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, Q4 2023
Institutional positions in Phreesia, Inc. as of Dec 31, 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
- 187
- +11 vs. Q3 2023
- Shares held
- 51.9M
- −274.0K (−0.5%) vs. Q3 2023
- Total value
- $1.20B
- +$226.0M (+23.2%) vs. Q3 2023
- New holders
- 37
- 78 more added
- Sold out
- 26
- 50 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,692,011 | $178.1M | 0.01% | −164,540−2.1% | Reduced |
| Vanguard Group Inc | 4,628,441 | $107.1M | 0.00% | +194,035+4.4% | Added |
| BlackRock Inc. | 4,251,588 | $98.4M | 0.00% | +280,198+7.1% | Added |
| Brown Advisory Inc | 3,950,356 | $91.5M | 0.13% | +716,374+22.2% | Added |
| Rock Springs Capital Management LP | 2,206,700 | $51.1M | 1.26% | +430,309+24.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,811,531 | $41.9M | 0.03% | +331,701+22.4% | Added |
| Credit Suisse AG | 1,778,269 | $41.2M | 0.04% | +2,673+0.2% | Added |
| Franklin Resources Inc | 1,484,663 | $34.4M | 0.02% | +193,480+15.0% | Added |
| Millennium Management LLC | 1,321,749 | $30.6M | 0.03% | +26,754+2.1% | Added |
| GW&K Investment Management, LLC | 1,208,881 | $28.0M | 0.26% | −142,136−10.5% | Reduced |
| State Street Corp | 1,154,234 | $26.7M | 0.00% | +40,962+3.7% | Added |
| Geode Capital Management, LLC | 1,118,914 | $25.9M | 0.00% | +76,913+7.4% | Added |
| Ophir Asset Management Pty Ltd | 1,099,505 | $25.5M | 5.05% | +213,805+24.1% | Added |
| Granahan Investment Management Inc | 1,060,070 | $24.5M | 0.81% | −26,852−2.5% | Reduced |
| TimesSquare Capital Management, LLC | 868,850 | $20.1M | 0.30% | +94,771+12.2% | Added |
| Riverbridge Partners LLC | 844,602 | $19.6M | 0.24% | −27,094−3.1% | Reduced |
| Capital International Investors | 807,600 | $18.7M | 0.00% | 00.0% | Unchanged |
| Summit Partners Public Asset Management, LLC | 553,000 | $12.8M | 0.69% | +553,000 | New |
| Northern Trust Corp | 549,724 | $12.7M | 0.00% | +11,390+2.1% | Added |
| Blair William & Co | 527,750 | $12.2M | 0.04% | +49,336+10.3% | Added |
| Thrivent Financial for Lutherans | 520,872 | $12.1M | 0.03% | +3,366+0.7% | Added |
| Lazard Asset Management LLC | 488,712 | $11.3M | 0.01% | +64,665+15.2% | Added |
| Greenhouse Funds LLLP | 473,055 | $11.0M | 0.74% | +473,055 | New |
| Janus Henderson Group PLC | 460,640 | $10.7M | 0.01% | +1,639+0.4% | Added |
| Silvercrest Asset Management Group LLC | 428,184 | $9.91M | 0.07% | +96,473+29.1% | Added |
| Bellevue Group AG | 421,573 | $9.76M | 0.15% | −157,466−27.2% | Reduced |
| Charles Schwab Investment Management Inc | 412,763 | $9.56M | 0.00% | +15,298+3.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 398,488 | $9.22M | 0.23% | +170,624+74.9% | Added |
| State of Wisconsin Investment Board | 373,159 | $8.64M | 0.02% | +209,767+128.4% | Added |
| Candriam Luxembourg S.C.A. | 363,440 | $8.41M | 0.06% | +19,272+5.6% | Added |
| Norges Bank | 354,186 | $8.20M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 354,121 | $8.20M | 0.01% | +5,391+1.5% | Added |
| Peregrine Capital Management LLC | 321,935 | $7.45M | 0.22% | −3,824−1.2% | Reduced |
| Point72 Asset Management, L.P. | 315,100 | $7.29M | 0.02% | −350,103−52.6% | Reduced |
| Nuveen Asset Management, LLC | 312,394 | $7.23M | 0.00% | +90,249+40.6% | Added |
| ArrowMark Colorado Holdings LLC | 301,045 | $6.97M | 0.08% | +301,045 | New |
| Bank of America Corp | 300,371 | $6.95M | 0.00% | −16,576−5.2% | Reduced |
| Woodline Partners LP | 292,822 | $6.78M | 0.07% | −101,260−25.7% | Reduced |
| Polar Asset Management Partners Inc. | 286,800 | $6.64M | 0.18% | −28,700−9.1% | Reduced |
| Citadel Advisors LLC | 265,755 | $6.15M | 0.01% | +149,537+128.7% | Added |
| Morgan Stanley | 248,029 | $5.74M | 0.00% | +73,183+41.9% | Added |
| Bank of New York Mellon Corp | 207,501 | $4.80M | 0.00% | +12,226+6.3% | Added |
| Goldman Sachs Group Inc | 189,779 | $4.39M | 0.00% | −139,249−42.3% | Reduced |
| JPMorgan Chase & Co | 182,975 | $4.24M | 0.00% | −266,838−59.3% | Reduced |
| Dimensional Fund Advisors LP | 178,764 | $4.14M | 0.00% | −143,455−44.5% | Reduced |
| Voloridge Investment Management, LLC | 169,413 | $3.92M | 0.02% | +142,041+518.9% | Added |
| Algert Global LLC | 167,960 | $3.89M | 0.16% | +111,599+198.0% | Added |
| D. E. Shaw & Co., Inc. | 159,631 | $3.70M | 0.01% | −183,098−53.4% | Reduced |
| AXA S.A. | 142,188 | $3.29M | 0.01% | −114,885−44.7% | Reduced |
| B. Riley Asset Management, LLC | 181,187 | $3.21M | 1.16% | +7,608+4.4% | Added |
| Cubist Systematic Strategies, LLC | 123,208 | $2.85M | 0.04% | +48,070+64.0% | Added |
| Squarepoint Ops LLC | 123,119 | $2.85M | 0.01% | +44,584+56.8% | Added |
| Birchview Capital, LP | 114,700 | $2.66M | 2.08% | +32,000+38.7% | Added |
| Allianz Asset Management GmbH | 108,845 | $2.52M | 0.00% | +31,908+41.5% | Added |
| Boothbay Fund Management, LLC | 106,511 | $2.47M | 0.09% | +21,481+25.3% | Added |
| Swiss National Bank | 103,300 | $2.39M | 0.00% | −8,900−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 100,656 | $2.33M | 0.00% | −28,793−22.2% | Reduced |
| Macquarie Group Ltd | 99,860 | $2.31M | 0.00% | +22,295+28.7% | Added |
| Bullseye Asset Management LLC | 98,013 | $2.27M | 1.09% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 94,000 | $2.18M | 0.01% | +1,500+1.6% | Added |
| Jane Street Group, LLC | 88,696 | $2.05M | 0.00% | +100+0.1% | Added |
| Barclays PLC | 88,531 | $2.05M | 0.00% | +69,959+376.7% | Added |
| Marshall Wace, LLP | 81,222 | $1.88M | 0.00% | +81,222 | New |
| PDT Partners, LLC | 80,021 | $1.85M | 0.20% | +80,021 | New |
| Bridgewater Associates, LP | 79,038 | $1.83M | 0.01% | −16,914−17.6% | Reduced |
| Rhumbline Advisers | 77,657 | $1.80M | 0.00% | +1,953+2.6% | Added |
| Conestoga Capital Advisors, LLC | 77,335 | $1.79M | 0.03% | +14,520+23.1% | Added |
| Price T Rowe Associates Inc | 74,595 | $1.73M | 0.00% | +26,868+56.3% | Added |
| SEI Investments Co | 71,569 | $1.66M | 0.00% | −61,129−46.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,462 | $1.56M | 0.01% | +67,462 | New |
| UBS Group AG | 67,070 | $1.55M | 0.00% | +26,979+67.3% | Added |
| Essex Investment Management Co LLC | 58,662 | $1.36M | 0.27% | −993−1.7% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.31M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 55,420 | $1.28M | 0.00% | −1,096−1.9% | Reduced |
| New York State Common Retirement Fund | 53,865 | $1.25M | 0.00% | +6,200+13.0% | Added |
| UBS Asset Management Americas Inc | 52,288 | $1.21M | 0.00% | +3,469+7.1% | Added |
| Putnam Investments LLC | 52,144 | $1.21M | 0.00% | +15,376+41.8% | Added |
| Moody National Bank Trust Division | 50,067 | $1.16M | 0.09% | +8,021+19.1% | Added |
| Diker Management LLC | 50,000 | $1.16M | 0.96% | 00.0% | Unchanged |
| Legal & General Group Plc | 47,401 | $1.10M | 0.00% | −47−0.1% | Reduced |
| ClariVest Asset Management LLC | 45,315 | $1.05M | 0.06% | +4,090+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,386 | $911.8K | 0.00% | +7,976+25.4% | Added |
| Jennison Associates LLC | 38,778 | $897.7K | 0.00% | −2,199,180−98.3% | Reduced |
| Arcadia Investment Management Corp | 37,840 | $876.0K | 0.17% | +16,140+74.4% | Added |
| Invesco Ltd. | 36,442 | $843.6K | 0.00% | −6,372−14.9% | Reduced |
| Prelude Capital Management, LLC | 33,409 | $773.4K | 0.07% | +3,561+11.9% | Added |
| Nomura Holdings Inc | 31,743 | $734.9K | 0.01% | +31,743 | New |
| Nichols & Pratt Advisers LLP | 31,390 | $726.7K | 0.05% | −6,225−16.5% | Reduced |
| Two Sigma Investments, LP | 31,015 | $718.0K | 0.00% | +17,514+129.7% | Added |
| Legacy Advisors, LLC | 29,010 | $671.6K | 0.09% | +10,010+52.7% | Added |
| Graham Capital Management, L.P. | 28,528 | $660.4K | 0.02% | +28,528 | New |
| Legato Capital Management LLC | 27,644 | $640.0K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,863 | $621.9K | 0.00% | −479−1.8% | Reduced |
| MetLife Investment Management | 26,712 | $618.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,342 | $609.8K | 0.00% | +591+2.3% | Added |
| STRS Ohio | 26,000 | $601.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,781 | $596.8K | 0.00% | −280−1.1% | Reduced |
| CenterBook Partners LP | 23,155 | $536.0K | 0.07% | +4,729+25.7% | Added |
| Royal Bank of Canada | 22,990 | $532.0K | 0.00% | +7,082+44.5% | Added |
| Ensign Peak Advisors, Inc | 22,890 | $529.9K | 0.00% | +750+3.4% | Added |