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, Q2 2023
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 193
- −13 vs. Q1 2023
- Shares held
- 50.9M
- +630.0K (+1.3%) vs. Q1 2023
- Total value
- $1.58B
- −$44.9M (−2.8%) vs. Q1 2023
- New holders
- 19
- 59 more added
- Sold out
- 32
- 76 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,232,095 | $224.3M | 0.02% | +115,376+1.6% | Added |
| Vanguard Group Inc | 4,432,164 | $137.4M | 0.00% | +447,286+11.2% | Added |
| BlackRock Inc. | 4,429,561 | $137.4M | 0.00% | −64,971−1.4% | Reduced |
| Brown Advisory Inc | 3,231,210 | $100.2M | 0.16% | +3,680+0.1% | Added |
| Jennison Associates LLC | 2,571,842 | $79.8M | 0.07% | +1,194,479+86.7% | Added |
| Credit Suisse AG | 1,880,388 | $58.3M | 0.06% | −60,599−3.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,701,894 | $52.8M | 0.04% | −994,227−36.9% | Reduced |
| GW&K Investment Management, LLC | 1,353,492 | $42.0M | 0.40% | −15,676−1.1% | Reduced |
| Rock Springs Capital Management LP | 1,305,000 | $40.5M | 0.96% | +2,500+0.2% | Added |
| Franklin Resources Inc | 1,259,994 | $39.1M | 0.02% | −1,084−0.1% | Reduced |
| Millennium Management LLC | 1,253,589 | $38.9M | 0.04% | +868,089+225.2% | Added |
| State Street Corp | 1,093,237 | $33.9M | 0.00% | +11,217+1.0% | Added |
| Geode Capital Management, LLC | 1,017,727 | $31.6M | 0.00% | +41,751+4.3% | Added |
| Granahan Investment Management Inc | 942,780 | $29.2M | 0.90% | −544,485−36.6% | Reduced |
| Loomis Sayles & Co L P | 911,936 | $28.3M | 0.05% | +911,936 | New |
| Riverbridge Partners LLC | 898,380 | $27.9M | 0.35% | −18,404−2.0% | Reduced |
| Capital International Investors | 807,600 | $25.0M | 0.01% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 718,286 | $22.3M | 0.32% | +248,331+52.8% | Added |
| Bellevue Group AG | 638,653 | $19.8M | 0.28% | 00.0% | Unchanged |
| Northern Trust Corp | 539,090 | $16.7M | 0.00% | +22,478+4.4% | Added |
| Ophir Asset Management Pty Ltd | 533,295 | $16.5M | 3.45% | −27,307−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 499,039 | $15.5M | 0.02% | −38,568−7.2% | Reduced |
| Citadel Advisors LLC | 474,426 | $14.7M | 0.02% | +248,156+109.7% | Added |
| Janus Henderson Group PLC | 460,257 | $14.3M | 0.01% | −250.0% | Reduced |
| Ci Investments Inc. | 447,765 | $13.9M | 0.07% | +158,300+54.7% | Added |
| JPMorgan Chase & Co | 443,070 | $13.7M | 0.00% | +22,315+5.3% | Added |
| Thrivent Financial for Lutherans | 440,762 | $13.7M | 0.03% | +440,762 | New |
| Dimensional Fund Advisors LP | 396,453 | $12.3M | 0.00% | −5,131−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 393,218 | $12.2M | 0.00% | +8,637+2.2% | Added |
| Lord, Abbett & Co. LLC | 345,132 | $10.7M | 0.04% | +37,778+12.3% | Added |
| Bank of America Corp | 344,147 | $10.7M | 0.00% | −45,964−11.8% | Reduced |
| Silvercrest Asset Management Group LLC | 331,908 | $10.3M | 0.07% | +49,685+17.6% | Added |
| Peregrine Capital Management LLC | 314,747 | $9.76M | 0.27% | −850.0% | Reduced |
| Driehaus Capital Management LLC | 293,348 | $9.10M | 0.11% | −122,292−29.4% | Reduced |
| Tamarack Advisers, LP | 290,000 | $8.99M | 6.83% | −30,000−9.4% | Reduced |
| Blair William & Co | 277,123 | $8.59M | 0.03% | +72,997+35.8% | Added |
| Morgan Stanley | 272,360 | $8.45M | 0.00% | −5,077−1.8% | Reduced |
| Goldman Sachs Group Inc | 269,503 | $8.36M | 0.00% | −126,669−32.0% | Reduced |
| Norges Bank | 268,008 | $8.31M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 267,336 | $8.29M | 0.01% | −235−0.1% | Reduced |
| AXA S.A. | 266,760 | $8.27M | 0.03% | −2,593−1.0% | Reduced |
| Nuveen Asset Management, LLC | 259,290 | $8.04M | 0.00% | −362,281−58.3% | Reduced |
| Summit Partners Public Asset Management, LLC | 230,856 | $7.16M | 0.36% | −333,315−59.1% | Reduced |
| Bank of New York Mellon Corp | 185,774 | $5.76M | 0.00% | −1,526−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 185,767 | $5.76M | 0.01% | +14,380+8.4% | Added |
| Segall Bryant & Hamill, LLC | 167,257 | $5.19M | 0.05% | −39,218−19.0% | Reduced |
| Two Sigma Advisers, LP | 158,100 | $4.90M | 0.01% | −33,200−17.4% | Reduced |
| Neuberger Berman Group LLC | 154,637 | $4.80M | 0.00% | +39,015+33.7% | Added |
| SEI Investments Co | 145,211 | $4.50M | 0.01% | +51,020+54.2% | Added |
| Qube Research & Technologies Ltd | 138,954 | $4.31M | 0.02% | +70,275+102.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 137,787 | $4.27M | 0.01% | +78+0.1% | Added |
| Jane Street Group, LLC | 131,665 | $4.08M | 0.01% | +98,716+299.6% | Added |
| Prudential Financial Inc | 128,835 | $4.00M | 0.01% | −2,790−2.1% | Reduced |
| Swiss National Bank | 110,300 | $3.42M | 0.00% | +2,600+2.4% | Added |
| Bridgewater Associates, LP | 99,451 | $3.08M | 0.02% | −5,208−5.0% | Reduced |
| State of Wisconsin Investment Board | 98,909 | $3.07M | 0.01% | −5,580−5.3% | Reduced |
| Essex Investment Management Co LLC | 93,231 | $2.89M | 0.40% | +8,801+10.4% | Added |
| McKinley Capital Management LLC /Delaware | 88,760 | $2.75M | 0.37% | −11,600−11.6% | Reduced |
| Bullseye Asset Management LLC | 83,013 | $2.57M | 1.29% | 00.0% | Unchanged |
| Birchview Capital, LP | 82,700 | $2.56M | 1.92% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 79,808 | $2.47M | 0.01% | +14,762+22.7% | Added |
| Allianz Asset Management GmbH | 79,725 | $2.47M | 0.01% | +247+0.3% | Added |
| Rhumbline Advisers | 76,933 | $2.39M | 0.00% | −3,266−4.1% | Reduced |
| First Trust Advisors LP | 73,264 | $2.27M | 0.00% | −24,970−25.4% | Reduced |
| Candriam Luxembourg S.C.A. | 70,000 | $2.17M | 0.02% | +70,000 | New |
| Macquarie Group Ltd | 69,120 | $2.14M | 0.00% | −84,787−55.1% | Reduced |
| Price T Rowe Associates Inc | 63,921 | $1.98M | 0.00% | −70,759−52.5% | Reduced |
| California State Teachers Retirement System | 61,595 | $1.91M | 0.00% | −726−1.2% | Reduced |
| Nichols & Pratt Advisers LLP | 61,200 | $1.90M | 0.14% | −220−0.4% | Reduced |
| Algert Global LLC | 58,861 | $1.83M | 0.08% | +22,080+60.0% | Added |
| Alliancebernstein L.P. | 56,500 | $1.75M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 56,100 | $1.74M | 0.00% | −111,596−66.5% | Reduced |
| Squarepoint Ops LLC | 55,076 | $1.71M | 0.01% | +40,862+287.5% | Added |
| Legal & General Group Plc | 47,825 | $1.48M | 0.00% | +827+1.8% | Added |
| UBS Group AG | 46,449 | $1.44M | 0.00% | +16,261+53.9% | Added |
| UBS Asset Management Americas Inc | 43,725 | $1.41M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 44,564 | $1.38M | 0.00% | −18,270−29.1% | Reduced |
| Conestoga Capital Advisors, LLC | 43,385 | $1.35M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 42,301 | $1.31M | 0.00% | +3,143+8.0% | Added |
| ClariVest Asset Management LLC | 41,201 | $1.28M | 0.06% | −6,984−14.5% | Reduced |
| Invesco Ltd. | 39,134 | $1.21M | 0.00% | −107,055−73.2% | Reduced |
| Putnam Investments LLC | 35,880 | $1.11M | 0.00% | −1,117−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 31,150 | $966.0K | 0.01% | −5,476−15.0% | Reduced |
| Voloridge Investment Management, LLC | 31,134 | $965.5K | 0.00% | −2,028−6.1% | Reduced |
| Moody National Bank Trust Division | 29,682 | $920.4K | 0.06% | −15,818−34.8% | Reduced |
| Zacks Investment Management | 29,481 | $914.2K | 0.01% | −249−0.8% | Reduced |
| Legato Capital Management LLC | 28,365 | $879.6K | 0.12% | +8,012+39.4% | Added |
| Wells Fargo & Company | 27,931 | $866.2K | 0.00% | +14,273+104.5% | Added |
| MetLife Investment Management | 26,712 | $828.3K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 26,000 | $806.0K | 0.00% | +2,000+8.3% | Added |
| American International Group, Inc. | 24,588 | $762.5K | 0.00% | +616+2.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,769 | $737.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 23,511 | $729.1K | 0.00% | −10,665−31.2% | Reduced |
| Ensign Peak Advisors, Inc | 22,140 | $686.6K | 0.00% | +1,500+7.3% | Added |
| Premier Fund Managers Ltd | 22,983 | $686.0K | 0.03% | −10,230−30.8% | Reduced |
| PDT Partners, LLC | 21,800 | $676.0K | 0.09% | +7,097+48.3% | Added |
| Prelude Capital Management, LLC | 21,008 | $651.5K | 0.05% | +6,048+40.4% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $646.7K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,554 | $637.4K | 0.00% | +77+0.4% | Added |
| Manufacturers Life Insurance Company, The | 20,545 | $637.1K | 0.00% | +710+3.6% | Added |