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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 24,356 | $612.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,354 | $637.9K | 0.00% | +25,354 | New |
| American Century Companies Inc | 25,598 | $644.0K | 0.00% | +25,598 | New |
| Manufacturers Life Insurance Company, The | 27,164 | $683.4K | 0.00% | −771−2.8% | Reduced |
| Corebridge Financial, Inc. | 27,512 | $692.2K | 0.00% | −2,078−7.0% | Reduced |
| AQR Capital Management LLC | 28,017 | $704.9K | 0.00% | +28,017 | New |
| Wells Fargo & Company | 28,915 | $727.5K | 0.00% | +9,476+48.7% | Added |
| Legacy Advisors, LLC | 29,010 | $729.9K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 29,631 | $745.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,026 | $755.5K | 0.02% | +10,021+50.1% | Added |
| Legato Capital Management LLC | 30,769 | $774.1K | 0.10% | −9,642−23.9% | Reduced |
| MetLife Investment Management | 33,860 | $851.9K | 0.00% | +3,079+10.0% | Added |
| Intech Investment Management LLC | 35,022 | $881.2K | 0.01% | +21,160+152.6% | Added |
| Trexquant Investment LP | 35,813 | $901.1K | 0.01% | +1,527+4.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 37,052 | $932.2K | 0.00% | +37,052 | New |
| Bessemer Group Inc | 38,780 | $976.0K | 0.00% | −7,416−16.1% | Reduced |
| Invesco Ltd. | 40,249 | $1.01M | 0.00% | +357+0.9% | Added |
| Lazard Asset Management LLC | 42,977 | $1.08M | 0.00% | −23,267−35.1% | Reduced |
| Wesbanco Bank Inc | 46,000 | $1.16M | 0.04% | +20,000+76.9% | Added |
| Zacks Investment Management | 46,411 | $1.17M | 0.01% | +18,710+67.5% | Added |
| Qube Research & Technologies Ltd | 46,417 | $1.17M | 0.00% | −41,157−47.0% | Reduced |
| Citigroup Inc | 47,224 | $1.19M | 0.00% | +7,175+17.9% | Added |
| California State Teachers Retirement System | 51,342 | $1.29M | 0.00% | −301−0.6% | Reduced |
| M&T Bank Corp | 54,939 | $1.38M | 0.00% | +19,812+56.4% | Added |
| Alliancebernstein L.P. | 56,500 | $1.42M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 56,579 | $1.42M | 0.00% | +4,875+9.4% | Added |
| Boston Partners | 57,100 | $1.44M | 0.00% | −10,313−15.3% | Reduced |
| Deutsche Bank AG | 57,297 | $1.44M | 0.00% | +28,047+95.9% | Added |
| Danske Bank A/S | 60,238 | $1.52M | 0.00% | +60,238 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 60,399 | $1.52M | 0.00% | −6,277−9.4% | Reduced |
| Price T Rowe Associates Inc | 63,491 | $1.60M | 0.00% | −5,745−8.3% | Reduced |
| Resolute Capital Asset Partners LLC | 75,000 | $1.89M | 1.02% | +75,000 | New |
| Conestoga Capital Advisors, LLC | 77,545 | $1.95M | 0.03% | −540−0.7% | Reduced |
| Algert Global LLC | 77,833 | $1.96M | 0.05% | +51,006+190.1% | Added |
| Gsa Capital Partners LLP | 80,750 | $2.03M | 0.15% | +31,197+63.0% | Added |
| First Trust Advisors LP | 82,068 | $2.06M | 0.00% | +61,898+306.9% | Added |
| Rhumbline Advisers | 83,631 | $2.10M | 0.00% | +5,756+7.4% | Added |
| Arcadia Investment Management Corp | 92,155 | $2.32M | 0.37% | −4,930−5.1% | Reduced |
| Macquarie Group Ltd | 94,339 | $2.37M | 0.00% | −1,959−2.0% | Reduced |
| Marshall Wace, LLP | 95,085 | $2.39M | 0.00% | +76,690+416.9% | Added |
| Allianz Asset Management GmbH | 97,065 | $2.44M | 0.00% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 97,476 | $2.45M | 0.04% | +97,476 | New |
| Bullseye Asset Management LLC | 99,002 | $2.49M | 1.17% | −1,261−1.3% | Reduced |
| Moody National Bank Trust Division | 100,230 | $2.52M | 0.26% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 102,738 | $2.58M | 0.46% | −15,111−12.8% | Reduced |
| Swiss National Bank | 107,900 | $2.71M | 0.00% | +1,400+1.3% | Added |
| Acadian Asset Management LLC | 109,790 | $2.76M | 0.01% | +88,160+407.6% | Added |
| UBS Group AG | 111,242 | $2.80M | 0.00% | +71,592+180.6% | Added |
| Norges Bank | 111,438 | $2.80M | 0.00% | +722+0.7% | Added |
| Birchview Capital, LP | 114,700 | $2.89M | 2.35% | 00.0% | Unchanged |
