Phreesia, Inc.

PHR

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001412408

SEC filings (opens in a new tab)

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.

Q3 2022 vs. Q2 2022

How the institutions holding Phreesia, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of PHR: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Of which not filed for Q3 2022	Q3 2022	Change
Holders	164	2	181	+19
Shares	50.6M	174	48.7M	−1.81M (−3.6%)
Value	$1.26B	$4.50K	$1.24B	−$22.2M (−1.8%)

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Phreesia, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to PHR in Q3 2022
Institution	Shares	Value	% of portfolio
T. Rowe Price Investment Management, Inc.	2,537,469	$64.7M	0.05%
Granahan Investment Management Inc	477,347	$12.2M	0.40%
Neuberger Berman Group LLC	131,448	$3.35M	0.00%
Fred Alger Management, LLC	79,589	$2.03M	0.01%
Algert Global LLC	72,701	$1.85M	0.11%
BNP Paribas Arbitrage, SA	66,662	$1.70M	0.00%
EAM Global Investors LLC	63,320	$1.61M	0.43%
Trexquant Investment LP	53,864	$1.37M	0.05%
ExodusPoint Capital Management, LP	50,901	$1.30M	0.02%
EAM Investors, LLC	43,127	$1.10M	0.24%
Essex Investment Management Co LLC	41,756	$1.06M	0.17%
Dynamic Technology Lab Private Ltd	37,750	$962.0K	0.09%
Jackson Creek Investment Advisors LLC	32,313	$823.0K	0.39%
Zacks Investment Management	30,889	$787.0K	0.01%
Qube Research & Technologies Ltd	30,327	$773.0K	0.00%
Schonfeld Strategic Advisors LLC	26,000	$662.0K	0.01%
XTX Topco Ltd	24,410	$622.0K	0.15%
Graham Capital Management, L.P.	13,470	$343.0K	0.01%
Aquatic Capital Management LLC	13,400	$341.0K	0.03%
PDT Partners, LLC	12,957	$330.0K	0.05%
Moody National Bank Trust Division	11,958	$305.0K	0.03%
Fox Run Management, L.L.C.	11,797	$301.0K	0.12%
Jane Street Group, LLC	11,656	$297.0K	0.00%
Wellington Management Group LLP	10,538	$269.0K	0.00%
Quantbot Technologies LP	5,997	$152.0K	0.01%
Amundi	3,668	$95.0K	0.00%
Nomura Holdings Inc	1,052	$27.0K	0.00%
Van Eck Associates Corp	576	$15.0K	0.00%
Brown Brothers Harriman & Co	257	$7.00K	0.00%
Ronald Blue Trust, Inc.	199	$5.00K	0.00%
ClariVest Asset Management LLC	71	$2.00K	0.00%
Huntington National Bank	48	$1.00K	0.00%
Ellevest, Inc.	21	$1.00K	0.00%
Bogart Wealth, LLC	40	$1.00K	0.00%
Raleigh Capital Management Inc.	39	$1.00K	0.00%

Sold out (16)

Institutions that held Phreesia, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of PHR in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Echo Street Capital Management LLC	1,207,228	$30.2M
PointState Capital LP	456,830	$11.4M
Park West Asset Management LLC	440,609	$11.0M
Cinctive Capital Management LP	63,074	$1.58M
TD Asset Management Inc	29,157	$729.0K
PEAK6 Investments LLC	9,763	$302.8K
HSBC Holdings PLC	11,445	$287.0K
Caption Management, LLC	10,000	$250.0K
Spearhead Capital Advisors, LLC	8,326	$208.0K
Winton Group Ltd	8,194	$205.0K
Point72 Hong Kong Ltd	3,087	$77.0K
Captrust Financial Advisors	1,426	$36.0K
Sageworth Trust Co of South Dakota	146	$4.00K
Bell Investment Advisors, Inc	21	$1.00K
Massmutual Trust Co FSB	9	$0
Northwestern Mutual Wealth Management Co	1	$0

Not filed for Q3 2022 yet (2)

Institutions that held Phreesia, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q2 2022 that haven't filed for Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Private Capital Group, LLC	154	$4.00K
Exane Derivatives	20	$500