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.

Q1 2025 vs. Q4 2024

How the institutions holding Phreesia, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of PHR: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	192	1	223	+32
Shares	54.9M	235.8K	56.5M	+1.87M (+3.4%)
Value	$1.38B	$5.93M	$1.44B	+$69.9M (+5.1%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held Phreesia, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PHR in Q1 2025
Institution	Shares	Value	% of portfolio
Nuveen, LLC	555,798	$14.2M	0.00%
Victory Capital Management Inc	421,820	$10.8M	0.01%
Lord, Abbett & Co. LLC	331,007	$8.46M	0.03%
Castleark Management LLC	168,720	$4.31M	0.15%
Formula Growth Ltd	111,271	$2.84M	1.15%
Panagora Asset Management Inc	107,418	$2.75M	0.01%
Principal Financial Group Inc	63,492	$1.62M	0.00%
Calamos Advisors LLC	62,445	$1.60M	0.01%
PDT Partners, LLC	49,232	$1.26M	0.09%
Lisanti Capital Growth, LLC	41,545	$1.06M	0.32%
Sectoral Asset Management Inc	34,000	$869.0K	0.68%
Cubist Systematic Strategies, LLC	30,265	$773.6K	0.01%
LGL Partners, LLC	27,349	$699.0K	0.34%
D. E. Shaw & Co., Inc.	27,146	$693.9K	0.00%
Petrus Trust Company, LTA	25,365	$648.3K	0.06%
Tudor Investment Corp Et Al	20,241	$517.4K	0.00%
Magnetar Financial LLC	18,803	$480.6K	0.01%
OP Asset Management Ltd	18,223	$465.8K	0.01%
SG Americas Securities, LLC	18,069	$462.0K	0.00%
Virginia Retirement Systems Et Al	16,980	$434.0K	0.00%
Mackenzie Financial Corp	16,209	$414.3K	0.00%
Mariner, LLC	13,351	$341.3K	0.00%
CIBC World Markets Corp	12,435	$317.8K	0.00%
Caxton Associates LLP	12,355	$315.8K	0.01%
Ieq Capital, LLC	11,904	$304.3K	0.00%
Pathstone Holdings, LLC	11,142	$284.8K	0.00%
Brevan Howard Capital Management LP	11,055	$282.6K	0.01%
Dark Forest Capital Management LP	10,975	$280.5K	0.01%
Campbell & CO Investment Adviser LLC	10,049	$256.9K	0.02%
Virtus ETF Advisers LLC	9,177	$234.6K	0.15%
RSM US Wealth Management LLC	8,237	$210.5K	0.00%
Teacher Retirement System of Texas	8,070	$206.3K	0.00%
Atria Investments LLC	8,039	$205.5K	0.00%
Oppenheimer Asset Management Inc.	8,011	$204.8K	0.00%
Entropy Technologies, LP	7,891	$201.7K	0.02%
Globeflex Capital L P	6,204	$158.6K	0.01%
KBC Group NV	2,904	$74.0K	0.00%
Coldstream Capital Management Inc	1,849	$47.3K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	1,734	$44.3K	0.01%
Aster Capital Management (DIFC) Ltd	1,164	$30.9K	0.01%
Global Financial Private Client, LLC	548	$14.0K	0.01%
Larson Financial Group LLC	241	$6.16K	0.00%
Mather Group, LLC.	175	$4.47K	0.00%
Park Place Capital Corp	150	$3.83K	0.00%
Steward Partners Investment Advisory, LLC	83	$2.12K	0.00%
Ronald Blue Trust, Inc.	28	$716	0.00%
True Wealth Design, LLC	21	$537	0.00%
Parkside Financial Bank & Trust	20	$512	0.00%
Stephens Consulting, LLC	15	$384	0.00%
CoreCap Advisors, LLC	9	$230	0.00%

Sold out (18)

Institutions that held Phreesia, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PHR in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Intrinsic Edge Capital Management LLC	261,543	$6.58M
ExodusPoint Capital Management, LP	174,971	$4.40M
Resolute Capital Asset Partners LLC	75,000	$1.89M
M&T Bank Corp	54,939	$1.38M
XTX Topco Ltd	19,134	$481.4K
Two Sigma Advisers, LP	12,000	$301.9K
Dynamic Technology Lab Private Ltd	10,850	$273.0K
IMC-Chicago, LLC	10,050	$252.9K
Bridgewater Associates, LP	8,971	$225.7K
Walleye Trading LLC	4,723	$118.8K
Venturi Wealth Management, LLC	3,025	$76.1K
Walleye Capital LLC	1,500	$37.7K
R Squared Ltd	1,200	$30.2K
Simplex Trading, LLC	928	$23.0K
Aquatic Capital Management LLC	697	$17.5K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	177	$4.45K
Creekmur Asset Management LLC	56	$1.41K
IFP Advisors, Inc	0	$75

Not filed for Q1 2025 yet (1)

Institutions that held Phreesia, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	235,827	$5.93M