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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 30,506 | $987.2K | 0.03% | −23,358−43.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 30,707 | $994.0K | 0.44% | −1,606−5.0% | Reduced |
| Zacks Investment Management | 31,751 | $1.03M | 0.01% | +862+2.8% | Added |
| UBS Asset Management Americas Inc | 38,576 | $1.25M | 0.00% | −1,972−4.9% | Reduced |
| HRT Financial LP | 41,235 | $1.33M | 0.02% | +41,235 | New |
| Conestoga Capital Advisors, LLC | 43,385 | $1.40M | 0.03% | +43,385 | New |
| Legal & General Group Plc | 44,221 | $1.43M | 0.00% | +1,852+4.4% | Added |
| Premier Fund Managers Ltd | 46,248 | $1.54M | 0.06% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 48,165 | $1.56M | 0.08% | +48,094+67,738.0% | Added |
| New York State Common Retirement Fund | 54,709 | $1.77M | 0.00% | +4,341+8.6% | Added |
| Macquarie Group Ltd | 59,268 | $1.92M | 0.00% | −28,684−32.6% | Reduced |
| First Trust Advisors LP | 59,390 | $1.92M | 0.00% | +17,262+41.0% | Added |
| Nichols & Pratt Advisers LLP | 62,420 | $2.02M | 0.16% | +945+1.5% | Added |
| California State Teachers Retirement System | 62,980 | $2.04M | 0.00% | +943+1.5% | Added |
| SEI Investments Co | 66,841 | $2.16M | 0.00% | +28,665+75.1% | Added |
| Alliancebernstein L.P. | 68,015 | $2.20M | 0.00% | −49,277−42.0% | Reduced |
| Cubist Systematic Strategies, LLC | 71,531 | $2.31M | 0.02% | −39,136−35.4% | Reduced |
| Rhumbline Advisers | 76,665 | $2.48M | 0.00% | +2,233+3.0% | Added |
| Essex Investment Management Co LLC | 76,961 | $2.49M | 0.39% | +35,205+84.3% | Added |
| EAM Investors, LLC | 78,638 | $2.54M | 0.53% | +35,511+82.3% | Added |
| Two Sigma Investments, LP | 80,384 | $2.60M | 0.01% | −134,688−62.6% | Reduced |
| Birchview Capital, LP | 82,700 | $2.68M | 1.89% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 83,013 | $2.69M | 1.45% | 00.0% | Unchanged |
| Woodline Partners LP | 83,844 | $2.71M | 0.04% | +50,868+154.3% | Added |
| Silverarc Capital Management, LLC | 85,390 | $2.76M | 0.95% | +2,085+2.5% | Added |
| Algert Global LLC | 95,281 | $3.08M | 0.17% | +22,580+31.1% | Added |
| Lord, Abbett & Co. LLC | 98,480 | $3.19M | 0.01% | +98,480 | New |
| Bridgewater Associates, LP | 105,809 | $3.42M | 0.02% | −33,117−23.8% | Reduced |
| EAM Global Investors LLC | 109,091 | $3.53M | 0.91% | +45,771+72.3% | Added |
| Citadel Advisors LLC | 109,556 | $3.55M | 0.00% | −41,009−27.2% | Reduced |
| Neuberger Berman Group LLC | 109,781 | $3.55M | 0.00% | −21,667−16.5% | Reduced |
| Swiss National Bank | 119,800 | $3.88M | 0.00% | +2,300+2.0% | Added |
| Voloridge Investment Management, LLC | 126,028 | $4.08M | 0.02% | −63,426−33.5% | Reduced |
| Invesco Ltd. | 130,536 | $4.22M | 0.00% | −6,757−4.9% | Reduced |
| State of Wisconsin Investment Board | 138,087 | $4.47M | 0.01% | −2,450−1.7% | Reduced |
| Prudential Financial Inc | 138,535 | $4.48M | 0.01% | +37,790+37.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139,879 | $4.53M | 0.01% | −42,668−23.4% | Reduced |
| Rhenman & Partners Asset Management AB | 150,000 | $4.85M | 0.51% | +25,000+20.0% | Added |
| Price T Rowe Associates Inc | 180,384 | $5.84M | 0.00% | −29,232−13.9% | Reduced |
| Two Sigma Advisers, LP | 183,400 | $5.93M | 0.02% | −4,000−2.1% | Reduced |
| Blair William & Co | 191,715 | $6.20M | 0.03% | −2,537−1.3% | Reduced |
| Bank of New York Mellon Corp | 201,125 | $6.51M | 0.00% | +2,486+1.3% | Added |
| Segall Bryant & Hamill, LLC | 205,184 | $6.64M | 0.07% | −23,433−10.2% | Reduced |
| Ci Investments Inc. | 212,365 | $6.87M | 0.03% | −19,000−8.2% | Reduced |
| Morgan Stanley | 215,191 | $6.96M | 0.00% | −21,315−9.0% | Reduced |
| Silvercrest Asset Management Group LLC | 216,422 | $7.00M | 0.05% | −3,455−1.6% | Reduced |
| AXA S.A. | 258,273 | $8.36M | 0.03% | +2,245+0.9% | Added |
| Lazard Asset Management LLC | 271,063 | $8.77M | 0.01% | −208,073−43.4% | Reduced |
| Tamarack Advisers, LP | 285,000 | $9.22M | 6.67% | +25,000+9.6% | Added |
| Goldman Sachs Group Inc | 290,519 | $9.40M | 0.00% | −43,066−12.9% | Reduced |
| Norges Bank | 291,575 | $9.44M | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 305,539 | $9.89M | 0.31% | −43,887−12.6% | Reduced |
| Bank of America Corp | 322,827 | $10.4M | 0.00% | −69,754−17.8% | Reduced |
| Point72 Asset Management, L.P. | 325,653 | $10.5M | 0.04% | −292,879−47.4% | Reduced |
| Charles Schwab Investment Management Inc | 384,042 | $12.4M | 0.00% | +9,994+2.7% | Added |
| Dimensional Fund Advisors LP | 403,130 | $13.0M | 0.00% | +95,281+31.0% | Added |
| JPMorgan Chase & Co | 406,775 | $13.2M | 0.00% | +146,784+56.5% | Added |
| Driehaus Capital Management LLC | 426,221 | $13.8M | 0.21% | +111,807+35.6% | Added |
| Janus Henderson Group PLC | 450,415 | $14.6M | 0.01% | +39,828+9.7% | Added |
| Northern Trust Corp | 516,862 | $16.7M | 0.00% | +3,188+0.6% | Added |
| D. E. Shaw & Co., Inc. | 581,246 | $18.8M | 0.03% | −41,854−6.7% | Reduced |
| Nuveen Asset Management, LLC | 608,398 | $19.7M | 0.01% | −25,448−4.0% | Reduced |
| Bellevue Group AG | 666,419 | $21.6M | 0.29% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 714,342 | $23.1M | 0.71% | +236,995+49.6% | Added |
| TimesSquare Capital Management, LLC | 797,640 | $25.8M | 0.37% | −114,300−12.5% | Reduced |
| Geode Capital Management, LLC | 932,470 | $30.2M | 0.00% | +43,209+4.9% | Added |
| Riverbridge Partners LLC | 946,272 | $30.6M | 0.46% | −17,473−1.8% | Reduced |
| State Street Corp | 1,059,231 | $34.3M | 0.00% | +60,609+6.1% | Added |
| Millennium Management LLC | 1,096,333 | $35.5M | 0.04% | +260,652+31.2% | Added |
| Jennison Associates LLC | 1,295,830 | $41.9M | 0.04% | +184,888+16.6% | Added |
| Rock Springs Capital Management LP | 1,302,500 | $42.1M | 1.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,340,771 | $43.4M | 0.02% | −88,316−6.2% | Reduced |
| GW&K Investment Management, LLC | 1,342,370 | $43.4M | 0.44% | −41,120−3.0% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,366,329 | $44.2M | 0.92% | +8,329+0.6% | Added |
| Credit Suisse AG | 2,028,346 | $65.6M | 0.07% | +50,827+2.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,676,879 | $86.6M | 0.07% | +139,410+5.5% | Added |
| Brown Advisory Inc | 3,096,908 | $100.2M | 0.19% | +176,058+6.0% | Added |
| Vanguard Group Inc | 3,872,425 | $125.3M | 0.00% | +57,477+1.5% | Added |
| BlackRock Inc. | 4,564,585 | $147.7M | 0.00% | −152,743−3.2% | Reduced |
| FMR LLC | 7,892,829 | $255.4M | 0.03% | +17,530+0.2% | Added |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −83,456−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −79,589−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −66,662−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,901−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −48,713−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,327−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,711−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −9,613−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |