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, Q3 2025
Institutional positions in Phreesia, Inc. as of Sep 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
- 235
- +13 vs. Q2 2025
- Shares held
- 60.2M
- +1.65M (+2.8%) vs. Q2 2025
- Total value
- $1.42B
- −$250.1M (−15.0%) vs. Q2 2025
- New holders
- 49
- 84 more added
- Sold out
- 36
- 68 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,704,786 | $134.2M | 0.00% | +437,462+8.3% | Added |
| BlackRock, Inc. | 5,692,736 | $133.9M | 0.00% | +288,953+5.3% | Added |
| FMR LLC | 3,919,084 | $92.2M | 0.00% | −976,190−19.9% | Reduced |
| Greenhouse Funds LLLP | 3,882,527 | $91.3M | 3.55% | +557,265+16.8% | Added |
| Capital International Investors | 3,134,872 | $73.7M | 0.01% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 2,678,825 | $63.0M | 0.48% | −45,728−1.7% | Reduced |
| Nuveen, LLC | 1,664,463 | $39.1M | 0.01% | +359,930+27.6% | Added |
| UBS Asset Management Americas Inc | 1,642,132 | $38.6M | 0.01% | −432,683−20.9% | Reduced |
| Franklin Resources Inc | 1,553,192 | $36.5M | 0.01% | +28,941+1.9% | Added |
| State Street Corp | 1,434,207 | $33.7M | 0.00% | −12,836−0.9% | Reduced |
| Granahan Investment Management Inc | 1,380,626 | $32.5M | 1.33% | +77,841+6.0% | Added |
| Geode Capital Management, LLC | 1,324,522 | $31.2M | 0.00% | +12,298+0.9% | Added |
| Loomis Sayles & Co L P | 1,170,559 | $27.5M | 0.03% | −29,781−2.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,116,752 | $26.3M | 0.40% | +102,175+10.1% | Added |
| Millennium Management LLC | 1,064,132 | $25.0M | 0.02% | +936,033+730.7% | Added |
| American Century Companies Inc | 1,015,770 | $23.9M | 0.01% | −30,816−2.9% | Reduced |
| GW&K Investment Management, LLC | 975,538 | $22.9M | 0.20% | −27,862−2.8% | Reduced |
| Park West Asset Management LLC | 905,995 | $21.3M | 1.95% | −215,502−19.2% | Reduced |
| Brown Advisory Inc | 823,803 | $19.4M | 0.03% | −1,659,152−66.8% | Reduced |
| Schroder Investment Management Group | 798,945 | $18.8M | 0.01% | −82,071−9.3% | Reduced |
| Macquarie Group Ltd | 782,075 | $18.4M | 0.02% | +690,684+755.7% | Added |
| Rock Springs Capital Management LP | 749,116 | $17.6M | 1.03% | −88,184−10.5% | Reduced |
| Qube Research & Technologies Ltd | 730,054 | $17.2M | 0.02% | +340,535+87.4% | Added |
| Goldman Sachs Group Inc | 720,604 | $16.9M | 0.00% | +126,212+21.2% | Added |
| Northern Trust Corp | 560,471 | $13.2M | 0.00% | −12,108−2.1% | Reduced |
| Bessemer Group Inc | 554,513 | $13.0M | 0.02% | +506,954+1,065.9% | Added |
| Charles Schwab Investment Management Inc | 531,138 | $12.5M | 0.00% | −6,506−1.2% | Reduced |
| Riverbridge Partners LLC | 505,368 | $11.9M | 0.20% | −46,154−8.4% | Reduced |
| Bank of America Corp | 501,087 | $11.8M | 0.00% | −38,281−7.1% | Reduced |
| Capricorn Fund Managers Ltd | 484,500 | $11.4M | 3.83% | +484,500 | New |
| Point72 Asset Management, L.P. | 479,994 | $11.3M | 0.02% | +479,994 | New |
| Silvercrest Asset Management Group LLC | 473,501 | $11.1M | 0.07% | −12,112−2.5% | Reduced |
| State of Wisconsin Investment Board | 375,871 | $8.84M | 0.02% | +12,789+3.5% | Added |
| Morgan Stanley | 375,196 | $8.82M | 0.00% | +11,934+3.3% | Added |
| Victory Capital Management Inc | 374,820 | $8.82M | 0.01% | −69,010−15.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 351,542 | $8.27M | 0.15% | −64,202−15.4% | Reduced |
| Palisade Capital Management LLC | 344,359 | $8.10M | 0.22% | +344,359 | New |
| Ameriprise Financial Inc | 334,042 | $7.86M | 0.00% | +289,268+646.1% | Added |
| Meros Investment Management, LP | 322,137 | $7.58M | 3.23% | +199,050+161.7% | Added |
| Peregrine Capital Management LLC | 314,193 | $7.39M | 0.22% | −11,415−3.5% | Reduced |
| Bellevue Group AG | 313,057 | $7.36M | 0.15% | −18,959−5.7% | Reduced |
| Lord, Abbett & Co. LLC | 269,448 | $6.34M | 0.02% | −40,101−13.0% | Reduced |
| Acadian Asset Management LLC | 262,134 | $6.16M | 0.01% | −102,060−28.0% | Reduced |
| Dimensional Fund Advisors LP | 258,950 | $6.09M | 0.00% | −15,616−5.7% | Reduced |
| Panagora Asset Management Inc | 254,819 | $5.99M | 0.02% | +2,465+1.0% | Added |
| Cambiar Investors LLC | 240,793 | $5.66M | 0.26% | −134,272−35.8% | Reduced |
| Squarepoint Ops LLC | 233,042 | $5.48M | 0.01% | +132,120+130.9% | Added |
| Nicholas Company, Inc. | 212,137 | $4.99M | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 207,178 | $4.87M | 0.00% | +6,349+3.2% | Added |
| UBS Group AG | 198,458 | $4.67M | 0.00% | −28,634−12.6% | Reduced |
| AQR Capital Management LLC | 181,449 | $4.27M | 0.00% | −6,640−3.5% | Reduced |
| Tudor Investment Corp Et Al | 177,409 | $4.17M | 0.03% | +177,409 | New |
| First Trust Advisors LP | 175,010 | $4.12M | 0.00% | +6,380+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 173,611 | $4.08M | 0.01% | +20,539+13.4% | Added |
| SEI Investments Co | 169,058 | $3.98M | 0.00% | −73,651−30.3% | Reduced |
| Allianz Asset Management GmbH | 167,069 | $3.93M | 0.00% | +20,523+14.0% | Added |
| Russell Investments Group, Ltd. | 149,517 | $3.52M | 0.00% | −23,400−13.5% | Reduced |
| New York State Common Retirement Fund | 136,856 | $3.22M | 0.00% | +120,309+727.1% | Added |
| Marshall Wace, LLP | 136,848 | $3.22M | 0.00% | −281,636−67.3% | Reduced |
| Bullseye Asset Management LLC | 132,718 | $3.12M | 1.63% | +22,000+19.9% | Added |
| Boston Partners | 132,257 | $3.11M | 0.00% | +2,197+1.7% | Added |
| Voya Investment Management LLC | 131,867 | $3.10M | 0.00% | −14,535−9.9% | Reduced |
| Arcadia Investment Management Corp | 122,975 | $2.89M | 0.45% | +9,505+8.4% | Added |
| Moody National Bank Trust Division | 119,599 | $2.81M | 0.24% | +4,282+3.7% | Added |
| Swiss National Bank | 115,300 | $2.71M | 0.00% | +8,300+7.8% | Added |
| Birchview Capital, LP | 114,700 | $2.70M | 2.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 111,510 | $2.62M | 0.00% | +87,956+373.4% | Added |
| Connors Investor Services Inc | 110,023 | $2.59M | 0.22% | +28,861+35.6% | Added |
| Formula Growth Ltd | 109,534 | $2.58M | 0.92% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 104,906 | $2.47M | 0.38% | +3,676+3.6% | Added |
| King Luther Capital Management Corp | 98,414 | $2.31M | 0.01% | +15,518+18.7% | Added |
| Barclays PLC | 92,336 | $2.17M | 0.00% | −25,415−21.6% | Reduced |
| Rhumbline Advisers | 87,158 | $2.05M | 0.00% | −5,436−5.9% | Reduced |
| Conestoga Capital Advisors, LLC | 76,520 | $1.80M | 0.03% | −935−1.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 76,200 | $1.79M | 0.00% | +76,200 | New |
| Tandem Capital Management Corp | 75,853 | $1.78M | 0.83% | +75,853 | New |
| ExodusPoint Capital Management, LP | 75,711 | $1.78M | 0.02% | +30,710+68.2% | Added |
| Invesco Ltd. | 72,662 | $1.71M | 0.00% | +5,918+8.9% | Added |
| Bridgewater Associates, LP | 72,203 | $1.70M | 0.01% | +72,203 | New |
| PDT Partners, LLC | 71,935 | $1.69M | 0.11% | −55,518−43.6% | Reduced |
| Legal & General Group Plc | 71,000 | $1.67M | 0.00% | +5,719+8.8% | Added |
| Price T Rowe Associates Inc | 64,796 | $1.52M | 0.00% | +3,512+5.7% | Added |
| Deutsche Bank AG | 64,748 | $1.52M | 0.00% | +5,940+10.1% | Added |
| Wesbanco Bank Inc | 64,500 | $1.52M | 0.04% | +18,500+40.2% | Added |
| Wells Fargo & Company | 63,056 | $1.48M | 0.00% | +26,923+74.5% | Added |
| Alliancebernstein L.P. | 62,712 | $1.47M | 0.00% | +812+1.3% | Added |
| Zacks Investment Management | 58,915 | $1.39M | 0.01% | +4,348+8.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 56,910 | $1.34M | 0.00% | −270.0% | Reduced |
| JPMorgan Chase & Co | 55,881 | $1.31M | 0.00% | −2,137−3.7% | Reduced |
| Citigroup Inc | 55,767 | $1.31M | 0.00% | +31,523+130.0% | Added |
| California State Teachers Retirement System | 55,552 | $1.31M | 0.00% | +4,720+9.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 52,509 | $1.24M | 0.03% | +52,509 | New |
| Arrowstreet Capital, Limited Partnership | 51,621 | $1.21M | 0.00% | −45,171−46.7% | Reduced |
| Schwartz Investment Counsel Inc | 49,000 | $1.15M | 0.04% | +49,000 | New |
| Susquehanna International Group, LLP | 48,822 | $1.15M | 0.00% | −21,081−30.2% | Reduced |
| Trexquant Investment LP | 48,510 | $1.14M | 0.01% | −103,340−68.1% | Reduced |
| Diversified Trust Co | 45,822 | $1.08M | 0.02% | +780+1.7% | Added |
| Kornitzer Capital Management Inc | 40,000 | $940.8K | 0.02% | +40,000 | New |
| Verition Fund Management LLC | 38,912 | $915.2K | 0.01% | −20,824−34.9% | Reduced |
| Citadel Advisors LLC | 38,521 | $906.0K | 0.00% | −528,603−93.2% | Reduced |