Запись по ценной бумаге · архивный квартал
PHR
Phreesia, Inc. · Healthcare · Medical - Healthcare Information Services
93Отслеживаемые держатели
+5Δ держателей
30.30MАкций в держании
$257.03MОтчётная стоимость
+20Новые позиции
−15Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +5.7% ·
поток акций -11.4% ·
новые чистые позиции +5.4%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 5.92M | +5.0% | $49.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Vanguard Capital Management Llc | 2.48M | — | $20.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 1.85M | +323.8% | $15.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (пассивный) | 1.47M | +1.2% | $12.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (пассивный) | 1.37M | +3.2% | $11.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Geode Capital Management ✦ (пассивный) | 1.37M | +3.2% | $11.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 1.03M | +12.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 1.03M | +12.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | American Century Companies Inc | 1.02M | -2.0% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Nuveen, LLC | 1.01M | -46.2% | $8.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Nuveen, LLC | 1.01M | -46.2% | $8.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Nuveen, LLC | 1.01M | -46.2% | $8.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 1.00M | +142.6% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 1.00M | +142.6% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 1.00M | +142.6% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 1.00M | +142.6% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Nomura Asset Management… | 781.38K | -3.9% | $6.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 755.73K | +2979.2% | $6.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 735.96K | -63.2% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 735.96K | -63.2% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 735.96K | -63.2% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Franklin Resources Inc | 735.96K | -63.2% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 731.65K | +880.8% | $6.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 731.65K | +880.8% | $6.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 729.71K | +43.7% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Schroder Investment Management Group | 520.48K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Hrt Financial Lp | 583.07K | Новый | $4.89M | 0.0% | New | 1 | SEC ↗ |
| 54 | Connor, Clark & Lunn Investment… | 581.41K | +175.0% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 513.30K | -1.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 513.30K | -1.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 513.30K | -1.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 513.30K | -1.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 513.30K | -1.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 513.30K | -1.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Dimensional Fund Advisors Lp | 484.72K | -22.9% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Dimensional Fund Advisors Lp | 484.72K | -22.9% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Dimensional Fund Advisors Lp | 484.72K | -22.9% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Dimensional Fund Advisors Lp | 484.72K | -22.9% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 466.68K | +74.9% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Charles Schwab Investment… | 482.96K | -0.9% | $4.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Tudor Investment Corp Et Al | 430.19K | +27.8% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 289.62K | -42.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 289.62K | -42.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 289.62K | -42.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 289.62K | -42.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 289.62K | -42.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 355.68K | -2.0% | $2.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 355.68K | -2.0% | $2.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 355.68K | -2.0% | $2.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 90 | Jane Street Group, Llc | 348.25K | +10.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Jane Street Group, Llc | 348.25K | +10.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Jane Street Group, Llc | 348.25K | +10.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Qube Research & Technologies Ltd | 310.37K | -63.7% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | UBS Group AG | 255.80K | +19.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | UBS Group AG | 255.80K | +19.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | State Of Wisconsin Investment Board | 234.42K | -12.9% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Victory Capital Management Inc | 196.66K | +50.5% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 184.79K | -14.2% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 184.79K | -14.2% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 184.79K | -14.2% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $4.89M | 0.0% |
Закрыто
| Capital International… | $48.25M | составлял 0.0% |
| Millennium Management | $26.58M | составлял 0.0% |
| Brown Advisory Inc | $8.64M | составлял 0.0% |
| Adage Capital Partners | $5.04M | составлял 0.0% |
| Squarepoint Ops LLC | $4.93M | составлял 0.0% |
| Nomura Holdings Inc | $4.25M | составлял 0.0% |
| Point72 Asset Management | $3.99M | составлял 0.0% |
| Healthcare Of Ontario Pension… | $879,502 | составлял 0.0% |
| Bank Of Montreal /Can/ | $623,349 | составлял 0.0% |
| Envestnet Asset Management Inc | $264,104 | составлял 0.0% |
| Blair William & Co/Il | $220,074 | составлял 0.0% |
| Bridgewater Associates | $216,661 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 239 держатели, 58.31M акции, $453.76M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Aug 12
SC 13G — AQR CAPITAL MANAGEMENT LLC
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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