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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 14,729 | $419.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,945 | $425.3K | 0.00% | −492−3.2% | Reduced |
| Commerce Bank | 15,326 | $436.2K | 0.00% | −590−3.7% | Reduced |
| Keybank National Association | 15,495 | $441.0K | 0.00% | +15,495 | New |
| Two Sigma Advisers, LP | 16,000 | $455.4K | 0.00% | +16,000 | New |
| Mackenzie Financial Corp | 16,209 | $461.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,295 | $463.8K | 0.00% | +456+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,443 | $468.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,547 | $470.9K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 17,306 | $492.5K | 0.21% | +4,894+39.4% | Added |
| Polen Capital Management LLC | 17,363 | $494.2K | 0.00% | +17,363 | New |
| Winton Group Ltd | 18,281 | $520.3K | 0.03% | +18,281 | New |
| Virginia Retirement Systems Et Al | 18,880 | $537.3K | 0.00% | +1,900+11.2% | Added |
| XTX Topco Ltd | 18,899 | $537.9K | 0.02% | +18,899 | New |
| Mariner, LLC | 19,130 | $544.4K | 0.00% | +5,779+43.3% | Added |
| HSBC Holdings PLC | 19,711 | $556.2K | 0.00% | +5,470+38.4% | Added |
| The PNC Financial Services Group, Inc. | 19,983 | $568.7K | 0.00% | +540+2.8% | Added |
| LPL Financial LLC | 20,714 | $589.5K | 0.00% | +12,388+148.8% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $593.5K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,540 | $613.0K | 0.00% | −7,341−25.4% | Reduced |
| Ensign Peak Advisors, Inc | 22,491 | $640.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,554 | $671.0K | 0.00% | −565−2.3% | Reduced |
| Citigroup Inc | 24,244 | $690.0K | 0.00% | −19,329−44.4% | Reduced |
| Janus Henderson Group PLC | 24,531 | $698.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,826 | $763.5K | 0.00% | −1,198−4.3% | Reduced |
| Graham Capital Management, L.P. | 30,217 | $860.0K | 0.03% | −4,239−12.3% | Reduced |
| Legato Capital Management LLC | 30,278 | $861.7K | 0.10% | −9,280−23.5% | Reduced |
| Brevan Howard Capital Management LP | 31,418 | $894.2K | 0.01% | +20,363+184.2% | Added |
| MetLife Investment Management | 33,423 | $951.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 34,041 | $968.8K | 0.00% | +10,858+46.8% | Added |
| Wells Fargo & Company | 36,133 | $1.03M | 0.00% | +6,327+21.2% | Added |
| Intech Investment Management LLC | 42,657 | $1.21M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 44,774 | $1.27M | 0.00% | −6,205−12.2% | Reduced |
| Norges Bank | 44,916 | $1.28M | 0.00% | −40,163−47.2% | Reduced |
| ExodusPoint Capital Management, LP | 45,001 | $1.28M | 0.02% | +45,001 | New |
| Diversified Trust Co | 45,042 | $1.28M | 0.03% | +426+1.0% | Added |
| Wesbanco Bank Inc | 46,000 | $1.31M | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 47,559 | $1.35M | 0.00% | −199−0.4% | Reduced |
| California State Teachers Retirement System | 50,832 | $1.45M | 0.00% | −510−1.0% | Reduced |
| Zacks Investment Management | 54,567 | $1.55M | 0.01% | +3,741+7.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 56,937 | $1.62M | 0.00% | −5,620−9.0% | Reduced |
| JPMorgan Chase & Co | 58,018 | $1.65M | 0.00% | −8,107−12.3% | Reduced |
| Deutsche Bank AG | 58,808 | $1.67M | 0.00% | −16,049−21.4% | Reduced |
| Verition Fund Management LLC | 59,736 | $1.70M | 0.01% | +59,736 | New |
| Principal Financial Group Inc | 61,241 | $1.74M | 0.00% | −2,251−3.5% | Reduced |
| Price T Rowe Associates Inc | 61,284 | $1.75M | 0.00% | +3,359+5.8% | Added |
| Alliancebernstein L.P. | 61,900 | $1.76M | 0.00% | +7,200+13.2% | Added |
| Legal & General Group Plc | 65,281 | $1.86M | 0.00% | +8,570+15.1% | Added |
| Invesco Ltd. | 66,744 | $1.90M | 0.00% | −65,284−49.4% | Reduced |
| Susquehanna International Group, LLP | 69,903 | $1.99M | 0.00% | +2,416+3.6% | Added |
| Conestoga Capital Advisors, LLC | 77,455 | $2.20M | 0.03% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 81,126 | $2.31M | 0.05% | +81,126 | New |
| Connors Investor Services Inc | 81,162 | $2.31M | 0.20% | +81,162 | New |
| King Luther Capital Management Corp | 82,896 | $2.36M | 0.01% | +82,896 | New |
| Macquarie Group Ltd | 91,391 | $2.60M | 0.00% | +7,309+8.7% | Added |
| Rhumbline Advisers | 92,594 | $2.64M | 0.00% | +5,750+6.6% | Added |
| Arrowstreet Capital, Limited Partnership | 96,792 | $2.75M | 0.00% | +96,792 | New |
| Squarepoint Ops LLC | 100,922 | $2.87M | 0.01% | +71,553+243.6% | Added |
| Essex Investment Management Co LLC | 101,230 | $2.88M | 0.52% | −694−0.7% | Reduced |
| Swiss National Bank | 107,000 | $3.05M | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 109,534 | $3.12M | 1.18% | −1,737−1.6% | Reduced |
| Bullseye Asset Management LLC | 110,718 | $3.15M | 1.57% | +11,716+11.8% | Added |
| Arcadia Investment Management Corp | 113,470 | $3.23M | 0.52% | +20,700+22.3% | Added |
| Birchview Capital, LP | 114,700 | $3.26M | 3.24% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 115,317 | $3.28M | 0.30% | +18,652+19.3% | Added |
| Barclays PLC | 117,751 | $3.35M | 0.00% | −68,596−36.8% | Reduced |
| Blair William & Co | 121,308 | $3.45M | 0.01% | −3,098−2.5% | Reduced |
| Meros Investment Management, LP | 123,087 | $3.50M | 1.66% | +123,087 | New |
| PDT Partners, LLC | 127,453 | $3.63M | 0.21% | +78,221+158.9% | Added |
| Millennium Management LLC | 128,099 | $3.65M | 0.00% | −140,090−52.2% | Reduced |
| D. E. Shaw & Co., Inc. | 128,154 | $3.65M | 0.00% | +101,008+372.1% | Added |
| Boston Partners | 130,060 | $3.70M | 0.00% | +81,006+165.1% | Added |
| Voya Investment Management LLC | 146,402 | $4.17M | 0.00% | +16,179+12.4% | Added |
| Allianz Asset Management GmbH | 146,546 | $4.17M | 0.01% | +43,481+42.2% | Added |
| Trexquant Investment LP | 151,850 | $4.32M | 0.05% | −21,867−12.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 153,072 | $4.36M | 0.02% | +63,662+71.2% | Added |
| First Trust Advisors LP | 168,630 | $4.80M | 0.00% | +23,086+15.9% | Added |
| Russell Investments Group, Ltd. | 172,917 | $4.92M | 0.01% | −24,931−12.6% | Reduced |
| AQR Capital Management LLC | 188,089 | $5.35M | 0.00% | +28,057+17.5% | Added |
| Bank of New York Mellon Corp | 200,829 | $5.72M | 0.00% | +3,514+1.8% | Added |
| Nicholas Company, Inc. | 212,137 | $6.04M | 0.10% | +29,185+16.0% | Added |
| UBS Group AG | 227,092 | $6.46M | 0.00% | +145,681+178.9% | Added |
| Algert Global LLC | 229,014 | $6.52M | 0.14% | +72,371+46.2% | Added |
| SEI Investments Co | 242,709 | $6.91M | 0.01% | +38,054+18.6% | Added |
| Panagora Asset Management Inc | 252,354 | $7.18M | 0.03% | +144,936+134.9% | Added |
| Dimensional Fund Advisors LP | 274,566 | $7.81M | 0.00% | +126,793+85.8% | Added |
| Lord, Abbett & Co. LLC | 309,549 | $8.81M | 0.03% | −21,458−6.5% | Reduced |
| Peregrine Capital Management LLC | 325,608 | $9.27M | 0.28% | +34,481+11.8% | Added |
| Bellevue Group AG | 332,016 | $9.45M | 0.21% | −44,147−11.7% | Reduced |
| State of Wisconsin Investment Board | 363,082 | $10.3M | 0.03% | +23,522+6.9% | Added |
| Morgan Stanley | 363,262 | $10.3M | 0.00% | +155,943+75.2% | Added |
| Acadian Asset Management LLC | 364,194 | $10.4M | 0.02% | +138,877+61.6% | Added |
| Cambiar Investors LLC | 375,065 | $10.7M | 0.45% | +375,065 | New |
| Qube Research & Technologies Ltd | 389,519 | $11.1M | 0.02% | +237,394+156.1% | Added |
| ArrowMark Colorado Holdings LLC | 415,744 | $11.8M | 0.21% | −3,342−0.8% | Reduced |
| Marshall Wace, LLP | 418,484 | $11.9M | 0.01% | +281,454+205.4% | Added |
| Victory Capital Management Inc | 443,830 | $12.6M | 0.01% | +22,010+5.2% | Added |
| Silvercrest Asset Management Group LLC | 485,613 | $13.8M | 0.09% | +1,410+0.3% | Added |
| Charles Schwab Investment Management Inc | 537,644 | $15.3M | 0.00% | +15,260+2.9% | Added |
| Bank of America Corp | 539,368 | $15.4M | 0.00% | +2060.0% | Added |