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, Q1 2025
Institutional positions in Phreesia, Inc. as of Mar 31, 2025. 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
- 223
- +32 vs. Q4 2024
- Shares held
- 56.5M
- +1.87M (+3.4%) vs. Q4 2024
- Total value
- $1.44B
- +$69.9M (+5.1%) vs. Q4 2024
- New holders
- 50
- 75 more added
- Sold out
- 18
- 64 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,755,789 | $147.1M | 0.01% | −396,937−6.5% | Reduced |
| BlackRock, Inc. | 5,406,025 | $138.2M | 0.00% | +129,595+2.5% | Added |
| Vanguard Group Inc | 4,936,515 | $126.2M | 0.00% | +113,405+2.4% | Added |
| Brown Advisory Inc | 3,770,480 | $96.4M | 0.14% | −1,824,110−32.6% | Reduced |
| Greenhouse Funds LLLP | 2,956,910 | $75.6M | 3.68% | +83,018+2.9% | Added |
| Champlain Investment Partners, LLC | 2,946,489 | $75.3M | 0.55% | +490,340+20.0% | Added |
| Capital International Investors | 2,743,261 | $70.1M | 0.01% | +150,198+5.8% | Added |
| UBS Asset Management Americas Inc | 2,644,988 | $67.6M | 0.02% | +1,377,904+108.7% | Added |
| Franklin Resources Inc | 1,515,194 | $38.7M | 0.01% | +5,577+0.4% | Added |
| State Street Corp | 1,419,405 | $36.3M | 0.00% | −23,284−1.6% | Reduced |
| Geode Capital Management, LLC | 1,288,161 | $32.9M | 0.00% | +44,836+3.6% | Added |
| Rock Springs Capital Management LP | 1,148,336 | $29.4M | 1.68% | −891,664−43.7% | Reduced |
| Granahan Investment Management Inc | 1,138,557 | $29.1M | 1.45% | −315,163−21.7% | Reduced |
| GW&K Investment Management, LLC | 1,092,716 | $27.9M | 0.26% | −3,233−0.3% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,009,844 | $25.8M | 0.51% | −261,988−20.6% | Reduced |
| American Century Companies Inc | 983,440 | $25.1M | 0.02% | +957,842+3,741.9% | Added |
| Park West Asset Management LLC | 894,501 | $22.9M | 1.87% | +470,931+111.2% | Added |
| Schroder Investment Management Group | 665,873 | $17.3M | 0.02% | +170,569+34.4% | Added |
| Riverbridge Partners LLC | 634,396 | $16.2M | 0.26% | −49,492−7.2% | Reduced |
| Goldman Sachs Group Inc | 600,012 | $15.3M | 0.00% | +2,402+0.4% | Added |
| Northern Trust Corp | 568,240 | $14.5M | 0.00% | −3,567−0.6% | Reduced |
| Nuveen, LLC | 555,798 | $14.2M | 0.00% | +555,798 | New |
| Bank of America Corp | 539,162 | $13.8M | 0.00% | +100,654+23.0% | Added |
| Citadel Advisors LLC | 522,871 | $13.4M | 0.01% | −4,356−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 522,384 | $13.4M | 0.00% | +28,936+5.9% | Added |
| Silvercrest Asset Management Group LLC | 484,203 | $12.4M | 0.09% | +89,851+22.8% | Added |
| Victory Capital Management Inc | 421,820 | $10.8M | 0.01% | +421,820 | New |
| ArrowMark Colorado Holdings LLC | 419,086 | $10.7M | 0.17% | −65,531−13.5% | Reduced |
| Bellevue Group AG | 376,163 | $9.61M | 0.22% | −29,530−7.3% | Reduced |
| State of Wisconsin Investment Board | 339,560 | $8.68M | 0.02% | +6,863+2.1% | Added |
| Lord, Abbett & Co. LLC | 331,007 | $8.46M | 0.03% | +331,007 | New |
| T. Rowe Price Investment Management, Inc. | 298,891 | $7.64M | 0.01% | −594,825−66.6% | Reduced |
| Peregrine Capital Management LLC | 291,127 | $7.44M | 0.25% | −28,200−8.8% | Reduced |
| Millennium Management LLC | 268,189 | $6.85M | 0.01% | −385,445−59.0% | Reduced |
| Acadian Asset Management LLC | 225,317 | $5.75M | 0.02% | +115,527+105.2% | Added |
| Morgan Stanley | 207,319 | $5.30M | 0.00% | −59,582−22.3% | Reduced |
| SEI Investments Co | 204,655 | $5.23M | 0.01% | +7,840+4.0% | Added |
| Russell Investments Group, Ltd. | 197,848 | $5.06M | 0.01% | +51,730+35.4% | Added |
| Bank of New York Mellon Corp | 197,315 | $5.04M | 0.00% | +2,048+1.0% | Added |
| Barclays PLC | 186,347 | $4.76M | 0.00% | −22,862−10.9% | Reduced |
| Nicholas Company, Inc. | 182,952 | $4.68M | 0.08% | +85,476+87.7% | Added |
| Trexquant Investment LP | 173,717 | $4.44M | 0.05% | +137,904+385.1% | Added |
| Castleark Management LLC | 168,720 | $4.31M | 0.15% | +168,720 | New |
| AQR Capital Management LLC | 160,032 | $4.09M | 0.00% | +132,015+471.2% | Added |
| Algert Global LLC | 156,643 | $4.00M | 0.10% | +78,810+101.3% | Added |
| Qube Research & Technologies Ltd | 152,125 | $3.89M | 0.01% | +105,708+227.7% | Added |
| Dimensional Fund Advisors LP | 147,773 | $3.78M | 0.00% | −3,185−2.1% | Reduced |
| First Trust Advisors LP | 145,544 | $3.72M | 0.00% | +63,476+77.3% | Added |
| Marshall Wace, LLP | 137,030 | $3.50M | 0.00% | +41,945+44.1% | Added |
| Invesco Ltd. | 132,028 | $3.37M | 0.00% | +91,779+228.0% | Added |
| Voya Investment Management LLC | 130,223 | $3.33M | 0.00% | −29,051−18.2% | Reduced |
| Blair William & Co | 124,406 | $3.18M | 0.01% | −21,044−14.5% | Reduced |
| Birchview Capital, LP | 114,700 | $2.93M | 2.55% | 00.0% | Unchanged |
| Formula Growth Ltd | 111,271 | $2.84M | 1.15% | +111,271 | New |
| Panagora Asset Management Inc | 107,418 | $2.75M | 0.01% | +107,418 | New |
| Swiss National Bank | 107,000 | $2.73M | 0.00% | −900−0.8% | Reduced |
| Allianz Asset Management GmbH | 103,065 | $2.63M | 0.00% | +6,000+6.2% | Added |
| Essex Investment Management Co LLC | 101,924 | $2.61M | 0.54% | −814−0.8% | Reduced |
| Bullseye Asset Management LLC | 99,002 | $2.53M | 1.37% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 96,665 | $2.47M | 0.26% | −3,565−3.6% | Reduced |
| Arcadia Investment Management Corp | 92,770 | $2.37M | 0.43% | +615+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 89,410 | $2.29M | 0.01% | +52,358+141.3% | Added |
| Rhumbline Advisers | 86,844 | $2.22M | 0.00% | +3,213+3.8% | Added |
| Norges Bank | 85,079 | $2.17M | 0.00% | −26,359−23.7% | Reduced |
| Macquarie Group Ltd | 84,082 | $2.15M | 0.00% | −10,257−10.9% | Reduced |
| UBS Group AG | 81,411 | $2.08M | 0.00% | −29,831−26.8% | Reduced |
| Conestoga Capital Advisors, LLC | 77,455 | $1.98M | 0.03% | −90−0.1% | Reduced |
| Deutsche Bank AG | 74,857 | $1.91M | 0.00% | +17,560+30.6% | Added |
| Susquehanna International Group, LLP | 67,487 | $1.72M | 0.00% | +42,133+166.2% | Added |
| JPMorgan Chase & Co | 66,125 | $1.69M | 0.00% | −79,591−54.6% | Reduced |
| Principal Financial Group Inc | 63,492 | $1.62M | 0.00% | +63,492 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 62,557 | $1.60M | 0.00% | +2,158+3.6% | Added |
| Calamos Advisors LLC | 62,445 | $1.60M | 0.01% | +62,445 | New |
| Price T Rowe Associates Inc | 57,925 | $1.48M | 0.00% | −5,566−8.8% | Reduced |
| Legal & General Group Plc | 56,711 | $1.45M | 0.00% | +132+0.2% | Added |
| Danske Bank A/S | 56,096 | $1.43M | 0.00% | −4,142−6.9% | Reduced |
| Alliancebernstein L.P. | 54,700 | $1.40M | 0.00% | −1,800−3.2% | Reduced |
| California State Teachers Retirement System | 51,342 | $1.31M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 50,979 | $1.30M | 0.00% | +40,304+377.6% | Added |
| Zacks Investment Management | 50,826 | $1.30M | 0.01% | +4,415+9.5% | Added |
| PDT Partners, LLC | 49,232 | $1.26M | 0.09% | +49,232 | New |
| Boston Partners | 49,054 | $1.25M | 0.00% | −8,046−14.1% | Reduced |
| Bessemer Group Inc | 47,758 | $1.22M | 0.00% | +8,978+23.2% | Added |
| Wesbanco Bank Inc | 46,000 | $1.18M | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 44,616 | $1.14M | 0.03% | +20,260+83.2% | Added |
| Citigroup Inc | 43,573 | $1.11M | 0.00% | −3,651−7.7% | Reduced |
| Intech Investment Management LLC | 42,657 | $1.09M | 0.01% | +7,635+21.8% | Added |
| Lisanti Capital Growth, LLC | 41,545 | $1.06M | 0.32% | +41,545 | New |
| Legato Capital Management LLC | 39,558 | $1.01M | 0.14% | +8,789+28.6% | Added |
| Lazard Asset Management LLC | 38,554 | $985.0K | 0.00% | −4,423−10.3% | Reduced |
| Gsa Capital Partners LLP | 35,219 | $900.0K | 0.08% | −45,531−56.4% | Reduced |
| Graham Capital Management, L.P. | 34,456 | $880.7K | 0.03% | +4,430+14.8% | Added |
| Sectoral Asset Management Inc | 34,000 | $869.0K | 0.68% | +34,000 | New |
| MetLife Investment Management | 33,423 | $854.3K | 0.00% | −437−1.3% | Reduced |
| Cubist Systematic Strategies, LLC | 30,265 | $773.6K | 0.01% | +30,265 | New |
| Wells Fargo & Company | 29,806 | $761.8K | 0.00% | +891+3.1% | Added |
| Squarepoint Ops LLC | 29,369 | $750.7K | 0.00% | +7,139+32.1% | Added |
| Legacy Advisors, LLC | 29,010 | $741.5K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 28,881 | $738.2K | 0.00% | +15,211+111.3% | Added |
| Engineers Gate Manager LP | 28,418 | $726.4K | 0.01% | +17,409+158.1% | Added |