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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 38,232 | $1.59M | 0.00% | −33−0.1% | Reduced |
| Eaton Vance Management | 39,149 | $1.63M | 0.00% | −9,091−18.8% | Reduced |
| Citigroup Inc | 41,003 | $1.71M | 0.00% | −71,438−63.5% | Reduced |
| State of New Jersey Common Pension Fund D | 41,376 | $1.72M | 0.00% | +877+2.2% | Added |
| SG Americas Securities, LLC | 43,224 | $1.80M | 0.01% | +26,044+151.6% | Added |
| Deutsche Bank AG | 44,293 | $1.84M | 0.00% | −6,259−12.4% | Reduced |
| Nichols & Pratt Advisers LLP | 44,640 | $1.86M | 0.13% | +5,905+15.2% | Added |
| Ergoteles LLC | 47,283 | $1.97M | 0.08% | +47,283 | New |
| Premier Fund Managers Ltd | 46,917 | $1.99M | 0.06% | −90,442−65.8% | Reduced |
| Rhumbline Advisers | 48,500 | $2.02M | 0.00% | −539−1.1% | Reduced |
| State of Wisconsin Investment Board | 49,400 | $2.06M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 50,406 | $2.10M | 0.00% | +914+1.8% | Added |
| Millennium Management LLC | 56,293 | $2.35M | 0.00% | −93,869−62.5% | Reduced |
| Alliancebernstein L.P. | 56,400 | $2.35M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 59,485 | $2.48M | 0.00% | +7,805+15.1% | Added |
| Principal Financial Group Inc | 64,130 | $2.67M | 0.00% | −18,719−22.6% | Reduced |
| California State Teachers Retirement System | 65,510 | $2.73M | 0.00% | +1,900+3.0% | Added |
| Engineers Gate Manager LP | 74,919 | $3.12M | 0.14% | +68,883+1,141.2% | Added |
| Tamarack Advisers, LP | 75,000 | $3.13M | 1.29% | 00.0% | Unchanged |
| Voya Investment Management LLC | 75,636 | $3.15M | 0.01% | −60,175−44.3% | Reduced |
| Bullseye Asset Management LLC | 83,948 | $3.46M | 1.37% | 00.0% | Unchanged |
| Prudential Financial Inc | 81,945 | $3.50M | 0.00% | +17,333+26.8% | Added |
| McKinley Capital Management LLC /Delaware | 90,480 | $3.77M | 0.34% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 97,606 | $4.07M | 0.02% | +9,570+10.9% | Added |
| Swiss National Bank | 100,200 | $4.17M | 0.00% | −200−0.2% | Reduced |
| TD Asset Management Inc | 103,258 | $4.30M | 0.00% | +2,039+2.0% | Added |
| Renaissance Technologies LLC | 105,597 | $4.40M | 0.01% | +105,597 | New |
| Goldman Sachs Group Inc | 107,555 | $4.48M | 0.00% | −118,669−52.5% | Reduced |
| Cubist Systematic Strategies, LLC | 111,930 | $4.66M | 0.04% | +73,216+189.1% | Added |
| Marshall Wace, LLP | 116,520 | $4.86M | 0.01% | +116,520 | New |
| Putnam Investments LLC | 116,635 | $4.86M | 0.01% | −36,587−23.9% | Reduced |
| Ameriprise Financial Inc | 124,766 | $5.20M | 0.00% | −7,885−5.9% | Reduced |
| Rhenman & Partners Asset Management AB | 123,465 | $5.24M | 0.35% | 00.0% | Unchanged |
| Citadel Advisors LLC | 143,870 | $5.99M | 0.01% | +115,719+411.1% | Added |
| Norges Bank | 156,130 | $6.50M | 0.00% | +86,086+122.9% | Added |
| Silvercrest Asset Management Group LLC | 158,026 | $6.58M | 0.04% | +36,009+29.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 175,026 | $7.29M | 0.02% | −62,033−26.2% | Reduced |
| Wells Fargo & Company | 177,641 | $7.40M | 0.00% | −569,934−76.2% | Reduced |
| Morgan Stanley | 180,316 | $7.51M | 0.00% | +41,696+30.1% | Added |
| Segall Bryant & Hamill, LLC | 185,941 | $7.74M | 0.07% | +38,504+26.1% | Added |
| Bank of New York Mellon Corp | 217,551 | $9.06M | 0.00% | +1,052+0.5% | Added |
| E. Ohman J:or Asset Management AB | 253,143 | $10.5M | 0.30% | +40,000+18.8% | Added |
| Peregrine Capital Management LLC | 268,122 | $11.2M | 0.22% | +31,461+13.3% | Added |
| AXA S.A. | 276,844 | $11.5M | 0.03% | +276,844 | New |
| Nuveen Asset Management, LLC | 286,947 | $11.6M | 0.00% | −35,870−11.1% | Reduced |
| Lazard Asset Management LLC | 323,085 | $13.5M | 0.01% | −6,678−2.0% | Reduced |
| Echo Street Capital Management LLC | 340,574 | $14.2M | 0.10% | +340,574 | New |
| Charles Schwab Investment Management Inc | 356,348 | $14.8M | 0.00% | +8,371+2.4% | Added |
| Driehaus Capital Management LLC | 357,365 | $14.9M | 0.15% | −17,643−4.7% | Reduced |
| Ci Investments Inc. | 360,230 | $15.0M | 0.05% | −8,550−2.3% | Reduced |
| Bank of America Corp | 362,402 | $15.1M | 0.00% | +41,235+12.8% | Added |
| D. E. Shaw & Co., Inc. | 401,453 | $16.7M | 0.02% | +144,135+56.0% | Added |
| Janus Henderson Group PLC | 413,981 | $17.2M | 0.01% | +4,561+1.1% | Added |
| Thrivent Financial for Lutherans | 429,003 | $17.9M | 0.03% | +104,540+32.2% | Added |
| Capital International Investors | 480,950 | $20.0M | 0.00% | −314,434−39.5% | Reduced |
| Summit Partners Public Asset Management, LLC | 509,643 | $21.2M | 1.02% | +49,271+10.7% | Added |
| Blair William & Co | 518,308 | $21.6M | 0.07% | +32,814+6.8% | Added |
| Loomis Sayles & Co L P | 557,207 | $23.2M | 0.03% | −223,028−28.6% | Reduced |
| Northern Trust Corp | 569,478 | $23.7M | 0.00% | −9,761−1.7% | Reduced |
| Bellevue Group AG | 592,327 | $24.7M | 0.25% | −30,215−4.9% | Reduced |
| Park West Asset Management LLC | 600,000 | $25.0M | 0.73% | +600,000 | New |
| Allspring Global Investments Holdings, LLC | 638,315 | $26.6M | 0.03% | +638,315 | New |
| Lord, Abbett & Co. LLC | 702,560 | $29.3M | 0.07% | +20,301+3.0% | Added |
| Rock Springs Capital Management LP | 770,000 | $32.1M | 0.74% | −200,000−20.6% | Reduced |
| TimesSquare Capital Management, LLC | 821,805 | $34.2M | 0.30% | +110,585+15.5% | Added |
| Geode Capital Management, LLC | 835,916 | $34.8M | 0.00% | +36,348+4.5% | Added |
| Invesco Ltd. | 854,157 | $35.6M | 0.01% | −130,836−13.3% | Reduced |
| Riverbridge Partners LLC | 902,004 | $37.6M | 0.37% | +29,386+3.4% | Added |
| State Street Corp | 930,609 | $38.8M | 0.00% | +60,603+7.0% | Added |
| Franklin Resources Inc | 935,930 | $39.0M | 0.01% | −920.0% | Reduced |
| Jennison Associates LLC | 1,112,914 | $46.4M | 0.03% | −197,187−15.1% | Reduced |
| GW&K Investment Management, LLC | 1,175,051 | $49.0M | 0.41% | +274,331+30.5% | Added |
| Brown Advisory Inc | 1,295,025 | $54.0M | 0.07% | −31,120−2.3% | Reduced |
| Credit Suisse AG | 1,763,523 | $73.5M | 0.06% | +179,222+11.3% | Added |
| Vanguard Group Inc | 3,466,474 | $144.4M | 0.00% | +44,340+1.3% | Added |
| FMR LLC | 5,500,614 | $229.2M | 0.02% | −780,448−12.4% | Reduced |
| BlackRock Inc. | 6,010,340 | $250.4M | 0.01% | −56,477−0.9% | Reduced |
| Price T Rowe Associates Inc | 7,797,879 | $324.9M | 0.03% | −35,726−0.5% | Reduced |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −463,911−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −332,238−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −213,444−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −126,587−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −68,399−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −55,643−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −41,035−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,118−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −34,826−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −28,945−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −17,470−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,392−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,247−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −14,284−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,577−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |