Phreesia, Inc.

PHR

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001412408

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Phreesia, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of PHR: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Q4 2023	Change
Holders	176	187	+11
Shares	52.2M	51.9M	−274.0K (−0.5%)
Value	$975.1M	$1.20B	+$226.0M (+23.2%)

New holders (37)

Institutions that held Phreesia, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to PHR in Q4 2023
Institution	Shares	Value	% of portfolio
Summit Partners Public Asset Management, LLC	553,000	$12.8M	0.69%
Greenhouse Funds LLLP	473,055	$11.0M	0.74%
ArrowMark Colorado Holdings LLC	301,045	$6.97M	0.08%
Marshall Wace, LLP	81,222	$1.88M	0.00%
PDT Partners, LLC	80,021	$1.85M	0.20%
Schonfeld Strategic Advisors LLC	67,462	$1.56M	0.01%
Nomura Holdings Inc	31,743	$734.9K	0.01%
Graham Capital Management, L.P.	28,528	$660.4K	0.02%
M&T Bank Corp	22,780	$527.0K	0.00%
RBF Capital, LLC	21,000	$486.1K	0.03%
Nebula Research & Development LLC	20,798	$481.5K	0.15%
Landscape Capital Management, L.L.C.	19,382	$448.7K	0.04%
Caption Management, LLC	18,500	$428.3K	0.05%
Petrus Trust Company, LTA	17,991	$416.5K	0.04%
WoodTrust Financial Corp	16,500	$382.0K	0.07%
Fox Run Management, L.L.C.	16,340	$378.3K	0.10%
Dynamic Technology Lab Private Ltd	15,443	$357.0K	0.04%
Aristides Capital LLC	13,940	$322.7K	0.16%
Gotham Asset Management, LLC	13,638	$315.7K	0.01%
Premier Fund Managers Ltd	12,650	$299.0K	0.01%
Private Advisor Group, LLC	11,381	$263.5K	0.00%
Bank of Montreal	10,724	$256.3K	0.00%
Trexquant Investment LP	10,755	$249.0K	0.01%
Los Angeles Capital Management LLC	10,456	$242.1K	0.00%
Trust Point Inc.	10,311	$238.7K	0.02%
Raymond James & Associates	9,768	$226.1K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	9,229	$213.7K	0.00%
Vident Advisory, LLC	9,005	$208.5K	0.01%
ProShare Advisors LLC	8,771	$203.0K	0.00%
Amundi	1,832	$42.1K	0.00%
Quarry LP	156	$3.61K	0.00%
Versant Capital Management, Inc	64	$1.48K	0.00%
Lindbrook Capital, LLC	55	$1.27K	0.00%
Northwestern Mutual Wealth Management Co	43	$995	0.00%
Farther Finance Advisors, LLC	32	$741	0.00%
GAMMA Investing LLC	17	$433	0.00%
Ronald Blue Trust, Inc.	21	$0	0.00%

Sold out (26)

Institutions that held Phreesia, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of PHR in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Loomis Sayles & Co L P	815,608	$15.2M
Ci Investments Inc.	477,265	$8.91M
Tamarack Advisers, LP	215,000	$4.02M
Segall Bryant & Hamill, LLC	137,213	$2.56M
Prudential Financial Inc	123,948	$2.31M
Qube Research & Technologies Ltd	119,791	$2.24M
McKinley Capital Management LLC /Delaware	88,760	$1.66M
Renaissance Technologies LLC	60,000	$1.12M
First Trust Advisors LP	40,118	$749.4K
XTX Topco Ltd	23,677	$442.3K
Quadrature Capital Ltd	15,395	$287.9K
Federated Hermes, Inc.	14,643	$273.5K
AQR Capital Management LLC	14,019	$261.9K
Spouting Rock Asset Management, LLC	13,381	$250.0K
Synovus Financial Corp	12,447	$232.5K
Ziegler Capital Management, LLC	12,205	$228.0K
Counterpoint Mutual Funds LLC	7,358	$137.4K
Walleye Trading LLC	4,771	$89.1K
Private Trust Co NA	195	$3.64K
Hillsdale Investment Management Inc.	180	$3.36K
Manchester Capital Management LLC	78	$1.46K
Headinvest, LLC	40	$732
IFP Advisors, Inc	30	$560
Allworth Financial LP	12	$225
Quadrant Capital Group LLC	10	$187
Raleigh Capital Management Inc.	0	$8