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, Q1 2024
Institutional positions in Phreesia, Inc. as of Mar 31, 2024. 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
- 190
- +4 vs. Q4 2023
- Shares held
- 52.2M
- +348.4K (+0.7%) vs. Q4 2023
- Total value
- $1.25B
- +$50.9M (+4.2%) vs. Q4 2023
- New holders
- 29
- 64 more added
- Sold out
- 25
- 65 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,685,990 | $183.9M | 0.01% | −6,021−0.1% | Reduced |
| Vanguard Group Inc | 4,567,792 | $109.3M | 0.00% | −60,649−1.3% | Reduced |
| Brown Advisory Inc | 4,215,734 | $100.9M | 0.13% | +265,378+6.7% | Added |
| BlackRock Inc. | 4,156,649 | $99.5M | 0.00% | −94,939−2.2% | Reduced |
| Capital International Investors | 2,593,063 | $62.1M | 0.01% | +1,785,463+221.1% | Added |
| Rock Springs Capital Management LP | 2,365,000 | $56.6M | 1.44% | +158,300+7.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,793,723 | $42.9M | 0.03% | −17,808−1.0% | Reduced |
| Credit Suisse AG | 1,770,805 | $42.4M | 0.04% | −7,464−0.4% | Reduced |
| Granahan Investment Management Inc | 1,494,294 | $35.8M | 1.26% | +434,224+41.0% | Added |
| Franklin Resources Inc | 1,487,527 | $35.6M | 0.01% | +2,864+0.2% | Added |
| Champlain Investment Partners, LLC | 1,251,200 | $29.9M | 0.17% | +1,251,200 | New |
| GW&K Investment Management, LLC | 1,250,626 | $29.9M | 0.26% | +41,745+3.5% | Added |
| State Street Corp | 1,219,768 | $29.2M | 0.00% | +65,534+5.7% | Added |
| Geode Capital Management, LLC | 1,157,104 | $27.7M | 0.00% | +38,190+3.4% | Added |
| Greenhouse Funds LLLP | 1,027,437 | $24.6M | 1.55% | +554,382+117.2% | Added |
| Riverbridge Partners LLC | 844,659 | $20.2M | 0.25% | +570.0% | Added |
| TimesSquare Capital Management, LLC | 799,519 | $19.1M | 0.28% | −69,331−8.0% | Reduced |
| Blair William & Co | 752,700 | $18.0M | 0.06% | +224,950+42.6% | Added |
| Summit Partners Public Asset Management, LLC | 713,000 | $17.1M | 0.81% | +160,000+28.9% | Added |
| Millennium Management LLC | 547,725 | $13.1M | 0.01% | −774,024−58.6% | Reduced |
| Northern Trust Corp | 542,272 | $13.0M | 0.00% | −7,452−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 447,638 | $10.7M | 0.07% | +19,454+4.5% | Added |
| Bellevue Group AG | 443,341 | $10.6M | 0.16% | +21,768+5.2% | Added |
| Bank of America Corp | 442,382 | $10.6M | 0.00% | +142,011+47.3% | Added |
| Charles Schwab Investment Management Inc | 421,257 | $10.1M | 0.00% | +8,494+2.1% | Added |
| Lazard Asset Management LLC | 372,694 | $8.92M | 0.01% | −116,018−23.7% | Reduced |
| Peregrine Capital Management LLC | 318,560 | $7.62M | 0.22% | −3,375−1.0% | Reduced |
| Nuveen Asset Management, LLC | 310,397 | $7.43M | 0.00% | −1,997−0.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 309,455 | $7.41M | 0.08% | +8,410+2.8% | Added |
| State of Wisconsin Investment Board | 303,766 | $7.27M | 0.02% | −69,393−18.6% | Reduced |
| Norges Bank | 299,598 | $7.17M | 0.00% | −54,588−15.4% | Reduced |
| Morgan Stanley | 278,014 | $6.65M | 0.00% | +29,985+12.1% | Added |
| Goldman Sachs Group Inc | 255,967 | $6.13M | 0.00% | +66,188+34.9% | Added |
| Schroder Investment Management Group | 255,934 | $6.12M | 0.01% | −98,187−27.7% | Reduced |
| Nishkama Capital, LLC | 224,491 | $5.37M | 0.61% | +224,491 | New |
| Polar Asset Management Partners Inc. | 201,500 | $4.82M | 0.13% | −85,300−29.7% | Reduced |
| Bank of New York Mellon Corp | 197,816 | $4.73M | 0.00% | −9,685−4.7% | Reduced |
| Candriam Luxembourg S.C.A. | 177,939 | $4.26M | 0.03% | −185,501−51.0% | Reduced |
| Dimensional Fund Advisors LP | 174,202 | $4.17M | 0.00% | −4,562−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 132,581 | $4.12M | 0.01% | +31,925+31.7% | Added |
| Squarepoint Ops LLC | 160,181 | $3.83M | 0.02% | +37,062+30.1% | Added |
| Marshall Wace, LLP | 153,078 | $3.66M | 0.01% | +71,856+88.5% | Added |
| AXA S.A. | 142,188 | $3.40M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 134,468 | $3.22M | 0.01% | −34,945−20.6% | Reduced |
| Algert Global LLC | 134,351 | $3.22M | 0.13% | −33,609−20.0% | Reduced |
| JPMorgan Chase & Co | 131,965 | $3.16M | 0.00% | −51,010−27.9% | Reduced |
