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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.

Q4 2024 vs. Q3 2024

How the institutions holding Phreesia, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of PHR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1913192+4
Shares55.2M21.0K54.9M−313.4K (−0.6%)
Value$1.26B$478.2K$1.38B+$125.8M (+10.0%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Phreesia, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to PHR in Q4 2024
InstitutionSharesValue% of portfolio
Park West Asset Management LLC423,570$10.7M0.89%
Nicholas Company, Inc.97,476$2.45M0.04%
Resolute Capital Asset Partners LLC75,000$1.89M1.02%
Danske Bank A/S60,238$1.52M0.00%
Connor, Clark & Lunn Investment Management Ltd.37,052$932.2K0.00%
AQR Capital Management LLC28,017$704.9K0.00%
American Century Companies Inc25,598$644.0K0.00%
Susquehanna International Group, LLP25,354$637.9K0.00%
Centiva Capital, LP16,057$404.0K0.02%
Raymond James Financial Inc15,056$378.8K0.00%
Probity Advisors, Inc.12,074$303.8K0.06%
PharVision Advisers, LLC12,006$302.1K0.26%
Two Sigma Advisers, LP12,000$301.9K0.00%
Police & Firemen's Retirement System of New Jersey11,813$297.2K0.00%
Ameriprise Financial Inc10,675$268.6K0.00%
Options Solutions, LLC10,611$267.0K0.12%
KLP Kapitalforvaltning AS10,300$259.1K0.00%
IMC-Chicago, LLC10,050$252.9K0.01%
LPL Financial LLC8,576$215.8K0.00%
Pension & Wealth Management Advisors, Inc.6,686$168.2K0.07%
BNP Paribas Arbitrage, SA6,468$162.7K0.00%
Venturi Wealth Management, LLC3,025$76.1K0.00%
BankPlus Trust Department1,349$33.9K0.01%
R Squared Ltd1,200$30.2K0.03%
Aquatic Capital Management LLC697$17.5K0.00%
Creative Planning72$1.81K0.00%
Allworth Financial LP46$1.25K0.00%
Bokf, NA18$4800.00%
IFP Advisors, Inc0$750.00%
SBI Securities Co., Ltd.1$250.00%

Sold out (26)

Institutions that held Phreesia, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of PHR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
TimesSquare Capital Management, LLC868,409$19.8M
Neuberger Berman Group LLC307,864$7.02M
PDT Partners, LLC75,303$1.72M
Voloridge Investment Management, LLC67,467$1.54M
Diker Management LLC50,000$1.14M
SG Americas Securities, LLC41,849$954.0K
Tudor Investment Corp Et Al39,731$905.5K
CenterBook Partners LP32,960$751.2K
WoodTrust Financial Corp31,000$706.0K
Versor Investments LP30,441$693.8K
Campbell & CO Investment Adviser LLC28,369$646.5K
Man Group plc28,321$645.4K
Trust Point Inc.17,887$407.6K
Verition Fund Management LLC15,684$357.4K
Sumitomo Mitsui Trust Holdings, Inc.15,458$352.3K
HighTower Advisors, LLC13,958$319.0K
Renaissance Technologies LLC13,600$309.9K
Corton Capital Inc.13,326$303.7K
Petrus Trust Company, LTA12,244$279.0K
Magnetar Financial LLC10,722$244.4K
International Assets Investment Management, LLC1,459$64.0K
Jefferies Financial Group Inc.2,000$45.6K
CIBC Private Wealth Group, LLC1,485$33.8K
Ronald Blue Trust, Inc.418$8.86K
Park Place Capital Corp185$4.22K
Capital Performance Advisors LLP31$706

Not filed for Q4 2024 yet (3)

Institutions that held Phreesia, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates17,196$391.9K
PEAK6 Investments LLC3,600$82.0K
ClariVest Asset Management LLC203$4.30K