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, Q1 2023
Institutional positions in Phreesia, Inc. as of Mar 31, 2023. 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
- 207
- +27 vs. Q4 2022
- Shares held
- 50.2M
- +1.52M (+3.1%) vs. Q4 2022
- Total value
- $1.62B
- +$45.9M (+2.9%) vs. Q4 2022
- New holders
- 44
- 68 more added
- Sold out
- 17
- 57 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,116,719 | $229.8M | 0.02% | −776,110−9.8% | Reduced |
| BlackRock Inc. | 4,494,532 | $145.1M | 0.00% | −70,053−1.5% | Reduced |
| Vanguard Group Inc | 3,984,878 | $128.7M | 0.00% | +112,453+2.9% | Added |
| Brown Advisory Inc | 3,227,530 | $104.2M | 0.18% | +130,622+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,696,121 | $87.1M | 0.06% | +19,242+0.7% | Added |
| Credit Suisse AG | 1,940,987 | $62.7M | 0.06% | −87,359−4.3% | Reduced |
| Granahan Investment Management Inc | 1,487,265 | $48.0M | 1.46% | +772,923+108.2% | Added |
| Jennison Associates LLC | 1,377,363 | $44.5M | 0.04% | +81,533+6.3% | Added |
| GW&K Investment Management, LLC | 1,369,168 | $44.2M | 0.43% | +26,798+2.0% | Added |
| Rock Springs Capital Management LP | 1,302,500 | $42.1M | 1.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,261,078 | $40.7M | 0.02% | −79,693−5.9% | Reduced |
| State Street Corp | 1,082,020 | $34.9M | 0.00% | +22,789+2.2% | Added |
| Geode Capital Management, LLC | 975,976 | $31.5M | 0.00% | +43,506+4.7% | Added |
| Riverbridge Partners LLC | 916,784 | $29.6M | 0.41% | −29,488−3.1% | Reduced |
| Capital International Investors | 807,600 | $26.1M | 0.01% | +807,600 | New |
| Bellevue Group AG | 638,653 | $20.6M | 0.30% | −27,766−4.2% | Reduced |
| Nuveen Asset Management, LLC | 621,571 | $20.1M | 0.01% | +13,173+2.2% | Added |
| Summit Partners Public Asset Management, LLC | 564,171 | $18.2M | 1.02% | +564,171 | New |
| Ophir Asset Management Pty Ltd | 560,602 | $18.1M | 3.37% | +560,602 | New |
| D. E. Shaw & Co., Inc. | 537,607 | $17.4M | 0.03% | −43,639−7.5% | Reduced |
| Northern Trust Corp | 516,612 | $16.7M | 0.00% | −2500.0% | Reduced |
| TimesSquare Capital Management, LLC | 469,955 | $15.2M | 0.22% | −327,685−41.1% | Reduced |
| Janus Henderson Group PLC | 460,282 | $14.9M | 0.01% | +9,867+2.2% | Added |
| JPMorgan Chase & Co | 420,755 | $13.6M | 0.00% | +13,980+3.4% | Added |
| Driehaus Capital Management LLC | 415,640 | $13.4M | 0.19% | −10,581−2.5% | Reduced |
| Dimensional Fund Advisors LP | 401,584 | $13.0M | 0.00% | −1,546−0.4% | Reduced |
| Goldman Sachs Group Inc | 396,172 | $12.8M | 0.00% | +105,653+36.4% | Added |
| Bank of America Corp | 390,111 | $12.6M | 0.00% | +67,284+20.8% | Added |
| Millennium Management LLC | 385,500 | $12.4M | 0.01% | −710,833−64.8% | Reduced |
| Charles Schwab Investment Management Inc | 384,581 | $12.4M | 0.00% | +539+0.1% | Added |
| Engle Capital Management, L.P. | 325,000 | $10.5M | 3.44% | +325,000 | New |
| Tamarack Advisers, LP | 320,000 | $10.3M | 7.88% | +35,000+12.3% | Added |
| Peregrine Capital Management LLC | 314,832 | $10.2M | 0.29% | +9,293+3.0% | Added |
| Lord, Abbett & Co. LLC | 307,354 | $9.92M | 0.04% | +208,874+212.1% | Added |
| Ci Investments Inc. | 289,465 | $9.35M | 0.05% | +77,100+36.3% | Added |
| Silvercrest Asset Management Group LLC | 282,223 | $9.11M | 0.07% | +65,801+30.4% | Added |
| Morgan Stanley | 277,437 | $8.96M | 0.00% | +62,246+28.9% | Added |
| AXA S.A. | 269,353 | $8.70M | 0.03% | +11,080+4.3% | Added |
| Norges Bank | 268,008 | $8.65M | 0.00% | −23,567−8.1% | Reduced |
| Lazard Asset Management LLC | 267,571 | $8.64M | 0.01% | −3,492−1.3% | Reduced |
| Citadel Advisors LLC | 226,270 | $7.31M | 0.01% | +116,714+106.5% | Added |
| Segall Bryant & Hamill, LLC | 206,475 | $6.67M | 0.07% | +1,291+0.6% | Added |
| Blair William & Co | 204,126 | $6.59M | 0.03% | +12,411+6.5% | Added |
| Two Sigma Advisers, LP | 191,300 | $6.18M | 0.02% | +7,900+4.3% | Added |
| Bank of New York Mellon Corp | 187,300 | $6.05M | 0.00% | −13,825−6.9% | Reduced |
| Cubist Systematic Strategies, LLC | 173,696 | $5.61M | 0.05% | +102,165+142.8% | Added |
| Allspring Global Investments Holdings, LLC | 171,387 | $5.53M | 0.01% | +170,569+20,852.0% | Added |
