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.

Q2 2025 vs. Q1 2025

How the institutions holding Phreesia, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of PHR: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	223	1	224	+2
Shares	56.5M	55	58.6M	+2.09M (+3.7%)
Value	$1.44B	$1.41K	$1.67B	+$222.8M (+15.4%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Phreesia, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to PHR in Q2 2025
Institution	Shares	Value	% of portfolio
Loomis Sayles & Co L P	1,200,340	$34.2M	0.04%
Cambiar Investors LLC	375,065	$10.7M	0.45%
Meros Investment Management, LP	123,087	$3.50M	1.66%
Arrowstreet Capital, Limited Partnership	96,792	$2.75M	0.00%
King Luther Capital Management Corp	82,896	$2.36M	0.01%
Connors Investor Services Inc	81,162	$2.31M	0.20%
Susquehanna Portfolio Strategies, LLC	81,126	$2.31M	0.05%
Verition Fund Management LLC	59,736	$1.70M	0.01%
ExodusPoint Capital Management, LP	45,001	$1.28M	0.02%
XTX Topco Ltd	18,899	$537.9K	0.02%
Winton Group Ltd	18,281	$520.3K	0.03%
Polen Capital Management LLC	17,363	$494.2K	0.00%
Two Sigma Advisers, LP	16,000	$455.4K	0.00%
Keybank National Association	15,495	$441.0K	0.00%
Summit Global Investments	12,260	$349.0K	0.02%
Mach-1 Financial Group, Inc.	11,789	$335.5K	0.10%
State of Tennessee, Treasury Department	11,590	$329.9K	0.00%
Fox Run Management, L.L.C.	11,339	$322.7K	0.05%
Prudential Financial Inc	10,460	$256.4K	0.00%
Mount Yale Investment Advisors, LLC	8,637	$245.8K	0.02%
David Loasby	8,453	$222.7K	0.02%
Bridgefront Capital, LLC	7,713	$219.5K	0.06%
Guggenheim Capital LLC	7,402	$210.7K	0.00%
Pictet Asset Management Holding SA	7,350	$209.2K	0.00%
NBC Securities, Inc.	3,032	$86.0K	0.01%
Simplex Trading, LLC	2,875	$81.0K	0.00%
Meeder Asset Management Inc	2,702	$76.9K	0.00%
Strategic Wealth Partners, Ltd.	700	$19.9K	0.00%
Skopos Labs, Inc.	204	$5.81K	0.00%
Kozak & Associates, Inc.	200	$5.79K	0.00%
Essential Partners LLC	188	$5.35K	0.00%
IFP Advisors, Inc	46	$1.31K	0.00%
Ancora Advisors, LLC	28	$797	0.00%
WealthTrak Capital Management LLC	5	$143	0.00%
Clearstead Advisors, LLC	4	$114	0.00%
Twin Peaks Wealth Advisors, LLC	2	$56	0.00%
Avion Wealth	21	$0	0.00%

Sold out (35)

Institutions that held Phreesia, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of PHR in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
T. Rowe Price Investment Management, Inc.	298,891	$7.64M
Castleark Management LLC	168,720	$4.31M
Calamos Advisors LLC	62,445	$1.60M
Lisanti Capital Growth, LLC	41,545	$1.06M
Lazard Asset Management LLC	38,554	$985.0K
Gsa Capital Partners LLP	35,219	$900.0K
Sectoral Asset Management Inc	34,000	$869.0K
Cubist Systematic Strategies, LLC	30,265	$773.6K
Legacy Advisors, LLC	29,010	$741.5K
Engineers Gate Manager LP	28,418	$726.4K
Corebridge Financial, Inc.	27,453	$701.7K
Jane Street Group, LLC	24,360	$622.6K
Tudor Investment Corp Et Al	20,241	$517.4K
Balyasny Asset Management LLC	17,625	$450.5K
CIBC World Markets Corp	12,435	$317.8K
Caxton Associates LLP	12,355	$315.8K
QRG Capital Management, Inc.	11,118	$284.2K
Mercer Global Advisors Inc	10,569	$270.1K
Campbell & CO Investment Adviser LLC	10,049	$256.9K
Creative Planning	9,262	$236.7K
PharVision Advisers, LLC	8,622	$220.4K
Entropy Technologies, LP	7,891	$201.7K
State of Wyoming	3,988	$101.9K
Amundi	2,248	$55.8K
Coldstream Capital Management Inc	1,849	$47.3K
Point72 Asia (Singapore) Pte. Ltd.	1,734	$44.3K
Johnson Financial Group, Inc.	1,462	$37.4K
Aster Capital Management (DIFC) Ltd	1,164	$30.9K
Global Financial Private Client, LLC	548	$14.0K
Larson Financial Group LLC	241	$6.16K
Mather Group, LLC.	175	$4.47K
Continuum Advisory, LLC	65	$1.66K
Northwestern Mutual Wealth Management Co	43	$1.10K
Bokf, NA	18	$460
Stephens Consulting, LLC	15	$384

Not filed for Q2 2025 yet (1)

Institutions that held Phreesia, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Lindbrook Capital, LLC	55	$1.41K