Also trades as: 0A23.L (LSE) · $vol 0M
PHR Institutional Ownership
Phreesia, Inc.
1W: +1.8%
1M: +21.5%
3M: +10.1%
YTD: -24.7%
1Y: -47.7%
3Y: -18.7%
5Y: -81.3%
$12.29
-0.32 (-2.54%)
Weekly Expected Move ±5.2%
$11
$12
$13
$13
$14
Credit Risk of going bust: higher than 50% of companies Debt: 8.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.14 (down 99%), Phreesia, Inc. would be worth roughly what it owes.
Total debt $67.9M against a stock market value of $762.9M.
Distance to default 5.09 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $34.4M (short-term plus half of long-term), stock volatility 61.7%; Altman Z'' -1.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.14 (down 99%), Phreesia, Inc. would be worth roughly what it owes.
Total debt $67.9M against a stock market value of $762.9M.
Distance to default 5.09 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $34.4M (short-term plus half of long-term), stock volatility 61.7%; Altman Z'' -1.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PHR
284
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
$569M
Total Invested
41
New Positions
94
Increased
113
Reduced
54
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (330 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pale Fire Capital SE | 8,924,329 | $110M | +275,000 | +3.2% | 2Q | SEC ↗ |
| 2 | BlackRock, Inc. | 7,019,832 | $86M | +1,099,363 | +18.6% | 8Q | SEC ↗ |
| 3 | AQR CAPITAL MANAGEMENT LLC | 3,151,453 | $39M | +1,298,894 | +70.1% | 7Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,987,907 | $37M | -347,214 | -10.4% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,548,965 | $31M | +69,718 | +2.8% | 2Q | SEC ↗ |
| 6 | ACADIAN ASSET MANAGEMENT LLC | 1,604,735 | $20M | +576,566 | +56.1% | 8Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,577,463 | $19M | +103,517 | +7.0% | 28Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 1,435,314 | $18M | +404,499 | +39.2% | 15Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,312,056 | $16M | -59,738 | -4.4% | 28Q | SEC ↗ |
| 10 | T. Rowe Price Investment Management, I NEW | 1,296,180 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 11 | ALGERT GLOBAL LLC | 1,205,481 | $15M | -175,393 | -12.7% | 16Q | SEC ↗ |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1,113,782 | $14M | +38,022 | +3.5% | 3Q | SEC ↗ |
| 13 | GW&K Investment Management, LLC | 1,063,080 | $13M | +37,178 | +3.6% | 26Q | SEC ↗ |
| 14 | MORGAN STANLEY | 1,000,388 | $12M | +270,679 | +37.1% | 28Q | SEC ↗ |
| 15 | NORDEA INVESTMENT MANAGEMENT AB NEW | 784,279 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 16 | HRT FINANCIAL LP | 734,469 | $9M | +151,396 | +26.0% | 2Q | SEC ↗ |
| 17 | OP Asset Management Ltd | 705,874 | $9M | -68,270 | -8.8% | 6Q | SEC ↗ |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 698,173 | $9M | -57,557 | -7.6% | 7Q | SEC ↗ |
| 19 | Rock Springs Capital Management LP | 696,900 | $9M | +96,500 | +16.1% | 28Q | SEC ↗ |
| 20 | Nuveen, LLC | 675,234 | $8M | -332,993 | -33.0% | 6Q | SEC ↗ |
| 21 | Whetstone Capital Advisors, LLC | 629,752 | $8M | -324,176 | -34.0% | 2Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 621,688 | $8M | +108,392 | +21.1% | 28Q | SEC ↗ |
| 23 | Connor, Clark & Lunn Investment Manage | 609,704 | $7M | +28,295 | +4.9% | 7Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 589,515 | $7M | -411,542 | -41.1% | 15Q | SEC ↗ |
| 25 | D. E. Shaw & Co., Inc. | 524,496 | $6M | +512,955 | +4444.6% | 2Q | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 517,767 | $6M | +207,396 | +66.8% | 8Q | SEC ↗ |
| 27 | Point72 Asset Management, L.P. NEW | 484,115 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Sixth Street Partners Management Compa NEW | 473,462 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 473,462 | $6M | -9,494 | -2.0% | 15Q | SEC ↗ |
| 30 | FMR LLC | 463,002 | $6M | +107,319 | +30.2% | 28Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC | 429,488 | $5M | -302,167 | -41.3% | 28Q | SEC ↗ |
| 32 | PANAGORA ASSET MANAGEMENT INC | 424,926 | $5M | +29,390 | +7.4% | 6Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 403,867 | $5M | -111 | -0.0% | 2Q | SEC ↗ |
| 34 | SG Americas Securities, LLC | 400,236 | $5M | -57,689 | -12.6% | 3Q | SEC ↗ |
| 35 | IEQ CAPITAL, LLC | 358,537 | $4M | +184,554 | +106.1% | 3Q | SEC ↗ |
| 36 | TUDOR INVESTMENT CORP ET AL | 339,896 | $4M | -90,289 | -21.0% | 4Q | SEC ↗ |
| 37 | CAMBIAR INVESTORS LLC | 339,697 | $4M | +17,022 | +5.3% | 5Q | SEC ↗ |
| 38 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 325,000 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 39 | DIMENSIONAL FUND ADVISORS LP | 321,130 | $4M | -163,587 | -33.7% | 18Q | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 315,995 | $4M | -150,688 | -32.3% | 18Q | SEC ↗ |
| 41 | VICTORY CAPITAL MANAGEMENT INC | 273,345 | $3M | +76,687 | +39.0% | 6Q | SEC ↗ |
| 42 | MOORE CAPITAL MANAGEMENT, LP | 266,676 | $3M | -25,232 | -8.6% | 3Q | SEC ↗ |
| 43 | MILLENNIUM MANAGEMENT LLC NEW | 256,111 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 230,514 | $3M | -505,449 | -68.7% | 22Q | SEC ↗ |
| 45 | Pacer Advisors, Inc. NEW | 227,260 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Quantinno Capital Management LP | 224,161 | $3M | +154,282 | +220.8% | 2Q | SEC ↗ |
| 47 | Numerai GP LLC | 188,045 | $2M | +110,078 | +141.2% | 2Q | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 184,717 | $2M | -74 | -0.0% | 28Q | SEC ↗ |
| 49 | PRINCIPAL FINANCIAL GROUP INC | 178,367 | $2M | +13,194 | +8.0% | 6Q | SEC ↗ |
| 50 | STATE OF WISCONSIN INVESTMENT BOARD | 174,966 | $2M | -59,450 | -25.4% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| T. Rowe Price Investment Management | 1,296,180 | $16M |
| NORDEA INVESTMENT MANAGEMENT AB | 784,279 | $10M |
| Point72 Asset Management, L.P. | 484,115 | $6M |
| Sixth Street Partners Management Co | 473,462 | $6M |
| MILLENNIUM MANAGEMENT LLC | 256,111 | $3M |
| Pacer Advisors, Inc. | 227,260 | $3M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 160,903 | $2M |
| Balyasny Asset Management L.P. | 143,741 | $2M |
| Janney Montgomery Scott LLC | 70,109 | $862K |
| ALLSTATE CORP | 65,182 | $801K |
| ExodusPoint Capital Management, LP | 41,011 | $504K |
| FOX RUN MANAGEMENT, L.L.C. | 37,812 | $465K |
| Jain Global LLC | 36,164 | $444K |
| Dynamic Technology Lab Private Ltd | 29,933 | $368K |
| Pallas Capital Advisors LLC | 24,747 | $304K |
| Jupiter Topco LLC | 24,531 | $301K |
| GSA CAPITAL PARTNERS LLP | 23,791 | $292K |
| LAZARD ASSET MANAGEMENT LLC | 23,564 | $290K |
| Olympiad Research LP | 22,453 | $276K |
| MARTINGALE ASSET MANAGEMENT L P | 20,168 | $248K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital International Investors | 2,851,536 | $35M |
| Greenhouse Funds LLLP | 2,471,960 | $30M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 1,999,045 | $25M |
| Champlain Investment Partners, LLC | 1,609,941 | $20M |
| Prosight Management, LP | 1,100,000 | $14M |
| AMERICAN CENTURY COMPANIES INC | 1,018,235 | $13M |
| Granahan Investment Management, LLC | 987,607 | $12M |
| NOMURA ASSET MANAGEMENT INTERNATION | 781,377 | $10M |
| Meros Investment Management, LP | 615,740 | $8M |
| Park West Asset Management LLC | 522,995 | $6M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 520,475 | $6M |
| BROWN ADVISORY INC | 510,858 | $6M |
| SILVERCREST ASSET MANAGEMENT GROUP | 474,146 | $6M |
| RIVERBRIDGE PARTNERS LLC | 459,047 | $6M |
| JANE STREET GROUP, LLC | 348,254 | $4M |
| ArrowMark Colorado Holdings LLC | 328,331 | $4M |
| PALISADE CAPITAL MANAGEMENT, LP | 300,308 | $4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 298,042 | $4M |
| Squarepoint Ops LLC | 291,132 | $4M |
| NOMURA HOLDINGS INC | 251,236 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +1,298,894 | +70.1% | 3,151,453 |
| BlackRock, Inc. | +1,099,363 | +18.6% | 7,019,832 |
| ACADIAN ASSET MANAGEMENT LLC | +576,566 | +56.1% | 1,604,735 |
| D. E. Shaw & Co., Inc. | +512,955 | +4444.6% | 524,496 |
| GOLDMAN SACHS GROUP INC | +404,499 | +39.2% | 1,435,314 |
| Pale Fire Capital SE | +275,000 | +3.2% | 8,924,329 |
| MORGAN STANLEY | +270,679 | +37.1% | 1,000,388 |
| Qube Research & Technologies Ltd | +207,396 | +66.8% | 517,767 |
| IEQ CAPITAL, LLC | +184,554 | +106.1% | 358,537 |
| Quantinno Capital Management LP | +154,282 | +220.8% | 224,161 |
| HRT FINANCIAL LP | +151,396 | +26.0% | 734,469 |
| Polymer Capital Management (US) LLC | +143,753 | +713.9% | 163,890 |
| Corient Private Wealth LP | +121,413 | +451.7% | 148,290 |
| Numerai GP LLC | +110,078 | +141.2% | 188,045 |
| NORTHERN TRUST CORP | +108,392 | +21.1% | 621,688 |
| FMR LLC | +107,319 | +30.2% | 463,002 |
| STATE STREET CORP | +103,517 | +7.0% | 1,577,463 |
| MARSHALL WACE, LLP | +101,275 | +184.7% | 156,102 |
| Rock Springs Capital Management LP | +96,500 | +16.1% | 696,900 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +83,461 | +105.6% | 162,509 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Jump Financial, LLC | -520,634 | -97.4% | 13,700 |
| FRANKLIN RESOURCES INC | -505,449 | -68.7% | 230,514 |
| BANK OF AMERICA CORP /DE | -411,542 | -41.1% | 589,515 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -347,214 | -10.4% | 2,987,907 |
| Nuveen, LLC | -332,993 | -33.0% | 675,234 |
| Whetstone Capital Advisors, LLC | -324,176 | -34.0% | 629,752 |
| CITADEL ADVISORS LLC | -302,167 | -41.3% | 429,488 |
| Walleye Capital LLC | -291,122 | -71.0% | 119,027 |
| JPMORGAN CHASE & CO | -245,974 | -84.9% | 43,648 |
| KING LUTHER CAPITAL MANAGEMENT CORP | -221,793 | -74.2% | 77,000 |
| ALGERT GLOBAL LLC | -175,393 | -12.7% | 1,205,481 |
| DIMENSIONAL FUND ADVISORS LP | -163,587 | -33.7% | 321,130 |
| Russell Investments Group, Ltd. | -150,688 | -32.3% | 315,995 |
| Susquehanna Portfolio Strategies, L | -123,519 | -43.9% | 157,670 |
| XTX Topco Ltd | -110,289 | -63.1% | 64,532 |
| SEI INVESTMENTS CO | -109,287 | -79.4% | 28,335 |
| TUDOR INVESTMENT CORP ET AL | -90,289 | -21.0% | 339,896 |
| UBS Group AG | -85,276 | -33.3% | 170,523 |
| OP Asset Management Ltd | -68,270 | -8.8% | 705,874 |
| GEODE CAPITAL MANAGEMENT, LLC | -59,738 | -4.4% | 1,312,056 |