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 |
|---|---|---|---|---|---|
| Commerce Bank | 15,916 | $406.8K | 0.00% | −170−1.1% | Reduced |
| Mackenzie Financial Corp | 16,209 | $414.3K | 0.00% | +16,209 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,443 | $420.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,547 | $422.9K | 0.00% | −1,055−6.0% | Reduced |
| Virginia Retirement Systems Et Al | 16,980 | $434.0K | 0.00% | +16,980 | New |
| Balyasny Asset Management LLC | 17,625 | $450.5K | 0.00% | +6,362+56.5% | Added |
| SG Americas Securities, LLC | 18,069 | $462.0K | 0.00% | +18,069 | New |
| OP Asset Management Ltd | 18,223 | $465.8K | 0.01% | +18,223 | New |
| Magnetar Financial LLC | 18,803 | $480.6K | 0.01% | +18,803 | New |
| The PNC Financial Services Group, Inc. | 19,443 | $497.0K | 0.00% | −3,002−13.4% | Reduced |
| Tudor Investment Corp Et Al | 20,241 | $517.4K | 0.00% | +20,241 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $533.0K | 0.02% | 00.0% | Unchanged |
| Options Solutions, LLC | 22,335 | $570.9K | 0.27% | +11,724+110.5% | Added |
| Ensign Peak Advisors, Inc | 22,491 | $574.9K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,183 | $592.6K | 0.00% | +2,325+11.1% | Added |
| Royal Bank of Canada | 24,119 | $617.0K | 0.00% | +16,309+208.8% | Added |
| Jane Street Group, LLC | 24,360 | $622.6K | 0.00% | +11,573+90.5% | Added |
| Janus Henderson Group PLC | 24,531 | $636.9K | 0.00% | −5,100−17.2% | Reduced |
| Petrus Trust Company, LTA | 25,365 | $648.3K | 0.06% | +25,365 | New |
| D. E. Shaw & Co., Inc. | 27,146 | $693.9K | 0.00% | +27,146 | New |
| LGL Partners, LLC | 27,349 | $699.0K | 0.34% | +27,349 | New |
| Corebridge Financial, Inc. | 27,453 | $701.7K | 0.00% | −59−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 28,024 | $716.3K | 0.00% | +860+3.2% | Added |
| Engineers Gate Manager LP | 28,418 | $726.4K | 0.01% | +17,409+158.1% | Added |
| Schonfeld Strategic Advisors LLC | 28,881 | $738.2K | 0.00% | +15,211+111.3% | Added |
| Legacy Advisors, LLC | 29,010 | $741.5K | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 29,369 | $750.7K | 0.00% | +7,139+32.1% | Added |
| Wells Fargo & Company | 29,806 | $761.8K | 0.00% | +891+3.1% | Added |
| Cubist Systematic Strategies, LLC | 30,265 | $773.6K | 0.01% | +30,265 | New |
| MetLife Investment Management | 33,423 | $854.3K | 0.00% | −437−1.3% | Reduced |
| Sectoral Asset Management Inc | 34,000 | $869.0K | 0.68% | +34,000 | New |
| Graham Capital Management, L.P. | 34,456 | $880.7K | 0.03% | +4,430+14.8% | Added |
| Gsa Capital Partners LLP | 35,219 | $900.0K | 0.08% | −45,531−56.4% | Reduced |
| Lazard Asset Management LLC | 38,554 | $985.0K | 0.00% | −4,423−10.3% | Reduced |
| Legato Capital Management LLC | 39,558 | $1.01M | 0.14% | +8,789+28.6% | Added |
| Lisanti Capital Growth, LLC | 41,545 | $1.06M | 0.32% | +41,545 | New |
| Intech Investment Management LLC | 42,657 | $1.09M | 0.01% | +7,635+21.8% | Added |
| Citigroup Inc | 43,573 | $1.11M | 0.00% | −3,651−7.7% | Reduced |
| Diversified Trust Co | 44,616 | $1.14M | 0.03% | +20,260+83.2% | Added |
| Wesbanco Bank Inc | 46,000 | $1.18M | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 47,758 | $1.22M | 0.00% | +8,978+23.2% | Added |
| Boston Partners | 49,054 | $1.25M | 0.00% | −8,046−14.1% | Reduced |
| PDT Partners, LLC | 49,232 | $1.26M | 0.09% | +49,232 | New |
| Zacks Investment Management | 50,826 | $1.30M | 0.01% | +4,415+9.5% | Added |
| Ameriprise Financial Inc | 50,979 | $1.30M | 0.00% | +40,304+377.6% | Added |
| California State Teachers Retirement System | 51,342 | $1.31M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 54,700 | $1.40M | 0.00% | −1,800−3.2% | Reduced |
| Danske Bank A/S | 56,096 | $1.43M | 0.00% | −4,142−6.9% | Reduced |
| Legal & General Group Plc | 56,711 | $1.45M | 0.00% | +132+0.2% | Added |
| Price T Rowe Associates Inc | 57,925 | $1.48M | 0.00% | −5,566−8.8% | Reduced |
| Calamos Advisors LLC | 62,445 | $1.60M | 0.01% | +62,445 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 62,557 | $1.60M | 0.00% | +2,158+3.6% | Added |
| Principal Financial Group Inc | 63,492 | $1.62M | 0.00% | +63,492 | New |
| JPMorgan Chase & Co | 66,125 | $1.69M | 0.00% | −79,591−54.6% | Reduced |
| Susquehanna International Group, LLP | 67,487 | $1.72M | 0.00% | +42,133+166.2% | Added |
| Deutsche Bank AG | 74,857 | $1.91M | 0.00% | +17,560+30.6% | Added |
| Conestoga Capital Advisors, LLC | 77,455 | $1.98M | 0.03% | −90−0.1% | Reduced |
| UBS Group AG | 81,411 | $2.08M | 0.00% | −29,831−26.8% | Reduced |
| Macquarie Group Ltd | 84,082 | $2.15M | 0.00% | −10,257−10.9% | Reduced |
| Norges Bank | 85,079 | $2.17M | 0.00% | −26,359−23.7% | Reduced |
| Rhumbline Advisers | 86,844 | $2.22M | 0.00% | +3,213+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 89,410 | $2.29M | 0.01% | +52,358+141.3% | Added |
| Arcadia Investment Management Corp | 92,770 | $2.37M | 0.43% | +615+0.7% | Added |
| Moody National Bank Trust Division | 96,665 | $2.47M | 0.26% | −3,565−3.6% | Reduced |
| Bullseye Asset Management LLC | 99,002 | $2.53M | 1.37% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 101,924 | $2.61M | 0.54% | −814−0.8% | Reduced |
| Allianz Asset Management GmbH | 103,065 | $2.63M | 0.00% | +6,000+6.2% | Added |
| Swiss National Bank | 107,000 | $2.73M | 0.00% | −900−0.8% | Reduced |
| Panagora Asset Management Inc | 107,418 | $2.75M | 0.01% | +107,418 | New |
| Formula Growth Ltd | 111,271 | $2.84M | 1.15% | +111,271 | New |
| Birchview Capital, LP | 114,700 | $2.93M | 2.55% | 00.0% | Unchanged |
| Blair William & Co | 124,406 | $3.18M | 0.01% | −21,044−14.5% | Reduced |
| Voya Investment Management LLC | 130,223 | $3.33M | 0.00% | −29,051−18.2% | Reduced |
| Invesco Ltd. | 132,028 | $3.37M | 0.00% | +91,779+228.0% | Added |
| Marshall Wace, LLP | 137,030 | $3.50M | 0.00% | +41,945+44.1% | Added |
| First Trust Advisors LP | 145,544 | $3.72M | 0.00% | +63,476+77.3% | Added |
| Dimensional Fund Advisors LP | 147,773 | $3.78M | 0.00% | −3,185−2.1% | Reduced |
| Qube Research & Technologies Ltd | 152,125 | $3.89M | 0.01% | +105,708+227.7% | Added |
| Algert Global LLC | 156,643 | $4.00M | 0.10% | +78,810+101.3% | Added |
| AQR Capital Management LLC | 160,032 | $4.09M | 0.00% | +132,015+471.2% | Added |
| Castleark Management LLC | 168,720 | $4.31M | 0.15% | +168,720 | New |
| Trexquant Investment LP | 173,717 | $4.44M | 0.05% | +137,904+385.1% | Added |
| Nicholas Company, Inc. | 182,952 | $4.68M | 0.08% | +85,476+87.7% | Added |
| Barclays PLC | 186,347 | $4.76M | 0.00% | −22,862−10.9% | Reduced |
| Bank of New York Mellon Corp | 197,315 | $5.04M | 0.00% | +2,048+1.0% | Added |
| Russell Investments Group, Ltd. | 197,848 | $5.06M | 0.01% | +51,730+35.4% | Added |
| SEI Investments Co | 204,655 | $5.23M | 0.01% | +7,840+4.0% | Added |
| Morgan Stanley | 207,319 | $5.30M | 0.00% | −59,582−22.3% | Reduced |
| Acadian Asset Management LLC | 225,317 | $5.75M | 0.02% | +115,527+105.2% | Added |
| Millennium Management LLC | 268,189 | $6.85M | 0.01% | −385,445−59.0% | Reduced |
| Peregrine Capital Management LLC | 291,127 | $7.44M | 0.25% | −28,200−8.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 298,891 | $7.64M | 0.01% | −594,825−66.6% | Reduced |
| Lord, Abbett & Co. LLC | 331,007 | $8.46M | 0.03% | +331,007 | New |
| State of Wisconsin Investment Board | 339,560 | $8.68M | 0.02% | +6,863+2.1% | Added |
| Bellevue Group AG | 376,163 | $9.61M | 0.22% | −29,530−7.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 419,086 | $10.7M | 0.17% | −65,531−13.5% | Reduced |
| Victory Capital Management Inc | 421,820 | $10.8M | 0.01% | +421,820 | New |
| Silvercrest Asset Management Group LLC | 484,203 | $12.4M | 0.09% | +89,851+22.8% | Added |
| Charles Schwab Investment Management Inc | 522,384 | $13.4M | 0.00% | +28,936+5.9% | Added |
| Citadel Advisors LLC | 522,871 | $13.4M | 0.01% | −4,356−0.8% | Reduced |