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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 31,743 | $734.9K | 0.01% | +31,743 | New |
| Prelude Capital Management, LLC | 33,409 | $773.4K | 0.07% | +3,561+11.9% | Added |
| Invesco Ltd. | 36,442 | $843.6K | 0.00% | −6,372−14.9% | Reduced |
| Arcadia Investment Management Corp | 37,840 | $876.0K | 0.17% | +16,140+74.4% | Added |
| Jennison Associates LLC | 38,778 | $897.7K | 0.00% | −2,199,180−98.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,386 | $911.8K | 0.00% | +7,976+25.4% | Added |
| ClariVest Asset Management LLC | 45,315 | $1.05M | 0.06% | +4,090+9.9% | Added |
| Legal & General Group Plc | 47,401 | $1.10M | 0.00% | −47−0.1% | Reduced |
| Diker Management LLC | 50,000 | $1.16M | 0.96% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 50,067 | $1.16M | 0.09% | +8,021+19.1% | Added |
| Putnam Investments LLC | 52,144 | $1.21M | 0.00% | +15,376+41.8% | Added |
| UBS Asset Management Americas Inc | 52,288 | $1.21M | 0.00% | +3,469+7.1% | Added |
| New York State Common Retirement Fund | 53,865 | $1.25M | 0.00% | +6,200+13.0% | Added |
| California State Teachers Retirement System | 55,420 | $1.28M | 0.00% | −1,096−1.9% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.31M | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 58,662 | $1.36M | 0.27% | −993−1.7% | Reduced |
| UBS Group AG | 67,070 | $1.55M | 0.00% | +26,979+67.3% | Added |
| Schonfeld Strategic Advisors LLC | 67,462 | $1.56M | 0.01% | +67,462 | New |
| SEI Investments Co | 71,569 | $1.66M | 0.00% | −61,129−46.1% | Reduced |
| Price T Rowe Associates Inc | 74,595 | $1.73M | 0.00% | +26,868+56.3% | Added |
| Conestoga Capital Advisors, LLC | 77,335 | $1.79M | 0.03% | +14,520+23.1% | Added |
| Rhumbline Advisers | 77,657 | $1.80M | 0.00% | +1,953+2.6% | Added |
| Bridgewater Associates, LP | 79,038 | $1.83M | 0.01% | −16,914−17.6% | Reduced |
| PDT Partners, LLC | 80,021 | $1.85M | 0.20% | +80,021 | New |
| Marshall Wace, LLP | 81,222 | $1.88M | 0.00% | +81,222 | New |
| Barclays PLC | 88,531 | $2.05M | 0.00% | +69,959+376.7% | Added |
| Jane Street Group, LLC | 88,696 | $2.05M | 0.00% | +100+0.1% | Added |
| Two Sigma Advisers, LP | 94,000 | $2.18M | 0.01% | +1,500+1.6% | Added |
| Bullseye Asset Management LLC | 98,013 | $2.27M | 1.09% | 00.0% | Unchanged |
| Macquarie Group Ltd | 99,860 | $2.31M | 0.00% | +22,295+28.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 100,656 | $2.33M | 0.00% | −28,793−22.2% | Reduced |
| Swiss National Bank | 103,300 | $2.39M | 0.00% | −8,900−7.9% | Reduced |
| Boothbay Fund Management, LLC | 106,511 | $2.47M | 0.09% | +21,481+25.3% | Added |
| Allianz Asset Management GmbH | 108,845 | $2.52M | 0.00% | +31,908+41.5% | Added |
| Birchview Capital, LP | 114,700 | $2.66M | 2.08% | +32,000+38.7% | Added |
| Squarepoint Ops LLC | 123,119 | $2.85M | 0.01% | +44,584+56.8% | Added |
| Cubist Systematic Strategies, LLC | 123,208 | $2.85M | 0.04% | +48,070+64.0% | Added |
| B. Riley Asset Management, LLC | 181,187 | $3.21M | 1.16% | +7,608+4.4% | Added |
| AXA S.A. | 142,188 | $3.29M | 0.01% | −114,885−44.7% | Reduced |
| D. E. Shaw & Co., Inc. | 159,631 | $3.70M | 0.01% | −183,098−53.4% | Reduced |
| Algert Global LLC | 167,960 | $3.89M | 0.16% | +111,599+198.0% | Added |
| Voloridge Investment Management, LLC | 169,413 | $3.92M | 0.02% | +142,041+518.9% | Added |
| Dimensional Fund Advisors LP | 178,764 | $4.14M | 0.00% | −143,455−44.5% | Reduced |
| JPMorgan Chase & Co | 182,975 | $4.24M | 0.00% | −266,838−59.3% | Reduced |
| Goldman Sachs Group Inc | 189,779 | $4.39M | 0.00% | −139,249−42.3% | Reduced |
| Bank of New York Mellon Corp | 207,501 | $4.80M | 0.00% | +12,226+6.3% | Added |
| Morgan Stanley | 248,029 | $5.74M | 0.00% | +73,183+41.9% | Added |
| Citadel Advisors LLC | 265,755 | $6.15M | 0.01% | +149,537+128.7% | Added |
