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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 16,849 | $396.3K | 0.01% | −64,277−79.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,916 | $398.0K | 0.00% | +16,916 | New |
| Arizona State Retirement System | 17,608 | $414.1K | 0.00% | +1,313+8.1% | Added |
| Two Sigma Advisers, LP | 18,800 | $442.2K | 0.00% | +2,800+17.5% | Added |
| Oxford Asset Management LLP | 19,142 | $450.2K | 0.15% | +19,142 | New |
| CWM Advisors, LLC | 19,169 | $450.9K | 0.04% | +5,358+38.8% | Added |
| XTX Topco Ltd | 20,134 | $473.6K | 0.02% | +1,235+6.5% | Added |
| Ensign Peak Advisors, Inc | 20,291 | $477.2K | 0.00% | −2,200−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $479.2K | 0.00% | +3,932+23.9% | Added |
| Sherbrooke Park Advisers LLC | 20,425 | $480.4K | 0.22% | +3,119+18.0% | Added |
| CI Private Wealth, LLC | 20,629 | $485.2K | 0.00% | +20,629 | New |
| Omers Administration Corp | 20,800 | $489.2K | 0.00% | +20,800 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $490.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,651 | $509.2K | 0.00% | +9,367+76.3% | Added |
| Dark Forest Capital Management LP | 23,410 | $550.6K | 0.02% | +16,037+217.5% | Added |
| Virginia Retirement Systems Et Al | 23,480 | $552.3K | 0.00% | +4,600+24.4% | Added |
| HSBC Holdings PLC | 23,729 | $556.4K | 0.00% | +4,018+20.4% | Added |
| Raymond James Financial Inc | 23,920 | $562.6K | 0.00% | +9,871+70.3% | Added |
| Envestnet Asset Management Inc | 24,481 | $575.8K | 0.00% | −9,560−28.1% | Reduced |
| Janus Henderson Group PLC | 24,531 | $577.1K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 24,788 | $583.0K | 0.00% | −96,520−79.6% | Reduced |
| The PNC Financial Services Group, Inc. | 26,045 | $612.6K | 0.00% | +6,062+30.3% | