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.

Q3 2025 vs. Q2 2025

How the institutions holding Phreesia, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of PHR: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	224	2	235	+13
Shares	58.6M	45.8K	60.2M	+1.65M (+2.8%)
Value	$1.67B	$1.30M	$1.42B	−$250.1M (−15.0%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Phreesia, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PHR in Q3 2025
Institution	Shares	Value	% of portfolio
Capricorn Fund Managers Ltd	484,500	$11.4M	3.83%
Point72 Asset Management, L.P.	479,994	$11.3M	0.02%
Palisade Capital Management LLC	344,359	$8.10M	0.22%
Tudor Investment Corp Et Al	177,409	$4.17M	0.03%
Adage Capital Partners GP, L.L.C.	76,200	$1.79M	0.00%
Tandem Capital Management Corp	75,853	$1.78M	0.83%
Bridgewater Associates, LP	72,203	$1.70M	0.01%
Y-Intercept (Hong Kong) Ltd	52,509	$1.24M	0.03%
Schwartz Investment Counsel Inc	49,000	$1.15M	0.04%
Kornitzer Capital Management Inc	40,000	$940.8K	0.02%
Engineers Gate Manager LP	36,643	$861.8K	0.01%
Legacy Advisors, LLC	29,010	$682.3K	0.08%
Dynamic Technology Lab Private Ltd	28,140	$662.0K	0.11%
Vinva Investment Management Ltd	18,203	$651.9K	0.01%
Jane Street Group, LLC	26,624	$626.2K	0.00%
Omers Administration Corp	20,800	$489.2K	0.00%
CI Private Wealth, LLC	20,629	$485.2K	0.00%
Oxford Asset Management LLP	19,142	$450.2K	0.15%
Cambridge Investment Research Advisors, Inc.	16,916	$398.0K	0.00%
PharVision Advisers, LLC	14,654	$344.7K	0.19%
Kestra Advisory Services, LLC	12,344	$290.3K	0.00%
IMC-Chicago, LLC	11,054	$260.0K	0.00%
Cubist Systematic Strategies, LLC	10,827	$254.6K	0.00%
Versor Investments LP	10,500	$247.0K	0.05%
Wolverine Trading, LLC	10,031	$236.2K	0.00%
Quantinno Capital Management LP	9,375	$220.5K	0.00%
Creative Planning	9,268	$218.0K	0.00%
Oak Grove Capital LLC	9,000	$211.7K	0.05%
FNY Investment Advisers, LLC	7,800	$183.0K	0.06%
Anchor Investment Management, LLC	5,000	$117.6K	0.01%
State of Alaska, Department of Revenue	3,538	$83.0K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	3,257	$76.6K	0.01%
Asset Management One Co.,Ltd.	1,910	$44.9K	0.00%
Federated Hermes, Inc.	1,341	$31.5K	0.00%
Aster Capital Management (DIFC) Ltd	875	$20.6K	0.01%
Rockefeller Capital Management L.P.	606	$14.3K	0.00%
Advisory Services Network, LLC	579	$13.6K	0.00%
Caitong International Asset Management Co., Ltd	279	$6.56K	0.00%
Optiver Holding B.V.	268	$6.30K	0.00%
Harbour Investments, Inc.	203	$4.78K	0.00%
Costello Asset Management, INC	200	$4.70K	0.00%
Mather Group, LLC.	175	$4.12K	0.00%
Jones Financial Companies LLLP	129	$3.05K	0.00%
AdvisorNet Financial, Inc	100	$2.35K	0.00%
Clayton Financial Group LLC	100	$2.35K	0.00%
Northwestern Mutual Wealth Management Co	76	$1.79K	0.00%
National Bank of Canada	50	$1.18K	0.00%
TD Private Client Wealth LLC	27	$635	0.00%
Sunbelt Securities, Inc.	7	$165	0.00%

Sold out (36)

Institutions that held Phreesia, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of PHR in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
D. E. Shaw & Co., Inc.	128,154	$3.65M
Schonfeld Strategic Advisors LLC	21,540	$613.0K
LPL Financial LLC	20,714	$589.5K
Winton Group Ltd	18,281	$520.3K
Polen Capital Management LLC	17,363	$494.2K
Keybank National Association	15,495	$441.0K
Teacher Retirement System of Texas	14,556	$414.3K
Mach-1 Financial Group, Inc.	11,789	$335.5K
State of Tennessee, Treasury Department	11,590	$329.9K
M Holdings Securities, Inc.	11,500	$327.0K
Fox Run Management, L.L.C.	11,339	$322.7K
Options Solutions, LLC	10,739	$305.6K
Centiva Capital, LP	10,250	$291.7K
Ieq Capital, LLC	9,107	$259.2K
Prudential Financial Inc	10,460	$256.4K
Oppenheimer Asset Management Inc.	8,803	$250.5K
Gotham Asset Management, LLC	8,761	$249.3K
Mount Yale Investment Advisors, LLC	8,637	$245.8K
Atria Investments LLC	8,015	$228.1K
Petrus Trust Company, LTA	7,999	$227.7K
David Loasby	8,453	$222.7K
RSM US Wealth Management LLC	7,781	$221.4K
Guggenheim Capital LLC	7,402	$210.7K
Pictet Asset Management Holding SA	7,350	$209.2K
Pathstone Holdings, LLC	7,262	$206.7K
SG Americas Securities, LLC	6,040	$172.0K
NBC Securities, Inc.	3,032	$86.0K
Danske Bank A/S	208	$5.92K
Skopos Labs, Inc.	204	$5.81K
Kozak & Associates, Inc.	200	$5.79K
Park Place Capital Corp	150	$4.27K
CoreCap Advisors, LLC	9	$256
WealthTrak Capital Management LLC	5	$143
Clearstead Advisors, LLC	4	$114
Twin Peaks Wealth Advisors, LLC	2	$56
Avion Wealth	21	$0

Not filed for Q3 2025 yet (2)

Institutions that held Phreesia, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Norges Bank	44,916	$1.28M
First Horizon Advisors, Inc.	923	$26.3K