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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 31,434 | $666.4K | 0.12% | +19,931+173.3% | Added |
| M&T Bank Corp | 33,592 | $711.7K | 0.00% | +6,290+23.0% | Added |
| Graham Capital Management, L.P. | 37,642 | $798.0K | 0.03% | +8,406+28.8% | Added |
| Invesco Ltd. | 39,092 | $828.8K | 0.00% | +647+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 39,386 | $835.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 40,010 | $848.2K | 0.00% | −113,068−73.9% | Reduced |
| Bessemer Group Inc | 41,122 | $872.0K | 0.00% | +18,979+85.7% | Added |
| Algert Global LLC | 45,467 | $963.9K | 0.03% | −88,884−66.2% | Reduced |
| CenterBook Partners LP | 48,321 | $1.02M | 0.06% | +26,375+120.2% | Added |
| Diker Management LLC | 50,000 | $1.06M | 0.90% | 00.0% | Unchanged |
| Legal & General Group Plc | 51,236 | $1.09M | 0.00% | +2,596+5.3% | Added |
| California State Teachers Retirement System | 51,418 | $1.09M | 0.00% | −1,448−2.7% | Reduced |
| Barclays PLC | 51,704 | $1.10M | 0.00% | +3,899+8.2% | Added |
| Alliancebernstein L.P. | 56,500 | $1.20M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 62,314 | $1.32M | 0.01% | −6,758−9.8% | Reduced |
| Price T Rowe Associates Inc | 65,944 | $1.40M | 0.00% | −6,768−9.3% | Reduced |
| Moody National Bank Trust Division | 67,376 | $1.43M | 0.11% | −3,668−5.2% | Reduced |
| Boston Partners | 67,404 | $1.43M | 0.00% | +39,442+141.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 67,794 | $1.44M | 0.00% | +67,794 | New |
| PDT Partners, LLC | 75,323 | $1.60M | 0.15% | −4,659−5.8% | Reduced |
| Conestoga Capital Advisors, LLC | 78,085 | $1.66M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 79,891 | $1.69M | 0.00% | +47,371+145.7% | Added |
| Essex Investment Management Co LLC | 81,443 | $1.73M | 0.32% | +21,679+36.3% | Added |
| Rhumbline Advisers | 82,136 | $1.74M | 0.00% | +853+1.0% | Added |
| Gilder Gagnon Howe & Co LLC | 85,088 | $1.80M | 0.02% | +85,088 | New |
| Arcadia Investment Management Corp | 88,625 | $1.88M | 0.32% | +10,800+13.9% | Added |
| Allianz Asset Management GmbH | 97,065 | $2.06M | 0.00% | −15,504−13.8% | Reduced |
| JPMorgan Chase & Co | 98,889 | $2.10M | 0.00% | −33,076−25.1% | Reduced |
| Bullseye Asset Management LLC | 100,263 | $2.13M | 1.04% | +2,250+2.3% | Added |
| Russell Investments Group, Ltd. | 102,174 | $2.17M | 0.00% | +44,300+76.5% | Added |
| Swiss National Bank | 104,300 | $2.21M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 107,340 | $2.28M | 0.00% | +9,885+10.1% | Added |
| Jane Street Group, LLC | 109,780 | $2.33M | 0.00% | +62,306+131.2% | Added |
| Birchview Capital, LP | 114,700 | $2.43M | 2.25% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 127,910 | $2.71M | 0.00% | −182,487−58.8% | Reduced |
| AXA S.A. | 142,188 | $3.01M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 165,327 | $3.50M | 0.00% | +95,058+135.3% | Added |
| Dimensional Fund Advisors LP | 171,994 | $3.65M | 0.00% | −2,208−1.3% | Reduced |
| Voloridge Investment Management, LLC | 181,556 | $3.85M | 0.01% | +47,088+35.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 192,347 | $4.08M | 0.07% | +192,347 | New |
| Lazard Asset Management LLC | 192,636 | $4.08M | 0.01% | −180,058−48.3% | Reduced |
| Norges Bank | 192,743 | $4.09M | 0.00% | −106,855−35.7% | Reduced |
| Intrinsic Edge Capital Management LLC | 212,088 | $4.50M | 0.44% | +212,088 | New |
| Bank of New York Mellon Corp | 214,430 | $4.55M | 0.00% | +16,614+8.4% | Added |
| Neuberger Berman Group LLC | 227,368 | $4.82M | 0.00% | +227,368 | New |
| Morgan Stanley | 239,973 | $5.09M | 0.00% | −38,041−13.7% | Reduced |
| Squarepoint Ops LLC | 250,396 | $5.31M | 0.02% | +90,215+56.3% | Added |
