Ficha del valor
PHR
Phreesia, Inc. · Healthcare · Medical - Healthcare Information Services
87Tenedores rastreados
-2Δ titulares
31.85MAcciones mantenidas
$327.37MValor declarado
+7Nuevas posiciones
−10Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.2% ·
flujo de acciones +5.9% ·
nuevas posiciones netas -3.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | -2 | 31.85M | $327.37M | +7 | −10 |
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 7.02M | +18.6% | $72.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×14 |
| 2 | AQR Capital Management ✦ | 3.15M | +70.1% | $32.43M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 3 | Vanguard Capital Management Llc | 2.55M | +2.8% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.58M | +7.0% | $16.23M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 1.44M | +39.2% | $14.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasivo) | 1.31M | -4.3% | $13.50M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.00M | +37.1% | $10.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 8 | Nordea Investment Management Ab | 784.28K | Nuevo | $7.96M | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Hrt Financial Lp | 734.47K | +26.0% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 698.17K | -7.6% | $7.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Nuveen, LLC | 675.23K | -33.0% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 621.69K | +21.1% | $6.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Connor, Clark & Lunn Investment… | 609.70K | +4.9% | $6.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 589.51K | -41.1% | $6.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | D. E. Shaw & Co. ✦ | 524.50K | +4444.6% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Qube Research & Technologies Ltd | 517.77K | +66.8% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 484.12K | Nuevo | $4.98M | 0.0% | New | 1 | SEC ↗ |
| 18 | Charles Schwab Investment… | 473.46K | -2.0% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 463.00K | +30.2% | $4.76M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 20 | Citadel Advisors ✦ | 429.49K | -41.3% | $4.42M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 21 | Tudor Investment Corp Et Al | 339.90K | -21.0% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 321.13K | -33.8% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Russell Investments Group, Ltd. | 316.00K | -32.3% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 24 | Victory Capital Management Inc | 273.35K | +39.0% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Millennium Management ✦ | 256.11K | Nuevo | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 26 | Franklin Resources Inc | 230.51K | -68.7% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Pacer Advisors, Inc. | 227.26K | Nuevo | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 224.16K | +220.8% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 184.72K | 0.0% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Principal Financial Group Inc | 178.37K | +8.0% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | State Of Wisconsin Investment Board | 174.97K | -25.4% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 170.52K | -33.3% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Susquehanna International Group, Llp | 162.51K | +105.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mariner, LLC | 157.79K | +76.5% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Marshall Wace ✦ | 156.10K | +184.7% | $1.61M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 36 | Cerity Partners LLC | 153.48K | +76.5% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Balyasny Asset Management L.P. | 143.74K | Nuevo | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 142.59K | +32.3% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Mackenzie Financial Corp | 135.84K | +51.1% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Man Group plc | 135.58K | -1.3% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 123.57K | +14.8% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 42 | Corient Private Wealth LP | 120.38K | +347.9% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 116.61K | +14.6% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | Stifel Financial Corp | 110.19K | +3.6% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | T. Rowe Price ✦ | 109.60K | +22.1% | $1.13M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Creative Planning | 105.95K | +11.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Mercer Global Advisors Inc /Adv | 96.89K | +99.2% | $997,008 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | LPL Financial LLC | 93.18K | +189.2% | $958,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Swiss National Bank | 91.50K | -22.6% | $941,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 87.90K | +19.5% | $909,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 87.64K | +144.8% | $901,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 99.43K | +132.1% | $894,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 85.95K | +1.1% | $884,415 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 54 | Rhumbline Advisers | 68.71K | -4.5% | $707,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 78.50K | +25.6% | $657,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Voya Investment Management Llc | 61.25K | +17.7% | $630,304 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Deutsche Bank Ag\ | 52.33K | -0.2% | $538,445 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | Barclays Plc | 51.38K | +0.8% | $528,721 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | JPMorgan Chase ✦ | 43.65K | -84.9% | $449,137 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 60 | Legal & General Group Plc | 42.43K | -13.7% | $436,625 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 61 | Captrust Financial Advisors | 39.68K | +94.2% | $408,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | First Trust Advisors Lp | 38.01K | +263.2% | $391,164 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Focus Partners Wealth | 32.04K | +104.2% | $329,702 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Sei Investments Co | 28.34K | -79.4% | $291,564 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Citigroup Inc | 27.04K | +294.1% | $278,221 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 26.50K | -45.7% | $272,654 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Lazard Asset Management Llc | 23.56K | Nuevo | $242,474 | 0.0% | New | 1 | SEC ↗ |
| 68 | Zurcher Kantonalbank (Zurich… | 20.38K | 0.0% | $209,659 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Canada Pension Plan Investment Board | 18.20K | 0.0% | $187,278 | 0.0% | Held | 2 | SEC ↗ |
| 70 | New York State Common Retirement… | 16.55K | 0.0% | $170,269 | 0.0% | Held | 3 | SEC ↗ |
| 71 | State Board Of Administration Of… | 14.73K | 0.0% | $151,561 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 13.64K | -13.7% | $140,335 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Group One Trading Llc | 13.34K | -10.3% | $137,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Blair William & Co/Il | 13.18K | Nuevo | $135,612 | 0.0% | New | 1 | SEC ↗ |
| 75 | Raymond James Financial Inc | 11.85K | -24.6% | $121,947 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 76 | Pnc Financial Services Group, Inc. | 11.62K | +52.6% | $119,600 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 77 | Pictet Asset Management Holding SA | 10.42K | 0.0% | $107,201 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Ensign Peak Advisors, Inc | 7.89K | +71.9% | $81,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Jones Financial Companies Lllp | 7.34K | +56.7% | $73,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Us Bancorp \De\ | 3.95K | +177.2% | $40,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Royal Bank Of Canada | 3.66K | +92.6% | $38,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 82 | Assetmark, Inc | 1.94K | 0.0% | $19,911 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Simplex Trading, Llc | 1.41K | -80.9% | $14,508 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Osaic Holdings, Inc. | 1.27K | -44.0% | $13,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | BNP Paribas Asset Management… | 1.05K | +10.4% | $10,804 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Fifth Third Bancorp | 728 | +251.7% | $7,496 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 349 | -83.4% | $3,592 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Nordea Investment Management… | $7.96M | 0.0% |
| Point72 Asset Management | $4.98M | 0.0% |
| Millennium Management | $2.64M | 0.0% |
| Pacer Advisors, Inc. | $2.34M | 0.0% |
| Balyasny Asset Management L.P. | $1.48M | 0.0% |
| Lazard Asset Management Llc | $242,474 | 0.0% |
| Blair William & Co/Il | $135,612 | 0.0% |
Posición cerrada
| American Century Companies Inc | $8.53M | era 0.0% |
| Nomura Asset Management… | $6.55M | era 0.0% |
| Schroder Investment… | $5.94M | era 0.0% |
| Jane Street Group, Llc | $2.92M | era 0.0% |
| Allianz Asset Management GmbH | $1.41M | era 0.0% |
| Boston Partners | $1.04M | era 0.0% |
| Amundi | $401,058 | era 0.0% |
| Arrowstreet Capital | $376,413 | era 0.0% |
| Massachusetts Financial… | $111,596 | era 0.0% |
| Federated Hermes, Inc. | $45,302 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 239 tenedores, 58.31M acciones, $453.76M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 21
Hoffman Allison C
Officer · 6.66K acc. · $67,153
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 12
SC 13G — AQR CAPITAL MANAGEMENT LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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