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, Q4 2024
Institutional positions in Phreesia, Inc. as of Dec 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
- 192
- +4 vs. Q3 2024
- Shares held
- 54.9M
- −313.4K (−0.6%) vs. Q3 2024
- Total value
- $1.38B
- +$125.8M (+10.0%) vs. Q3 2024
- New holders
- 30
- 69 more added
- Sold out
- 26
- 64 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,152,726 | $154.8M | 0.01% | −544,669−8.1% | Reduced |
| Brown Advisory Inc | 5,594,590 | $140.8M | 0.18% | −91,534−1.6% | Reduced |
| BlackRock, Inc. | 5,276,430 | $132.8M | 0.00% | +35,872+0.7% | Added |
| Vanguard Group Inc | 4,823,110 | $121.3M | 0.00% | +61,048+1.3% | Added |
| Greenhouse Funds LLLP | 2,873,892 | $72.3M | 3.20% | +626,579+27.9% | Added |
| Capital International Investors | 2,593,063 | $65.2M | 0.01% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 2,456,149 | $61.8M | 0.39% | −47,688−1.9% | Reduced |
| Rock Springs Capital Management LP | 2,040,000 | $51.3M | 1.95% | −242,500−10.6% | Reduced |
| Franklin Resources Inc | 1,509,617 | $38.0M | 0.01% | +11,986+0.8% | Added |
| Granahan Investment Management Inc | 1,453,720 | $36.6M | 1.53% | −1,927−0.1% | Reduced |
| State Street Corp | 1,442,689 | $36.3M | 0.00% | +115,103+8.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,271,832 | $32.0M | 0.61% | +727,384+133.6% | Added |
| UBS Asset Management Americas Inc | 1,267,084 | $31.9M | 0.01% | −267,944−17.5% | Reduced |
| Geode Capital Management, LLC | 1,243,325 | $31.3M | 0.00% | −2,472−0.2% | Reduced |
| GW&K Investment Management, LLC | 1,095,949 | $27.6M | 0.23% | −60,947−5.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 893,716 | $22.5M | 0.01% | −734,249−45.1% | Reduced |
| Riverbridge Partners LLC | 683,888 | $17.2M | 0.23% | −69,341−9.2% | Reduced |
| Millennium Management LLC | 653,634 | $16.4M | 0.01% | +296,863+83.2% | Added |
| Goldman Sachs Group Inc | 597,610 | $15.0M | 0.00% | +214,806+56.1% | Added |
| Northern Trust Corp | 571,807 | $14.4M | 0.00% | +35,392+6.6% | Added |
| Citadel Advisors LLC | 527,227 | $13.3M | 0.01% | +190,792+56.7% | Added |
| Schroder Investment Management Group | 495,304 | $12.7M | 0.01% | −629−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 493,448 | $12.4M | 0.00% | +46,209+10.3% | Added |
| ArrowMark Colorado Holdings LLC | 484,617 | $12.2M | 0.16% | +141,411+41.2% | Added |
| Bank of America Corp | 438,508 | $11.0M | 0.00% | −14,223−3.1% | Reduced |
| Park West Asset Management LLC | 423,570 | $10.7M | 0.89% | +423,570 | New |
| Bellevue Group AG | 405,693 | $10.2M | 0.20% | −16,713−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 394,352 | $9.92M | 0.07% | +93,349+31.0% | Added |
| State of Wisconsin Investment Board | 332,697 | $8.37M | 0.02% | +31,974+10.6% | Added |
| Peregrine Capital Management LLC | 319,327 | $8.03M | 0.24% | +2,531+0.8% | Added |
| Morgan Stanley | 266,901 | $6.72M | 0.00% | −81,120−23.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 261,543 | $6.58M | 0.89% | −13,782−5.0% | Reduced |
| Nuveen Asset Management, LLC | 235,827 | $5.93M | 0.00% | +102,662+77.1% | Added |
| Barclays PLC | 209,209 | $5.26M | 0.00% | +114,280+120.4% | Added |
| SEI Investments Co | 196,815 | $4.95M | 0.01% | +15,241+8.4% | Added |
| Bank of New York Mellon Corp | 195,267 | $4.91M | 0.00% | +14,502+8.0% | Added |
| ExodusPoint Capital Management, LP | 174,971 | $4.40M | 0.05% | +143,077+448.6% | Added |
| Voya Investment Management LLC | 159,274 | $4.01M | 0.00% | −16,393−9.3% | Reduced |
| Dimensional Fund Advisors LP | 150,958 | $3.80M | 0.00% | −14,862−9.0% | Reduced |
| Russell Investments Group, Ltd. | 146,118 | $3.68M | 0.01% | +38,726+36.1% | Added |
| JPMorgan Chase & Co | 145,716 | $3.67M | 0.00% | +82,240+129.6% | Added |
| Blair William & Co | 145,450 | $3.66M | 0.01% | −534,524−78.6% | Reduced |
| Birchview Capital, LP | 114,700 | $2.89M | 2.35% | 00.0% | Unchanged |
| Norges Bank | 111,438 | $2.80M | 0.00% | +722+0.7% | Added |
| UBS Group AG | 111,242 | $2.80M | 0.00% | +71,592+180.6% | Added |
| Acadian Asset Management LLC | 109,790 | $2.76M | 0.01% | +88,160+407.6% | Added |
| Swiss National Bank | 107,900 | $2.71M | 0.00% | +1,400+1.3% | Added |
| Essex Investment Management Co LLC | 102,738 | $2.58M | 0.46% | −15,111−12.8% | Reduced |
| Moody National Bank Trust Division | 100,230 | $2.52M | 0.26% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 99,002 | $2.49M | 1.17% | −1,261−1.3% | Reduced |
| Nicholas Company, Inc. | 97,476 | $2.45M | 0.04% | +97,476 | New |
| Allianz Asset Management GmbH | 97,065 | $2.44M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 95,085 | $2.39M | 0.00% | +76,690+416.9% | Added |
| Macquarie Group Ltd | 94,339 | $2.37M | 0.00% | −1,959−2.0% | Reduced |
| Arcadia Investment Management Corp | 92,155 | $2.32M | 0.37% | −4,930−5.1% | Reduced |
| Rhumbline Advisers | 83,631 | $2.10M | 0.00% | +5,756+7.4% | Added |
| First Trust Advisors LP | 82,068 | $2.06M | 0.00% | +61,898+306.9% | Added |
| Gsa Capital Partners LLP | 80,750 | $2.03M | 0.15% | +31,197+63.0% | Added |
| Algert Global LLC | 77,833 | $1.96M | 0.05% | +51,006+190.1% | Added |
| Conestoga Capital Advisors, LLC | 77,545 | $1.95M | 0.03% | −540−0.7% | Reduced |
| Resolute Capital Asset Partners LLC | 75,000 | $1.89M | 1.02% | +75,000 | New |
| Price T Rowe Associates Inc | 63,491 | $1.60M | 0.00% | −5,745−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 60,399 | $1.52M | 0.00% | −6,277−9.4% | Reduced |
| Danske Bank A/S | 60,238 | $1.52M | 0.00% | +60,238 | New |
| Deutsche Bank AG | 57,297 | $1.44M | 0.00% | +28,047+95.9% | Added |
| Boston Partners | 57,100 | $1.44M | 0.00% | −10,313−15.3% | Reduced |
| Legal & General Group Plc | 56,579 | $1.42M | 0.00% | +4,875+9.4% | Added |
| Alliancebernstein L.P. | 56,500 | $1.42M | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 54,939 | $1.38M | 0.00% | +19,812+56.4% | Added |
| California State Teachers Retirement System | 51,342 | $1.29M | 0.00% | −301−0.6% | Reduced |
| Citigroup Inc | 47,224 | $1.19M | 0.00% | +7,175+17.9% | Added |
| Qube Research & Technologies Ltd | 46,417 | $1.17M | 0.00% | −41,157−47.0% | Reduced |
| Zacks Investment Management | 46,411 | $1.17M | 0.01% | +18,710+67.5% | Added |
| Wesbanco Bank Inc | 46,000 | $1.16M | 0.04% | +20,000+76.9% | Added |
| Lazard Asset Management LLC | 42,977 | $1.08M | 0.00% | −23,267−35.1% | Reduced |
| Invesco Ltd. | 40,249 | $1.01M | 0.00% | +357+0.9% | Added |
| Bessemer Group Inc | 38,780 | $976.0K | 0.00% | −7,416−16.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 37,052 | $932.2K | 0.00% | +37,052 | New |
| Trexquant Investment LP | 35,813 | $901.1K | 0.01% | +1,527+4.5% | Added |
| Intech Investment Management LLC | 35,022 | $881.2K | 0.01% | +21,160+152.6% | Added |
| MetLife Investment Management | 33,860 | $851.9K | 0.00% | +3,079+10.0% | Added |
| Legato Capital Management LLC | 30,769 | $774.1K | 0.10% | −9,642−23.9% | Reduced |
| Graham Capital Management, L.P. | 30,026 | $755.5K | 0.02% | +10,021+50.1% | Added |
| Janus Henderson Group PLC | 29,631 | $745.1K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 29,010 | $729.9K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 28,915 | $727.5K | 0.00% | +9,476+48.7% | Added |
| AQR Capital Management LLC | 28,017 | $704.9K | 0.00% | +28,017 | New |
| Corebridge Financial, Inc. | 27,512 | $692.2K | 0.00% | −2,078−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 27,164 | $683.4K | 0.00% | −771−2.8% | Reduced |
| American Century Companies Inc | 25,598 | $644.0K | 0.00% | +25,598 | New |
| Susquehanna International Group, LLP | 25,354 | $637.9K | 0.00% | +25,354 | New |
| Diversified Trust Co | 24,356 | $612.8K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,491 | $565.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,445 | $564.7K | 0.00% | +2,008+9.8% | Added |
| Squarepoint Ops LLC | 22,230 | $559.3K | 0.00% | −127,424−85.1% | Reduced |
| Envestnet Asset Management Inc | 20,858 | $524.8K | 0.00% | −3,329−13.8% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $524.7K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,134 | $481.4K | 0.04% | +8,290+76.4% | Added |
| Gotham Asset Management, LLC | 17,947 | $451.5K | 0.00% | −3,259−15.4% | Reduced |
| RBF Capital, LLC | 21,000 | $445.2K | 0.02% | 00.0% | Unchanged |