century Companies Inc Active manager | −1.0M Sold out | 0 | — |
| Schroder Investment Management Group Active manager | −520K Sold out | 0 | — |
| Franklin Resources Inc Active manager | −505K −68.7% | 231K | $2.4M |
| Citadel Advisors LLC Hedge fund | −302K −41.3% | 429K | $4.4M |
| Walleye Capital LLC Hedge fund | −291K −71.0% | 119K | $1.2M |
| King Luther Capital Management Corp Active manager | −222K −74.2% | 77K | $792,330 |
| Algert Global LLC Hedge fund | −175K −12.7% | 1.2M | $12.4M |
| Boston Partners Active manager | −124K Sold out | 0 | — |
| Cinctive Capital Management LP Hedge fund | −107K Sold out | 0 | — |
| Quadrature Capital Ltd Hedge fund | −94K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| T. Rowe Price Investment Management, Inc.Active manager | 1.3M | $13.3M |
| Nordea Investment Management AB | 784K | $8M |
| Point72 Asset Management, L.P.Hedge fund | 484K | $5M |
| Millennium Management LLCHedge fund | 256K | $2.6M |
| Pacer Advisors, Inc. | 227K | $2.3M |
| Flputnam Investment Management Co | 161K | $1.7M |
| Balyasny Asset Management L.P.Hedge fund | 144K | $1.5M |
| Janney Montgomery Scott LLC | 70K | $721,000 |
| Allstate Corp | 65K | $670,723 |
| Exoduspoint Capital Management, LPHedge fund | 41K | $422,003 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Prosight Management, LP | 1.1M | $9.2M |
| American Century Companies IncActive manager | 1.0M | $8.5M |
| Granahan Investment Management, LLC | 988K | $8.3M |
| Nomura Asset Management International Inc. | 781K | $6.5M |
| Schroder Investment Management GroupActive manager | 520K | $5.9M |
| Meros Investment Management, LP | 616K | $5.2M |
| Jane Street Group, LLC | 348K | $2.9M |
| Nicholas Company, Inc. | 152K | $1.3M |
| Boston PartnersActive manager | 124K | $1M |
| Cinctive Capital Management LPHedge fund | 107K | $898,587 |
Who holds the shares
- Institutions reporting
- 225
- Ten largest holders
- 54.6% of 13F-reported shares
- Index fund managers
- 29.2% of 13F-reported shares
- Active managers and hedge funds
- 26.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 26 | 21 | 9 | 11 | +2.0M | +14.7% |
| Index fund managers | 4 | 5 | 0 | 0 | +961K | +6.0% |
| Other institutions | 100 | 87 | 27 | 43 | −3.1M | −10.6% |