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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atom Investors LP | 33,620 | $857.0K | 0.30% | +13,742+69.1% | Added |
| Dynamic Technology Lab Private Ltd | 37,750 | $962.0K | 0.09% | +37,750 | New |
| SEI Investments Co | 38,176 | $973.0K | 0.00% | +12,504+48.7% | Added |
| UBS Asset Management Americas Inc | 40,548 | $1.03M | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 41,756 | $1.06M | 0.17% | +41,756 | New |
| First Trust Advisors LP | 42,128 | $1.07M | 0.00% | +29,258+227.3% | Added |
| Legal & General Group Plc | 42,369 | $1.08M | 0.00% | −10,338−19.6% | Reduced |
| EAM Investors, LLC | 43,127 | $1.10M | 0.24% | +43,127 | New |
| Premier Fund Managers Ltd | 46,248 | $1.17M | 0.09% | −21,935−32.2% | Reduced |
| Squarepoint Ops LLC | 48,713 | $1.24M | 0.01% | −36,414−42.8% | Reduced |
| New York State Common Retirement Fund | 50,368 | $1.28M | 0.00% | +13,980+38.4% | Added |
| ExodusPoint Capital Management, LP | 50,901 | $1.30M | 0.02% | +50,901 | New |
| Trexquant Investment LP | 53,864 | $1.37M | 0.05% | +53,864 | New |
| Nichols & Pratt Advisers LLP | 61,475 | $1.57M | 0.14% | −200.0% | Reduced |
| California State Teachers Retirement System | 62,037 | $1.58M | 0.00% | −399−0.6% | Reduced |
| EAM Global Investors LLC | 63,320 | $1.61M | 0.43% | +63,320 | New |
| BNP Paribas Arbitrage, SA | 66,662 | $1.70M | 0.00% | +66,662 | New |
| Algert Global LLC | 72,701 | $1.85M | 0.11% | +72,701 | New |
| Rhumbline Advisers | 74,432 | $1.90M | 0.00% | +6,631+9.8% | Added |
| Fred Alger Management, LLC | 79,589 | $2.03M | 0.01% | +79,589 | New |
| Birchview Capital, LP | 82,700 | $2.11M | 1.48% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 83,013 | $2.12M | 1.23% | −981−1.2% | Reduced |
| Silverarc Capital Management, LLC | 83,305 | $2.12M | 0.90% | +5,194+6.6% | Added |
| Pictet Asset Management SA | 83,456 | $2.13M | 0.00% | +13,458+19.2% | Added |
| Macquarie Group Ltd | 87,952 | $2.27M | 0.00% | +9,163+11.6% | Added |
| Prudential Financial Inc | 100,745 | $2.57M | 0.00% | +55,000+120.2% | Added |
| Cubist Systematic Strategies, LLC | 110,667 | $2.82M | 0.02% | +19,159+20.9% | Added |
| Alliancebernstein L.P. | 117,292 | $2.99M | 0.00% | +60,792+107.6% | Added |
| Swiss National Bank | 117,500 | $2.99M | 0.00% | +2,800+2.4% | Added |
| Neuberger Berman Group LLC | 131,448 | $3.35M | 0.00% | +131,448 | New |
| Rhenman & Partners Asset Management AB | 125,000 | $3.42M | 0.36% | +50,000+66.7% | Added |
| Invesco Ltd. | 137,293 | $3.50M | 0.00% | +103,909+311.3% | Added |
| Bridgewater Associates, LP | 138,926 | $3.54M | 0.02% | −2,988−2.1% | Reduced |
| State of Wisconsin Investment Board | 140,537 | $3.58M | 0.01% | +20,716+17.3% | Added |
| Voya Investment Management LLC | 141,304 | $3.60M | 0.00% | −127,088−47.4% | Reduced |
| Citadel Advisors LLC | 150,565 | $3.84M | 0.00% | −30,931−17.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 182,547 | $4.65M | 0.01% | −2,286−1.2% | Reduced |
| Two Sigma Advisers, LP | 187,400 | $4.78M | 0.01% | +112,100+148.9% | Added |
| Voloridge Investment Management, LLC | 189,454 | $4.83M | 0.03% | −89,874−32.2% | Reduced |
| Blair William & Co | 194,252 | $4.95M | 0.02% | −3,665−1.9% | Reduced |
| Bank of New York Mellon Corp | 198,639 | $5.06M | 0.00% | +22,736+12.9% | Added |
| Price T Rowe Associates Inc | 209,616 | $5.34M | 0.00% | −6,814,448−97.0% | Reduced |
| Two Sigma Investments, LP | 215,072 | $5.48M | 0.02% | +101,111+88.7% | Added |
| Silvercrest Asset Management Group LLC | 219,877 | $5.60M | 0.05% | −5,388−2.4% | Reduced |
| Segall Bryant & Hamill, LLC | 228,617 | $5.82M | 0.07% | +23,631+11.5% | Added |
| Ci Investments Inc. | 231,365 | $5.89M | 0.03% | −5,000−2.1% | Reduced |
| Morgan Stanley | 236,506 | $6.03M | 0.00% | +69,960+42.0% | Added |
| AXA S.A. | 256,028 | $6.52M | 0.03% | −1,573−0.6% | Reduced |
| JPMorgan Chase & Co | 259,991 | $6.62M | 0.00% | +19,482+8.1% | Added |
| Tamarack Advisers, LP | 260,000 | $6.63M | 3.91% | +15,000+6.1% | Added |
| Norges Bank | 291,575 | $7.43M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 307,849 | $7.84M | 0.00% | +262,636+580.9% | Added |
| Driehaus Capital Management LLC | 314,414 | $8.01M | 0.12% | −240,819−43.4% | Reduced |
| Goldman Sachs Group Inc | 333,585 | $8.50M | 0.00% | +163,260+95.9% | Added |
| Peregrine Capital Management LLC | 349,426 | $8.90M | 0.29% | +25,621+7.9% | Added |
| Charles Schwab Investment Management Inc | 374,048 | $9.53M | 0.00% | +11,121+3.1% | Added |
| Bank of America Corp | 392,581 | $10.0M | 0.00% | −6,551−1.6% | Reduced |
| Janus Henderson Group PLC | 410,587 | $10.5M | 0.01% | +60.0% | Added |
| Granahan Investment Management Inc | 477,347 | $12.2M | 0.40% | +477,347 | New |
| Lazard Asset Management LLC | 479,136 | $12.2M | 0.02% | +17,831+3.9% | Added |
| Northern Trust Corp | 513,674 | $13.1M | 0.00% | −5,523−1.1% | Reduced |
| Point72 Asset Management, L.P. | 618,532 | $15.8M | 0.07% | −113,168−15.5% | Reduced |
| D. E. Shaw & Co., Inc. | 623,100 | $15.9M | 0.03% | +11,359+1.9% | Added |
| Nuveen Asset Management, LLC | 633,846 | $16.1M | 0.01% | +116,504+22.5% | Added |
| Bellevue Group AG | 666,419 | $17.0M | 0.24% | −13,734−2.0% | Reduced |
| Millennium Management LLC | 835,681 | $21.3M | 0.03% | −394,173−32.1% | Reduced |
| Geode Capital Management, LLC | 889,261 | $22.7M | 0.00% | +15,039+1.7% | Added |
| TimesSquare Capital Management, LLC | 911,940 | $23.2M | 0.32% | +76,810+9.2% | Added |
| Riverbridge Partners LLC | 963,745 | $24.6M | 0.36% | −4,503−0.5% | Reduced |
| State Street Corp | 998,622 | $25.4M | 0.00% | −549−0.1% | Reduced |
| Jennison Associates LLC | 1,110,942 | $28.3M | 0.03% | +394,599+55.1% | Added |
| Rock Springs Capital Management LP | 1,302,500 | $33.2M | 0.86% | +4,300+0.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,358,000 | $34.6M | 0.69% | +500,885+58.4% | Added |
| GW&K Investment Management, LLC | 1,383,490 | $35.3M | 0.39% | −48,708−3.4% | Reduced |
| Franklin Resources Inc | 1,429,087 | $36.4M | 0.02% | +26,079+1.9% | Added |
| Credit Suisse AG | 1,977,519 | $50.4M | 0.06% | +3,880+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,537,469 | $64.7M | 0.05% | +2,537,469 | New |
| Brown Advisory Inc | 2,920,850 | $74.4M | 0.14% | +670,902+29.8% | Added |
| Vanguard Group Inc | 3,814,948 | $97.2M | 0.00% | +128,131+3.5% | Added |
| BlackRock Inc. | 4,717,328 | $120.2M | 0.00% | −300,977−6.0% | Reduced |
| FMR LLC | 7,875,299 | $200.7M | 0.02% | +1,657,650+26.7% | Added |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,207,228−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −456,830−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −440,609−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −63,074−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −29,157−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −8,326−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,194−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |