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, Q3 2021
Institutional positions in Phreesia, Inc. as of Sep 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
- 179
- −7 vs. Q2 2021
- Shares held
- 49.3M
- +1.61M (+3.4%) vs. Q2 2021
- Total value
- $3.05B
- +$118.5M (+4.0%) vs. Q2 2021
- New holders
- 22
- 76 more added
- Sold out
- 29
- 55 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 7,833,605 | $483.3M | 0.05% | +1,165,206+17.5% | Added |
| FMR LLC | 6,281,062 | $387.5M | 0.03% | −627,334−9.1% | Reduced |
| BlackRock Inc. | 6,066,817 | $374.3M | 0.01% | +348,237+6.1% | Added |
| Vanguard Group Inc | 3,422,134 | $211.1M | 0.01% | +1,336,147+64.1% | Added |
| Credit Suisse AG | 1,584,301 | $97.8M | 0.08% | +5,169+0.3% | Added |
| Brown Advisory Inc | 1,326,145 | $81.8M | 0.12% | −303,105−18.6% | Reduced |
| Jennison Associates LLC | 1,310,101 | $80.8M | 0.05% | −55,901−4.1% | Reduced |
| Invesco Ltd. | 984,993 | $60.8M | 0.02% | +102,569+11.6% | Added |
| Rock Springs Capital Management LP | 970,000 | $59.8M | 1.26% | +10,000+1.0% | Added |
| Franklin Resources Inc | 936,022 | $57.8M | 0.02% | −42,068−4.3% | Reduced |
| GW&K Investment Management, LLC | 900,720 | $55.6M | 0.50% | −3,054−0.3% | Reduced |
| Riverbridge Partners LLC | 872,618 | $53.8M | 0.54% | −1,522−0.2% | Reduced |
| State Street Corp | 870,006 | $53.7M | 0.00% | +148,222+20.5% | Added |
| Geode Capital Management, LLC | 799,568 | $49.3M | 0.01% | +172,304+27.5% | Added |
| Capital International Investors | 795,384 | $49.1M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 780,235 | $48.1M | 0.06% | −12,105−1.5% | Reduced |
| Wells Fargo & Company | 747,575 | $46.1M | 0.01% | +80,325+12.0% | Added |
| TimesSquare Capital Management, LLC | 711,220 | $43.9M | 0.38% | −460,305−39.3% | Reduced |
| Lord, Abbett & Co. LLC | 682,259 | $42.1M | 0.10% | +682,259 | New |
| Bellevue Group AG | 622,542 | $38.4M | 0.39% | 00.0% | Unchanged |
| Northern Trust Corp | 579,239 | $35.7M | 0.01% | +89,009+18.2% | Added |
| Blair William & Co | 485,494 | $30.0M | 0.10% | +12,976+2.7% | Added |
| Ranger Investment Management, L.P. | 463,911 | $28.6M | 1.53% | −12,405−2.6% | Reduced |
| Summit Partners Public Asset Management, LLC | 460,372 | $28.4M | 1.28% | −69,009−13.0% | Reduced |
| Janus Henderson Group PLC | 409,420 | $25.3M | 0.01% | +484+0.1% | Added |
| Driehaus Capital Management LLC | 375,008 | $23.1M | 0.27% | −3,349−0.9% | Reduced |
| Ci Investments Inc. | 368,780 | $22.8M | 0.08% | +368,780 | New |
| Nuveen Asset Management, LLC | 322,817 | $22.1M | 0.01% | −45,504−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 347,977 | $21.5M | 0.01% | +90,371+35.1% | Added |
| Allianz Asset Management GmbH | 332,238 | $20.5M | 0.02% | +49,757+17.6% | Added |
| Lazard Asset Management LLC | 329,763 | $20.3M | 0.02% | −78,681−19.3% | Reduced |
| Thrivent Financial for Lutherans | 324,463 | $20.0M | 0.04% | +27,686+9.3% | Added |
| Bank of America Corp | 321,167 | $19.8M | 0.00% | −464−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 257,318 | $15.9M | 0.02% | +54,406+26.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 237,059 | $14.6M | 0.04% | −45,609−16.1% | Reduced |
| Peregrine Capital Management LLC | 236,661 | $14.6M | 0.30% | −16,127−6.4% | Reduced |
| Goldman Sachs Group Inc | 226,224 | $14.0M | 0.00% | +165,347+271.6% | Added |
| Bank of New York Mellon Corp | 216,499 | $13.4M | 0.00% | +66,042+43.9% | Added |
| Kornitzer Capital Management Inc | 213,444 | $13.2M | 0.20% | −160,980−43.0% | Reduced |
| E. Ohman J:or Asset Management AB | 213,143 | $13.2M | 0.41% | +9,100+4.5% | Added |
| Putnam Investments LLC | 153,222 | $9.45M | 0.01% | −2,664−1.7% | Reduced |
| Millennium Management LLC | 150,162 | $9.27M | 0.01% | −129,172−46.2% | Reduced |
| Segall Bryant & Hamill, LLC | 147,437 | $9.10M | 0.09% | +92,050+166.2% | Added |
| Morgan Stanley | 138,620 | $8.55M | 0.00% | −20,539−12.9% | Reduced |
| Voya Investment Management LLC | 135,811 | $8.38M | 0.02% | +121,174+827.9% | Added |
| Premier Fund Managers Ltd | 137,359 | $8.33M | 0.27% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 132,651 | $8.18M | 0.00% | −104,557−44.1% | Reduced |