| Blair William & Co | 145,450 | $3.66M | 0.01% | −534,524−78.6% | Reduced |
| JPMorgan Chase & Co | 145,716 | $3.67M | 0.00% | +82,240+129.6% | Added |
| Russell Investments Group, Ltd. | 146,118 | $3.68M | 0.01% | +38,726+36.1% | Added |
| Dimensional Fund Advisors LP | 150,958 | $3.80M | 0.00% | −14,862−9.0% | Reduced |
| Voya Investment Management LLC | 159,274 | $4.01M | 0.00% | −16,393−9.3% | Reduced |
| ExodusPoint Capital Management, LP | 174,971 | $4.40M | 0.05% | +143,077+448.6% | Added |
| Bank of New York Mellon Corp | 195,267 | $4.91M | 0.00% | +14,502+8.0% | Added |
| SEI Investments Co | 196,815 | $4.95M | 0.01% | +15,241+8.4% | Added |
| Barclays PLC | 209,209 | $5.26M | 0.00% | +114,280+120.4% | Added |
| Nuveen Asset Management, LLC | 235,827 | $5.93M | 0.00% | +102,662+77.1% | Added |
| Intrinsic Edge Capital Management LLC | 261,543 | $6.58M | 0.89% | −13,782−5.0% | Reduced |
| Morgan Stanley | 266,901 | $6.72M | 0.00% | −81,120−23.3% | Reduced |
| Peregrine Capital Management LLC | 319,327 | $8.03M | 0.24% | +2,531+0.8% | Added |
| State of Wisconsin Investment Board | 332,697 | $8.37M | 0.02% | +31,974+10.6% | Added |
| Silvercrest Asset Management Group LLC | 394,352 | $9.92M | 0.07% | +93,349+31.0% | Added |
| Bellevue Group AG | 405,693 | $10.2M | 0.20% | −16,713−4.0% | Reduced |
| Park West Asset Management LLC | 423,570 | $10.7M | 0.89% | +423,570 | New |
| Bank of America Corp | 438,508 | $11.0M | 0.00% | −14,223−3.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 484,617 | $12.2M | 0.16% | +141,411+41.2% | Added |
| Charles Schwab Investment Management Inc | 493,448 | $12.4M | 0.00% | +46,209+10.3% | Added |
| Schroder Investment Management Group | 495,304 | $12.7M | 0.01% | −629−0.1% | Reduced |
| Citadel Advisors LLC | 527,227 | $13.3M | 0.01% | +190,792+56.7% | Added |
| Northern Trust Corp | 571,807 | $14.4M | 0.00% | +35,392+6.6% | Added |
| Goldman Sachs Group Inc | 597,610 | $15.0M | 0.00% | +214,806+56.1% | Added |
| Millennium Management LLC | 653,634 | $16.4M | 0.01% | +296,863+83.2% | Added |
| Riverbridge Partners LLC | 683,888 | $17.2M | 0.23% | −69,341−9.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 893,716 | $22.5M | 0.01% | −734,249−45.1% | Reduced |
| GW&K Investment Management, LLC | 1,095,949 | $27.6M | 0.23% | −60,947−5.3% | Reduced |
| Geode Capital Management, LLC | 1,243,325 | $31.3M | 0.00% | −2,472−0.2% | Reduced |
| UBS Asset Management Americas Inc | 1,267,084 | $31.9M | 0.01% | −267,944−17.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,271,832 | $32.0M | 0.61% | +727,384+133.6% | Added |
| State Street Corp | 1,442,689 | $36.3M | 0.00% | +115,103+8.7% | Added |
| Granahan Investment Management Inc | 1,453,720 | $36.6M | 1.53% | −1,927−0.1% | Reduced |
| Franklin Resources Inc | 1,509,617 | $38.0M | 0.01% | +11,986+0.8% | Added |
| Rock Springs Capital Management LP | 2,040,000 | $51.3M | 1.95% | −242,500−10.6% | Reduced |
| Champlain Investment Partners, LLC | 2,456,149 | $61.8M | 0.39% | −47,688−1.9% | Reduced |
| Capital International Investors | 2,593,063 | $65.2M | 0.01% | 00.0% | Unchanged |
| Greenhouse Funds LLLP | 2,873,892 | $72.3M | 3.20% | +626,579+27.9% | Added |
| Vanguard Group Inc | 4,823,110 | $121.3M | 0.00% | +61,048+1.3% | Added |
| BlackRock, Inc. | 5,276,430 | $132.8M | 0.00% | +35,872+0.7% | Added |
| Brown Advisory Inc | 5,594,590 | $140.8M | 0.18% | −91,534−1.6% | Reduced |
| FMR LLC | 6,152,726 | $154.8M | 0.01% | −544,669−8.1% | Reduced |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −868,409−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −307,864−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −75,303−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,467−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −41,849−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −39,731−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −32,960−100.0% | Sold out |