| Birchview Capital, LP | 114,700 | $2.74M | 2.24% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 112,569 | $2.69M | 0.00% | +3,724+3.4% | Added |
| Cubist Systematic Strategies, LLC | 104,621 | $2.50M | 0.03% | −18,587−15.1% | Reduced |
| Swiss National Bank | 104,300 | $2.50M | 0.00% | +1,000+1.0% | Added |
| Bullseye Asset Management LLC | 98,013 | $2.35M | 1.10% | 00.0% | Unchanged |
| Macquarie Group Ltd | 97,455 | $2.33M | 0.00% | −2,405−2.4% | Reduced |
| Citadel Advisors LLC | 95,947 | $2.30M | 0.00% | −169,808−63.9% | Reduced |
| Roubaix Capital, LLC | 89,802 | $2.15M | 1.36% | +89,802 | New |
| Rhumbline Advisers | 81,283 | $1.95M | 0.00% | +3,626+4.7% | Added |
| PDT Partners, LLC | 79,982 | $1.91M | 0.18% | −390.0% | Reduced |
| Conestoga Capital Advisors, LLC | 78,085 | $1.87M | 0.03% | +750+1.0% | Added |
| Arcadia Investment Management Corp | 77,825 | $1.86M | 0.33% | +39,985+105.7% | Added |
| Price T Rowe Associates Inc | 72,712 | $1.74M | 0.00% | −1,883−2.5% | Reduced |
| Point72 Asset Management, L.P. | 71,300 | $1.71M | 0.00% | −243,800−77.4% | Reduced |
| Moody National Bank Trust Division | 71,044 | $1.70M | 0.13% | +20,977+41.9% | Added |
| SEI Investments Co | 70,269 | $1.68M | 0.00% | −1,300−1.8% | Reduced |
| Bridgewater Associates, LP | 69,072 | $1.65M | 0.01% | −9,966−12.6% | Reduced |
| New York State Common Retirement Fund | 66,520 | $1.59M | 0.00% | +12,655+23.5% | Added |
| Essex Investment Management Co LLC | 59,764 | $1.43M | 0.28% | +1,102+1.9% | Added |
| Russell Investments Group, Ltd. | 57,874 | $1.38M | 0.00% | +54,036+1,407.9% | Added |
| Alliancebernstein L.P. | 56,500 | $1.35M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 53,588 | $1.28M | 0.00% | −13,482−20.1% | Reduced |
| California State Teachers Retirement System | 52,866 | $1.27M | 0.00% | −2,554−4.6% | Reduced |
| UBS Asset Management Americas Inc | 52,288 | $1.25M | 0.00% | 00.0% | Unchanged |
| Diker Management LLC | 50,000 | $1.20M | 0.97% | 00.0% | Unchanged |
| Legal & General Group Plc | 48,640 | $1.16M | 0.00% | +1,239+2.6% | Added |
| Barclays PLC | 47,805 | $1.14M | 0.00% | −40,726−46.0% | Reduced |
| Jane Street Group, LLC | 47,474 | $1.14M | 0.00% | −41,222−46.5% | Reduced |
| Caption Management, LLC | 45,000 | $1.08M | 0.12% | +26,500+143.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,386 | $942.5K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 39,074 | $935.0K | 0.02% | +28,319+263.3% | Added |
| Gotham Asset Management, LLC | 38,541 | $922.3K | 0.01% | +24,903+182.6% | Added |
| Invesco Ltd. | 38,445 | $920.0K | 0.00% | +2,003+5.5% | Added |
| Janus Henderson Group PLC | 37,101 | $886.5K | 0.00% | −423,539−91.9% | Reduced |
| Two Sigma Advisers, LP | 33,600 | $804.0K | 0.00% | −60,400−64.3% | Reduced |
| Verition Fund Management LLC | 33,374 | $798.6K | 0.01% | +33,374 | New |
| First Trust Advisors LP | 32,520 | $778.2K | 0.00% | +32,520 | New |
| WoodTrust Financial Corp | 31,000 | $742.0K | 0.12% | +14,500+87.9% | Added |
| ClariVest Asset Management LLC | 30,369 | $726.7K | 0.08% | −14,946−33.0% | Reduced |
| Jennison Associates LLC | 29,733 | $711.5K | 0.00% | −9,045−23.3% | Reduced |
| Graham Capital Management, L.P. | 29,236 | $699.6K | 0.02% | +708+2.5% | Added |
| Legacy Advisors, LLC | 29,010 | $694.2K | 0.09% | 00.0% | Unchanged |
| Boston Partners | 27,962 | $669.1K | 0.00% | +27,962 | New |
| Legato Capital Management LLC | 27,644 | $661.5K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,618 | $660.9K | 0.00% | +755+2.8% | Added |
| M&T Bank Corp | 27,302 | $653.4K | 0.00% | +4,522+19.9% | Added |
| Manufacturers Life Insurance Company, The | 26,754 | $640.2K | 0.00% | +973+3.8% | Added |
| MetLife Investment Management | 26,712 | $639.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,256 | $628.3K | 0.00% | +3,960+17.8% | Added |
| American International Group, Inc. | 26,118 | $625.0K | 0.00% | −224−0.9% | Reduced |
| Jefferies Financial Group Inc. | 25,769 | $616.7K | 0.01% | +25,769 | New |
| State Board of Administration of Florida Retirement System | 18,709 | $604.1K | 0.00% | +3,980+27.0% | Added |
| STRS Ohio | 24,400 | $583.0K | 0.00% | −1,600−6.2% | Reduced |
| Bessemer Group Inc | 22,143 | $530.0K | 0.00% | +16,773+312.3% | Added |