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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.

Q1 2023 vs. Q4 2022

How the institutions holding Phreesia, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of PHR: Q4 2022 compared with Q1 2023
MeasureQ4 2022Q1 2023Change
Holders180207+27
Shares48.7M50.2M+1.52M (+3.1%)
Value$1.58B$1.62B+$45.9M (+2.9%)

New holders (44)

Institutions that held Phreesia, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to PHR in Q1 2023
InstitutionSharesValue% of portfolio
Capital International Investors807,600$26.1M0.01%
Summit Partners Public Asset Management, LLC564,171$18.2M1.02%
Ophir Asset Management Pty Ltd560,602$18.1M3.37%
Engle Capital Management, L.P.325,000$10.5M3.44%
Principal Financial Group Inc151,769$4.90M0.00%
Federated Hermes, Inc.108,500$3.50M0.01%
McKinley Capital Management LLC /Delaware100,360$3.24M0.43%
Tudor Investment Corp Et Al83,946$2.71M0.05%
Allianz Asset Management GmbH79,478$2.57M0.01%
Qube Research & Technologies Ltd68,679$2.22M0.01%
State of New Jersey Common Pension Fund D65,046$2.10M0.01%
Susquehanna International Group, LLP57,807$1.87M0.00%
Calamos Advisors LLC45,871$1.48M0.01%
Renaissance Technologies LLC39,700$1.28M0.00%
Ameriprise Financial Inc39,158$1.26M0.00%
Fred Alger Management, LLC39,000$1.26M0.01%
Putnam Investments LLC36,997$1.19M0.00%
ExodusPoint Capital Management, LP36,626$1.18M0.01%
Gsa Capital Partners LLP29,146$941.0K0.09%
Lisanti Capital Growth, LLC25,580$826.0K0.12%
Teacher Retirement System of Texas19,188$620.0K0.00%
Petrus Trust Company, LTA15,915$513.9K0.06%
Quadrature Capital Ltd15,334$495.3K0.01%
PDT Partners, LLC14,703$474.8K0.06%
Squarepoint Ops LLC14,214$459.0K0.00%
Kula Investments, LLC13,001$419.8K0.10%
Ziegler Capital Management, LLC11,742$379.1K0.01%
Man Group plc–$310.0K0.00%
Numerai GP LLC9,194$296.9K0.10%
Captrust Financial Advisors7,708$248.9K0.00%
Aigen Investment Management, LP7,404$239.1K0.03%
Stifel Financial Corp6,703$216.4K0.00%
Gotham Asset Management, LLC6,661$215.1K0.01%
CI Private Wealth, LLC6,528$210.8K0.00%
Dark Forest Capital Management LP4,522$146.0K0.03%
Bessemer Group Inc3,941$127.0K0.00%
Point72 Middle East FZE3,294$106.4K0.01%
Acadian Asset Management LLC1,349$43.0K0.00%
Belpointe Asset Management LLC395$12.8K0.00%
Optimum Investment Advisors300$9.69K0.01%
Quarry LP298$9.62K0.01%
HighMark Wealth Management LLC171$5.52K0.00%
Ameritas Advisory Services, LLC150$4.99K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC89$2.87K0.00%

Sold out (17)

Institutions that held Phreesia, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.