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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, Q1 2022

Institutional positions in Phreesia, Inc. as of Mar 31, 2022. 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
175
−3 vs. Q4 2021
Shares held
49.9M
+1.37M (+2.8%) vs. Q4 2021
Total value
$1.32B
−$705.9M (−34.9%) vs. Q4 2021
New holders
30
80 more added
Sold out
33
50 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 175 institutions
Q1 2021: 188 institutionsQ2 2021: 186 institutionsQ3 2021: 179 institutionsQ4 2021: 178 institutionsQ1 2022: 175 institutionsQ2 2022: 164 institutionsQ3 2022: 181 institutionsQ4 2022: 180 institutionsQ1 2023: 207 institutionsQ2 2023: 193 institutionsQ3 2023: 176 institutionsQ4 2023: 187 institutionsQ1 2024: 190 institutionsQ2 2024: 176 institutionsQ3 2024: 191 institutionsQ4 2024: 192 institutionsQ1 2025: 223 institutionsQ2 2025: 224 institutionsQ3 2025: 235 institutionsQ4 2025: 231 institutionsQ1 2026: 246 institutionsQ2 2026: 227 institutions
Value heldQ1 2022: $1.32B
Q1 2021: $2.18BQ2 2021: $2.93BQ3 2021: $3.05BQ4 2021: $2.02BQ1 2022: $1.32BQ2 2022: $1.26BQ3 2022: $1.24BQ4 2022: $1.58BQ1 2023: $1.62BQ2 2023: $1.58BQ3 2023: $975.1MQ4 2023: $1.20BQ1 2024: $1.25BQ2 2024: $1.14BQ3 2024: $1.26BQ4 2024: $1.38BQ1 2025: $1.44BQ2 2025: $1.67BQ3 2025: $1.42BQ4 2025: $981.3MQ1 2026: $496.0MQ2 2026: $598.3M
Institutions holding PHR and their total value by quarter
QuarterHoldersValue
Q2 2026227$598.3M
Q1 2026246$496.0M
Q4 2025231$981.3M
Q3 2025235$1.42B
Q2 2025224$1.67B
Q1 2025223$1.44B
Q4 2024192$1.38B
Q3 2024191$1.26B
Q2 2024176$1.14B
Q1 2024190$1.25B
Q4 2023187$1.20B
Q3 2023176$975.1M
Q2 2023193$1.58B
Q1 2023207$1.62B
Q4 2022180$1.58B
Q3 2022181$1.24B
Q2 2022164$1.26B
Q1 2022175$1.32B
Q4 2021178$2.02B
Q3 2021179$3.05B
Q2 2021186$2.93B
Q1 2021188$2.18B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2021.

Institutions holding PHR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc8,136,857$214.5M0.02%+338,978+4.3%Added
BlackRock Inc.6,359,641$167.6M0.00%+349,301+5.8%Added
FMR LLC4,854,476$128.0M0.01%−646,138−11.7%Reduced
Vanguard Group Inc3,510,495$92.5M0.00%+44,021+1.3%Added
Credit Suisse AG1,971,704$52.0M0.04%+208,181+11.8%Added
Brown Advisory Inc1,705,502$45.0M0.07%+410,477+31.7%Added
Point72 Asset Management, L.P.1,352,100$35.6M0.16%+1,352,100New
Echo Street Capital Management LLC1,207,228$31.8M0.23%+866,654+254.5%Added
Jennison Associates LLC1,183,779$31.2M0.02%+70,865+6.4%Added
GW&K Investment Management, LLC1,160,937$30.6M0.27%−14,114−1.2%Reduced
Franklin Resources Inc1,003,800$26.5M0.01%+67,870+7.3%Added
Riverbridge Partners LLC997,034$26.3M0.30%+95,030+10.5%Added
State Street Corp988,065$26.0M0.00%+57,456+6.2%Added
Rock Springs Capital Management LP950,000$25.0M0.63%+180,000+23.4%Added
Geode Capital Management, LLC875,081$23.1M0.00%+39,165+4.7%Added
TimesSquare Capital Management, LLC846,790$22.3M0.25%+24,985+3.0%Added
Lazard Asset Management LLC654,294$17.2M0.02%+331,209+102.5%Added
Bellevue Group AG580,498$15.3M0.18%−11,829−2.0%Reduced
Citadel Advisors LLC567,975$15.0M0.02%+424,105+294.8%Added
Northern Trust Corp535,081$14.1M0.00%−34,397−6.0%Reduced
D. E. Shaw & Co., Inc.534,513$14.1M0.02%+133,060+33.1%Added
Park West Asset Management LLC501,859$13.2M0.47%−98,141−16.4%Reduced
Allspring Global Investments Holdings, LLC446,311$11.8M0.01%−192,004−30.1%Reduced
Janus Henderson Group PLC411,599$10.8M0.01%−2,382−0.6%Reduced
Thrivent Financial for Lutherans402,112$10.6M0.02%−26,891−6.3%Reduced
Driehaus Capital Management LLC379,930$10.0M0.12%+22,565+6.3%Added
Charles Schwab Investment Management Inc370,276$9.76M0.00%+13,928+3.9%Added
Bank of America Corp367,762$9.70M0.00%+5,360+1.5%Added
Blair William & Co359,670$9.48M0.03%−158,638−30.6%Reduced
Peregrine Capital Management LLC333,131$8.78M0.21%+65,009+24.2%Added
Nuveen Asset Management, LLC282,684$7.94M0.00%−4,263−1.5%Reduced
AXA S.A.261,839$6.90M0.02%−15,005−5.4%Reduced
Ci Investments Inc.254,365$6.71M0.02%−105,865−29.4%Reduced
Bank of New York Mellon Corp219,598$5.79M0.00%+2,047+0.9%Added
Cubist Systematic Strategies, LLC203,626$5.37M0.05%+91,696+81.9%Added
Goldman Sachs Group Inc194,004$5.11M0.00%+86,449+80.4%Added
Segall Bryant & Hamill, LLC191,428$5.05M0.05%+5,487+3.0%Added
Norges Bank179,942$4.74M0.00%+23,812+15.3%Added
Renaissance Technologies LLC178,200$4.70M0.01%+72,603+68.8%Added
Morgan Stanley178,098$4.69M0.00%−2,218−1.2%Reduced
Tamarack Advisers, LP175,000$4.61M2.21%+100,000+133.3%Added
Wells Fargo & Company171,198$4.51M0.00%−6,443−3.6%Reduced
Silvercrest Asset Management Group LLC160,011$4.22M0.03%+1,985+1.3%Added
Mirae Asset Global Investments Co., Ltd.152,009$4.01M0.01%−23,017−13.2%Reduced
Two Sigma Investments, LP132,825$3.50M0.01%+132,825New
Bridgewater Associates, LP131,766$3.47M0.01%+34,160+35.0%Added
Engineers Gate Manager LP130,312$3.44M0.13%+55,393+73.9%Added
Rhenman & Partners Asset Management AB117,000$3.08M0.30%−6,465−5.2%Reduced
Swiss National Bank108,200$2.85M0.00%+8,000+8.0%Added
State of Wisconsin Investment Board107,400$2.83M0.01%+58,000+117.4%Added
TD Asset Management Inc100,358$2.65M0.00%−2,900−2.8%Reduced
Woodline Partners LP90,183$2.38M0.04%+84,606+1,517.1%Added
Manufacturers Life Insurance Company, The82,264$2.36M0.00%+57,316+229.7%Added
JPMorgan Chase & Co85,546$2.25M0.00%+52,755+160.9%Added
Bullseye Asset Management LLC83,948$2.21M1.02%00.0%Unchanged
