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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.

Q1 2024 vs. Q4 2023

How the institutions holding Phreesia, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of PHR: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1871190+4
Shares51.9M52.1K52.2M+348.4K (+0.7%)
Value$1.20B$1.21M$1.25B+$50.9M (+4.2%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Phreesia, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PHR in Q1 2024
InstitutionSharesValue% of portfolio
Champlain Investment Partners, LLC1,251,200$29.9M0.17%
Nishkama Capital, LLC224,491$5.37M0.61%
Roubaix Capital, LLC89,802$2.15M1.36%
Verition Fund Management LLC33,374$798.6K0.01%
First Trust Advisors LP32,520$778.2K0.00%
Boston Partners27,962$669.1K0.00%
Jefferies Financial Group Inc.25,769$616.7K0.01%
Segall Bryant & Hamill, LLC20,965$501.7K0.01%
New York Life Investment Management LLC15,046$360.1K0.00%
XTX Topco Ltd14,251$341.0K0.05%
Select Equity Group, L.P.13,830$331.0K0.00%
Balyasny Asset Management LLC13,294$318.1K0.00%
Sherbrooke Park Advisers LLC11,503$275.3K0.05%
PEAK6 Investments LLC11,450$274.0K0.01%
AQR Capital Management LLC11,126$266.2K0.00%
Diversified Trust Co10,681$255.6K0.01%
Wolverine Trading, LLC9,548$228.5K0.00%
Quadrature Capital Ltd8,433$202.0K0.00%
Brevan Howard Capital Management LP8,395$200.9K0.02%
EntryPoint Capital, LLC7,069$169.2K0.15%
Point72 Asia (Singapore) Pte. Ltd.4,049$96.9K0.03%
Group One Trading, L.P.2,842$68.0K0.00%
nVerses Capital, LLC1,700$40.7K0.10%
CIBC Private Wealth Group, LLC1,485$34.3K0.00%
Mather Group, LLC.175$4.05K0.00%
Valley National Advisers Inc60$1.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$5980.00%
Quest Partners LLC20$4790.00%
Rothschild Investment LLC5$1200.00%

Sold out (25)

Institutions that held Phreesia, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PHR in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Ophir Asset Management Pty Ltd1,099,505$25.5M
Thrivent Financial for Lutherans520,872$12.1M
Weiss Multi-Strategy Advisers LLC398,488$9.22M
Woodline Partners LP292,822$6.78M
D. E. Shaw & Co., Inc.159,631$3.70M
B. Riley Asset Management, LLC181,187$3.21M
Boothbay Fund Management, LLC106,511$2.47M
Schonfeld Strategic Advisors LLC67,462$1.56M
Nomura Holdings Inc31,743$734.9K
Two Sigma Investments, LP31,015$718.0K
Susquehanna International Group, LLP22,499$520.9K
Landscape Capital Management, L.L.C.19,382$448.7K
Fox Run Management, L.L.C.16,340$378.3K
Simplex Trading, LLC15,949$369.0K
Dynamic Technology Lab Private Ltd15,443$357.0K
UniSuper Management Pty Ltd14,277$330.5K
Aristides Capital LLC13,940$322.7K
Acadian Asset Management LLC9,651$223.0K
Connor, Clark & Lunn Investment Management Ltd.9,229$213.7K
SG Americas Securities, LLC7,244$168.0K
Pension & Wealth Management Advisors, Inc.6,965$161.2K
Point72 Middle East FZE3,677$85.1K
Cassady Schiller Wealth Management, LLC289$6.69K
Glassman Wealth Services85$1.97K
Ronald Blue Trust, Inc.21$0

Not filed for Q1 2024 yet (1)

Institutions that held Phreesia, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC52,144$1.21M