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, Q2 2021
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 186
- −2 vs. Q1 2021
- Shares held
- 47.7M
- +5.81M (+13.9%) vs. Q1 2021
- Total value
- $2.93B
- +$743.3M (+34.0%) vs. Q1 2021
- New holders
- 32
- 86 more added
- Sold out
- 34
- 48 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $598.3M |
| Q1 2026 | 246 | $496.0M |
| Q4 2025 | 231 | $981.3M |
| Q3 2025 | 235 | $1.42B |
| Q2 2025 | 224 | $1.67B |
| Q1 2025 | 223 | $1.44B |
| Q4 2024 | 192 | $1.38B |
| Q3 2024 | 191 | $1.26B |
| Q2 2024 | 176 | $1.14B |
| Q1 2024 | 190 | $1.25B |
| Q4 2023 | 187 | $1.20B |
| Q3 2023 | 176 | $975.1M |
| Q2 2023 | 193 | $1.58B |
| Q1 2023 | 207 | $1.62B |
| Q4 2022 | 180 | $1.58B |
| Q3 2022 | 181 | $1.24B |
| Q2 2022 | 164 | $1.26B |
| Q1 2022 | 175 | $1.32B |
| Q4 2021 | 178 | $2.02B |
| Q3 2021 | 179 | $3.05B |
| Q2 2021 | 186 | $2.93B |
| Q1 2021 | 188 | $2.18B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,908,396 | $423.5M | 0.03% | +288,633+4.4% | Added |
| Price T Rowe Associates Inc | 6,668,399 | $408.8M | 0.04% | +2,394,169+56.0% | Added |
| BlackRock Inc. | 5,718,580 | $350.6M | 0.01% | +2,011,791+54.3% | Added |
| Vanguard Group Inc | 2,085,987 | $127.9M | 0.00% | +414,895+24.8% | Added |
| Brown Advisory Inc | 1,629,250 | $99.9M | 0.15% | +85,215+5.5% | Added |
| Credit Suisse AG | 1,579,132 | $97.8M | 0.08% | +4,821+0.3% | Added |
| Jennison Associates LLC | 1,366,002 | $83.7M | 0.06% | −98,322−6.7% | Reduced |
| TimesSquare Capital Management, LLC | 1,171,525 | $71.8M | 0.59% | +166,105+16.5% | Added |
| Franklin Resources Inc | 978,090 | $60.0M | 0.02% | −1,684−0.2% | Reduced |
| Rock Springs Capital Management LP | 960,000 | $58.8M | 1.17% | +110,000+12.9% | Added |
| GW&K Investment Management, LLC | 903,774 | $55.4M | 0.48% | +174,445+23.9% | Added |
| Invesco Ltd. | 882,424 | $54.1M | 0.01% | +8,718+1.0% | Added |
| Riverbridge Partners LLC | 874,140 | $53.6M | 0.54% | +322,910+58.6% | Added |
| Capital International Investors | 795,384 | $48.8M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 792,340 | $48.6M | 0.06% | −16,031−2.0% | Reduced |
| State Street Corp | 721,784 | $44.2M | 0.00% | +94,960+15.1% | Added |
| Wells Fargo & Company | 667,250 | $40.9M | 0.01% | +90,488+15.7% | Added |
| Geode Capital Management, LLC | 627,264 | $38.5M | 0.01% | +101,538+19.3% | Added |
| Bellevue Group AG | 622,542 | $38.2M | 0.37% | +9,529+1.6% | Added |
| Summit Partners Public Asset Management, LLC | 529,381 | $32.5M | 1.63% | +238,119+81.8% | Added |
| Northern Trust Corp | 490,230 | $30.1M | 0.01% | −118,026−19.4% | Reduced |
| Ranger Investment Management, L.P. | 476,316 | $29.2M | 1.52% | +476,316 | New |
| Blair William & Co | 472,518 | $29.0M | 0.10% | +6,910+1.5% | Added |
| Janus Henderson Group PLC | 408,936 | $25.1M | 0.01% | −17,332−4.1% | Reduced |
| Lazard Asset Management LLC | 408,444 | $25.0M | 0.03% | +57,013+16.2% | Added |
| Driehaus Capital Management LLC | 378,357 | $23.2M | 0.31% | +122,785+48.0% | Added |
| Kornitzer Capital Management Inc | 374,424 | $23.0M | 0.35% | +93,850+33.4% | Added |
| Nuveen Asset Management, LLC | 368,321 | $22.6M | 0.01% | −110,892−23.1% | Reduced |
| Bank of America Corp | 321,631 | $19.7M | 0.00% | +16,877+5.5% | Added |
| Engle Capital Management, L.P. | 310,000 | $19.0M | 2.78% | +310,000 | New |
| Thrivent Financial for Lutherans | 296,777 | $18.2M | 0.04% | +296,777 | New |
| Mirae Asset Global Investments Co., Ltd. | 282,668 | $17.3M | 0.05% | +71,947+34.1% | Added |
| Allianz Asset Management GmbH | 282,481 | $17.3M | 0.02% | −12,468−4.2% | Reduced |
| Millennium Management LLC | 279,334 | $17.1M | 0.02% | +158,741+131.6% | Added |
| Rhenman & Partners Asset Management AB | 260,000 | $15.9M | 1.08% | +200,000+333.3% | Added |
| Charles Schwab Investment Management Inc | 257,606 | $15.8M | 0.01% | +45,299+21.3% | Added |
| Peregrine Capital Management LLC | 252,788 | $15.5M | 0.28% | +10,842+4.5% | Added |
| Ameriprise Financial Inc | 237,208 | $14.5M | 0.00% | +70,309+42.1% | Added |
| Two Sigma Investments, LP | 233,856 | $14.3M | 0.04% | −16,061−6.4% | Reduced |
| Two Sigma Advisers, LP | 217,500 | $13.3M | 0.04% | +62,600+40.4% | Added |
| E. Ohman J:or Asset Management AB | 204,043 | $12.5M | 0.39% | +21,400+11.7% | Added |
| D. E. Shaw & Co., Inc. | 202,912 | $12.4M | 0.01% | +75,636+59.4% | Added |
| Echo Street Capital Management LLC | 188,442 | $11.6M | 0.09% | +188,442 | New |
| Renaissance Technologies LLC | 176,500 | $10.8M | 0.01% | −161,300−47.8% | Reduced |
| Morgan Stanley | 159,159 | $9.76M | 0.00% | −103,773−39.5% | Reduced |
| Silvercrest Asset Management Group LLC | 156,960 | $9.62M | 0.06% | +156,960 | New |
| Putnam Investments LLC | 155,886 | $9.55M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 150,457 | $9.22M | 0.00% | −14,932−9.0% | Reduced |
| Premier Fund Managers Ltd | 137,359 | $8.50M | 0.29% | −102,945−42.8% | Reduced |
| Russell Investments Group, Ltd. | 123,498 | $7.57M | 0.01% | +102,046+475.7% | Added |
| Stony Point Capital LLC | 123,215 | $7.55M | 1.97% | +6,682+5.7% | Added |
| Tamarack Advisers, LP | 111,800 | $6.85M | 1.96% | +111,800 | New |
| TD Asset Management Inc | 91,644 | $6.26M | 0.01% | +27,873+43.7% | Added |
| Norges Bank | 101,900 | $6.25M | 0.00% | +81,700+404.5% | Added |
| Swiss National Bank | 98,000 | $6.01M | 0.00% | +29,400+42.9% | Added |
| Bridgewater Associates, LP | 90,721 | $5.56M | 0.04% | +90,721 | New |
| McKinley Capital Management LLC /Delaware | 90,480 | $5.55M | 0.39% | 00.0% | Unchanged |
| Principal Financial Group Inc | 78,060 | $4.79M | 0.00% | +70,790+973.7% | Added |
| Citadel Advisors LLC | 75,618 | $4.63M | 0.00% | −242,007−76.2% | Reduced |
| Bullseye Asset Management LLC | 74,212 | $4.55M | 1.53% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 70,000 | $4.29M | 0.01% | +70,000 | New |
| Alliancebernstein L.P. | 64,030 | $3.92M | 0.00% | +21,830+51.7% | Added |
