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, Q3 2023
Institutional positions in Phreesia, Inc. as of Sep 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
- 176
- −16 vs. Q2 2023
- Shares held
- 52.2M
- +1.35M (+2.7%) vs. Q2 2023
- Total value
- $975.1M
- −$601.7M (−38.2%) vs. Q2 2023
- New holders
- 20
- 67 more added
- Sold out
- 36
- 58 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,856,551 | $146.8M | 0.01% | +624,456+8.6% | Added |
| Vanguard Group Inc | 4,434,406 | $82.8M | 0.00% | +2,242+0.1% | Added |
| BlackRock Inc. | 3,971,390 | $74.2M | 0.00% | −458,171−10.3% | Reduced |
| Brown Advisory Inc | 3,233,982 | $60.4M | 0.10% | +2,772+0.1% | Added |
| Jennison Associates LLC | 2,237,958 | $41.8M | 0.04% | −333,884−13.0% | Reduced |
| Rock Springs Capital Management LP | 1,776,391 | $33.2M | 0.89% | +471,391+36.1% | Added |
| Credit Suisse AG | 1,775,596 | $33.2M | 0.03% | −104,792−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,479,830 | $27.6M | 0.02% | −222,064−13.0% | Reduced |
| GW&K Investment Management, LLC | 1,351,017 | $25.2M | 0.25% | −2,475−0.2% | Reduced |
| Millennium Management LLC | 1,294,995 | $24.2M | 0.03% | +41,406+3.3% | Added |
| Franklin Resources Inc | 1,291,183 | $24.1M | 0.01% | +31,189+2.5% | Added |
| State Street Corp | 1,113,272 | $20.8M | 0.00% | +20,035+1.8% | Added |
| Granahan Investment Management Inc | 1,086,922 | $20.3M | 0.72% | +144,142+15.3% | Added |
| Geode Capital Management, LLC | 1,042,001 | $19.5M | 0.00% | +24,274+2.4% | Added |
| Ophir Asset Management Pty Ltd | 885,700 | $16.5M | 3.90% | +352,405+66.1% | Added |
| Riverbridge Partners LLC | 871,696 | $16.3M | 0.22% | −26,684−3.0% | Reduced |
| Loomis Sayles & Co L P | 815,608 | $15.2M | 0.03% | −96,328−10.6% | Reduced |
| Capital International Investors | 807,600 | $15.1M | 0.00% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 774,079 | $14.5M | 0.23% | +55,793+7.8% | Added |
| Point72 Asset Management, L.P. | 665,203 | $12.4M | 0.04% | +665,203 | New |
| Bellevue Group AG | 579,039 | $10.8M | 0.17% | −59,614−9.3% | Reduced |
| Northern Trust Corp | 538,334 | $10.1M | 0.00% | −756−0.1% | Reduced |
| Thrivent Financial for Lutherans | 517,506 | $9.67M | 0.02% | +76,744+17.4% | Added |
| Blair William & Co | 478,414 | $8.94M | 0.03% | +201,291+72.6% | Added |
| Ci Investments Inc. | 477,265 | $8.91M | 0.05% | +29,500+6.6% | Added |
| Janus Henderson Group PLC | 459,001 | $8.57M | 0.01% | −1,256−0.3% | Reduced |
| JPMorgan Chase & Co | 449,813 | $8.40M | 0.00% | +6,743+1.5% | Added |
| Lazard Asset Management LLC | 424,047 | $7.92M | 0.01% | +156,711+58.6% | Added |
| Charles Schwab Investment Management Inc | 397,465 | $7.42M | 0.00% | +4,247+1.1% | Added |
| Woodline Partners LP | 394,082 | $7.36M | 0.09% | +394,082 | New |
| Norges Bank | 354,186 | $6.62M | 0.00% | +86,178+32.2% | Added |
| Schroder Investment Management Group | 348,730 | $6.51M | 0.01% | +348,730 | New |
| Candriam Luxembourg S.C.A. | 344,168 | $6.43M | 0.05% | +274,168+391.7% | Added |
| D. E. Shaw & Co., Inc. | 342,729 | $6.40M | 0.01% | −156,310−31.3% | Reduced |
| Silvercrest Asset Management Group LLC | 331,711 | $6.20M | 0.05% | −197−0.1% | Reduced |
| Goldman Sachs Group Inc | 329,028 | $6.15M | 0.00% | +59,525+22.1% | Added |
| Peregrine Capital Management LLC | 325,759 | $6.09M | 0.18% | +11,012+3.5% | Added |
| Dimensional Fund Advisors LP | 322,219 | $6.02M | 0.00% | −74,234−18.7% | Reduced |
| Bank of America Corp | 316,947 | $5.92M | 0.00% | −27,200−7.9% | Reduced |
| Polar Asset Management Partners Inc. | 315,500 | $5.89M | 0.14% | +315,500 | New |
| AXA S.A. | 257,073 | $4.80M | 0.02% | −9,687−3.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 227,864 | $4.26M | 0.10% | +227,864 | New |
| Nuveen Asset Management, LLC | 222,145 | $4.15M | 0.00% | −37,145−14.3% | Reduced |
| Tamarack Advisers, LP | 215,000 | $4.02M | 8.01% | −75,000−25.9% | Reduced |
| Bank of New York Mellon Corp | 195,275 | $3.65M | 0.00% | +9,501+5.1% | Added |
| Morgan Stanley | 174,846 | $3.27M | 0.00% | −97,514−35.8% | Reduced |
| B. Riley Asset Management, LLC | 173,579 | $3.24M | 1.29% | +173,579 | New |
| State of Wisconsin Investment Board | 163,392 | $3.05M | 0.01% | +64,483+65.2% | Added |
| Segall Bryant & Hamill, LLC | 137,213 | $2.56M | 0.03% | −30,044−18.0% | Reduced |
| SEI Investments Co | 132,698 | $2.48M | 0.00% | −12,513−8.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 129,449 | $2.42M | 0.01% | −8,338−6.1% | Reduced |
| Prudential Financial Inc | 123,948 | $2.31M | 0.00% | −4,887−3.8% | Reduced |
| Qube Research & Technologies Ltd | 119,791 | $2.24M | 0.01% | −19,163−13.8% | Reduced |
| Citadel Advisors LLC | 116,218 | $2.17M | 0.00% | −358,208−75.5% | Reduced |
| Swiss National Bank | 112,200 | $2.10M | 0.00% | +1,900+1.7% | Added |
| Bullseye Asset Management LLC | 98,013 | $1.83M | 1.02% | +15,000+18.1% | Added |
| Walleye Capital LLC | 97,192 | $1.82M | 0.03% | +97,192 | New |
| Bridgewater Associates, LP | 95,952 | $1.79M | 0.01% | −3,499−3.5% | Reduced |
| Two Sigma Advisers, LP | 92,500 | $1.73M | 0.00% | −65,600−41.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 88,760 | $1.66M | 0.23% | 00.0% | Unchanged |
| Jane Street Group, LLC | 88,596 | $1.65M | 0.00% | −43,069−32.7% | Reduced |
| Boothbay Fund Management, LLC | 85,030 | $1.59M | 0.06% | +85,030 | New |
| Birchview Capital, LP | 82,700 | $1.54M | 1.31% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 78,535 | $1.47M | 0.01% | +23,459+42.6% | Added |
| Macquarie Group Ltd | 77,565 | $1.45M | 0.00% | +8,445+12.2% | Added |
| Allianz Asset Management GmbH | 76,937 | $1.44M | 0.00% | −2,788−3.5% | Reduced |
| Rhumbline Advisers | 75,704 | $1.41M | 0.00% | −1,229−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 75,138 | $1.40M | 0.02% | +58,201+343.6% | Added |
| Conestoga Capital Advisors, LLC | 62,815 | $1.17M | 0.02% | +19,430+44.8% | Added |
| Renaissance Technologies LLC | 60,000 | $1.12M | 0.00% | +60,000 | New |
| Essex Investment Management Co LLC | 59,655 | $1.11M | 0.18% | −33,576−36.0% | Reduced |
| California State Teachers Retirement System | 56,516 | $1.06M | 0.00% | −5,079−8.2% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.06M | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 56,361 | $1.05M | 0.05% | −2,500−4.2% | Reduced |
| Diker Management LLC | 50,000 | $934.0K | 0.83% | +35,000+233.3% | Added |
| UBS Asset Management Americas Inc | 48,819 | $911.9K | 0.00% | +5,094+11.7% | Added |
| Price T Rowe Associates Inc | 47,727 | $893.0K | 0.00% | −16,194−25.3% | Reduced |
| New York State Common Retirement Fund | 47,665 | $890.4K | 0.00% | +3,101+7.0% | Added |
| Legal & General Group Plc | 47,448 | $886.3K | 0.00% | −377−0.8% | Reduced |
| Invesco Ltd. | 42,814 | $799.8K | 0.00% | +3,680+9.4% | Added |
| Moody National Bank Trust Division | 42,046 | $785.4K | 0.05% | +12,364+41.7% | Added |
| ClariVest Asset Management LLC | 41,225 | $769.0K | 0.04% | +24+0.1% | Added |
| First Trust Advisors LP | 40,118 | $749.4K | 0.00% | −33,146−45.2% | Reduced |
| UBS Group AG | 40,091 | $748.9K | 0.00% | −6,358−13.7% | Reduced |
| Susquehanna International Group, LLP | 38,652 | $722.0K | 0.00% | +22,820+144.1% | Added |
| Nichols & Pratt Advisers LLP | 37,615 | $702.6K | 0.05% | −23,585−38.5% | Reduced |
| Putnam Investments LLC | 36,768 | $686.8K | 0.00% | +888+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 31,410 | $586.7K | 0.00% | +7,641+32.1% | Added |
| Envestnet Asset Management Inc | 31,202 | $582.9K | 0.00% | +14,699+89.1% | Added |
| Prelude Capital Management, LLC | 29,848 | $557.6K | 0.05% | +8,840+42.1% | Added |
| Legato Capital Management LLC | 27,644 | $516.4K | 0.07% | −721−2.5% | Reduced |
| Voloridge Investment Management, LLC | 27,372 | $511.3K | 0.00% | −3,762−12.1% | Reduced |
| Deutsche Bank AG | 27,342 | $510.7K | 0.00% | +3,831+16.3% | Added |
| MetLife Investment Management | 26,712 | $499.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,061 | $486.8K | 0.00% | +5,516+26.8% | Added |
| STRS Ohio | 26,000 | $485.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 25,751 | $481.0K | 0.00% | +1,163+4.7% | Added |
| XTX Topco Ltd | 23,677 | $442.3K | 0.08% | +16,868+247.7% | Added |
| Ensign Peak Advisors, Inc | 22,140 | $413.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 21,700 | $405.4K | 0.09% | +20,500+1,708.3% | Added |