| Two Sigma Investments, LP | 167,696 | $5.41M | 0.02% | +87,312+108.6% | Added |
| Macquarie Group Ltd | 153,907 | $4.97M | 0.01% | +94,639+159.7% | Added |
| Principal Financial Group Inc | 151,769 | $4.90M | 0.00% | +151,769 | New |
| Invesco Ltd. | 146,189 | $4.72M | 0.00% | +15,653+12.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 137,709 | $4.45M | 0.01% | −2,170−1.6% | Reduced |
| Price T Rowe Associates Inc | 134,680 | $4.35M | 0.00% | −45,704−25.3% | Reduced |
| Prudential Financial Inc | 131,625 | $4.25M | 0.01% | −6,910−5.0% | Reduced |
| Neuberger Berman Group LLC | 115,622 | $3.73M | 0.00% | +5,841+5.3% | Added |
| Rhenman & Partners Asset Management AB | 120,000 | $3.70M | 0.41% | −30,000−20.0% | Reduced |
| Federated Hermes, Inc. | 108,500 | $3.50M | 0.01% | +108,500 | New |
| Swiss National Bank | 107,700 | $3.48M | 0.00% | −12,100−10.1% | Reduced |
| Bridgewater Associates, LP | 104,659 | $3.38M | 0.02% | −1,150−1.1% | Reduced |
| State of Wisconsin Investment Board | 104,489 | $3.37M | 0.01% | −33,598−24.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 100,360 | $3.24M | 0.43% | +100,360 | New |
| Russell Investments Group, Ltd. | 100,068 | $3.23M | 0.01% | +99,320+13,278.1% | Added |
| First Trust Advisors LP | 98,234 | $3.17M | 0.00% | +38,844+65.4% | Added |
| SEI Investments Co | 94,191 | $3.04M | 0.01% | +27,350+40.9% | Added |
| Essex Investment Management Co LLC | 84,430 | $2.73M | 0.40% | +7,469+9.7% | Added |
| Tudor Investment Corp Et Al | 83,946 | $2.71M | 0.05% | +83,946 | New |
| Bullseye Asset Management LLC | 83,013 | $2.68M | 1.37% | 00.0% | Unchanged |
| Birchview Capital, LP | 82,700 | $2.67M | 2.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 80,199 | $2.59M | 0.00% | +3,534+4.6% | Added |
| Allianz Asset Management GmbH | 79,478 | $2.57M | 0.01% | +79,478 | New |
| Qube Research & Technologies Ltd | 68,679 | $2.22M | 0.01% | +68,679 | New |
| State of New Jersey Common Pension Fund D | 65,046 | $2.10M | 0.01% | +65,046 | New |
| New York State Common Retirement Fund | 62,834 | $2.03M | 0.00% | +8,125+14.9% | Added |
| California State Teachers Retirement System | 62,321 | $2.01M | 0.00% | −659−1.0% | Reduced |
| Nichols & Pratt Advisers LLP | 61,420 | $1.98M | 0.15% | −1,000−1.6% | Reduced |
| Susquehanna International Group, LLP | 57,807 | $1.87M | 0.00% | +57,807 | New |
| Alliancebernstein L.P. | 56,500 | $1.82M | 0.00% | −11,515−16.9% | Reduced |
| Graham Capital Management, L.P. | 56,269 | $1.82M | 0.06% | +28,110+99.8% | Added |
| ClariVest Asset Management LLC | 48,185 | $1.56M | 0.07% | +200.0% | Added |
| Legal & General Group Plc | 46,998 | $1.52M | 0.00% | +2,777+6.3% | Added |
| Calamos Advisors LLC | 45,871 | $1.48M | 0.01% | +45,871 | New |
| Moody National Bank Trust Division | 45,500 | $1.47M | 0.13% | +29,782+189.5% | Added |
| UBS Asset Management Americas Inc | 43,725 | $1.41M | 0.00% | +5,149+13.3% | Added |
| Conestoga Capital Advisors, LLC | 43,385 | $1.40M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 39,700 | $1.28M | 0.00% | +39,700 | New |
| Ameriprise Financial Inc | 39,158 | $1.26M | 0.00% | +39,158 | New |
| Fred Alger Management, LLC | 39,000 | $1.26M | 0.01% | +39,000 | New |
| Dynamic Technology Lab Private Ltd | 37,600 | $1.21M | 0.11% | +16,920+81.8% | Added |
| Putnam Investments LLC | 36,997 | $1.19M | 0.00% | +36,997 | New |
| Algert Global LLC | 36,781 | $1.19M | 0.06% | −58,500−61.4% | Reduced |
| ExodusPoint Capital Management, LP | 36,626 | $1.18M | 0.01% | +36,626 | New |
| Deutsche Bank AG | 34,176 | $1.10M | 0.00% | +8,650+33.9% | Added |
| Voloridge Investment Management, LLC | 33,162 | $1.07M | 0.01% | −92,866−73.7% | Reduced |
| Jane Street Group, LLC | 32,949 | $1.06M | 0.00% | +22,042+202.1% | Added |
| Premier Fund Managers Ltd | 33,213 | $1.02M | 0.04% | −13,035−28.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 30,698 | $991.0K | 0.42% | −90.0% | Reduced |
| UBS Group AG | 30,188 | $974.8K | 0.00% | +2,768+10.1% | Added |
| Occudo Quantitative Strategies LP | 29,739 | $960.3K | 0.09% | +21,467+259.5% | Added |
| Zacks Investment Management | 29,730 | $960.0K | 0.01% | −2,021−6.4% | Reduced |
| Gsa Capital Partners LLP | 29,146 | $941.0K | 0.09% | +29,146 | New |