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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 28,024 | $716.3K | 0.00% | +860+3.2% | Added |
| Corebridge Financial, Inc. | 27,453 | $701.7K | 0.00% | −59−0.2% | Reduced |
| LGL Partners, LLC | 27,349 | $699.0K | 0.34% | +27,349 | New |
| D. E. Shaw & Co., Inc. | 27,146 | $693.9K | 0.00% | +27,146 | New |
| Petrus Trust Company, LTA | 25,365 | $648.3K | 0.06% | +25,365 | New |
| Janus Henderson Group PLC | 24,531 | $636.9K | 0.00% | −5,100−17.2% | Reduced |
| Jane Street Group, LLC | 24,360 | $622.6K | 0.00% | +11,573+90.5% | Added |
| Royal Bank of Canada | 24,119 | $617.0K | 0.00% | +16,309+208.8% | Added |
| Envestnet Asset Management Inc | 23,183 | $592.6K | 0.00% | +2,325+11.1% | Added |
| Ensign Peak Advisors, Inc | 22,491 | $574.9K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 22,335 | $570.9K | 0.27% | +11,724+110.5% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $533.0K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,241 | $517.4K | 0.00% | +20,241 | New |
| The PNC Financial Services Group, Inc. | 19,443 | $497.0K | 0.00% | −3,002−13.4% | Reduced |
| Magnetar Financial LLC | 18,803 | $480.6K | 0.01% | +18,803 | New |
| OP Asset Management Ltd | 18,223 | $465.8K | 0.01% | +18,223 | New |
| SG Americas Securities, LLC | 18,069 | $462.0K | 0.00% | +18,069 | New |
| Balyasny Asset Management LLC | 17,625 | $450.5K | 0.00% | +6,362+56.5% | Added |
| Virginia Retirement Systems Et Al | 16,980 | $434.0K | 0.00% | +16,980 | New |
| New York State Common Retirement Fund | 16,547 | $422.9K | 0.00% | −1,055−6.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,443 | $420.3K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,209 | $414.3K | 0.00% | +16,209 | New |
| Commerce Bank | 15,916 | $406.8K | 0.00% | −170−1.1% | Reduced |
| Arizona State Retirement System | 15,839 | $404.8K | 0.00% | −89−0.6% | Reduced |
| GWM Advisors LLC | 15,437 | $394.6K | 0.00% | +11,181+262.7% | Added |
| Gotham Asset Management, LLC | 15,302 | $391.1K | 0.00% | −2,645−14.7% | Reduced |
| State Board of Administration of Florida Retirement System | 14,729 | $376.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,241 | $356.2K | 0.00% | +1,177+9.0% | Added |
| Raymond James Financial Inc | 13,674 | $349.5K | 0.00% | −1,382−9.2% | Reduced |
| CWM Advisors, LLC | 13,586 | $347.3K | 0.04% | −2,381−14.9% | Reduced |
| Mariner, LLC | 13,351 | $341.3K | 0.00% | +13,351 | New |
| M Holdings Securities, Inc. | 13,000 | $332.0K | 0.06% | −1,840−12.4% | Reduced |
| Handelsbanken Fonder AB | 12,600 | $322.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 12,435 | $317.8K | 0.00% | +12,435 | New |
| Sherbrooke Park Advisers LLC | 12,412 | $317.3K | 0.15% | −1,630−11.6% | Reduced |
| Caxton Associates LLP | 12,355 | $315.8K | 0.01% | +12,355 | New |
| ProShare Advisors LLC | 12,132 | $310.1K | 0.00% | −3,453−22.2% | Reduced |
| Probity Advisors, Inc. | 12,043 | $307.8K | 0.06% | −31−0.3% | Reduced |
| Ieq Capital, LLC | 11,904 | $304.3K | 0.00% | +11,904 | New |
| Police & Firemen's Retirement System of New Jersey | 11,813 | $301.9K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,203 | $286.3K | 0.02% | −4,854−30.2% | Reduced |
| Pathstone Holdings, LLC | 11,142 | $284.8K | 0.00% | +11,142 | New |
| QRG Capital Management, Inc. | 11,118 | $284.2K | 0.00% | +827+8.0% | Added |
| Brevan Howard Capital Management LP | 11,055 | $282.6K | 0.01% | +11,055 | New |
| Dark Forest Capital Management LP | 10,975 | $280.5K | 0.01% | +10,975 | New |
| STRS Ohio | 10,600 | $270.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,569 | $270.1K | 0.00% | +1,764+20.0% | Added |
| Bank of Montreal | 10,327 | $264.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,300 | $263.3K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,049 | $256.9K | 0.02% | +10,049 | New |
| Creative Planning | 9,262 | $236.7K | 0.00% | +9,190+12,763.9% | Added |
| Virtus ETF Advisers LLC | 9,177 | $234.6K | 0.15% | +9,177 | New |
| RBF Capital, LLC | 9,048 | $231.3K | 0.01% | −11,952−56.9% | Reduced |
| Private Advisor Group, LLC | 8,650 | $221.1K | 0.00% | −2,867−24.9% | Reduced |
| PharVision Advisers, LLC | 8,622 | $220.4K | 0.31% | −3,384−28.2% | Reduced |
| LPL Financial LLC | 8,326 | $212.8K | 0.00% | −250−2.9% | Reduced |
| RSM US Wealth Management LLC | 8,237 | $210.5K | 0.00% | +8,237 | New |
| Quest Partners LLC | 8,216 | $210.0K | 0.02% | +6,135+294.8% | Added |
| Teacher Retirement System of Texas | 8,070 | $206.3K | 0.00% | +8,070 | New |
| Atria Investments LLC | 8,039 | $205.5K | 0.00% | +8,039 | New |
| Oppenheimer Asset Management Inc. | 8,011 | $204.8K | 0.00% | +8,011 | New |
| Entropy Technologies, LP | 7,891 | $201.7K | 0.02% | +7,891 | New |
| Public Employees Retirement Association of Colorado | 7,551 | $193.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 6,204 | $158.6K | 0.01% | +6,204 | New |
| Ameritas Investment Partners, Inc. | 5,606 | $143.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,382 | $137.6K | 0.00% | −1,086−16.8% | Reduced |
| Smartleaf Asset Management LLC | 5,267 | $136.9K | 0.01% | +1,825+53.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,776 | $122.1K | 0.05% | −1,910−28.6% | Reduced |
| Great West Life Assurance Co | 4,521 | $116.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,444 | $113.6K | 0.00% | +225+5.3% | Added |
| CWM, LLC | 4,040 | $103.0K | 0.00% | +3,671+994.9% | Added |
| State of Wyoming | 3,988 | $101.9K | 0.01% | +303+8.2% | Added |
| KBC Group NV | 2,904 | $74.0K | 0.00% | +2,904 | New |
| Quarry LP | 2,744 | $70.1K | 0.02% | −91−3.2% | Reduced |
| Amundi | 2,248 | $55.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,917 | $49.0K | 0.00% | +106+5.9% | Added |
| Coldstream Capital Management Inc | 1,849 | $47.3K | 0.00% | +1,849 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,734 | $44.3K | 0.01% | +1,734 | New |
| Assetmark, Inc | 1,685 | $43.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,595 | $40.8K | 0.00% | +96+6.4% | Added |
| Johnson Financial Group, Inc. | 1,462 | $37.4K | 0.00% | +331+29.3% | Added |
| Tower Research Capital LLC (TRC) | 1,297 | $33.2K | 0.00% | −4,363−77.1% | Reduced |
| Fifth Third Bancorp | 1,232 | $31.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,164 | $30.9K | 0.01% | +1,164 | New |
| Van Eck Associates Corp | 1,064 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 923 | $23.6K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 903 | $23.1K | 0.01% | −446−33.1% | Reduced |
| Comerica Bank | 775 | $19.8K | 0.00% | −66−7.8% | Reduced |
| Parallel Advisors, LLC | 647 | $16.5K | 0.00% | +5+0.8% | Added |
| Global Financial Private Client, LLC | 548 | $14.0K | 0.01% | +548 | New |
| Versant Capital Management, Inc | 391 | $9.99K | 0.00% | +185+89.8% | Added |
| Group One Trading, L.P. | 363 | $9.28K | 0.00% | +271+294.6% | Added |
| Washington Trust Advisors, Inc. | 322 | $8.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 241 | $6.16K | 0.00% | +241 | New |
| GAMMA Investing LLC | 222 | $5.67K | 0.00% | +169+318.9% | Added |
| Mather Group, LLC. | 175 | $4.47K | 0.00% | +175 | New |
| Cullen/Frost Bankers, Inc. | 168 | $4.29K | 0.00% | +35+26.3% | Added |
| Park Place Capital Corp | 150 | $3.83K | 0.00% | +150 | New |
| Bellevue Asset Management, LLC | 122 | $3.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $2.96K | 0.00% | +23+24.7% | Added |