| Prudential Financial Inc | 63,864 | $3.92M | 0.01% | +9,084+16.6% | Added |
| Bank of Montreal | 61,249 | $3.81M | 0.00% | −44,121−41.9% | Reduced |
| Eaton Vance Management | 62,017 | $3.80M | 0.01% | −144−0.2% | Reduced |
| Goldman Sachs Group Inc | 60,877 | $3.73M | 0.00% | −28,187−31.6% | Reduced |
| State of New Jersey Common Pension Fund D | 55,622 | $3.41M | 0.01% | +24,836+80.7% | Added |
| Segall Bryant & Hamill, LLC | 55,387 | $3.35M | 0.03% | +55,387 | New |
| Voloridge Investment Management, LLC | 54,099 | $3.32M | 0.02% | −83,772−60.8% | Reduced |
| Squarepoint Ops LLC | 53,752 | $3.29M | 0.02% | +36,952+220.0% | Added |
| California State Teachers Retirement System | 52,533 | $3.22M | 0.00% | +1,784+3.5% | Added |
| Ghisallo Capital Management LLC | 52,110 | $3.19M | 0.12% | +52,110 | New |
| Macquarie Group Ltd | 46,200 | $2.83M | 0.00% | +4,389+10.5% | Added |
| UBS Asset Management Americas Inc | 44,912 | $2.75M | 0.00% | +17,855+66.0% | Added |
| Select Equity Group, L.P. | 43,300 | $2.65M | 0.01% | +19,366+80.9% | Added |
| Deutsche Bank AG | 42,674 | $2.62M | 0.00% | −43,884−50.7% | Reduced |
| Capital Impact Advisors, LLC | 42,046 | $2.58M | 0.83% | +39,343+1,455.5% | Added |
| Cubist Systematic Strategies, LLC | 41,934 | $2.57M | 0.03% | −54,967−56.7% | Reduced |
| Friess Associates LLC | 39,487 | $2.42M | 0.91% | −37,432−48.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 38,405 | $2.35M | 0.05% | +7,418+23.9% | Added |
| Tudor Investment Corp Et Al | 38,228 | $2.34M | 0.05% | +31,244+447.4% | Added |
| Rhumbline Advisers | 37,605 | $2.31M | 0.00% | +3,049+8.8% | Added |
| First Trust Advisors LP | 33,936 | $2.08M | 0.00% | −42,560−55.6% | Reduced |
| New York State Common Retirement Fund | 32,979 | $2.02M | 0.00% | −37,562−53.2% | Reduced |
| Fred Alger Management, LLC | 29,849 | $1.83M | 0.00% | −1,279−4.1% | Reduced |
| Nichols & Pratt Advisers LLP | 29,075 | $1.78M | 0.13% | +8,950+44.5% | Added |
| Baird Financial Group, Inc. | 27,988 | $1.72M | 0.00% | +8,543+43.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,667 | $1.64M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 24,300 | $1.49M | 0.00% | +24,300 | New |
| JPMorgan Chase & Co | 23,948 | $1.47M | 0.00% | −8,675−26.6% | Reduced |
| Formula Growth Ltd | 23,000 | $1.41M | 0.19% | +10,000+76.9% | Added |
| Wellington Management Group LLP | 22,234 | $1.36M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,460 | $1.31M | 0.00% | +2,587+13.7% | Added |
| American International Group, Inc. | 21,361 | $1.31M | 0.01% | +1,752+8.9% | Added |
| Legacy Advisors, LLC | 20,999 | $1.29M | 0.52% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 20,853 | $1.28M | 0.06% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 19,541 | $1.20M | 0.49% | +19,541 | New |
| Raymond James & Associates | 18,775 | $1.15M | 0.00% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 18,720 | $1.15M | 0.00% | +11,768+169.3% | Added |
| SEI Investments Co | 17,921 | $1.10M | 0.00% | +1,386+8.4% | Added |