Millennium Management LLC83,207$2.19M0.00%+26,914+47.8%Added
Macquarie Group Ltd81,438$2.15M0.00%+21,953+36.9%Added
Ameriprise Financial Inc79,829$2.10M0.00%−44,937−36.0%Reduced
Twinbeech Capital LP79,572$2.10M0.09%+79,572New
Premier Fund Managers Ltd68,183$2.00M0.07%+21,266+45.3%Added
Prudential Financial Inc73,945$1.95M0.00%−8,000−9.8%Reduced
Jane Street Group, LLC73,394$1.93M0.00%+54,799+294.7%Added
California State Teachers Retirement System60,287$1.59M0.00%−5,223−8.0%Reduced
Alliancebernstein L.P.57,253$1.51M0.00%+853+1.5%Added
Voloridge Investment Management, LLC56,195$1.48M0.01%+48,186+601.6%Added
Nichols & Pratt Advisers LLP55,520$1.46M0.11%+10,880+24.4%Added
Pictet Asset Management SA52,292$1.38M0.00%+33,654+180.6%Added
Rhumbline Advisers52,028$1.37M0.00%+3,528+7.3%Added
Deutsche Bank AG51,555$1.36M0.00%+7,262+16.4%Added
UBS Asset Management Americas Inc50,406$1.33M0.00%00.0%Unchanged
Duality Advisers, LP50,347$1.33M0.14%+50,347New
Squarepoint Ops LLC49,695$1.31M0.01%+49,695New
Principal Financial Group Inc47,832$1.26M0.00%−16,298−25.4%Reduced
Marshall Wace, LLP47,529$1.25M0.00%−68,991−59.2%Reduced
Cinctive Capital Management LP46,727$1.23M0.06%+46,727New
Two Sigma Advisers, LP43,500$1.15M0.00%+25,800+145.8%Added
Barclays PLC40,310$1.06M0.00%+40,310New
Legal & General Group Plc38,535$1.02M0.00%+303+0.8%Added
Dynamic Technology Lab Private Ltd37,850$998.0K0.12%+37,850New
Edmond de Rothschild Holding S.A.37,650$992.0K0.02%+800+2.2%Added
Parametric Portfolio Associates LLC36,576$964.0K0.00%+22,188+154.2%Added
New York State Common Retirement Fund36,437$960.0K0.00%+26+0.1%Added
Jump Financial, LLC35,788$943.0K0.04%+35,788New
PEAK6 Investments LLC35,069$924.0K0.03%+18,343+109.7%Added
Invesco Ltd.32,334$852.0K0.00%−821,823−96.2%Reduced
SG Americas Securities, LLC30,106$794.0K0.01%−13,118−30.3%Reduced
Dimensional Fund Advisors LP29,688$785.0K0.00%+29,688New
Sumitomo Mitsui Trust Holdings, Inc.29,381$774.0K0.00%+8,105+38.1%Added
STRS Ohio28,800$759.0K0.00%+16,700+138.0%Added
SEI Investments Co28,161$742.0K0.00%+6,529+30.2%Added
MetLife Investment Management26,712$704.1K0.00%+9,698+57.0%Added
American International Group, Inc.24,668$650.0K0.00%−1,736−6.6%Reduced
Quantbot Technologies LP23,108$609.0K0.05%−4,952−17.6%Reduced
AlphaCrest Capital Management LLC21,777$574.0K0.03%+8,185+60.2%Added
Wellington Management Group LLP21,700$572.0K0.00%−601−2.7%Reduced
Jasper Ridge Partners, L.P.20,853$550.0K0.03%00.0%Unchanged
M Holdings Securities, Inc.19,565$516.0K0.04%+19,565New
Voya Investment Management LLC19,547$515.0K0.00%−56,089−74.2%Reduced
Legacy Advisors, LLC19,000$501.0K0.10%00.0%Unchanged
Bleichroeder LP18,470$487.0K0.09%+18,470New