Phreesia, Inc.

PHR

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001412408

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Phreesia, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of PHR: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	176	1	191	+16
Shares	54.0M	5.10M	55.2M	+6.29M (+12.9%)
Value	$1.14B	$108.0M	$1.26B	+$218.4M (+21.1%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Phreesia, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PHR in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	5,240,558	$119.4M	0.00%
Millennium Management LLC	356,771	$8.13M	0.01%
Qube Research & Technologies Ltd	87,574	$2.00M	0.00%
SG Americas Securities, LLC	41,849	$954.0K	0.00%
Balyasny Asset Management LLC	41,624	$948.6K	0.00%
Tudor Investment Corp Et Al	39,731	$905.5K	0.01%
Trexquant Investment LP	34,286	$781.4K	0.01%
Versor Investments LP	30,441	$693.8K	0.11%
Man Group plc	28,321	$645.4K	0.00%
Zacks Investment Management	27,701	$631.3K	0.01%
Wesbanco Bank Inc	26,000	$592.5K	0.02%
Dynamic Technology Lab Private Ltd	24,079	$549.0K	0.06%
Acadian Asset Management LLC	21,630	$491.0K	0.00%
CWM Advisors, LLC	18,263	$416.2K	0.04%
Verition Fund Management LLC	15,684	$357.4K	0.00%
Intech Investment Management LLC	13,862	$315.9K	0.00%
Renaissance Technologies LLC	13,600	$309.9K	0.00%
Engineers Gate Manager LP	13,354	$304.3K	0.01%
Corton Capital Inc.	13,326	$303.7K	0.15%
Petrus Trust Company, LTA	12,244	$279.0K	0.03%
XTX Topco Ltd	10,844	$247.1K	0.02%
Magnetar Financial LLC	10,722	$244.4K	0.01%
ProShare Advisors LLC	10,458	$238.3K	0.00%
Walleye Trading LLC	3,813	$86.9K	0.00%
GWM Advisors LLC	3,797	$86.5K	0.00%
Simplex Trading, LLC	3,088	$70.0K	0.00%
Jefferies Financial Group Inc.	2,000	$45.6K	0.00%
Quarry LP	912	$20.8K	0.01%
Johnson Financial Group, Inc.	235	$5.36K	0.00%
Cullen/Frost Bankers, Inc.	114	$2.60K	0.00%
Sterling Capital Management LLC	58	$1.32K	0.00%
Continuum Advisory, LLC	49	$1.03K	0.00%
Capital Performance Advisors LLP	31	$706	0.00%
J.Safra Asset Management Corp	16	$364	0.00%

Sold out (18)

Institutions that held Phreesia, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of PHR in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
AXA S.A.	142,188	$3.01M
Gilder Gagnon Howe & Co LLC	85,088	$1.80M
Jennison Associates LLC	31,285	$663.2K
Select Equity Group, L.P.	15,858	$336.2K
D. E. Shaw & Co., Inc.	13,160	$279.0K
Brevan Howard Capital Management LP	12,785	$271.0K
Los Angeles Capital Management LLC	10,456	$221.7K
Occudo Quantitative Strategies LP	10,361	$219.7K
Point72 (DIFC) Ltd	9,882	$209.5K
Lombard Odier Asset Management (USA) Corp	9,505	$201.5K
Caption Management, LLC	8,145	$172.7K
Point72 Asset Management, L.P.	5,000	$106.0K
Cubist Systematic Strategies, LLC	4,700	$99.6K
nVerses Capital, LLC	3,000	$63.6K
Point72 Asia (Singapore) Pte. Ltd.	1,093	$23.2K
Harel Insurance Investments & Financial Services Ltd.	231	$5.00K
Mather Group, LLC.	175	$4.19K
Clearstead Advisors, LLC	186	$3.94K

Not filed for Q3 2024 yet (1)

Institutions that held Phreesia, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	5,095,623	$108.0M