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Phreesia, Inc.

PHR
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001412408

In the last 90 days, Phreesia, Inc. insiders filed 0 open-market purchases and 4 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $598.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Phreesia, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
188
No complete 13F data for Q4 2020
Shares held
41.9M
No complete 13F data for Q4 2020
Total value
$2.18B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PHR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 188 institutions
Q1 2021: 188 institutionsQ2 2021: 186 institutionsQ3 2021: 179 institutionsQ4 2021: 178 institutionsQ1 2022: 175 institutionsQ2 2022: 164 institutionsQ3 2022: 181 institutionsQ4 2022: 180 institutionsQ1 2023: 207 institutionsQ2 2023: 193 institutionsQ3 2023: 176 institutionsQ4 2023: 187 institutionsQ1 2024: 190 institutionsQ2 2024: 176 institutionsQ3 2024: 191 institutionsQ4 2024: 192 institutionsQ1 2025: 223 institutionsQ2 2025: 224 institutionsQ3 2025: 235 institutionsQ4 2025: 231 institutionsQ1 2026: 246 institutionsQ2 2026: 227 institutions
Value heldQ1 2021: $2.18B
Q1 2021: $2.18BQ2 2021: $2.93BQ3 2021: $3.05BQ4 2021: $2.02BQ1 2022: $1.32BQ2 2022: $1.26BQ3 2022: $1.24BQ4 2022: $1.58BQ1 2023: $1.62BQ2 2023: $1.58BQ3 2023: $975.1MQ4 2023: $1.20BQ1 2024: $1.25BQ2 2024: $1.14BQ3 2024: $1.26BQ4 2024: $1.38BQ1 2025: $1.44BQ2 2025: $1.67BQ3 2025: $1.42BQ4 2025: $981.3MQ1 2026: $496.0MQ2 2026: $598.3M
Institutions holding PHR and their total value by quarter
QuarterHoldersValue
Q2 2026227$598.3M
Q1 2026246$496.0M
Q4 2025231$981.3M
Q3 2025235$1.42B
Q2 2025224$1.67B
Q1 2025223$1.44B
Q4 2024192$1.38B
Q3 2024191$1.26B
Q2 2024176$1.14B
Q1 2024190$1.25B
Q4 2023187$1.20B
Q3 2023176$975.1M
Q2 2023193$1.58B
Q1 2023207$1.62B
Q4 2022180$1.58B
Q3 2022181$1.24B
Q2 2022164$1.26B
Q1 2022175$1.32B
Q4 2021178$2.02B
Q3 2021179$3.05B
Q2 2021186$2.93B
Q1 2021188$2.18B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Phreesia, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PHR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Advisors, LLC20,999$1.09M0.48%––
Advisory Research Inc21,380$1.11M0.08%––
Russell Investments Group, Ltd.21,452$1.11M0.00%––
Wellington Management Group LLP22,234$1.16M0.00%––
Aviva PLC22,460$1.17M0.01%––
Quadrature Capital Ltd22,762$1.19M0.06%––
Select Equity Group, L.P.23,934$1.25M0.00%––
Foundry Partners, LLC24,959$1.30M0.04%––
Royce & Associates LP25,720$1.34M0.01%––
Sumitomo Mitsui Trust Holdings, Inc.26,667$1.39M0.00%––
Prelude Capital Management, LLC26,854$1.40M0.10%––
UBS Asset Management Americas Inc27,057$1.41M0.00%––
State of New Jersey Common Pension Fund D30,786$1.60M0.01%––
Edmond de Rothschild Holding S.A.30,987$1.61M0.04%––
Fred Alger Management, LLC31,128$1.62M0.00%––
JPMorgan Chase & Co32,623$1.70M0.00%––
Rhumbline Advisers34,556$1.80M0.00%––
Engineers Gate Manager LP41,431$2.16M0.11%––
Macquarie Group Ltd41,811$2.18M0.00%––
Alliancebernstein L.P.42,200$2.20M0.00%––
Arrowstreet Capital, Limited Partnership43,965$2.29M0.00%––
