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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 48,819 | $911.9K | 0.00% | +5,094+11.7% | Added |
| Diker Management LLC | 50,000 | $934.0K | 0.83% | +35,000+233.3% | Added |
| Algert Global LLC | 56,361 | $1.05M | 0.05% | −2,500−4.2% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.06M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 56,516 | $1.06M | 0.00% | −5,079−8.2% | Reduced |
| Essex Investment Management Co LLC | 59,655 | $1.11M | 0.18% | −33,576−36.0% | Reduced |
| Renaissance Technologies LLC | 60,000 | $1.12M | 0.00% | +60,000 | New |
| Conestoga Capital Advisors, LLC | 62,815 | $1.17M | 0.02% | +19,430+44.8% | Added |
| Cubist Systematic Strategies, LLC | 75,138 | $1.40M | 0.02% | +58,201+343.6% | Added |
| Rhumbline Advisers | 75,704 | $1.41M | 0.00% | −1,229−1.6% | Reduced |
| Allianz Asset Management GmbH | 76,937 | $1.44M | 0.00% | −2,788−3.5% | Reduced |
| Macquarie Group Ltd | 77,565 | $1.45M | 0.00% | +8,445+12.2% | Added |
| Squarepoint Ops LLC | 78,535 | $1.47M | 0.01% | +23,459+42.6% | Added |
| Birchview Capital, LP | 82,700 | $1.54M | 1.31% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 85,030 | $1.59M | 0.06% | +85,030 | New |
| Jane Street Group, LLC | 88,596 | $1.65M | 0.00% | −43,069−32.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 88,760 | $1.66M | 0.23% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 92,500 | $1.73M | 0.00% | −65,600−41.5% | Reduced |
| Bridgewater Associates, LP | 95,952 | $1.79M | 0.01% | −3,499−3.5% | Reduced |
| Walleye Capital LLC | 97,192 | $1.82M | 0.03% | +97,192 | New |
| Bullseye Asset Management LLC | 98,013 | $1.83M | 1.02% | +15,000+18.1% | Added |
| Swiss National Bank | 112,200 | $2.10M | 0.00% | +1,900+1.7% | Added |
| Citadel Advisors LLC | 116,218 | $2.17M | 0.00% | −358,208−75.5% | Reduced |
| Qube Research & Technologies Ltd | 119,791 | $2.24M | 0.01% | −19,163−13.8% | Reduced |
| Prudential Financial Inc | 123,948 | $2.31M | 0.00% | −4,887−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 129,449 | $2.42M | 0.01% | −8,338−6.1% | Reduced |
| SEI Investments Co | 132,698 | $2.48M | 0.00% | −12,513−8.6% | Reduced |
| Segall Bryant & Hamill, LLC | 137,213 | $2.56M | 0.03% | −30,044−18.0% | Reduced |
| State of Wisconsin Investment Board | 163,392 | $3.05M | 0.01% | +64,483+65.2% | Added |
| B. Riley Asset Management, LLC | 173,579 | $3.24M | 1.29% | +173,579 | New |
| Morgan Stanley | 174,846 | $3.27M | 0.00% | −97,514−35.8% | Reduced |
| Bank of New York Mellon Corp | 195,275 | $3.65M | 0.00% | +9,501+5.1% | Added |
| Tamarack Advisers, LP | 215,000 | $4.02M | 8.01% | −75,000−25.9% | Reduced |
| Nuveen Asset Management, LLC | 222,145 | $4.15M | 0.00% | −37,145−14.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 227,864 | $4.26M | 0.10% | +227,864 | New |
| AXA S.A. | 257,073 | $4.80M | 0.02% | −9,687−3.6% | Reduced |
| Polar Asset Management Partners Inc. | 315,500 | $5.89M | 0.14% | +315,500 | New |
| Bank of America Corp | 316,947 | $5.92M | 0.00% | −27,200−7.9% | Reduced |
| Dimensional Fund Advisors LP | 322,219 | $6.02M | 0.00% | −74,234−18.7% | Reduced |
| Peregrine Capital Management LLC | 325,759 | $6.09M | 0.18% | +11,012+3.5% | Added |
| Goldman Sachs Group Inc | 329,028 | $6.15M | 0.00% | +59,525+22.1% | Added |
| Silvercrest Asset Management Group LLC | 331,711 | $6.20M | 0.05% | −197−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 342,729 | $6.40M | 0.01% | −156,310−31.3% | Reduced |
| Candriam Luxembourg S.C.A. | 344,168 | $6.43M | 0.05% | +274,168+391.7% | Added |
| Schroder Investment Management Group | 348,730 | $6.51M | 0.01% | +348,730 | New |
| Norges Bank | 354,186 | $6.62M | 0.00% | +86,178+32.2% | Added |
| Woodline Partners LP | 394,082 | $7.36M | 0.09% | +394,082 | New |
| Charles Schwab Investment Management Inc | 397,465 | $7.42M | 0.00% | +4,247+1.1% | Added |
| Lazard Asset Management LLC | 424,047 | $7.92M | 0.01% | +156,711+58.6% | Added |
| JPMorgan Chase & Co | 449,813 | $8.40M | 0.00% | +6,743+1.5% | Added |
| Janus Henderson Group PLC | 459,001 | $8.57M | 0.01% | −1,256−0.3% | Reduced |
| Ci Investments Inc. | 477,265 | $8.91M | 0.05% | +29,500+6.6% | Added |
| Blair William & Co | 478,414 | $8.94M | 0.03% | +201,291+72.6% | Added |
| Thrivent Financial for Lutherans | 517,506 | $9.67M | 0.02% | +76,744+17.4% | Added |
| Northern Trust Corp | 538,334 | $10.1M | 0.00% | −756−0.1% | Reduced |
| Bellevue Group AG | 579,039 | $10.8M | 0.17% | −59,614−9.3% | Reduced |
| Point72 Asset Management, L.P. | 665,203 | $12.4M | 0.04% | +665,203 | New |
| TimesSquare Capital Management, LLC | 774,079 | $14.5M | 0.23% | +55,793+7.8% | Added |
| Capital International Investors | 807,600 | $15.1M | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 815,608 | $15.2M | 0.03% | −96,328−10.6% | Reduced |
| Riverbridge Partners LLC | 871,696 | $16.3M | 0.22% | −26,684−3.0% | Reduced |
| Ophir Asset Management Pty Ltd | 885,700 | $16.5M | 3.90% | +352,405+66.1% | Added |
| Geode Capital Management, LLC | 1,042,001 | $19.5M | 0.00% | +24,274+2.4% | Added |
| Granahan Investment Management Inc | 1,086,922 | $20.3M | 0.72% | +144,142+15.3% | Added |
| State Street Corp | 1,113,272 | $20.8M | 0.00% | +20,035+1.8% | Added |
| Franklin Resources Inc | 1,291,183 | $24.1M | 0.01% | +31,189+2.5% | Added |
| Millennium Management LLC | 1,294,995 | $24.2M | 0.03% | +41,406+3.3% | Added |
| GW&K Investment Management, LLC | 1,351,017 | $25.2M | 0.25% | −2,475−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,479,830 | $27.6M | 0.02% | −222,064−13.0% | Reduced |
| Credit Suisse AG | 1,775,596 | $33.2M | 0.03% | −104,792−5.6% | Reduced |
| Rock Springs Capital Management LP | 1,776,391 | $33.2M | 0.89% | +471,391+36.1% | Added |
| Jennison Associates LLC | 2,237,958 | $41.8M | 0.04% | −333,884−13.0% | Reduced |
| Brown Advisory Inc | 3,233,982 | $60.4M | 0.10% | +2,772+0.1% | Added |
| BlackRock Inc. | 3,971,390 | $74.2M | 0.00% | −458,171−10.3% | Reduced |
| Vanguard Group Inc | 4,434,406 | $82.8M | 0.00% | +2,242+0.1% | Added |
| FMR LLC | 7,856,551 | $146.8M | 0.01% | +624,456+8.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −345,132−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −293,348−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −230,856−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −154,637−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −79,808−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −42,301−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,150−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −29,481−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −22,983−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −20,181−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −12,794−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,582−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,922−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,689−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,515−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,276−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −9,248−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −8,775−100.0% | Sold out |