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, Q2 2025
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 224
- +2 vs. Q1 2025
- Shares held
- 58.6M
- +2.09M (+3.7%) vs. Q1 2025
- Total value
- $1.67B
- +$222.8M (+15.4%) vs. Q1 2025
- New holders
- 37
- 92 more added
- Sold out
- 35
- 65 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,403,783 | $153.8M | 0.00% | −2,2420.0% | Reduced |
| Vanguard Group Inc | 5,267,324 | $149.9M | 0.00% | +330,809+6.7% | Added |
| FMR LLC | 4,895,274 | $139.3M | 0.01% | −860,515−15.0% | Reduced |
| Greenhouse Funds LLLP | 3,325,262 | $94.6M | 3.96% | +368,352+12.5% | Added |
| Capital International Investors | 3,134,872 | $89.2M | 0.02% | +391,611+14.3% | Added |
| Champlain Investment Partners, LLC | 2,724,553 | $77.5M | 0.54% | −221,936−7.5% | Reduced |
| Brown Advisory Inc | 2,482,955 | $70.7M | 0.09% | −1,287,525−34.1% | Reduced |
| UBS Asset Management Americas Inc | 2,074,815 | $59.0M | 0.01% | −570,173−21.6% | Reduced |
| Franklin Resources Inc | 1,524,251 | $43.4M | 0.01% | +9,057+0.6% | Added |
| State Street Corp | 1,447,043 | $41.2M | 0.00% | +27,638+1.9% | Added |
| Geode Capital Management, LLC | 1,312,224 | $37.4M | 0.00% | +24,063+1.9% | Added |
| Nuveen, LLC | 1,304,533 | $37.1M | 0.01% | +748,735+134.7% | Added |
| Granahan Investment Management Inc | 1,302,785 | $37.1M | 1.51% | +164,228+14.4% | Added |
| Loomis Sayles & Co L P | 1,200,340 | $34.2M | 0.04% | +1,200,340 | New |
| Park West Asset Management LLC | 1,121,497 | $31.9M | 2.43% | +226,996+25.4% | Added |
| American Century Companies Inc | 1,046,586 | $29.8M | 0.02% | +63,146+6.4% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,014,577 | $28.9M | 0.52% | +4,733+0.5% | Added |
| GW&K Investment Management, LLC | 1,003,400 | $28.6M | 0.26% | −89,316−8.2% | Reduced |
| Schroder Investment Management Group | 881,016 | $25.1M | 0.02% | +215,143+32.3% | Added |
| Rock Springs Capital Management LP | 837,300 | $23.8M | 1.48% | −311,036−27.1% | Reduced |
| Goldman Sachs Group Inc | 594,392 | $16.9M | 0.00% | −5,620−0.9% | Reduced |
| Northern Trust Corp | 572,579 | $16.3M | 0.00% | +4,339+0.8% | Added |
| Citadel Advisors LLC | 567,124 | $16.1M | 0.01% | +44,253+8.5% | Added |
| Riverbridge Partners LLC | 551,522 | $15.7M | 0.25% | −82,874−13.1% | Reduced |
| Bank of America Corp | 539,368 | $15.4M | 0.00% | +2060.0% | Added |
| Charles Schwab Investment Management Inc | 537,644 | $15.3M | 0.00% | +15,260+2.9% | Added |
| Silvercrest Asset Management Group LLC | 485,613 | $13.8M | 0.09% | +1,410+0.3% | Added |
| Victory Capital Management Inc | 443,830 | $12.6M | 0.01% | +22,010+5.2% | Added |
| Marshall Wace, LLP | 418,484 | $11.9M | 0.01% | +281,454+205.4% | Added |
| ArrowMark Colorado Holdings LLC | 415,744 | $11.8M | 0.21% | −3,342−0.8% | Reduced |
| Qube Research & Technologies Ltd | 389,519 | $11.1M | 0.02% | +237,394+156.1% | Added |
| Cambiar Investors LLC | 375,065 | $10.7M | 0.45% | +375,065 | New |
| Acadian Asset Management LLC | 364,194 | $10.4M | 0.02% | +138,877+61.6% | Added |
| Morgan Stanley | 363,262 | $10.3M | 0.00% | +155,943+75.2% | Added |
| State of Wisconsin Investment Board | 363,082 | $10.3M | 0.03% | +23,522+6.9% | Added |
| Bellevue Group AG | 332,016 | $9.45M | 0.21% | −44,147−11.7% | Reduced |
| Peregrine Capital Management LLC | 325,608 | $9.27M | 0.28% | +34,481+11.8% | Added |
| Lord, Abbett & Co. LLC | 309,549 | $8.81M | 0.03% | −21,458−6.5% | Reduced |
| Dimensional Fund Advisors LP | 274,566 | $7.81M | 0.00% | +126,793+85.8% | Added |
| Panagora Asset Management Inc | 252,354 | $7.18M | 0.03% | +144,936+134.9% | Added |
| SEI Investments Co | 242,709 | $6.91M | 0.01% | +38,054+18.6% | Added |
| Algert Global LLC | 229,014 | $6.52M | 0.14% | +72,371+46.2% | Added |
| UBS Group AG | 227,092 | $6.46M | 0.00% | +145,681+178.9% | Added |
| Nicholas Company, Inc. | 212,137 | $6.04M | 0.10% | +29,185+16.0% | Added |
| Bank of New York Mellon Corp | 200,829 | $5.72M | 0.00% | +3,514+1.8% | Added |
| AQR Capital Management LLC | 188,089 | $5.35M | 0.00% | +28,057+17.5% | Added |
| Russell Investments Group, Ltd. | 172,917 | $4.92M | 0.01% | −24,931−12.6% | Reduced |
| First Trust Advisors LP | 168,630 | $4.80M | 0.00% | +23,086+15.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 153,072 | $4.36M | 0.02% | +63,662+71.2% | Added |
| Trexquant Investment LP | 151,850 | $4.32M | 0.05% | −21,867−12.6% | Reduced |
| Allianz Asset Management GmbH | 146,546 | $4.17M | 0.01% | +43,481+42.2% | Added |
| Voya Investment Management LLC | 146,402 | $4.17M | 0.00% | +16,179+12.4% | Added |
| Boston Partners | 130,060 | $3.70M | 0.00% | +81,006+165.1% | Added |
| D. E. Shaw & Co., Inc. | 128,154 | $3.65M | 0.00% | +101,008+372.1% | Added |
| Millennium Management LLC | 128,099 | $3.65M | 0.00% | −140,090−52.2% | Reduced |
| PDT Partners, LLC | 127,453 | $3.63M | 0.21% | +78,221+158.9% | Added |
| Meros Investment Management, LP | 123,087 | $3.50M | 1.66% | +123,087 | New |
| Blair William & Co | 121,308 | $3.45M | 0.01% | −3,098−2.5% | Reduced |
| Barclays PLC | 117,751 | $3.35M | 0.00% | −68,596−36.8% | Reduced |
| Moody National Bank Trust Division | 115,317 | $3.28M | 0.30% | +18,652+19.3% | Added |
| Birchview Capital, LP | 114,700 | $3.26M | 3.24% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 113,470 | $3.23M | 0.52% | +20,700+22.3% | Added |
| Bullseye Asset Management LLC | 110,718 | $3.15M | 1.57% | +11,716+11.8% | Added |
| Formula Growth Ltd | 109,534 | $3.12M | 1.18% | −1,737−1.6% | Reduced |
| Swiss National Bank | 107,000 | $3.05M | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 101,230 | $2.88M | 0.52% | −694−0.7% | Reduced |
| Squarepoint Ops LLC | 100,922 | $2.87M | 0.01% | +71,553+243.6% | Added |
| Arrowstreet Capital, Limited Partnership | 96,792 | $2.75M | 0.00% | +96,792 | New |
| Rhumbline Advisers | 92,594 | $2.64M | 0.00% | +5,750+6.6% | Added |
| Macquarie Group Ltd | 91,391 | $2.60M | 0.00% | +7,309+8.7% | Added |
| King Luther Capital Management Corp | 82,896 | $2.36M | 0.01% | +82,896 | New |
| Connors Investor Services Inc | 81,162 | $2.31M | 0.20% | +81,162 | New |
| Susquehanna Portfolio Strategies, LLC | 81,126 | $2.31M | 0.05% | +81,126 | New |
| Conestoga Capital Advisors, LLC | 77,455 | $2.20M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,903 | $1.99M | 0.00% | +2,416+3.6% | Added |
| Invesco Ltd. | 66,744 | $1.90M | 0.00% | −65,284−49.4% | Reduced |
| Legal & General Group Plc | 65,281 | $1.86M | 0.00% | +8,570+15.1% | Added |
| Alliancebernstein L.P. | 61,900 | $1.76M | 0.00% | +7,200+13.2% | Added |
| Price T Rowe Associates Inc | 61,284 | $1.75M | 0.00% | +3,359+5.8% | Added |
| Principal Financial Group Inc | 61,241 | $1.74M | 0.00% | −2,251−3.5% | Reduced |
| Verition Fund Management LLC | 59,736 | $1.70M | 0.01% | +59,736 | New |
| Deutsche Bank AG | 58,808 | $1.67M | 0.00% | −16,049−21.4% | Reduced |
| JPMorgan Chase & Co | 58,018 | $1.65M | 0.00% | −8,107−12.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 56,937 | $1.62M | 0.00% | −5,620−9.0% | Reduced |
| Zacks Investment Management | 54,567 | $1.55M | 0.01% | +3,741+7.4% | Added |
| California State Teachers Retirement System | 50,832 | $1.45M | 0.00% | −510−1.0% | Reduced |
| Bessemer Group Inc | 47,559 | $1.35M | 0.00% | −199−0.4% | Reduced |
| Wesbanco Bank Inc | 46,000 | $1.31M | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 45,042 | $1.28M | 0.03% | +426+1.0% | Added |
| ExodusPoint Capital Management, LP | 45,001 | $1.28M | 0.02% | +45,001 | New |
| Norges Bank | 44,916 | $1.28M | 0.00% | −40,163−47.2% | Reduced |
| Ameriprise Financial Inc | 44,774 | $1.27M | 0.00% | −6,205−12.2% | Reduced |
| Intech Investment Management LLC | 42,657 | $1.21M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 36,133 | $1.03M | 0.00% | +6,327+21.2% | Added |
| Envestnet Asset Management Inc | 34,041 | $968.8K | 0.00% | +10,858+46.8% | Added |
| MetLife Investment Management | 33,423 | $951.2K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 31,418 | $894.2K | 0.01% | +20,363+184.2% | Added |
| Legato Capital Management LLC | 30,278 | $861.7K | 0.10% | −9,280−23.5% | Reduced |
| Graham Capital Management, L.P. | 30,217 | $860.0K | 0.03% | −4,239−12.3% | Reduced |
| Manufacturers Life Insurance Company, The | 26,826 | $763.5K | 0.00% | −1,198−4.3% | Reduced |