California State Teachers Retirement System50,749$2.64M0.00%––
Prudential Financial Inc54,780$2.85M0.00%––
Rhenman & Partners Asset Management AB60,000$3.13M0.22%––
California Public Employees Retirement System61,725$3.22M0.00%––
Eaton Vance Management62,161$3.24M0.00%––
TD Asset Management Inc63,771$3.32M0.00%––
Swiss National Bank68,600$3.57M0.00%––
New York State Common Retirement Fund70,541$3.67M0.00%––
Bullseye Asset Management LLC74,212$3.87M1.45%––
First Trust Advisors LP76,496$3.98M0.00%––
Friess Associates LLC76,919$4.01M1.56%––
Deutsche Bank AG86,558$4.51M0.00%––
Goldman Sachs Group Inc89,064$4.64M0.00%––
McKinley Capital Management LLC /Delaware90,480$4.71M0.36%––
Cubist Systematic Strategies, LLC96,901$5.05M0.06%––
Perceptive Advisors LLC100,000$5.21M0.07%––
Bank of Montreal105,370$5.54M0.00%––
Stony Point Capital LLC116,533$6.07M1.95%––
Millennium Management LLC120,593$6.28M0.01%––
D. E. Shaw & Co., Inc.127,276$6.63M0.01%––
Voloridge Investment Management, LLC137,871$7.18M0.05%––
Two Sigma Advisers, LP154,900$8.07M0.02%––
Putnam Investments LLC155,886$8.12M0.01%––
Panagora Asset Management Inc160,228$8.35M0.05%––
Bank of New York Mellon Corp165,389$8.62M0.00%––
Ameriprise Financial Inc166,899$8.70M0.00%––
E. Ohman J:or Asset Management AB182,643$9.52M0.34%––
Mirae Asset Global Investments Co., Ltd.210,721$11.0M0.04%––
Charles Schwab Investment Management Inc212,307$11.1M0.00%––
Premier Fund Managers Ltd240,304$12.5M0.49%––
Peregrine Capital Management LLC241,946$12.6M0.23%––
Federated Hermes, Inc.242,642$12.6M0.02%––
Two Sigma Investments, LP249,917$13.0M0.04%––
Driehaus Capital Management LLC255,572$13.3M0.20%––
Morgan Stanley262,932$13.7M0.00%––
Kornitzer Capital Management Inc280,574$14.6M0.23%––
Summit Partners Public Asset Management, LLC291,262$15.2M0.83%––
Allianz Asset Management GmbH294,949$15.4M0.02%––
Bank of America Corp304,754$15.9M0.00%––
Citadel Advisors LLC317,625$16.5M0.02%––
Renaissance Technologies LLC337,800$17.6M0.02%––
Lazard Asset Management LLC351,431$18.3M0.02%––
Janus Henderson Group PLC426,268$22.2M0.01%––
Blair William & Co465,608$24.3M0.09%––
Nuveen Asset Management, LLC479,213$25.0M0.01%––
Geode Capital Management, LLC525,726$27.4M0.00%––
Riverbridge Partners LLC551,230$28.7M0.33%––
Wells Fargo & Company576,762$30.1M0.01%––
Granite Investment Partners, LLC601,835$31.4M1.04%––
Northern Trust Corp608,256$31.7M0.01%––
Bellevue Group AG613,013$31.9M0.34%––
State Street Corp626,824$32.7M0.00%––
GW&K Investment Management, LLC729,329$38.0M0.35%––
Capital International Investors795,384$41.4M0.01%––
Loomis Sayles & Co L P808,371$42.1M0.05%––
Rock Springs Capital Management LP850,000$44.3M0.97%––
Invesco Ltd.873,706$45.5M0.01%––
Franklin Resources Inc979,774$51.0M0.02%––
TimesSquare Capital Management, LLC1,005,420$52.4M0.45%––
ARK Investment Management LLCSuperinvestorARK Invest1,276,726$66.5M0.13%––
Jennison Associates LLC1,464,324$76.3M0.06%––
Brown Advisory Inc1,544,035$80.4M0.14%––
Credit Suisse AG1,574,311$82.0M0.06%––
Vanguard Group Inc1,671,092$87.1M0.00%––
BlackRock Inc.3,706,789$193.1M0.01%––
Price T Rowe Associates Inc4,274,230$222.7M0.02%––
FMR LLC6,619,763$344.9M0.03%––