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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 35,399 | $2.18M | 0.05% | −3,006−7.8% | Reduced |
| First Trust Advisors LP | 36,730 | $2.27M | 0.00% | +2,794+8.2% | Added |
| Jump Financial, LLC | 37,118 | $2.29M | 0.17% | +37,118 | New |
| Nichols & Pratt Advisers LLP | 38,735 | $2.35M | 0.18% | +9,660+33.2% | Added |
| Legal & General Group Plc | 38,265 | $2.36M | 0.00% | +31,864+497.8% | Added |
| Cubist Systematic Strategies, LLC | 38,714 | $2.39M | 0.03% | −3,220−7.7% | Reduced |
| State of New Jersey Common Pension Fund D | 40,499 | $2.50M | 0.01% | −15,123−27.2% | Reduced |
| Two Sigma Investments, LP | 41,035 | $2.53M | 0.01% | −192,821−82.5% | Reduced |
| Eaton Vance Management | 48,240 | $2.98M | 0.00% | −13,777−22.2% | Reduced |
| Rhumbline Advisers | 49,039 | $3.03M | 0.00% | +11,434+30.4% | Added |
| State of Wisconsin Investment Board | 49,400 | $3.05M | 0.01% | +25,100+103.3% | Added |
| UBS Asset Management Americas Inc | 49,492 | $3.05M | 0.00% | +4,580+10.2% | Added |
| Deutsche Bank AG | 50,552 | $3.12M | 0.00% | +7,878+18.5% | Added |
| Macquarie Group Ltd | 51,680 | $3.19M | 0.00% | +5,480+11.9% | Added |
| Bank of Montreal | 55,643 | $3.43M | 0.00% | −5,606−9.2% | Reduced |
| Alliancebernstein L.P. | 56,400 | $3.48M | 0.00% | −7,630−11.9% | Reduced |
| California State Teachers Retirement System | 63,610 | $3.92M | 0.01% | +11,077+21.1% | Added |
| Prudential Financial Inc | 64,612 | $3.99M | 0.01% | +748+1.2% | Added |
| Stony Point Capital LLC | 68,399 | $4.22M | 1.15% | −54,816−44.5% | Reduced |
| Norges Bank | 70,044 | $4.32M | 0.00% | −31,856−31.3% | Reduced |
| Tamarack Advisers, LP | 75,000 | $4.63M | 1.48% | −36,800−32.9% | Reduced |
| Principal Financial Group Inc | 82,849 | $5.11M | 0.00% | +4,789+6.1% | Added |
| Bullseye Asset Management LLC | 83,948 | $5.18M | 1.80% | +9,736+13.1% | Added |
| Bridgewater Associates, LP | 88,036 | $5.43M | 0.03% | −2,685−3.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 90,480 | $5.58M | 0.53% | 00.0% | Unchanged |
| Swiss National Bank | 100,400 | $6.20M | 0.00% | +2,400+2.4% | Added |
| TD Asset Management Inc | 101,219 | $6.25M | 0.01% | +9,575+10.4% | Added |
| Two Sigma Advisers, LP | 102,900 | $6.35M | 0.02% | −114,600−52.7% | Reduced |
| Citigroup Inc | 112,441 | $6.94M | 0.01% | +98,166+687.7% | Added |
| Silvercrest Asset Management Group LLC | 122,017 | $7.53M | 0.05% | −34,943−22.3% | Reduced |
| Rhenman & Partners Asset Management AB | 123,465 | $7.62M | 0.53% | −136,535−52.5% | Reduced |
| Russell Investments Group, Ltd. | 126,587 | $7.81M | 0.01% | +3,089+2.5% | Added |
| Ameriprise Financial Inc | 132,651 | $8.18M | 0.00% | −104,557−44.1% | Reduced |
| Premier Fund Managers Ltd | 137,359 | $8.33M | 0.27% | 00.0% | Unchanged |
| Voya Investment Management LLC | 135,811 | $8.38M | 0.02% | +121,174+827.9% | Added |
| Morgan Stanley | 138,620 | $8.55M | 0.00% | −20,539−12.9% | Reduced |
| Segall Bryant & Hamill, LLC | 147,437 | $9.10M | 0.09% | +92,050+166.2% | Added |
| Millennium Management LLC | 150,162 | $9.27M | 0.01% | −129,172−46.2% | Reduced |
| Putnam Investments LLC | 153,222 | $9.45M | 0.01% | −2,664−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 213,143 | $13.2M | 0.41% | +9,100+4.5% | Added |
| Kornitzer Capital Management Inc | 213,444 | $13.2M | 0.20% | −160,980−43.0% | Reduced |
| Bank of New York Mellon Corp | 216,499 | $13.4M | 0.00% | +66,042+43.9% | Added |
| Goldman Sachs Group Inc | 226,224 | $14.0M | 0.00% | +165,347+271.6% | Added |
| Peregrine Capital Management LLC | 236,661 | $14.6M | 0.30% | −16,127−6.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 237,059 | $14.6M | 0.04% | −45,609−16.1% | Reduced |
| D. E. Shaw & Co., Inc. | 257,318 | $15.9M | 0.02% | +54,406+26.8% | Added |
| Bank of America Corp | 321,167 | $19.8M | 0.00% | −464−0.1% | Reduced |
| Thrivent Financial for Lutherans | 324,463 | $20.0M | 0.04% | +27,686+9.3% | Added |
| Lazard Asset Management LLC | 329,763 | $20.3M | 0.02% | −78,681−19.3% | Reduced |
| Allianz Asset Management GmbH | 332,238 | $20.5M | 0.02% | +49,757+17.6% | Added |
| Charles Schwab Investment Management Inc | 347,977 | $21.5M | 0.01% | +90,371+35.1% | Added |
| Nuveen Asset Management, LLC | 322,817 | $22.1M | 0.01% | −45,504−12.4% | Reduced |
| Ci Investments Inc. | 368,780 | $22.8M | 0.08% | +368,780 | New |
| Driehaus Capital Management LLC | 375,008 | $23.1M | 0.27% | −3,349−0.9% | Reduced |
| Janus Henderson Group PLC | 409,420 | $25.3M | 0.01% | +484+0.1% | Added |
| Summit Partners Public Asset Management, LLC | 460,372 | $28.4M | 1.28% | −69,009−13.0% | Reduced |
| Ranger Investment Management, L.P. | 463,911 | $28.6M | 1.53% | −12,405−2.6% | Reduced |
| Blair William & Co | 485,494 | $30.0M | 0.10% | +12,976+2.7% | Added |
| Northern Trust Corp | 579,239 | $35.7M | 0.01% | +89,009+18.2% | Added |
| Bellevue Group AG | 622,542 | $38.4M | 0.39% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 682,259 | $42.1M | 0.10% | +682,259 | New |
| TimesSquare Capital Management, LLC | 711,220 | $43.9M | 0.38% | −460,305−39.3% | Reduced |
| Wells Fargo & Company | 747,575 | $46.1M | 0.01% | +80,325+12.0% | Added |
| Loomis Sayles & Co L P | 780,235 | $48.1M | 0.06% | −12,105−1.5% | Reduced |
| Capital International Investors | 795,384 | $49.1M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 799,568 | $49.3M | 0.01% | +172,304+27.5% | Added |
| State Street Corp | 870,006 | $53.7M | 0.00% | +148,222+20.5% | Added |
| Riverbridge Partners LLC | 872,618 | $53.8M | 0.54% | −1,522−0.2% | Reduced |
| GW&K Investment Management, LLC | 900,720 | $55.6M | 0.50% | −3,054−0.3% | Reduced |
| Franklin Resources Inc | 936,022 | $57.8M | 0.02% | −42,068−4.3% | Reduced |
| Rock Springs Capital Management LP | 970,000 | $59.8M | 1.26% | +10,000+1.0% | Added |
| Invesco Ltd. | 984,993 | $60.8M | 0.02% | +102,569+11.6% | Added |
| Jennison Associates LLC | 1,310,101 | $80.8M | 0.05% | −55,901−4.1% | Reduced |
| Brown Advisory Inc | 1,326,145 | $81.8M | 0.12% | −303,105−18.6% | Reduced |
| Credit Suisse AG | 1,584,301 | $97.8M | 0.08% | +5,169+0.3% | Added |
| Vanguard Group Inc | 3,422,134 | $211.1M | 0.01% | +1,336,147+64.1% | Added |
| BlackRock Inc. | 6,066,817 | $374.3M | 0.01% | +348,237+6.1% | Added |
| FMR LLC | 6,281,062 | $387.5M | 0.03% | −627,334−9.1% | Reduced |
| Price T Rowe Associates Inc | 7,833,605 | $483.3M | 0.05% | +1,165,206+17.5% | Added |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −188,442−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −176,500−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −54,099−100.0% | Sold out |
| Friess Associates LLC | 0 | $0 | 0.00% | −39,487−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,228−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −29,849−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −27,988−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −19,541−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −11,963−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,749−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,233−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |