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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 46,727 | $1.23M | 0.06% | +46,727 | New |
| Marshall Wace, LLP | 47,529 | $1.25M | 0.00% | −68,991−59.2% | Reduced |
| Principal Financial Group Inc | 47,832 | $1.26M | 0.00% | −16,298−25.4% | Reduced |
| Squarepoint Ops LLC | 49,695 | $1.31M | 0.01% | +49,695 | New |
| Duality Advisers, LP | 50,347 | $1.33M | 0.14% | +50,347 | New |
| UBS Asset Management Americas Inc | 50,406 | $1.33M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 51,555 | $1.36M | 0.00% | +7,262+16.4% | Added |
| Rhumbline Advisers | 52,028 | $1.37M | 0.00% | +3,528+7.3% | Added |
| Pictet Asset Management SA | 52,292 | $1.38M | 0.00% | +33,654+180.6% | Added |
| Nichols & Pratt Advisers LLP | 55,520 | $1.46M | 0.11% | +10,880+24.4% | Added |
| Voloridge Investment Management, LLC | 56,195 | $1.48M | 0.01% | +48,186+601.6% | Added |
| Alliancebernstein L.P. | 57,253 | $1.51M | 0.00% | +853+1.5% | Added |
| California State Teachers Retirement System | 60,287 | $1.59M | 0.00% | −5,223−8.0% | Reduced |
| Jane Street Group, LLC | 73,394 | $1.93M | 0.00% | +54,799+294.7% | Added |
| Prudential Financial Inc | 73,945 | $1.95M | 0.00% | −8,000−9.8% | Reduced |
| Premier Fund Managers Ltd | 68,183 | $2.00M | 0.07% | +21,266+45.3% | Added |
| Twinbeech Capital LP | 79,572 | $2.10M | 0.09% | +79,572 | New |
| Ameriprise Financial Inc | 79,829 | $2.10M | 0.00% | −44,937−36.0% | Reduced |
| Macquarie Group Ltd | 81,438 | $2.15M | 0.00% | +21,953+36.9% | Added |
| Millennium Management LLC | 83,207 | $2.19M | 0.00% | +26,914+47.8% | Added |
| Bullseye Asset Management LLC | 83,948 | $2.21M | 1.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 85,546 | $2.25M | 0.00% | +52,755+160.9% | Added |
| Manufacturers Life Insurance Company, The | 82,264 | $2.36M | 0.00% | +57,316+229.7% | Added |
| Woodline Partners LP | 90,183 | $2.38M | 0.04% | +84,606+1,517.1% | Added |
| TD Asset Management Inc | 100,358 | $2.65M | 0.00% | −2,900−2.8% | Reduced |
| State of Wisconsin Investment Board | 107,400 | $2.83M | 0.01% | +58,000+117.4% | Added |
| Swiss National Bank | 108,200 | $2.85M | 0.00% | +8,000+8.0% | Added |
| Rhenman & Partners Asset Management AB | 117,000 | $3.08M | 0.30% | −6,465−5.2% | Reduced |
| Engineers Gate Manager LP | 130,312 | $3.44M | 0.13% | +55,393+73.9% | Added |
| Bridgewater Associates, LP | 131,766 | $3.47M | 0.01% | +34,160+35.0% | Added |
| Two Sigma Investments, LP | 132,825 | $3.50M | 0.01% | +132,825 | New |
| Mirae Asset Global Investments Co., Ltd. | 152,009 | $4.01M | 0.01% | −23,017−13.2% | Reduced |
| Silvercrest Asset Management Group LLC | 160,011 | $4.22M | 0.03% | +1,985+1.3% | Added |
| Wells Fargo & Company | 171,198 | $4.51M | 0.00% | −6,443−3.6% | Reduced |
| Tamarack Advisers, LP | 175,000 | $4.61M | 2.21% | +100,000+133.3% | Added |
| Morgan Stanley | 178,098 | $4.69M | 0.00% | −2,218−1.2% | Reduced |
| Renaissance Technologies LLC | 178,200 | $4.70M | 0.01% | +72,603+68.8% | Added |
| Norges Bank | 179,942 | $4.74M | 0.00% | +23,812+15.3% | Added |
| Segall Bryant & Hamill, LLC | 191,428 | $5.05M | 0.05% | +5,487+3.0% | Added |
| Goldman Sachs Group Inc | 194,004 | $5.11M | 0.00% | +86,449+80.4% | Added |
| Cubist Systematic Strategies, LLC | 203,626 | $5.37M | 0.05% | +91,696+81.9% | Added |
| Bank of New York Mellon Corp | 219,598 | $5.79M | 0.00% | +2,047+0.9% | Added |
| Ci Investments Inc. | 254,365 | $6.71M | 0.02% | −105,865−29.4% | Reduced |
| AXA S.A. | 261,839 | $6.90M | 0.02% | −15,005−5.4% | Reduced |
| Nuveen Asset Management, LLC | 282,684 | $7.94M | 0.00% | −4,263−1.5% | Reduced |
| Peregrine Capital Management LLC | 333,131 | $8.78M | 0.21% | +65,009+24.2% | Added |
| Blair William & Co | 359,670 | $9.48M | 0.03% | −158,638−30.6% | Reduced |
| Bank of America Corp | 367,762 | $9.70M | 0.00% | +5,360+1.5% | Added |
| Charles Schwab Investment Management Inc | 370,276 | $9.76M | 0.00% | +13,928+3.9% | Added |
| Driehaus Capital Management LLC | 379,930 | $10.0M | 0.12% | +22,565+6.3% | Added |
| Thrivent Financial for Lutherans | 402,112 | $10.6M | 0.02% | −26,891−6.3% | Reduced |
| Janus Henderson Group PLC | 411,599 | $10.8M | 0.01% | −2,382−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 446,311 | $11.8M | 0.01% | −192,004−30.1% | Reduced |
| Park West Asset Management LLC | 501,859 | $13.2M | 0.47% | −98,141−16.4% | Reduced |
| D. E. Shaw & Co., Inc. | 534,513 | $14.1M | 0.02% | +133,060+33.1% | Added |
| Northern Trust Corp | 535,081 | $14.1M | 0.00% | −34,397−6.0% | Reduced |
| Citadel Advisors LLC | 567,975 | $15.0M | 0.02% | +424,105+294.8% | Added |
| Bellevue Group AG | 580,498 | $15.3M | 0.18% | −11,829−2.0% | Reduced |
| Lazard Asset Management LLC | 654,294 | $17.2M | 0.02% | +331,209+102.5% | Added |
| TimesSquare Capital Management, LLC | 846,790 | $22.3M | 0.25% | +24,985+3.0% | Added |
| Geode Capital Management, LLC | 875,081 | $23.1M | 0.00% | +39,165+4.7% | Added |
| Rock Springs Capital Management LP | 950,000 | $25.0M | 0.63% | +180,000+23.4% | Added |
| State Street Corp | 988,065 | $26.0M | 0.00% | +57,456+6.2% | Added |
| Riverbridge Partners LLC | 997,034 | $26.3M | 0.30% | +95,030+10.5% | Added |
| Franklin Resources Inc | 1,003,800 | $26.5M | 0.01% | +67,870+7.3% | Added |
| GW&K Investment Management, LLC | 1,160,937 | $30.6M | 0.27% | −14,114−1.2% | Reduced |
| Jennison Associates LLC | 1,183,779 | $31.2M | 0.02% | +70,865+6.4% | Added |
| Echo Street Capital Management LLC | 1,207,228 | $31.8M | 0.23% | +866,654+254.5% | Added |
| Point72 Asset Management, L.P. | 1,352,100 | $35.6M | 0.16% | +1,352,100 | New |
| Brown Advisory Inc | 1,705,502 | $45.0M | 0.07% | +410,477+31.7% | Added |
| Credit Suisse AG | 1,971,704 | $52.0M | 0.04% | +208,181+11.8% | Added |
| Vanguard Group Inc | 3,510,495 | $92.5M | 0.00% | +44,021+1.3% | Added |
| FMR LLC | 4,854,476 | $128.0M | 0.01% | −646,138−11.7% | Reduced |
| BlackRock Inc. | 6,359,641 | $167.6M | 0.00% | +349,301+5.8% | Added |
| Price T Rowe Associates Inc | 8,136,857 | $214.5M | 0.02% | +338,978+4.3% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −702,560−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −557,207−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −509,643−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −480,950−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −253,143−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −116,635−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −90,480−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −47,283−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −41,376−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −39,149−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −29,057−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,931−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −9,572−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,484−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,964−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,287−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −923−100.0% | Sold out |