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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 23,511 | $729.1K | 0.00% | −10,665−31.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,769 | $737.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 24,588 | $762.5K | 0.00% | +616+2.6% | Added |
| STRS Ohio | 26,000 | $806.0K | 0.00% | +2,000+8.3% | Added |
| MetLife Investment Management | 26,712 | $828.3K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 27,931 | $866.2K | 0.00% | +14,273+104.5% | Added |
| Legato Capital Management LLC | 28,365 | $879.6K | 0.12% | +8,012+39.4% | Added |
| Zacks Investment Management | 29,481 | $914.2K | 0.01% | −249−0.8% | Reduced |
| Moody National Bank Trust Division | 29,682 | $920.4K | 0.06% | −15,818−34.8% | Reduced |
| Voloridge Investment Management, LLC | 31,134 | $965.5K | 0.00% | −2,028−6.1% | Reduced |
| ExodusPoint Capital Management, LP | 31,150 | $966.0K | 0.01% | −5,476−15.0% | Reduced |
| Putnam Investments LLC | 35,880 | $1.11M | 0.00% | −1,117−3.0% | Reduced |
| Invesco Ltd. | 39,134 | $1.21M | 0.00% | −107,055−73.2% | Reduced |
| ClariVest Asset Management LLC | 41,201 | $1.28M | 0.06% | −6,984−14.5% | Reduced |
| Ameriprise Financial Inc | 42,301 | $1.31M | 0.00% | +3,143+8.0% | Added |
| Conestoga Capital Advisors, LLC | 43,385 | $1.35M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 44,564 | $1.38M | 0.00% | −18,270−29.1% | Reduced |
| UBS Asset Management Americas Inc | 43,725 | $1.41M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 46,449 | $1.44M | 0.00% | +16,261+53.9% | Added |
| Legal & General Group Plc | 47,825 | $1.48M | 0.00% | +827+1.8% | Added |
| Squarepoint Ops LLC | 55,076 | $1.71M | 0.01% | +40,862+287.5% | Added |
| Two Sigma Investments, LP | 56,100 | $1.74M | 0.00% | −111,596−66.5% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.75M | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 58,861 | $1.83M | 0.08% | +22,080+60.0% | Added |
| Nichols & Pratt Advisers LLP | 61,200 | $1.90M | 0.14% | −220−0.4% | Reduced |
| California State Teachers Retirement System | 61,595 | $1.91M | 0.00% | −726−1.2% | Reduced |
| Price T Rowe Associates Inc | 63,921 | $1.98M | 0.00% | −70,759−52.5% | Reduced |
| Macquarie Group Ltd | 69,120 | $2.14M | 0.00% | −84,787−55.1% | Reduced |
| Candriam Luxembourg S.C.A. | 70,000 | $2.17M | 0.02% | +70,000 | New |
| First Trust Advisors LP | 73,264 | $2.27M | 0.00% | −24,970−25.4% | Reduced |
| Rhumbline Advisers | 76,933 | $2.39M | 0.00% | −3,266−4.1% | Reduced |
| Allianz Asset Management GmbH | 79,725 | $2.47M | 0.01% | +247+0.3% | Added |
| State of New Jersey Common Pension Fund D | 79,808 | $2.47M | 0.01% | +14,762+22.7% | Added |
| Birchview Capital, LP | 82,700 | $2.56M | 1.92% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 83,013 | $2.57M | 1.29% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 88,760 | $2.75M | 0.37% | −11,600−11.6% | Reduced |
| Essex Investment Management Co LLC | 93,231 | $2.89M | 0.40% | +8,801+10.4% | Added |
| State of Wisconsin Investment Board | 98,909 | $3.07M | 0.01% | −5,580−5.3% | Reduced |
| Bridgewater Associates, LP | 99,451 | $3.08M | 0.02% | −5,208−5.0% | Reduced |
| Swiss National Bank | 110,300 | $3.42M | 0.00% | +2,600+2.4% | Added |
| Prudential Financial Inc | 128,835 | $4.00M | 0.01% | −2,790−2.1% | Reduced |
| Jane Street Group, LLC | 131,665 | $4.08M | 0.01% | +98,716+299.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 137,787 | $4.27M | 0.01% | +78+0.1% | Added |
| Qube Research & Technologies Ltd | 138,954 | $4.31M | 0.02% | +70,275+102.3% | Added |
| SEI Investments Co | 145,211 | $4.50M | 0.01% | +51,020+54.2% | Added |
| Neuberger Berman Group LLC | 154,637 | $4.80M | 0.00% | +39,015+33.7% | Added |
| Two Sigma Advisers, LP | 158,100 | $4.90M | 0.01% | −33,200−17.4% | Reduced |
