Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

PHR

Phreesia, Inc. · Healthcare · Medical - Healthcare Information Services

11.60 +0.7% mkt cap $717.02M quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
0Δ holders
4.19MShares held
$105.47MReported value
+1New positions
−1Exits
Rising Conviction score 50/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +15.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 89 -1 32.06M $329.15M +7 −8
Q1 2026 93 +5 30.30M $257.03M +20 −15
Q4 2025 87 -1 36.92M $624.72M −1
Q3 2025 17 +1 21.45M $504.48M +3 −3
Q2 2025 14 +1 19.97M $568.28M +1
Q1 2025 10 0 3.98M $101.77M +1 −1
Q4 2024 10 0 4.19M $105.47M +1 −1
Q3 2024 9 0 2.20M $50.20M +2 −2
Q2 2024 9 1.91M $40.42M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 1.44M $36.30M 0.0% n/c 1 SEC ↗
2 Geode Capital Management (passive) 1.24M -0.2% $31.29M 0.0% ▼ Trim 3 SEC ↗
3 Geode Capital Management (passive) 1.24M -0.2% $31.29M 0.0% ▼ Trim 3 SEC ↗
4 Millennium Management 653.63K +83.2% $16.45M 0.0% ▲ Add 2 SEC ↗
5 Citadel Advisors 527.23K +56.7% $13.27M 0.0% ▲ Add 3 SEC ↗
6 Citadel Advisors 527.23K +56.7% $13.27M 0.0% ▲ Add 3 SEC ↗
7 Norges Bank (passive) 111.44K +0.7% $2.80M 0.0% ▲ Add 3 SEC ↗
8 Marshall Wace 95.08K +416.9% $2.39M 0.0% ▲ Add 3 SEC ↗
9 Marshall Wace 95.08K +416.9% $2.39M 0.0% ▲ Add 3 SEC ↗
10 T. Rowe Price 63.49K -8.3% $1.60M 0.0% ▼ Trim 3 SEC ↗
11 AQR Capital Management 28.02K New $704,907 0.0% New 1 SEC ↗
12 AQR Capital Management 28.02K New $704,907 0.0% New 1 SEC ↗
13 AQR Capital Management 28.02K New $704,907 0.0% New 1 SEC ↗
14 Gotham Asset Management 17.95K -15.4% $451,547 0.0% ▼ Trim 3 SEC ↗
15 Bridgewater Associates 8.97K -70.5% $225,710 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

AQR Capital Management $704,907 0.0%
AQR Capital Management $704,907 0.0%
AQR Capital Management $704,907 0.0%

Exited

Renaissance Technologies $309,944 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 239 holders, 58.31M shares, $453.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 12 SC 13G — AQR CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API