| Russell Investments Group, Ltd. | 126,587 | $7.81M | 0.01% | +3,089+2.5% | Added |
| Rhenman & Partners Asset Management AB | 123,465 | $7.62M | 0.53% | −136,535−52.5% | Reduced |
| Silvercrest Asset Management Group LLC | 122,017 | $7.53M | 0.05% | −34,943−22.3% | Reduced |
| Citigroup Inc | 112,441 | $6.94M | 0.01% | +98,166+687.7% | Added |
| Two Sigma Advisers, LP | 102,900 | $6.35M | 0.02% | −114,600−52.7% | Reduced |
| TD Asset Management Inc | 101,219 | $6.25M | 0.01% | +9,575+10.4% | Added |
| Swiss National Bank | 100,400 | $6.20M | 0.00% | +2,400+2.4% | Added |
| McKinley Capital Management LLC /Delaware | 90,480 | $5.58M | 0.53% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 88,036 | $5.43M | 0.03% | −2,685−3.0% | Reduced |
| Bullseye Asset Management LLC | 83,948 | $5.18M | 1.80% | +9,736+13.1% | Added |
| Principal Financial Group Inc | 82,849 | $5.11M | 0.00% | +4,789+6.1% | Added |
| Tamarack Advisers, LP | 75,000 | $4.63M | 1.48% | −36,800−32.9% | Reduced |
| Norges Bank | 70,044 | $4.32M | 0.00% | −31,856−31.3% | Reduced |
| Stony Point Capital LLC | 68,399 | $4.22M | 1.15% | −54,816−44.5% | Reduced |
| Prudential Financial Inc | 64,612 | $3.99M | 0.01% | +748+1.2% | Added |
| California State Teachers Retirement System | 63,610 | $3.92M | 0.01% | +11,077+21.1% | Added |
| Alliancebernstein L.P. | 56,400 | $3.48M | 0.00% | −7,630−11.9% | Reduced |
| Bank of Montreal | 55,643 | $3.43M | 0.00% | −5,606−9.2% | Reduced |
| Macquarie Group Ltd | 51,680 | $3.19M | 0.00% | +5,480+11.9% | Added |
| Deutsche Bank AG | 50,552 | $3.12M | 0.00% | +7,878+18.5% | Added |
| UBS Asset Management Americas Inc | 49,492 | $3.05M | 0.00% | +4,580+10.2% | Added |
| State of Wisconsin Investment Board | 49,400 | $3.05M | 0.01% | +25,100+103.3% | Added |
| Rhumbline Advisers | 49,039 | $3.03M | 0.00% | +11,434+30.4% | Added |
| Eaton Vance Management | 48,240 | $2.98M | 0.00% | −13,777−22.2% | Reduced |
| Two Sigma Investments, LP | 41,035 | $2.53M | 0.01% | −192,821−82.5% | Reduced |
| State of New Jersey Common Pension Fund D | 40,499 | $2.50M | 0.01% | −15,123−27.2% | Reduced |
| Cubist Systematic Strategies, LLC | 38,714 | $2.39M | 0.03% | −3,220−7.7% | Reduced |
| Legal & General Group Plc | 38,265 | $2.36M | 0.00% | +31,864+497.8% | Added |
| Nichols & Pratt Advisers LLP | 38,735 | $2.35M | 0.18% | +9,660+33.2% | Added |
| Jump Financial, LLC | 37,118 | $2.29M | 0.17% | +37,118 | New |
| First Trust Advisors LP | 36,730 | $2.27M | 0.00% | +2,794+8.2% | Added |
| Edmond de Rothschild Holding S.A. | 35,399 | $2.18M | 0.05% | −3,006−7.8% | Reduced |
| Capital Impact Advisors, LLC | 34,826 | $2.15M | 0.85% | −7,220−17.2% | Reduced |
| New York State Common Retirement Fund | 34,596 | $2.13M | 0.00% | +1,617+4.9% | Added |
| JPMorgan Chase & Co | 32,248 | $1.99M | 0.00% | +8,300+34.7% | Added |
| Calamos Advisors LLC | 28,945 | $1.79M | 0.01% | +13,660+89.4% | Added |
| Citadel Advisors LLC | 28,151 | $1.74M | 0.00% | −47,467−62.8% | Reduced |
| Select Equity Group, L.P. | 28,059 | $1.73M | 0.01% | −15,241−35.2% | Reduced |
| American International Group, Inc. | 26,755 | $1.65M | 0.01% | +5,394+25.3% | Added |
| Manufacturers Life Insurance Company, The | 24,748 | $1.53M | 0.00% | +3,288+15.3% | Added |
| Formula Growth Ltd | 23,000 | $1.42M | 0.21% | 00.0% | Unchanged |
| Wellington Management Group LLP | 22,234 | $1.37M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 21,422 | $1.32M | 0.00% | +2,647+14.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,276 | $1.31M | 0.00% | −5,391−20.2% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $1.29M | 0.06% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 20,000 | $1.23M | 0.05% | −32,110−61.6% | Reduced |
| SEI Investments Co | 19,609 | $1.21M | 0.00% | +1,688+9.4% | Added |
| The PNC Financial Services Group, Inc. | 19,156 | $1.18M | 0.00% | +436+2.3% | Added |
| Legacy Advisors, LLC | 19,000 | $1.17M | 0.47% | −1,999−9.5% | Reduced |
| Man Group plc | 17,470 | $1.08M | 0.00% | +2,476+16.5% | Added |
| Squarepoint Ops LLC | 17,392 | $1.07M | 0.01% | −36,360−67.6% | Reduced |
| Blueshift Asset Management, LLC | 17,247 | $1.06M | 0.06% | +17,247 | New |
| SG Americas Securities, LLC | 17,180 | $1.06M | 0.01% | +7,126+70.9% | Added |