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, Q3 2024
Institutional positions in Phreesia, Inc. as of Sep 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
- 191
- +16 vs. Q2 2024
- Shares held
- 55.2M
- +6.29M (+12.9%) vs. Q2 2024
- Total value
- $1.26B
- +$218.4M (+21.1%) vs. Q2 2024
- New holders
- 34
- 71 more added
- Sold out
- 18
- 48 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,697,395 | $152.6M | 0.01% | −44,054−0.7% | Reduced |
| Brown Advisory Inc | 5,686,124 | $129.6M | 0.16% | −81,992−1.4% | Reduced |
| BlackRock, Inc. | 5,240,558 | $119.4M | 0.00% | +5,240,558 | New |
| Vanguard Group Inc | 4,762,062 | $108.5M | 0.00% | +93,215+2.0% | Added |
| Capital International Investors | 2,593,063 | $59.1M | 0.01% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 2,503,837 | $57.1M | 0.34% | +97,847+4.1% | Added |
| Rock Springs Capital Management LP | 2,282,500 | $52.0M | 1.69% | −135,000−5.6% | Reduced |
| Greenhouse Funds LLLP | 2,247,313 | $51.2M | 2.53% | +402,282+21.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,627,965 | $37.1M | 0.02% | −159,602−8.9% | Reduced |
| UBS Asset Management Americas Inc | 1,535,028 | $35.0M | 0.01% | −278,429−15.4% | Reduced |
| Granahan Investment Management Inc | 1,455,647 | $33.2M | 1.30% | +270,895+22.9% | Added |
| Franklin Resources Inc | 1,497,631 | $31.5M | 0.01% | +42,973+3.0% | Added |
| State Street Corp | 1,327,586 | $30.3M | 0.00% | +88,517+7.1% | Added |
| Geode Capital Management, LLC | 1,245,797 | $28.4M | 0.00% | +55,934+4.7% | Added |
| GW&K Investment Management, LLC | 1,156,896 | $26.4M | 0.23% | −49,099−4.1% | Reduced |
| TimesSquare Capital Management, LLC | 868,409 | $19.8M | 0.30% | +19,395+2.3% | Added |
| Riverbridge Partners LLC | 753,229 | $17.2M | 0.23% | −25,416−3.3% | Reduced |
| Blair William & Co | 679,974 | $15.5M | 0.05% | −45,526−6.3% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 544,448 | $12.4M | 0.19% | +352,101+183.1% | Added |
| Northern Trust Corp | 536,415 | $12.2M | 0.00% | +12,587+2.4% | Added |
| Schroder Investment Management Group | 495,933 | $11.3M | 0.01% | +63,991+14.8% | Added |
| Bank of America Corp | 452,731 | $10.3M | 0.00% | +19,413+4.5% | Added |
| Charles Schwab Investment Management Inc | 447,239 | $10.2M | 0.00% | +16,112+3.7% | Added |
| Bellevue Group AG | 422,406 | $9.63M | 0.16% | −20,935−4.7% | Reduced |
| Goldman Sachs Group Inc | 382,804 | $8.72M | 0.00% | +60,137+18.6% | Added |
| Millennium Management LLC | 356,771 | $8.13M | 0.01% | +356,771 | New |
| Morgan Stanley | 348,021 | $7.93M | 0.00% | +108,048+45.0% | Added |
| ArrowMark Colorado Holdings LLC | 343,206 | $7.82M | 0.10% | −37,809−9.9% | Reduced |
| Citadel Advisors LLC | 336,435 | $7.67M | 0.01% | +25,091+8.1% | Added |
| Peregrine Capital Management LLC | 316,796 | $7.22M | 0.22% | −37,811−10.7% | Reduced |
| Neuberger Berman Group LLC | 307,864 | $7.02M | 0.01% | +80,496+35.4% | Added |
| Silvercrest Asset Management Group LLC | 301,003 | $6.86M | 0.05% | −152,731−33.7% | Reduced |
| State of Wisconsin Investment Board | 300,723 | $6.85M | 0.02% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 275,325 | $6.27M | 0.78% | +63,237+29.8% | Added |
| SEI Investments Co | 181,574 | $4.14M | 0.01% | +16,247+9.8% | Added |
| Bank of New York Mellon Corp | 180,765 | $4.12M | 0.00% | −33,665−15.7% | Reduced |
| Voya Investment Management LLC | 175,667 | $4.00M | 0.00% | +158,057+897.5% | Added |
| Dimensional Fund Advisors LP | 165,820 | $3.78M | 0.00% | −6,174−3.6% | Reduced |
| Squarepoint Ops LLC | 149,654 | $3.41M | 0.01% | −100,742−40.2% | Reduced |
| Nuveen Asset Management, LLC | 133,165 | $3.03M | 0.00% | +5,255+4.1% | Added |
| Essex Investment Management Co LLC | 117,849 | $2.69M | 0.47% | +36,406+44.7% | Added |
| Birchview Capital, LP | 114,700 | $2.61M | 2.26% | 00.0% | Unchanged |
| Norges Bank | 110,716 | $2.52M | 0.00% | −82,027−42.6% | Reduced |
| Russell Investments Group, Ltd. | 107,392 | $2.45M | 0.00% | +5,218+5.1% | Added |
| Swiss National Bank | 106,500 | $2.43M | 0.00% | +2,200+2.1% | Added |
| Bullseye Asset Management LLC | 100,263 | $2.29M | 1.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 100,230 | $2.28M | 0.24% | +32,854+48.8% | Added |
| Arcadia Investment Management Corp | 97,085 | $2.21M | 0.36% | +8,460+9.5% | Added |
| Allianz Asset Management GmbH | 97,065 | $2.21M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 96,298 | $2.19M | 0.00% | −11,042−10.3% | Reduced |
| Barclays PLC | 94,929 | $2.16M | 0.00% | +43,225+83.6% | Added |
| Qube Research & Technologies Ltd | 87,574 | $2.00M | 0.00% | +87,574 | New |
| Conestoga Capital Advisors, LLC | 78,085 | $1.78M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 77,875 | $1.77M | 0.00% | −4,261−5.2% | Reduced |
| PDT Partners, LLC | 75,303 | $1.72M | 0.15% | −200.0% | Reduced |
| Price T Rowe Associates Inc | 69,236 | $1.58M | 0.00% | +3,292+5.0% | Added |
| Voloridge Investment Management, LLC | 67,467 | $1.54M | 0.01% | −114,089−62.8% | Reduced |
| Boston Partners | 67,413 | $1.54M | 0.00% | +90.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 66,676 | $1.52M | 0.00% | −1,118−1.6% | Reduced |
| Lazard Asset Management LLC | 66,244 | $1.51M | 0.00% | −126,392−65.6% | Reduced |
| JPMorgan Chase & Co | 63,476 | $1.45M | 0.00% | −35,413−35.8% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.29M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 52,350 | $1.19M | 0.00% | −57,430−52.3% | Reduced |
| Legal & General Group Plc | 51,704 | $1.18M | 0.00% | +468+0.9% | Added |
| California State Teachers Retirement System | 51,643 | $1.18M | 0.00% | +225+0.4% | Added |
| Diker Management LLC | 50,000 | $1.14M | 0.91% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 49,553 | $1.13M | 0.09% | +39,993+418.3% | Added |
| Bessemer Group Inc | 46,196 | $1.05M | 0.00% | +5,074+12.3% | Added |
| Sherbrooke Park Advisers LLC | 42,567 | $970.1K | 0.22% | +11,133+35.4% | Added |
| SG Americas Securities, LLC | 41,849 | $954.0K | 0.00% | +41,849 | New |
| Balyasny Asset Management LLC | 41,624 | $948.6K | 0.00% | +41,624 | New |
| Legato Capital Management LLC | 40,411 | $921.0K | 0.11% | +12,767+46.2% | Added |
| Citigroup Inc | 40,049 | $912.7K | 0.00% | +28,845+257.5% | Added |
| Invesco Ltd. | 39,892 | $909.1K | 0.00% | +800+2.0% | Added |
| Tudor Investment Corp Et Al | 39,731 | $905.5K | 0.01% | +39,731 | New |
| UBS Group AG | 39,650 | $903.6K | 0.00% | +15,594+64.8% | Added |
| M&T Bank Corp | 35,127 | $800.6K | 0.00% | +1,535+4.6% | Added |
| Trexquant Investment LP | 34,286 | $781.4K | 0.01% | +34,286 | New |
| CenterBook Partners LP | 32,960 | $751.2K | 0.05% | −15,361−31.8% | Reduced |
| ExodusPoint Capital Management, LP | 31,894 | $727.0K | 0.01% | +14,522+83.6% | Added |
| Quest Partners LLC | 31,296 | $713.2K | 0.06% | +30,723+5,361.8% | Added |
| STRS Ohio | 31,200 | $711.0K | 0.00% | +4,000+14.7% | Added |
| WoodTrust Financial Corp | 31,000 | $706.0K | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 30,781 | $701.5K | 0.00% | +1,120+3.8% | Added |
| Bridgewater Associates, LP | 30,445 | $693.8K | 0.00% | −31,869−51.1% | Reduced |
| Versor Investments LP | 30,441 | $693.8K | 0.11% | +30,441 | New |
| Janus Henderson Group PLC | 29,631 | $675.1K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 29,590 | $674.4K | 0.00% | +2,188+8.0% | Added |
| Deutsche Bank AG | 29,250 | $666.6K | 0.00% | +6,725+29.9% | Added |
| Legacy Advisors, LLC | 29,010 | $661.1K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 28,369 | $646.5K | 0.05% | +6,914+32.2% | Added |
| Man Group plc | 28,321 | $645.4K | 0.00% | +28,321 | New |
| Manufacturers Life Insurance Company, The | 27,935 | $636.6K | 0.00% | +905+3.3% | Added |
| Zacks Investment Management | 27,701 | $631.3K | 0.01% | +27,701 | New |
| Algert Global LLC | 26,827 | $611.4K | 0.02% | −18,640−41.0% | Reduced |
| Wesbanco Bank Inc | 26,000 | $592.5K | 0.02% | +26,000 | New |
| Diversified Trust Co | 24,356 | $555.1K | 0.01% | +2,782+12.9% | Added |
| Envestnet Asset Management Inc | 24,187 | $551.2K | 0.00% | +242+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 24,079 | $549.0K | 0.06% | +24,079 | New |
| Ensign Peak Advisors, Inc | 22,491 | $512.6K | 0.00% | 00.0% | Unchanged |