| State of Wisconsin Investment Board | 300,723 | $6.38M | 0.02% | −3,043−1.0% | Reduced |
| Citadel Advisors LLC | 311,344 | $6.60M | 0.01% | +215,397+224.5% | Added |
| Goldman Sachs Group Inc | 322,667 | $6.84M | 0.00% | +66,700+26.1% | Added |
| Peregrine Capital Management LLC | 354,607 | $7.52M | 0.22% | +36,047+11.3% | Added |
| ArrowMark Colorado Holdings LLC | 381,015 | $8.08M | 0.10% | +71,560+23.1% | Added |
| Charles Schwab Investment Management Inc | 431,127 | $9.14M | 0.00% | +9,870+2.3% | Added |
| Schroder Investment Management Group | 431,942 | $9.16M | 0.01% | +176,008+68.8% | Added |
| Bank of America Corp | 433,318 | $9.19M | 0.00% | −9,064−2.0% | Reduced |
| Bellevue Group AG | 443,341 | $9.40M | 0.15% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 453,734 | $9.62M | 0.07% | +6,096+1.4% | Added |
| Northern Trust Corp | 523,828 | $11.1M | 0.00% | −18,444−3.4% | Reduced |
| Blair William & Co | 725,500 | $15.4M | 0.05% | −27,200−3.6% | Reduced |
| Riverbridge Partners LLC | 778,645 | $16.5M | 0.22% | −66,014−7.8% | Reduced |
| TimesSquare Capital Management, LLC | 849,014 | $18.0M | 0.28% | +49,495+6.2% | Added |
| Granahan Investment Management Inc | 1,184,752 | $25.1M | 1.00% | −309,542−20.7% | Reduced |
| Geode Capital Management, LLC | 1,189,863 | $25.2M | 0.00% | +32,759+2.8% | Added |
| GW&K Investment Management, LLC | 1,205,995 | $25.6M | 0.23% | −44,631−3.6% | Reduced |
| State Street Corp | 1,239,069 | $26.3M | 0.00% | +19,301+1.6% | Added |
| Franklin Resources Inc | 1,454,658 | $30.8M | 0.01% | −32,869−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,787,567 | $37.9M | 0.02% | −6,156−0.3% | Reduced |
| UBS Asset Management Americas Inc | 1,813,457 | $38.4M | 0.01% | +1,761,169+3,368.2% | Added |
| Greenhouse Funds LLLP | 1,845,031 | $39.1M | 2.05% | +817,594+79.6% | Added |
| Champlain Investment Partners, LLC | 2,405,990 | $51.0M | 0.31% | +1,154,790+92.3% | Added |
| Rock Springs Capital Management LP | 2,417,500 | $51.3M | 1.55% | +52,500+2.2% | Added |
| Capital International Investors | 2,593,063 | $55.0M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,668,847 | $99.0M | 0.00% | +101,055+2.2% | Added |
| BlackRock Inc. | 5,095,623 | $108.0M | 0.00% | +938,974+22.6% | Added |
| Brown Advisory Inc | 5,768,116 | $122.3M | 0.16% | +1,552,382+36.8% | Added |
| FMR LLC | 6,741,449 | $142.9M | 0.01% | −944,541−12.3% | Reduced |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −713,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −547,725−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −224,491−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −201,500−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −177,939−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −132,581−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −89,802−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −39,074−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −33,374−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,118−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,769−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −21,666−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −20,965−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −20,862−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −18,803−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −15,046−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,251−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −13,466−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −13,546−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −13,294−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,477−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |