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 |
|---|---|---|---|---|---|
| Riverbridge Partners LLC | 551,522 | $15.7M | 0.25% | −82,874−13.1% | Reduced |
| Citadel Advisors LLC | 567,124 | $16.1M | 0.01% | +44,253+8.5% | Added |
| Northern Trust Corp | 572,579 | $16.3M | 0.00% | +4,339+0.8% | Added |
| Goldman Sachs Group Inc | 594,392 | $16.9M | 0.00% | −5,620−0.9% | Reduced |
| Rock Springs Capital Management LP | 837,300 | $23.8M | 1.48% | −311,036−27.1% | Reduced |
| Schroder Investment Management Group | 881,016 | $25.1M | 0.02% | +215,143+32.3% | Added |
| GW&K Investment Management, LLC | 1,003,400 | $28.6M | 0.26% | −89,316−8.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,014,577 | $28.9M | 0.52% | +4,733+0.5% | Added |
| American Century Companies Inc | 1,046,586 | $29.8M | 0.02% | +63,146+6.4% | Added |
| Park West Asset Management LLC | 1,121,497 | $31.9M | 2.43% | +226,996+25.4% | Added |
| Loomis Sayles & Co L P | 1,200,340 | $34.2M | 0.04% | +1,200,340 | New |
| Granahan Investment Management Inc | 1,302,785 | $37.1M | 1.51% | +164,228+14.4% | Added |
| Nuveen, LLC | 1,304,533 | $37.1M | 0.01% | +748,735+134.7% | Added |
| Geode Capital Management, LLC | 1,312,224 | $37.4M | 0.00% | +24,063+1.9% | Added |
| State Street Corp | 1,447,043 | $41.2M | 0.00% | +27,638+1.9% | Added |
| Franklin Resources Inc | 1,524,251 | $43.4M | 0.01% | +9,057+0.6% | Added |
| UBS Asset Management Americas Inc | 2,074,815 | $59.0M | 0.01% | −570,173−21.6% | Reduced |
| Brown Advisory Inc | 2,482,955 | $70.7M | 0.09% | −1,287,525−34.1% | Reduced |
| Champlain Investment Partners, LLC | 2,724,553 | $77.5M | 0.54% | −221,936−7.5% | Reduced |
| Capital International Investors | 3,134,872 | $89.2M | 0.02% | +391,611+14.3% | Added |
| Greenhouse Funds LLLP | 3,325,262 | $94.6M | 3.96% | +368,352+12.5% | Added |
| FMR LLC | 4,895,274 | $139.3M | 0.01% | −860,515−15.0% | Reduced |
| Vanguard Group Inc | 5,267,324 | $149.9M | 0.00% | +330,809+6.7% | Added |
| BlackRock, Inc. | 5,403,783 | $153.8M | 0.00% | −2,2420.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −298,891−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −168,720−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −62,445−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −41,545−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −38,554−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,219−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −30,265−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −29,010−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,418−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,453−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,360−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,241−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,625−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −12,435−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,355−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,569−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,049−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −9,262−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,891−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |