AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC filed an amended beneficial ownership statement with the SEC on November 13, 2026, disclosing a combined 4.3% stake in Phreesia, Inc. (NYSE:PHR) as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: AQR Capital Management, LLC and AQR Capital Management Holdings, LLC each report 2,671,059 shares of Phreesia common stock.
  • Percent of class: The 2,671,059 shares represent 4.3% of the outstanding class, which the filing notes is 5% or less.
  • Shared voting power: Both reporting persons report shared voting power over 2,664,593 shares and zero sole voting power.
  • Shared dispositive power: Both reporting persons report shared dispositive power over 2,671,059 shares and zero sole dispositive power.
  • Corporate relationship: AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, which is classified as a holding company (HC) in the filing.
  • Event date: The date of the event requiring this filing is stated as September 30, 2026.

AQR's Position in Phreesia Following the September 2026 Reporting Date

According to the filing, AQR Capital Management, LLC, organized in the United States and classified as an investment adviser, and its parent AQR Capital Management Holdings, LLC, together hold 2,671,059 shares of Phreesia, Inc. common stock, par value $0.01 per share (CUSIP 71944F106). Phreesia, Inc. is a healthcare technology company incorporated in Delaware, with principal executive offices located at 1521 Concord Pike, Suite 301 PMB 221, Wilmington, Delaware 19803.

The filing is designated Amendment No. 1, indicating a prior statement was filed and this update reflects the ownership position as of September 30, 2026. AQR Capital Management Holdings, LLC and AQR Capital Management, LLC filed jointly, with both entities disclosing identical aggregate beneficial ownership figures. Henry Parkin signed the statement as Authorized Signatory on behalf of both entities on November 13, 2026, from their principal office at One Greenwich Plaza, Suite 130, Greenwich, Connecticut 06830.

The filing states that the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer." Item 6 of the filing notes that ownership on behalf of another person is "Not Applicable," and Item 5 confirms that the aggregate position represents ownership of 5 percent or less of the class.

What Was Disclosed

AQR Capital Management, LLC and AQR Capital Management Holdings, LLC disclosed a combined beneficial ownership of 2,671,059 shares, equal to 4.3% of Phreesia, Inc. common stock, as of September 30, 2026, in an amended filing dated November 13, 2026.