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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, Q3 2022

Institutional positions in Phreesia, Inc. as of Sep 30, 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
181
+19 vs. Q2 2022
Shares held
48.7M
−1.81M (−3.6%) vs. Q2 2022
Total value
$1.24B
−$22.2M (−1.8%) vs. Q2 2022
New holders
35
71 more added
Sold out
16
44 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 181 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 heldQ3 2022: $1.24B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2022.

Institutions holding PHR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC7,875,299$200.7M0.02%+1,657,650+26.7%Added
BlackRock Inc.4,717,328$120.2M0.00%−300,977−6.0%Reduced
Vanguard Group Inc3,814,948$97.2M0.00%+128,131+3.5%Added
Brown Advisory Inc2,920,850$74.4M0.14%+670,902+29.8%Added
T. Rowe Price Investment Management, Inc.2,537,469$64.7M0.05%+2,537,469New
Credit Suisse AG1,977,519$50.4M0.06%+3,880+0.2%Added
Franklin Resources Inc1,429,087$36.4M0.02%+26,079+1.9%Added
GW&K Investment Management, LLC1,383,490$35.3M0.39%−48,708−3.4%Reduced
Deerfield Management Company, L.P. (Series C)1,358,000$34.6M0.69%+500,885+58.4%Added
Rock Springs Capital Management LP1,302,500$33.2M0.86%+4,300+0.3%Added
Jennison Associates LLC1,110,942$28.3M0.03%+394,599+55.1%Added
State Street Corp998,622$25.4M0.00%−549−0.1%Reduced
Riverbridge Partners LLC963,745$24.6M0.36%−4,503−0.5%Reduced
TimesSquare Capital Management, LLC911,940$23.2M0.32%+76,810+9.2%Added
Geode Capital Management, LLC889,261$22.7M0.00%+15,039+1.7%Added
Millennium Management LLC835,681$21.3M0.03%−394,173−32.1%Reduced
Bellevue Group AG666,419$17.0M0.24%−13,734−2.0%Reduced
Nuveen Asset Management, LLC633,846$16.1M0.01%+116,504+22.5%Added
D. E. Shaw & Co., Inc.623,100$15.9M0.03%+11,359+1.9%Added
Point72 Asset Management, L.P.618,532$15.8M0.07%−113,168−15.5%Reduced
Northern Trust Corp513,674$13.1M0.00%−5,523−1.1%Reduced
Lazard Asset Management LLC479,136$12.2M0.02%+17,831+3.9%Added
Granahan Investment Management Inc477,347$12.2M0.40%+477,347New
Janus Henderson Group PLC410,587$10.5M0.01%+60.0%Added
Bank of America Corp392,581$10.0M0.00%−6,551−1.6%Reduced
Charles Schwab Investment Management Inc374,048$9.53M0.00%+11,121+3.1%Added
Peregrine Capital Management LLC349,426$8.90M0.29%+25,621+7.9%Added
Goldman Sachs Group Inc333,585$8.50M0.00%+163,260+95.9%Added
Driehaus Capital Management LLC314,414$8.01M0.12%−240,819−43.4%Reduced
Dimensional Fund Advisors LP307,849$7.84M0.00%+262,636+580.9%Added
Norges Bank291,575$7.43M0.00%00.0%Unchanged
Tamarack Advisers, LP260,000$6.63M3.91%+15,000+6.1%Added
JPMorgan Chase & Co259,991$6.62M0.00%+19,482+8.1%Added
AXA S.A.256,028$6.52M0.03%−1,573−0.6%Reduced
Morgan Stanley236,506$6.03M0.00%+69,960+42.0%Added
Ci Investments Inc.231,365$5.89M0.03%−5,000−2.1%Reduced
Segall Bryant & Hamill, LLC228,617$5.82M0.07%+23,631+11.5%Added
Silvercrest Asset Management Group LLC219,877$5.60M0.05%−5,388−2.4%Reduced
Two Sigma Investments, LP215,072$5.48M0.02%+101,111+88.7%Added
Price T Rowe Associates Inc209,616$5.34M0.00%−6,814,448−97.0%Reduced
Bank of New York Mellon Corp198,639$5.06M0.00%+22,736+12.9%Added
Blair William & Co194,252$4.95M0.02%−3,665−1.9%Reduced
Voloridge Investment Management, LLC189,454$4.83M0.03%−89,874−32.2%Reduced
Two Sigma Advisers, LP187,400$4.78M0.01%+112,100+148.9%Added
Mirae Asset Global Investments Co., Ltd.182,547$4.65M0.01%−2,286−1.2%Reduced
Citadel Advisors LLC150,565$3.84M0.00%−30,931−17.0%Reduced
Voya Investment Management LLC141,304$3.60M0.00%−127,088−47.4%Reduced
State of Wisconsin Investment Board140,537$3.58M0.01%+20,716+17.3%Added
Bridgewater Associates, LP138,926$3.54M0.02%−2,988−2.1%Reduced
Invesco Ltd.137,293$3.50M0.00%+103,909+311.3%Added
Rhenman & Partners Asset Management AB125,000$3.42M0.36%+50,000+66.7%Added
Neuberger Berman Group LLC131,448$3.35M0.00%+131,448New
Swiss National Bank117,500$2.99M0.00%+2,800+2.4%Added
Alliancebernstein L.P.117,292$2.99M0.00%+60,792+107.6%Added
Cubist Systematic Strategies, LLC110,667$2.82M0.02%+19,159+20.9%Added
Prudential Financial Inc100,745$2.57M0.00%+55,000+120.2%Added
Macquarie Group Ltd87,952$2.27M0.00%+9,163+11.6%Added
Pictet Asset Management SA83,456$2.13M0.00%+13,458+19.2%Added
Silverarc Capital Management, LLC83,305$2.12M0.90%+5,194+6.6%Added
Bullseye Asset Management LLC83,013$2.12M1.23%−981−1.2%Reduced
Birchview Capital, LP82,700$2.11M1.48%00.0%Unchanged
Fred Alger Management, LLC79,589$2.03M0.01%+79,589New
Rhumbline Advisers74,432$1.90M0.00%+6,631+9.8%Added
Algert Global LLC72,701$1.85M0.11%+72,701New
BNP Paribas Arbitrage, SA66,662$1.70M0.00%+66,662New
EAM Global Investors LLC63,320$1.61M0.43%+63,320New
California State Teachers Retirement System62,037$1.58M0.00%−399−0.6%Reduced
Nichols & Pratt Advisers LLP61,475$1.57M0.14%−200.0%Reduced
Trexquant Investment LP53,864$1.37M0.05%+53,864New
ExodusPoint Capital Management, LP50,901$1.30M0.02%+50,901New
New York State Common Retirement Fund50,368$1.28M0.00%+13,980+38.4%Added
Squarepoint Ops LLC48,713$1.24M0.01%−36,414−42.8%Reduced
Premier Fund Managers Ltd46,248$1.17M0.09%−21,935−32.2%Reduced
EAM Investors, LLC43,127$1.10M0.24%+43,127New
Legal & General Group Plc42,369$1.08M0.00%−10,338−19.6%Reduced
First Trust Advisors LP42,128$1.07M0.00%+29,258+227.3%Added
Essex Investment Management Co LLC41,756$1.06M0.17%+41,756New
UBS Asset Management Americas Inc40,548$1.03M0.00%00.0%Unchanged
SEI Investments Co38,176$973.0K0.00%+12,504+48.7%Added
Dynamic Technology Lab Private Ltd37,750$962.0K0.09%+37,750New
Atom Investors LP33,620$857.0K0.30%+13,742+69.1%Added
Woodline Partners LP32,976$840.0K0.01%−19,779−37.5%Reduced
Jackson Creek Investment Advisors LLC32,313$823.0K0.39%+32,313New
Zacks Investment Management30,889$787.0K0.01%+30,889New
STRS Ohio30,500$777.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System30,419$775.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd30,327$773.0K0.00%+30,327New
Sumitomo Mitsui Trust Holdings, Inc.29,381$749.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP27,768$708.0K0.06%+5,882+26.9%Added
MetLife Investment Management26,712$680.6K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC26,000$662.0K0.01%+26,000New
Panagora Asset Management Inc24,849$633.0K0.00%+15,417+163.5%Added
XTX Topco Ltd24,410$622.0K0.15%+24,410New
American International Group, Inc.23,317$594.0K0.00%+329+1.4%Added
Deutsche Bank AG22,779$580.0K0.00%−5,049−18.1%Reduced
Susquehanna International Group, LLP21,711$553.0K0.00%+10,076+86.6%Added
M Holdings Securities, Inc.21,150$539.0K0.06%00.0%Unchanged
Jasper Ridge Partners, L.P.20,853$531.0K0.04%00.0%Unchanged
Commerce Bank19,646$501.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The19,591$499.2K0.00%−36,384−65.0%Reduced