| Polar Asset Management Partners Inc. | 286,800 | $6.64M | 0.18% | −28,700−9.1% | Reduced |
| Woodline Partners LP | 292,822 | $6.78M | 0.07% | −101,260−25.7% | Reduced |
| Bank of America Corp | 300,371 | $6.95M | 0.00% | −16,576−5.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 301,045 | $6.97M | 0.08% | +301,045 | New |
| Nuveen Asset Management, LLC | 312,394 | $7.23M | 0.00% | +90,249+40.6% | Added |
| Point72 Asset Management, L.P. | 315,100 | $7.29M | 0.02% | −350,103−52.6% | Reduced |
| Peregrine Capital Management LLC | 321,935 | $7.45M | 0.22% | −3,824−1.2% | Reduced |
| Schroder Investment Management Group | 354,121 | $8.20M | 0.01% | +5,391+1.5% | Added |
| Norges Bank | 354,186 | $8.20M | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 363,440 | $8.41M | 0.06% | +19,272+5.6% | Added |
| State of Wisconsin Investment Board | 373,159 | $8.64M | 0.02% | +209,767+128.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 398,488 | $9.22M | 0.23% | +170,624+74.9% | Added |
| Charles Schwab Investment Management Inc | 412,763 | $9.56M | 0.00% | +15,298+3.8% | Added |
| Bellevue Group AG | 421,573 | $9.76M | 0.15% | −157,466−27.2% | Reduced |
| Silvercrest Asset Management Group LLC | 428,184 | $9.91M | 0.07% | +96,473+29.1% | Added |
| Janus Henderson Group PLC | 460,640 | $10.7M | 0.01% | +1,639+0.4% | Added |
| Greenhouse Funds LLLP | 473,055 | $11.0M | 0.74% | +473,055 | New |
| Lazard Asset Management LLC | 488,712 | $11.3M | 0.01% | +64,665+15.2% | Added |
| Thrivent Financial for Lutherans | 520,872 | $12.1M | 0.03% | +3,366+0.7% | Added |
| Blair William & Co | 527,750 | $12.2M | 0.04% | +49,336+10.3% | Added |
| Northern Trust Corp | 549,724 | $12.7M | 0.00% | +11,390+2.1% | Added |
| Summit Partners Public Asset Management, LLC | 553,000 | $12.8M | 0.69% | +553,000 | New |
| Capital International Investors | 807,600 | $18.7M | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 844,602 | $19.6M | 0.24% | −27,094−3.1% | Reduced |
| TimesSquare Capital Management, LLC | 868,850 | $20.1M | 0.30% | +94,771+12.2% | Added |
| Granahan Investment Management Inc | 1,060,070 | $24.5M | 0.81% | −26,852−2.5% | Reduced |
| Ophir Asset Management Pty Ltd | 1,099,505 | $25.5M | 5.05% | +213,805+24.1% | Added |
| Geode Capital Management, LLC | 1,118,914 | $25.9M | 0.00% | +76,913+7.4% | Added |
| State Street Corp | 1,154,234 | $26.7M | 0.00% | +40,962+3.7% | Added |
| GW&K Investment Management, LLC | 1,208,881 | $28.0M | 0.26% | −142,136−10.5% | Reduced |
| Millennium Management LLC | 1,321,749 | $30.6M | 0.03% | +26,754+2.1% | Added |
| Franklin Resources Inc | 1,484,663 | $34.4M | 0.02% | +193,480+15.0% | Added |
| Credit Suisse AG | 1,778,269 | $41.2M | 0.04% | +2,673+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,811,531 | $41.9M | 0.03% | +331,701+22.4% | Added |
| Rock Springs Capital Management LP | 2,206,700 | $51.1M | 1.26% | +430,309+24.2% | Added |
| Brown Advisory Inc | 3,950,356 | $91.5M | 0.13% | +716,374+22.2% | Added |
| BlackRock Inc. | 4,251,588 | $98.4M | 0.00% | +280,198+7.1% | Added |
| Vanguard Group Inc | 4,628,441 | $107.1M | 0.00% | +194,035+4.4% | Added |
| FMR LLC | 7,692,011 | $178.1M | 0.01% | −164,540−2.1% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −815,608−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −477,265−100.0% | Sold out |
| Tamarack Advisers, LP | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −137,213−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −123,948−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −119,791−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −88,760−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −40,118−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,677−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,395−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −14,643−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −14,019−100.0% | Sold out |