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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 27,644 | $661.5K | 0.08% | 00.0% | Unchanged |
| Boston Partners | 27,962 | $669.1K | 0.00% | +27,962 | New |
| Legacy Advisors, LLC | 29,010 | $694.2K | 0.09% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 29,236 | $699.6K | 0.02% | +708+2.5% | Added |
| Jennison Associates LLC | 29,733 | $711.5K | 0.00% | −9,045−23.3% | Reduced |
| ClariVest Asset Management LLC | 30,369 | $726.7K | 0.08% | −14,946−33.0% | Reduced |
| WoodTrust Financial Corp | 31,000 | $742.0K | 0.12% | +14,500+87.9% | Added |
| First Trust Advisors LP | 32,520 | $778.2K | 0.00% | +32,520 | New |
| Verition Fund Management LLC | 33,374 | $798.6K | 0.01% | +33,374 | New |
| Two Sigma Advisers, LP | 33,600 | $804.0K | 0.00% | −60,400−64.3% | Reduced |
| Janus Henderson Group PLC | 37,101 | $886.5K | 0.00% | −423,539−91.9% | Reduced |
| Invesco Ltd. | 38,445 | $920.0K | 0.00% | +2,003+5.5% | Added |
| Gotham Asset Management, LLC | 38,541 | $922.3K | 0.01% | +24,903+182.6% | Added |
| Trexquant Investment LP | 39,074 | $935.0K | 0.02% | +28,319+263.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,386 | $942.5K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 45,000 | $1.08M | 0.12% | +26,500+143.2% | Added |
| Jane Street Group, LLC | 47,474 | $1.14M | 0.00% | −41,222−46.5% | Reduced |
| Barclays PLC | 47,805 | $1.14M | 0.00% | −40,726−46.0% | Reduced |
| Legal & General Group Plc | 48,640 | $1.16M | 0.00% | +1,239+2.6% | Added |
| Diker Management LLC | 50,000 | $1.20M | 0.97% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 52,288 | $1.25M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 52,866 | $1.27M | 0.00% | −2,554−4.6% | Reduced |
| UBS Group AG | 53,588 | $1.28M | 0.00% | −13,482−20.1% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.35M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 57,874 | $1.38M | 0.00% | +54,036+1,407.9% | Added |
| Essex Investment Management Co LLC | 59,764 | $1.43M | 0.28% | +1,102+1.9% | Added |
| New York State Common Retirement Fund | 66,520 | $1.59M | 0.00% | +12,655+23.5% | Added |
| Bridgewater Associates, LP | 69,072 | $1.65M | 0.01% | −9,966−12.6% | Reduced |
| SEI Investments Co | 70,269 | $1.68M | 0.00% | −1,300−1.8% | Reduced |
| Moody National Bank Trust Division | 71,044 | $1.70M | 0.13% | +20,977+41.9% | Added |
| Point72 Asset Management, L.P. | 71,300 | $1.71M | 0.00% | −243,800−77.4% | Reduced |
| Price T Rowe Associates Inc | 72,712 | $1.74M | 0.00% | −1,883−2.5% | Reduced |
| Arcadia Investment Management Corp | 77,825 | $1.86M | 0.33% | +39,985+105.7% | Added |
| Conestoga Capital Advisors, LLC | 78,085 | $1.87M | 0.03% | +750+1.0% | Added |
| PDT Partners, LLC | 79,982 | $1.91M | 0.18% | −390.0% | Reduced |
| Rhumbline Advisers | 81,283 | $1.95M | 0.00% | +3,626+4.7% | Added |
| Roubaix Capital, LLC | 89,802 | $2.15M | 1.36% | +89,802 | New |
| Citadel Advisors LLC | 95,947 | $2.30M | 0.00% | −169,808−63.9% | Reduced |
| Macquarie Group Ltd | 97,455 | $2.33M | 0.00% | −2,405−2.4% | Reduced |
| Bullseye Asset Management LLC | 98,013 | $2.35M | 1.10% | 00.0% | Unchanged |
| Swiss National Bank | 104,300 | $2.50M | 0.00% | +1,000+1.0% | Added |
| Cubist Systematic Strategies, LLC | 104,621 | $2.50M | 0.03% | −18,587−15.1% | Reduced |
| Allianz Asset Management GmbH | 112,569 | $2.69M | 0.00% | +3,724+3.4% | Added |
| Birchview Capital, LP | 114,700 | $2.74M | 2.24% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 131,965 | $3.16M | 0.00% | −51,010−27.9% | Reduced |
| Algert Global LLC | 134,351 | $3.22M | 0.13% | −33,609−20.0% | Reduced |
| Voloridge Investment Management, LLC | 134,468 | $3.22M | 0.01% | −34,945−20.6% | Reduced |
| AXA S.A. | 142,188 | $3.40M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 153,078 | $3.66M | 0.01% | +71,856+88.5% | Added |
| Squarepoint Ops LLC | 160,181 | $3.83M | 0.02% | +37,062+30.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 132,581 | $4.12M | 0.01% | +31,925+31.7% | Added |
| Dimensional Fund Advisors LP | 174,202 | $4.17M | 0.00% | −4,562−2.6% | Reduced |
| Candriam Luxembourg S.C.A. | 177,939 | $4.26M | 0.03% | −185,501−51.0% | Reduced |
| Bank of New York Mellon Corp | 197,816 | $4.73M | 0.00% | −9,685−4.7% | Reduced |
| Polar Asset Management Partners Inc. | 201,500 | $4.82M | 0.13% | −85,300−29.7% | Reduced |
| Nishkama Capital, LLC | 224,491 | $5.37M | 0.61% | +224,491 | New |
| Schroder Investment Management Group | 255,934 | $6.12M | 0.01% | −98,187−27.7% | Reduced |
| Goldman Sachs Group Inc | 255,967 | $6.13M | 0.00% | +66,188+34.9% | Added |
| Morgan Stanley | 278,014 | $6.65M | 0.00% | +29,985+12.1% | Added |
| Norges Bank | 299,598 | $7.17M | 0.00% | −54,588−15.4% | Reduced |
| State of Wisconsin Investment Board | 303,766 | $7.27M | 0.02% | −69,393−18.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 309,455 | $7.41M | 0.08% | +8,410+2.8% | Added |
| Nuveen Asset Management, LLC | 310,397 | $7.43M | 0.00% | −1,997−0.6% | Reduced |
| Peregrine Capital Management LLC | 318,560 | $7.62M | 0.22% | −3,375−1.0% | Reduced |
| Lazard Asset Management LLC | 372,694 | $8.92M | 0.01% | −116,018−23.7% | Reduced |
| Charles Schwab Investment Management Inc | 421,257 | $10.1M | 0.00% | +8,494+2.1% | Added |
| Bank of America Corp | 442,382 | $10.6M | 0.00% | +142,011+47.3% | Added |
| Bellevue Group AG | 443,341 | $10.6M | 0.16% | +21,768+5.2% | Added |
| Silvercrest Asset Management Group LLC | 447,638 | $10.7M | 0.07% | +19,454+4.5% | Added |
| Northern Trust Corp | 542,272 | $13.0M | 0.00% | −7,452−1.4% | Reduced |
| Millennium Management LLC | 547,725 | $13.1M | 0.01% | −774,024−58.6% | Reduced |
| Summit Partners Public Asset Management, LLC | 713,000 | $17.1M | 0.81% | +160,000+28.9% | Added |
| Blair William & Co | 752,700 | $18.0M | 0.06% | +224,950+42.6% | Added |
| TimesSquare Capital Management, LLC | 799,519 | $19.1M | 0.28% | −69,331−8.0% | Reduced |
| Riverbridge Partners LLC | 844,659 | $20.2M | 0.25% | +570.0% | Added |
| Greenhouse Funds LLLP | 1,027,437 | $24.6M | 1.55% | +554,382+117.2% | Added |
| Geode Capital Management, LLC | 1,157,104 | $27.7M | 0.00% | +38,190+3.4% | Added |
| State Street Corp | 1,219,768 | $29.2M | 0.00% | +65,534+5.7% | Added |
| GW&K Investment Management, LLC | 1,250,626 | $29.9M | 0.26% | +41,745+3.5% | Added |
| Champlain Investment Partners, LLC | 1,251,200 | $29.9M | 0.17% | +1,251,200 | New |
| Franklin Resources Inc | 1,487,527 | $35.6M | 0.01% | +2,864+0.2% | Added |
| Granahan Investment Management Inc | 1,494,294 | $35.8M | 1.26% | +434,224+41.0% | Added |
| Credit Suisse AG | 1,770,805 | $42.4M | 0.04% | −7,464−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,793,723 | $42.9M | 0.03% | −17,808−1.0% | Reduced |
| Rock Springs Capital Management LP | 2,365,000 | $56.6M | 1.44% | +158,300+7.2% | Added |
| Capital International Investors | 2,593,063 | $62.1M | 0.01% | +1,785,463+221.1% | Added |
| BlackRock Inc. | 4,156,649 | $99.5M | 0.00% | −94,939−2.2% | Reduced |
| Brown Advisory Inc | 4,215,734 | $100.9M | 0.13% | +265,378+6.7% | Added |
| Vanguard Group Inc | 4,567,792 | $109.3M | 0.00% | −60,649−1.3% | Reduced |
| FMR LLC | 7,685,990 | $183.9M | 0.01% | −6,021−0.1% | Reduced |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −1,099,505−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −520,872−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −398,488−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −292,822−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −159,631−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −181,187−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −106,511−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −67,462−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −31,743−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,015−100.0% | Sold out |