| Segall Bryant & Hamill, LLC | 167,257 | $5.19M | 0.05% | −39,218−19.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 185,767 | $5.76M | 0.01% | +14,380+8.4% | Added |
| Bank of New York Mellon Corp | 185,774 | $5.76M | 0.00% | −1,526−0.8% | Reduced |
| Summit Partners Public Asset Management, LLC | 230,856 | $7.16M | 0.36% | −333,315−59.1% | Reduced |
| Nuveen Asset Management, LLC | 259,290 | $8.04M | 0.00% | −362,281−58.3% | Reduced |
| AXA S.A. | 266,760 | $8.27M | 0.03% | −2,593−1.0% | Reduced |
| Lazard Asset Management LLC | 267,336 | $8.29M | 0.01% | −235−0.1% | Reduced |
| Norges Bank | 268,008 | $8.31M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 269,503 | $8.36M | 0.00% | −126,669−32.0% | Reduced |
| Morgan Stanley | 272,360 | $8.45M | 0.00% | −5,077−1.8% | Reduced |
| Blair William & Co | 277,123 | $8.59M | 0.03% | +72,997+35.8% | Added |
| Tamarack Advisers, LP | 290,000 | $8.99M | 6.83% | −30,000−9.4% | Reduced |
| Driehaus Capital Management LLC | 293,348 | $9.10M | 0.11% | −122,292−29.4% | Reduced |
| Peregrine Capital Management LLC | 314,747 | $9.76M | 0.27% | −850.0% | Reduced |
| Silvercrest Asset Management Group LLC | 331,908 | $10.3M | 0.07% | +49,685+17.6% | Added |
| Bank of America Corp | 344,147 | $10.7M | 0.00% | −45,964−11.8% | Reduced |
| Lord, Abbett & Co. LLC | 345,132 | $10.7M | 0.04% | +37,778+12.3% | Added |
| Charles Schwab Investment Management Inc | 393,218 | $12.2M | 0.00% | +8,637+2.2% | Added |
| Dimensional Fund Advisors LP | 396,453 | $12.3M | 0.00% | −5,131−1.3% | Reduced |
| Thrivent Financial for Lutherans | 440,762 | $13.7M | 0.03% | +440,762 | New |
| JPMorgan Chase & Co | 443,070 | $13.7M | 0.00% | +22,315+5.3% | Added |
| Ci Investments Inc. | 447,765 | $13.9M | 0.07% | +158,300+54.7% | Added |
| Janus Henderson Group PLC | 460,257 | $14.3M | 0.01% | −250.0% | Reduced |
| Citadel Advisors LLC | 474,426 | $14.7M | 0.02% | +248,156+109.7% | Added |
| D. E. Shaw & Co., Inc. | 499,039 | $15.5M | 0.02% | −38,568−7.2% | Reduced |
| Ophir Asset Management Pty Ltd | 533,295 | $16.5M | 3.45% | −27,307−4.9% | Reduced |
| Northern Trust Corp | 539,090 | $16.7M | 0.00% | +22,478+4.4% | Added |
| Bellevue Group AG | 638,653 | $19.8M | 0.28% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 718,286 | $22.3M | 0.32% | +248,331+52.8% | Added |
| Capital International Investors | 807,600 | $25.0M | 0.01% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 898,380 | $27.9M | 0.35% | −18,404−2.0% | Reduced |
| Loomis Sayles & Co L P | 911,936 | $28.3M | 0.05% | +911,936 | New |
| Granahan Investment Management Inc | 942,780 | $29.2M | 0.90% | −544,485−36.6% | Reduced |
| Geode Capital Management, LLC | 1,017,727 | $31.6M | 0.00% | +41,751+4.3% | Added |
| State Street Corp | 1,093,237 | $33.9M | 0.00% | +11,217+1.0% | Added |
| Millennium Management LLC | 1,253,589 | $38.9M | 0.04% | +868,089+225.2% | Added |
| Franklin Resources Inc | 1,259,994 | $39.1M | 0.02% | −1,084−0.1% | Reduced |
| Rock Springs Capital Management LP | 1,305,000 | $40.5M | 0.96% | +2,500+0.2% | Added |
| GW&K Investment Management, LLC | 1,353,492 | $42.0M | 0.40% | −15,676−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,701,894 | $52.8M | 0.04% | −994,227−36.9% | Reduced |
| Credit Suisse AG | 1,880,388 | $58.3M | 0.06% | −60,599−3.1% | Reduced |
| Jennison Associates LLC | 2,571,842 | $79.8M | 0.07% | +1,194,479+86.7% | Added |
| Brown Advisory Inc | 3,231,210 | $100.2M | 0.16% | +3,680+0.1% | Added |
| BlackRock Inc. | 4,429,561 | $137.4M | 0.00% | −64,971−1.4% | Reduced |
| Vanguard Group Inc | 4,432,164 | $137.4M | 0.00% | +447,286+11.2% | Added |
| FMR LLC | 7,232,095 | $224.3M | 0.02% | +115,376+1.6% | Added |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −151,769−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −83,946−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −56,269−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −45,871−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |