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, Q4 2022
Institutional positions in Phreesia, Inc. as of Dec 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
- 180
- 0 vs. Q3 2022
- Shares held
- 48.7M
- −19.3K (0.0%) vs. Q3 2022
- Total value
- $1.58B
- +$334.5M (+26.9%) vs. Q3 2022
- New holders
- 20
- 66 more added
- Sold out
- 20
- 65 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,892,829 | $255.4M | 0.03% | +17,530+0.2% | Added |
| BlackRock Inc. | 4,564,585 | $147.7M | 0.00% | −152,743−3.2% | Reduced |
| Vanguard Group Inc | 3,872,425 | $125.3M | 0.00% | +57,477+1.5% | Added |
| Brown Advisory Inc | 3,096,908 | $100.2M | 0.19% | +176,058+6.0% | Added |
| T. Rowe Price Investment Management, Inc. | 2,676,879 | $86.6M | 0.07% | +139,410+5.5% | Added |
| Credit Suisse AG | 2,028,346 | $65.6M | 0.07% | +50,827+2.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,366,329 | $44.2M | 0.92% | +8,329+0.6% | Added |
| GW&K Investment Management, LLC | 1,342,370 | $43.4M | 0.44% | −41,120−3.0% | Reduced |
| Franklin Resources Inc | 1,340,771 | $43.4M | 0.02% | −88,316−6.2% | Reduced |
| Rock Springs Capital Management LP | 1,302,500 | $42.1M | 1.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,295,830 | $41.9M | 0.04% | +184,888+16.6% | Added |
| Millennium Management LLC | 1,096,333 | $35.5M | 0.04% | +260,652+31.2% | Added |
| State Street Corp | 1,059,231 | $34.3M | 0.00% | +60,609+6.1% | Added |
| Riverbridge Partners LLC | 946,272 | $30.6M | 0.46% | −17,473−1.8% | Reduced |
| Geode Capital Management, LLC | 932,470 | $30.2M | 0.00% | +43,209+4.9% | Added |
| TimesSquare Capital Management, LLC | 797,640 | $25.8M | 0.37% | −114,300−12.5% | Reduced |
| Granahan Investment Management Inc | 714,342 | $23.1M | 0.71% | +236,995+49.6% | Added |
| Bellevue Group AG | 666,419 | $21.6M | 0.29% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 608,398 | $19.7M | 0.01% | −25,448−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 581,246 | $18.8M | 0.03% | −41,854−6.7% | Reduced |
| Northern Trust Corp | 516,862 | $16.7M | 0.00% | +3,188+0.6% | Added |
| Janus Henderson Group PLC | 450,415 | $14.6M | 0.01% | +39,828+9.7% | Added |
| Driehaus Capital Management LLC | 426,221 | $13.8M | 0.21% | +111,807+35.6% | Added |
| JPMorgan Chase & Co | 406,775 | $13.2M | 0.00% | +146,784+56.5% | Added |
| Dimensional Fund Advisors LP | 403,130 | $13.0M | 0.00% | +95,281+31.0% | Added |
| Charles Schwab Investment Management Inc | 384,042 | $12.4M | 0.00% | +9,994+2.7% | Added |
| Point72 Asset Management, L.P. | 325,653 | $10.5M | 0.04% | −292,879−47.4% | Reduced |
| Bank of America Corp | 322,827 | $10.4M | 0.00% | −69,754−17.8% | Reduced |
| Peregrine Capital Management LLC | 305,539 | $9.89M | 0.31% | −43,887−12.6% | Reduced |
| Norges Bank | 291,575 | $9.44M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 290,519 | $9.40M | 0.00% | −43,066−12.9% | Reduced |
| Tamarack Advisers, LP | 285,000 | $9.22M | 6.67% | +25,000+9.6% | Added |
| Lazard Asset Management LLC | 271,063 | $8.77M | 0.01% | −208,073−43.4% | Reduced |
| AXA S.A. | 258,273 | $8.36M | 0.03% | +2,245+0.9% | Added |
| Silvercrest Asset Management Group LLC | 216,422 | $7.00M | 0.05% | −3,455−1.6% | Reduced |
| Morgan Stanley | 215,191 | $6.96M | 0.00% | −21,315−9.0% | Reduced |
| Ci Investments Inc. | 212,365 | $6.87M | 0.03% | −19,000−8.2% | Reduced |
| Segall Bryant & Hamill, LLC | 205,184 | $6.64M | 0.07% | −23,433−10.2% | Reduced |
| Bank of New York Mellon Corp | 201,125 | $6.51M | 0.00% | +2,486+1.3% | Added |
| Blair William & Co | 191,715 | $6.20M | 0.03% | −2,537−1.3% | Reduced |
| Two Sigma Advisers, LP | 183,400 | $5.93M | 0.02% | −4,000−2.1% | Reduced |
| Price T Rowe Associates Inc | 180,384 | $5.84M | 0.00% | −29,232−13.9% | Reduced |
| Rhenman & Partners Asset Management AB | 150,000 | $4.85M | 0.51% | +25,000+20.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139,879 | $4.53M | 0.01% | −42,668−23.4% | Reduced |
| Prudential Financial Inc | 138,535 | $4.48M | 0.01% | +37,790+37.5% | Added |
| State of Wisconsin Investment Board | 138,087 | $4.47M | 0.01% | −2,450−1.7% | Reduced |
| Invesco Ltd. | 130,536 | $4.22M | 0.00% | −6,757−4.9% | Reduced |
| Voloridge Investment Management, LLC | 126,028 | $4.08M | 0.02% | −63,426−33.5% | Reduced |
| Swiss National Bank | 119,800 | $3.88M | 0.00% | +2,300+2.0% | Added |
| Neuberger Berman Group LLC | 109,781 | $3.55M | 0.00% | −21,667−16.5% | Reduced |
| Citadel Advisors LLC | 109,556 | $3.55M | 0.00% | −41,009−27.2% | Reduced |
| EAM Global Investors LLC | 109,091 | $3.53M | 0.91% | +45,771+72.3% | Added |
| Bridgewater Associates, LP | 105,809 | $3.42M | 0.02% | −33,117−23.8% | Reduced |
| Lord, Abbett & Co. LLC | 98,480 | $3.19M | 0.01% | +98,480 | New |
| Algert Global LLC | 95,281 | $3.08M | 0.17% | +22,580+31.1% | Added |
| Silverarc Capital Management, LLC | 85,390 | $2.76M | 0.95% | +2,085+2.5% | Added |
| Woodline Partners LP | 83,844 | $2.71M | 0.04% | +50,868+154.3% | Added |
| Bullseye Asset Management LLC | 83,013 | $2.69M | 1.45% | 00.0% | Unchanged |
| Birchview Capital, LP | 82,700 | $2.68M | 1.89% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 80,384 | $2.60M | 0.01% | −134,688−62.6% | Reduced |
| EAM Investors, LLC | 78,638 | $2.54M | 0.53% | +35,511+82.3% | Added |
| Essex Investment Management Co LLC | 76,961 | $2.49M | 0.39% | +35,205+84.3% | Added |
| Rhumbline Advisers | 76,665 | $2.48M | 0.00% | +2,233+3.0% | Added |
| Cubist Systematic Strategies, LLC | 71,531 | $2.31M | 0.02% | −39,136−35.4% | Reduced |
| Alliancebernstein L.P. | 68,015 | $2.20M | 0.00% | −49,277−42.0% | Reduced |
| SEI Investments Co | 66,841 | $2.16M | 0.00% | +28,665+75.1% | Added |
| California State Teachers Retirement System | 62,980 | $2.04M | 0.00% | +943+1.5% | Added |
| Nichols & Pratt Advisers LLP | 62,420 | $2.02M | 0.16% | +945+1.5% | Added |
| First Trust Advisors LP | 59,390 | $1.92M | 0.00% | +17,262+41.0% | Added |
| Macquarie Group Ltd | 59,268 | $1.92M | 0.00% | −28,684−32.6% | Reduced |
| New York State Common Retirement Fund | 54,709 | $1.77M | 0.00% | +4,341+8.6% | Added |
| ClariVest Asset Management LLC | 48,165 | $1.56M | 0.08% | +48,094+67,738.0% | Added |
| Premier Fund Managers Ltd | 46,248 | $1.54M | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 44,221 | $1.43M | 0.00% | +1,852+4.4% | Added |
| Conestoga Capital Advisors, LLC | 43,385 | $1.40M | 0.03% | +43,385 | New |
| HRT Financial LP | 41,235 | $1.33M | 0.02% | +41,235 | New |
| UBS Asset Management Americas Inc | 38,576 | $1.25M | 0.00% | −1,972−4.9% | Reduced |
| Zacks Investment Management | 31,751 | $1.03M | 0.01% | +862+2.8% | Added |
| Jackson Creek Investment Advisors LLC | 30,707 | $994.0K | 0.44% | −1,606−5.0% | Reduced |
| Trexquant Investment LP | 30,506 | $987.2K | 0.03% | −23,358−43.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,381 | $950.8K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 28,159 | $911.2K | 0.03% | +14,689+109.0% | Added |
| UBS Group AG | 27,420 | $887.3K | 0.00% | +17,690+181.8% | Added |
| MetLife Investment Management | 26,712 | $864.4K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,526 | $826.0K | 0.00% | +2,747+12.1% | Added |
| STRS Ohio | 24,700 | $799.0K | 0.00% | −5,800−19.0% | Reduced |
| Panagora Asset Management Inc | 23,508 | $760.7K | 0.00% | −1,341−5.4% | Reduced |
| American International Group, Inc. | 23,495 | $760.3K | 0.01% | +178+0.8% | Added |
| New York Life Investment Management LLC | 21,521 | $696.4K | 0.01% | +2,310+12.0% | Added |
| Jump Financial, LLC | 21,311 | $689.6K | 0.04% | +21,311 | New |
| Walleye Capital LLC | 21,264 | $688.1K | 0.01% | +21,264 | New |
| Capital Impact Advisors, LLC | 21,262 | $688.0K | 0.67% | +851+4.2% | Added |
| Voya Investment Management LLC | 20,968 | $678.5K | 0.00% | −120,336−85.2% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $674.8K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 20,680 | $669.0K | 0.07% | −17,070−45.2% | Reduced |
| Ensign Peak Advisors, Inc | 20,640 | $667.9K | 0.00% | +4,250+25.9% | Added |
| Hillsdale Investment Management Inc. | 20,400 | $660.1K | 0.06% | +20,400 | New |
| Legato Capital Management LLC | 20,353 | $658.6K | 0.13% | +20,353 | New |
| Royal Bank of Canada | 20,296 | $657.0K | 0.00% | +7,222+55.2% | Added |
| M Holdings Securities, Inc. | 20,250 | $655.0K | 0.07% | −900−4.3% | Reduced |