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, Q2 2024
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 176
- −13 vs. Q1 2024
- Shares held
- 54.0M
- +3.55M (+7.0%) vs. Q1 2024
- Total value
- $1.14B
- −$63.7M (−5.3%) vs. Q1 2024
- New holders
- 23
- 64 more added
- Sold out
- 36
- 53 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,741,449 | $142.9M | 0.01% | −944,541−12.3% | Reduced |
| Brown Advisory Inc | 5,768,116 | $122.3M | 0.16% | +1,552,382+36.8% | Added |
| BlackRock Inc. | 5,095,623 | $108.0M | 0.00% | +938,974+22.6% | Added |
| Vanguard Group Inc | 4,668,847 | $99.0M | 0.00% | +101,055+2.2% | Added |
| Capital International Investors | 2,593,063 | $55.0M | 0.01% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 2,417,500 | $51.3M | 1.55% | +52,500+2.2% | Added |
| Champlain Investment Partners, LLC | 2,405,990 | $51.0M | 0.31% | +1,154,790+92.3% | Added |
| Greenhouse Funds LLLP | 1,845,031 | $39.1M | 2.05% | +817,594+79.6% | Added |
| UBS Asset Management Americas Inc | 1,813,457 | $38.4M | 0.01% | +1,761,169+3,368.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,787,567 | $37.9M | 0.02% | −6,156−0.3% | Reduced |
| Franklin Resources Inc | 1,454,658 | $30.8M | 0.01% | −32,869−2.2% | Reduced |
| State Street Corp | 1,239,069 | $26.3M | 0.00% | +19,301+1.6% | Added |
| GW&K Investment Management, LLC | 1,205,995 | $25.6M | 0.23% | −44,631−3.6% | Reduced |
| Geode Capital Management, LLC | 1,189,863 | $25.2M | 0.00% | +32,759+2.8% | Added |
| Granahan Investment Management Inc | 1,184,752 | $25.1M | 1.00% | −309,542−20.7% | Reduced |
| TimesSquare Capital Management, LLC | 849,014 | $18.0M | 0.28% | +49,495+6.2% | Added |
| Riverbridge Partners LLC | 778,645 | $16.5M | 0.22% | −66,014−7.8% | Reduced |
| Blair William & Co | 725,500 | $15.4M | 0.05% | −27,200−3.6% | Reduced |
| Northern Trust Corp | 523,828 | $11.1M | 0.00% | −18,444−3.4% | Reduced |
| Silvercrest Asset Management Group LLC | 453,734 | $9.62M | 0.07% | +6,096+1.4% | Added |
| Bellevue Group AG | 443,341 | $9.40M | 0.15% | 00.0% | Unchanged |
| Bank of America Corp | 433,318 | $9.19M | 0.00% | −9,064−2.0% | Reduced |
| Schroder Investment Management Group | 431,942 | $9.16M | 0.01% | +176,008+68.8% | Added |
| Charles Schwab Investment Management Inc | 431,127 | $9.14M | 0.00% | +9,870+2.3% | Added |
| ArrowMark Colorado Holdings LLC | 381,015 | $8.08M | 0.10% | +71,560+23.1% | Added |
| Peregrine Capital Management LLC | 354,607 | $7.52M | 0.22% | +36,047+11.3% | Added |
| Goldman Sachs Group Inc | 322,667 | $6.84M | 0.00% | +66,700+26.1% | Added |
| Citadel Advisors LLC | 311,344 | $6.60M | 0.01% | +215,397+224.5% | Added |
| State of Wisconsin Investment Board | 300,723 | $6.38M | 0.02% | −3,043−1.0% | Reduced |
| Squarepoint Ops LLC | 250,396 | $5.31M | 0.02% | +90,215+56.3% | Added |
| Morgan Stanley | 239,973 | $5.09M | 0.00% | −38,041−13.7% | Reduced |
| Neuberger Berman Group LLC | 227,368 | $4.82M | 0.00% | +227,368 | New |
| Bank of New York Mellon Corp | 214,430 | $4.55M | 0.00% | +16,614+8.4% | Added |
| Intrinsic Edge Capital Management LLC | 212,088 | $4.50M | 0.44% | +212,088 | New |
| Norges Bank | 192,743 | $4.09M | 0.00% | −106,855−35.7% | Reduced |
| Lazard Asset Management LLC | 192,636 | $4.08M | 0.01% | −180,058−48.3% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 192,347 | $4.08M | 0.07% | +192,347 | New |
| Voloridge Investment Management, LLC | 181,556 | $3.85M | 0.01% | +47,088+35.0% | Added |
| Dimensional Fund Advisors LP | 171,994 | $3.65M | 0.00% | −2,208−1.3% | Reduced |
| SEI Investments Co | 165,327 | $3.50M | 0.00% | +95,058+135.3% | Added |
| AXA S.A. | 142,188 | $3.01M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 127,910 | $2.71M | 0.00% | −182,487−58.8% | Reduced |
| Birchview Capital, LP | 114,700 | $2.43M | 2.25% | 00.0% | Unchanged |
| Jane Street Group, LLC | 109,780 | $2.33M | 0.00% | +62,306+131.2% | Added |
| Macquarie Group Ltd | 107,340 | $2.28M | 0.00% | +9,885+10.1% | Added |
| Swiss National Bank | 104,300 | $2.21M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 102,174 | $2.17M | 0.00% | +44,300+76.5% | Added |
| Bullseye Asset Management LLC | 100,263 | $2.13M | 1.04% | +2,250+2.3% | Added |
| JPMorgan Chase & Co | 98,889 | $2.10M | 0.00% | −33,076−25.1% | Reduced |
| Allianz Asset Management GmbH | 97,065 | $2.06M | 0.00% | −15,504−13.8% | Reduced |
| Arcadia Investment Management Corp | 88,625 | $1.88M | 0.32% | +10,800+13.9% | Added |
| Gilder Gagnon Howe & Co LLC | 85,088 | $1.80M | 0.02% | +85,088 | New |
| Rhumbline Advisers | 82,136 | $1.74M | 0.00% | +853+1.0% | Added |
| Essex Investment Management Co LLC | 81,443 | $1.73M | 0.32% | +21,679+36.3% | Added |
| First Trust Advisors LP | 79,891 | $1.69M | 0.00% | +47,371+145.7% | Added |
| Conestoga Capital Advisors, LLC | 78,085 | $1.66M | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 75,323 | $1.60M | 0.15% | −4,659−5.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 67,794 | $1.44M | 0.00% | +67,794 | New |
| Boston Partners | 67,404 | $1.43M | 0.00% | +39,442+141.1% | Added |
| Moody National Bank Trust Division | 67,376 | $1.43M | 0.11% | −3,668−5.2% | Reduced |
| Price T Rowe Associates Inc | 65,944 | $1.40M | 0.00% | −6,768−9.3% | Reduced |
| Bridgewater Associates, LP | 62,314 | $1.32M | 0.01% | −6,758−9.8% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.20M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 51,704 | $1.10M | 0.00% | +3,899+8.2% | Added |
| California State Teachers Retirement System | 51,418 | $1.09M | 0.00% | −1,448−2.7% | Reduced |
| Legal & General Group Plc | 51,236 | $1.09M | 0.00% | +2,596+5.3% | Added |
| Diker Management LLC | 50,000 | $1.06M | 0.90% | 00.0% | Unchanged |
| CenterBook Partners LP | 48,321 | $1.02M | 0.06% | +26,375+120.2% | Added |
| Algert Global LLC | 45,467 | $963.9K | 0.03% | −88,884−66.2% | Reduced |
| Bessemer Group Inc | 41,122 | $872.0K | 0.00% | +18,979+85.7% | Added |
| Marshall Wace, LLP | 40,010 | $848.2K | 0.00% | −113,068−73.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,386 | $835.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 39,092 | $828.8K | 0.00% | +647+1.7% | Added |
| Graham Capital Management, L.P. | 37,642 | $798.0K | 0.03% | +8,406+28.8% | Added |
| M&T Bank Corp | 33,592 | $711.7K | 0.00% | +6,290+23.0% | Added |
| Sherbrooke Park Advisers LLC | 31,434 | $666.4K | 0.12% | +19,931+173.3% | Added |
| Jennison Associates LLC | 31,285 | $663.2K | 0.00% | +1,552+5.2% | Added |
| WoodTrust Financial Corp | 31,000 | $658.0K | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 29,661 | $628.8K | 0.00% | +2,949+11.0% | Added |
| Janus Henderson Group PLC | 29,631 | $628.0K | 0.00% | −7,470−20.1% | Reduced |
| Legacy Advisors, LLC | 29,010 | $615.0K | 0.07% | 00.0% | Unchanged |
| Legato Capital Management LLC | 27,644 | $586.1K | 0.08% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 27,402 | $580.9K | 0.00% | +27,402 | New |
| STRS Ohio | 27,200 | $576.6K | 0.00% | +2,800+11.5% | Added |
| Manufacturers Life Insurance Company, The | 27,030 | $573.0K | 0.00% | +276+1.0% | Added |
| Gotham Asset Management, LLC | 25,963 | $550.4K | 0.01% | −12,578−32.6% | Reduced |
| UBS Group AG | 24,056 | $510.0K | 0.00% | −29,532−55.1% | Reduced |
| Envestnet Asset Management Inc | 23,945 | $507.6K | 0.00% | −2,311−8.8% | Reduced |
| Deutsche Bank AG | 22,525 | $477.5K | 0.00% | −5,093−18.4% | Reduced |
| Ensign Peak Advisors, Inc | 22,491 | $476.8K | 0.00% | +700+3.2% | Added |
| Diversified Trust Co | 21,574 | $457.4K | 0.01% | +10,893+102.0% | Added |
| Campbell & CO Investment Adviser LLC | 21,455 | $454.8K | 0.04% | +21,455 | New |
| The PNC Financial Services Group, Inc. | 21,345 | $452.5K | 0.00% | +4,911+29.9% | Added |
| RBF Capital, LLC | 21,000 | $445.2K | 0.03% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 20,853 | $442.1K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,647 | $437.7K | 0.00% | −45,873−69.0% | Reduced |
| Great West Life Assurance Co | 17,746 | $376.0K | 0.00% | −4,185−19.1% | Reduced |
| Wells Fargo & Company | 17,735 | $376.0K | 0.00% | +98+0.6% | Added |
| Voya Investment Management LLC | 17,610 | $373.3K | 0.00% | −202−1.1% | Reduced |
| M Holdings Securities, Inc. | 17,500 | $371.0K | 0.05% | 00.0% | Unchanged |