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 |
|---|---|---|---|---|---|
| Nichols & Pratt Advisers LLP | 29,075 | $1.78M | 0.13% | +8,950+44.5% | Added |
| Fred Alger Management, LLC | 29,849 | $1.83M | 0.00% | −1,279−4.1% | Reduced |
| New York State Common Retirement Fund | 32,979 | $2.02M | 0.00% | −37,562−53.2% | Reduced |
| First Trust Advisors LP | 33,936 | $2.08M | 0.00% | −42,560−55.6% | Reduced |
| Rhumbline Advisers | 37,605 | $2.31M | 0.00% | +3,049+8.8% | Added |
| Tudor Investment Corp Et Al | 38,228 | $2.34M | 0.05% | +31,244+447.4% | Added |
| Edmond de Rothschild Holding S.A. | 38,405 | $2.35M | 0.05% | +7,418+23.9% | Added |
| Friess Associates LLC | 39,487 | $2.42M | 0.91% | −37,432−48.7% | Reduced |
| Cubist Systematic Strategies, LLC | 41,934 | $2.57M | 0.03% | −54,967−56.7% | Reduced |
| Capital Impact Advisors, LLC | 42,046 | $2.58M | 0.83% | +39,343+1,455.5% | Added |
| Deutsche Bank AG | 42,674 | $2.62M | 0.00% | −43,884−50.7% | Reduced |
| Select Equity Group, L.P. | 43,300 | $2.65M | 0.01% | +19,366+80.9% | Added |
| UBS Asset Management Americas Inc | 44,912 | $2.75M | 0.00% | +17,855+66.0% | Added |
| Macquarie Group Ltd | 46,200 | $2.83M | 0.00% | +4,389+10.5% | Added |
| Ghisallo Capital Management LLC | 52,110 | $3.19M | 0.12% | +52,110 | New |
| California State Teachers Retirement System | 52,533 | $3.22M | 0.00% | +1,784+3.5% | Added |
| Squarepoint Ops LLC | 53,752 | $3.29M | 0.02% | +36,952+220.0% | Added |
| Voloridge Investment Management, LLC | 54,099 | $3.32M | 0.02% | −83,772−60.8% | Reduced |
| Segall Bryant & Hamill, LLC | 55,387 | $3.35M | 0.03% | +55,387 | New |
| State of New Jersey Common Pension Fund D | 55,622 | $3.41M | 0.01% | +24,836+80.7% | Added |
| Goldman Sachs Group Inc | 60,877 | $3.73M | 0.00% | −28,187−31.6% | Reduced |
| Eaton Vance Management | 62,017 | $3.80M | 0.01% | −144−0.2% | Reduced |
| Bank of Montreal | 61,249 | $3.81M | 0.00% | −44,121−41.9% | Reduced |
| Prudential Financial Inc | 63,864 | $3.92M | 0.01% | +9,084+16.6% | Added |
| Alliancebernstein L.P. | 64,030 | $3.92M | 0.00% | +21,830+51.7% | Added |
| Adage Capital Partners GP, L.L.C. | 70,000 | $4.29M | 0.01% | +70,000 | New |
| Bullseye Asset Management LLC | 74,212 | $4.55M | 1.53% | 00.0% | Unchanged |
| Citadel Advisors LLC | 75,618 | $4.63M | 0.00% | −242,007−76.2% | Reduced |
| Principal Financial Group Inc | 78,060 | $4.79M | 0.00% | +70,790+973.7% | Added |
| McKinley Capital Management LLC /Delaware | 90,480 | $5.55M | 0.39% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 90,721 | $5.56M | 0.04% | +90,721 | New |
| Swiss National Bank | 98,000 | $6.01M | 0.00% | +29,400+42.9% | Added |
| Norges Bank | 101,900 | $6.25M | 0.00% | +81,700+404.5% | Added |
| TD Asset Management Inc | 91,644 | $6.26M | 0.01% | +27,873+43.7% | Added |
| Tamarack Advisers, LP | 111,800 | $6.85M | 1.96% | +111,800 | New |
| Stony Point Capital LLC | 123,215 | $7.55M | 1.97% | +6,682+5.7% | Added |
| Russell Investments Group, Ltd. | 123,498 | $7.57M | 0.01% | +102,046+475.7% | Added |
| Premier Fund Managers Ltd | 137,359 | $8.50M | 0.29% | −102,945−42.8% | Reduced |
| Bank of New York Mellon Corp | 150,457 | $9.22M | 0.00% | −14,932−9.0% | Reduced |
| Putnam Investments LLC | 155,886 | $9.55M | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 156,960 | $9.62M | 0.06% | +156,960 | New |
| Morgan Stanley | 159,159 | $9.76M | 0.00% | −103,773−39.5% | Reduced |
| Renaissance Technologies LLC | 176,500 | $10.8M | 0.01% | −161,300−47.8% | Reduced |
| Echo Street Capital Management LLC | 188,442 | $11.6M | 0.09% | +188,442 | New |
| D. E. Shaw & Co., Inc. | 202,912 | $12.4M | 0.01% | +75,636+59.4% | Added |
| E. Ohman J:or Asset Management AB | 204,043 | $12.5M | 0.39% | +21,400+11.7% | Added |
| Two Sigma Advisers, LP | 217,500 | $13.3M | 0.04% | +62,600+40.4% | Added |
| Two Sigma Investments, LP | 233,856 | $14.3M | 0.04% | −16,061−6.4% | Reduced |
| Ameriprise Financial Inc | 237,208 | $14.5M | 0.00% | +70,309+42.1% | Added |
| Peregrine Capital Management LLC | 252,788 | $15.5M | 0.28% | +10,842+4.5% | Added |
| Charles Schwab Investment Management Inc | 257,606 | $15.8M | 0.01% | +45,299+21.3% | Added |
| Rhenman & Partners Asset Management AB | 260,000 | $15.9M | 1.08% | +200,000+333.3% | Added |
| Millennium Management LLC | 279,334 | $17.1M | 0.02% | +158,741+131.6% | Added |
| Allianz Asset Management GmbH | 282,481 | $17.3M | 0.02% | −12,468−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 282,668 | $17.3M | 0.05% | +71,947+34.1% | Added |
| Thrivent Financial for Lutherans | 296,777 | $18.2M | 0.04% | +296,777 | New |
| Engle Capital Management, L.P. | 310,000 | $19.0M | 2.78% | +310,000 | New |
| Bank of America Corp | 321,631 | $19.7M | 0.00% | +16,877+5.5% | Added |
| Nuveen Asset Management, LLC | 368,321 | $22.6M | 0.01% | −110,892−23.1% | Reduced |
| Kornitzer Capital Management Inc | 374,424 | $23.0M | 0.35% | +93,850+33.4% | Added |
| Driehaus Capital Management LLC | 378,357 | $23.2M | 0.31% | +122,785+48.0% | Added |
| Lazard Asset Management LLC | 408,444 | $25.0M | 0.03% | +57,013+16.2% | Added |
| Janus Henderson Group PLC | 408,936 | $25.1M | 0.01% | −17,332−4.1% | Reduced |
| Blair William & Co | 472,518 | $29.0M | 0.10% | +6,910+1.5% | Added |
| Ranger Investment Management, L.P. | 476,316 | $29.2M | 1.52% | +476,316 | New |
| Northern Trust Corp | 490,230 | $30.1M | 0.01% | −118,026−19.4% | Reduced |
| Summit Partners Public Asset Management, LLC | 529,381 | $32.5M | 1.63% | +238,119+81.8% | Added |
| Bellevue Group AG | 622,542 | $38.2M | 0.37% | +9,529+1.6% | Added |
| Geode Capital Management, LLC | 627,264 | $38.5M | 0.01% | +101,538+19.3% | Added |
| Wells Fargo & Company | 667,250 | $40.9M | 0.01% | +90,488+15.7% | Added |
| State Street Corp | 721,784 | $44.2M | 0.00% | +94,960+15.1% | Added |
| Loomis Sayles & Co L P | 792,340 | $48.6M | 0.06% | −16,031−2.0% | Reduced |
| Capital International Investors | 795,384 | $48.8M | 0.01% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 874,140 | $53.6M | 0.54% | +322,910+58.6% | Added |
| Invesco Ltd. | 882,424 | $54.1M | 0.01% | +8,718+1.0% | Added |
| GW&K Investment Management, LLC | 903,774 | $55.4M | 0.48% | +174,445+23.9% | Added |
| Rock Springs Capital Management LP | 960,000 | $58.8M | 1.17% | +110,000+12.9% | Added |
| Franklin Resources Inc | 978,090 | $60.0M | 0.02% | −1,684−0.2% | Reduced |
| TimesSquare Capital Management, LLC | 1,171,525 | $71.8M | 0.59% | +166,105+16.5% | Added |
| Jennison Associates LLC | 1,366,002 | $83.7M | 0.06% | −98,322−6.7% | Reduced |
| Credit Suisse AG | 1,579,132 | $97.8M | 0.08% | +4,821+0.3% | Added |
| Brown Advisory Inc | 1,629,250 | $99.9M | 0.15% | +85,215+5.5% | Added |
| Vanguard Group Inc | 2,085,987 | $127.9M | 0.00% | +414,895+24.8% | Added |
| BlackRock Inc. | 5,718,580 | $350.6M | 0.01% | +2,011,791+54.3% | Added |
| Price T Rowe Associates Inc | 6,668,399 | $408.8M | 0.04% | +2,394,169+56.0% | Added |
| FMR LLC | 6,908,396 | $423.5M | 0.03% | +288,633+4.4% | Added |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −601,835−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −242,642−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −61,725−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,965−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −41,431−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −25,720−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −24,959−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −22,460−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −21,380−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,453−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,589−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,526−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,060−100.0% | Sold out |