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, Q4 2021
Institutional positions in Phreesia, Inc. as of Dec 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
- 178
- 0 vs. Q3 2021
- Shares held
- 48.6M
- −781.2K (−1.6%) vs. Q3 2021
- Total value
- $2.02B
- −$1.02B (−33.6%) vs. Q3 2021
- New holders
- 37
- 66 more added
- Sold out
- 37
- 53 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 7,797,879 | $324.9M | 0.03% | −35,726−0.5% | Reduced |
| BlackRock Inc. | 6,010,340 | $250.4M | 0.01% | −56,477−0.9% | Reduced |
| FMR LLC | 5,500,614 | $229.2M | 0.02% | −780,448−12.4% | Reduced |
| Vanguard Group Inc | 3,466,474 | $144.4M | 0.00% | +44,340+1.3% | Added |
| Credit Suisse AG | 1,763,523 | $73.5M | 0.06% | +179,222+11.3% | Added |
| Brown Advisory Inc | 1,295,025 | $54.0M | 0.07% | −31,120−2.3% | Reduced |
| GW&K Investment Management, LLC | 1,175,051 | $49.0M | 0.41% | +274,331+30.5% | Added |
| Jennison Associates LLC | 1,112,914 | $46.4M | 0.03% | −197,187−15.1% | Reduced |
| Franklin Resources Inc | 935,930 | $39.0M | 0.01% | −920.0% | Reduced |
| State Street Corp | 930,609 | $38.8M | 0.00% | +60,603+7.0% | Added |
| Riverbridge Partners LLC | 902,004 | $37.6M | 0.37% | +29,386+3.4% | Added |
| Invesco Ltd. | 854,157 | $35.6M | 0.01% | −130,836−13.3% | Reduced |
| Geode Capital Management, LLC | 835,916 | $34.8M | 0.00% | +36,348+4.5% | Added |
| TimesSquare Capital Management, LLC | 821,805 | $34.2M | 0.30% | +110,585+15.5% | Added |
| Rock Springs Capital Management LP | 770,000 | $32.1M | 0.74% | −200,000−20.6% | Reduced |
| Lord, Abbett & Co. LLC | 702,560 | $29.3M | 0.07% | +20,301+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 638,315 | $26.6M | 0.03% | +638,315 | New |
| Park West Asset Management LLC | 600,000 | $25.0M | 0.73% | +600,000 | New |
| Bellevue Group AG | 592,327 | $24.7M | 0.25% | −30,215−4.9% | Reduced |
| Northern Trust Corp | 569,478 | $23.7M | 0.00% | −9,761−1.7% | Reduced |
| Loomis Sayles & Co L P | 557,207 | $23.2M | 0.03% | −223,028−28.6% | Reduced |
| Blair William & Co | 518,308 | $21.6M | 0.07% | +32,814+6.8% | Added |
| Summit Partners Public Asset Management, LLC | 509,643 | $21.2M | 1.02% | +49,271+10.7% | Added |
| Capital International Investors | 480,950 | $20.0M | 0.00% | −314,434−39.5% | Reduced |
| Thrivent Financial for Lutherans | 429,003 | $17.9M | 0.03% | +104,540+32.2% | Added |
| Janus Henderson Group PLC | 413,981 | $17.2M | 0.01% | +4,561+1.1% | Added |
| D. E. Shaw & Co., Inc. | 401,453 | $16.7M | 0.02% | +144,135+56.0% | Added |
| Bank of America Corp | 362,402 | $15.1M | 0.00% | +41,235+12.8% | Added |
| Ci Investments Inc. | 360,230 | $15.0M | 0.05% | −8,550−2.3% | Reduced |
| Driehaus Capital Management LLC | 357,365 | $14.9M | 0.15% | −17,643−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 356,348 | $14.8M | 0.00% | +8,371+2.4% | Added |
| Echo Street Capital Management LLC | 340,574 | $14.2M | 0.10% | +340,574 | New |
| Lazard Asset Management LLC | 323,085 | $13.5M | 0.01% | −6,678−2.0% | Reduced |
| Nuveen Asset Management, LLC | 286,947 | $11.6M | 0.00% | −35,870−11.1% | Reduced |
| AXA S.A. | 276,844 | $11.5M | 0.03% | +276,844 | New |
| Peregrine Capital Management LLC | 268,122 | $11.2M | 0.22% | +31,461+13.3% | Added |
| E. Ohman J:or Asset Management AB | 253,143 | $10.5M | 0.30% | +40,000+18.8% | Added |
| Bank of New York Mellon Corp | 217,551 | $9.06M | 0.00% | +1,052+0.5% | Added |
| Segall Bryant & Hamill, LLC | 185,941 | $7.74M | 0.07% | +38,504+26.1% | Added |
| Morgan Stanley | 180,316 | $7.51M | 0.00% | +41,696+30.1% | Added |
| Wells Fargo & Company | 177,641 | $7.40M | 0.00% | −569,934−76.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 175,026 | $7.29M | 0.02% | −62,033−26.2% | Reduced |
| Silvercrest Asset Management Group LLC | 158,026 | $6.58M | 0.04% | +36,009+29.5% | Added |
| Norges Bank | 156,130 | $6.50M | 0.00% | +86,086+122.9% | Added |
| Citadel Advisors LLC | 143,870 | $5.99M | 0.01% | +115,719+411.1% | Added |
| Rhenman & Partners Asset Management AB | 123,465 | $5.24M | 0.35% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 124,766 | $5.20M | 0.00% | −7,885−5.9% | Reduced |
| Putnam Investments LLC | 116,635 | $4.86M | 0.01% | −36,587−23.9% | Reduced |
| Marshall Wace, LLP | 116,520 | $4.86M | 0.01% | +116,520 | New |
| Cubist Systematic Strategies, LLC | 111,930 | $4.66M | 0.04% | +73,216+189.1% | Added |
| Goldman Sachs Group Inc | 107,555 | $4.48M | 0.00% | −118,669−52.5% | Reduced |
| Renaissance Technologies LLC | 105,597 | $4.40M | 0.01% | +105,597 | New |
| TD Asset Management Inc | 103,258 | $4.30M | 0.00% | +2,039+2.0% | Added |
| Swiss National Bank | 100,200 | $4.17M | 0.00% | −200−0.2% | Reduced |
| Bridgewater Associates, LP | 97,606 | $4.07M | 0.02% | +9,570+10.9% | Added |
| McKinley Capital Management LLC /Delaware | 90,480 | $3.77M | 0.34% | 00.0% | Unchanged |
| Prudential Financial Inc | 81,945 | $3.50M | 0.00% | +17,333+26.8% | Added |
| Bullseye Asset Management LLC | 83,948 | $3.46M | 1.37% | 00.0% | Unchanged |
| Voya Investment Management LLC | 75,636 | $3.15M | 0.01% | −60,175−44.3% | Reduced |
| Tamarack Advisers, LP | 75,000 | $3.13M | 1.29% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 74,919 | $3.12M | 0.14% | +68,883+1,141.2% | Added |
| California State Teachers Retirement System | 65,510 | $2.73M | 0.00% | +1,900+3.0% | Added |
| Principal Financial Group Inc | 64,130 | $2.67M | 0.00% | −18,719−22.6% | Reduced |
| Macquarie Group Ltd | 59,485 | $2.48M | 0.00% | +7,805+15.1% | Added |
| Alliancebernstein L.P. | 56,400 | $2.35M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 56,293 | $2.35M | 0.00% | −93,869−62.5% | Reduced |
| UBS Asset Management Americas Inc | 50,406 | $2.10M | 0.00% | +914+1.8% | Added |
| State of Wisconsin Investment Board | 49,400 | $2.06M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 48,500 | $2.02M | 0.00% | −539−1.1% | Reduced |
| Premier Fund Managers Ltd | 46,917 | $1.99M | 0.06% | −90,442−65.8% | Reduced |
| Ergoteles LLC | 47,283 | $1.97M | 0.08% | +47,283 | New |
| Nichols & Pratt Advisers LLP | 44,640 | $1.86M | 0.13% | +5,905+15.2% | Added |
| Deutsche Bank AG | 44,293 | $1.84M | 0.00% | −6,259−12.4% | Reduced |
| SG Americas Securities, LLC | 43,224 | $1.80M | 0.01% | +26,044+151.6% | Added |
| State of New Jersey Common Pension Fund D | 41,376 | $1.72M | 0.00% | +877+2.2% | Added |
| Citigroup Inc | 41,003 | $1.71M | 0.00% | −71,438−63.5% | Reduced |
| Eaton Vance Management | 39,149 | $1.63M | 0.00% | −9,091−18.8% | Reduced |
| Legal & General Group Plc | 38,232 | $1.59M | 0.00% | −33−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 36,850 | $1.53M | 0.03% | +1,451+4.1% | Added |
| New York State Common Retirement Fund | 36,411 | $1.52M | 0.00% | +1,815+5.2% | Added |
| First Trust Advisors LP | 35,692 | $1.49M | 0.00% | −1,038−2.8% | Reduced |
| JPMorgan Chase & Co | 32,791 | $1.36M | 0.00% | +543+1.7% | Added |
| Select Equity Group, L.P. | 29,057 | $1.21M | 0.00% | +998+3.6% | Added |
| Quantbot Technologies LP | 28,060 | $1.17M | 0.09% | +28,060 | New |
| American International Group, Inc. | 26,404 | $1.10M | 0.01% | −351−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 24,948 | $1.05M | 0.00% | +200+0.8% | Added |
| Formula Growth Ltd | 23,000 | $958.0K | 0.17% | 00.0% | Unchanged |
| Wellington Management Group LLP | 22,301 | $929.0K | 0.00% | +67+0.3% | Added |
| SEI Investments Co | 21,632 | $901.0K | 0.00% | +2,023+10.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,276 | $886.0K | 0.00% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 20,853 | $869.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 20,738 | $864.0K | 0.00% | +17,388+519.0% | Added |
| Legacy Advisors, LLC | 19,000 | $792.0K | 0.29% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,755 | $782.0K | 0.00% | +3,076+19.6% | Added |
| Pictet Asset Management SA | 18,638 | $776.0K | 0.00% | +18,638 | New |
| Jane Street Group, LLC | 18,595 | $775.0K | 0.00% | +8,767+89.2% | Added |
| Raymond James & Associates | 18,144 | $756.0K | 0.00% | −3,278−15.3% | Reduced |
| Two Sigma Advisers, LP | 17,700 | $737.0K | 0.00% | −85,200−82.8% | Reduced |
| Walleye Capital LLC | 17,400 | $725.0K | 0.02% | +17,400 | New |
| MetLife Investment Management | 17,014 | $708.8K | 0.01% | 00.0% | Unchanged |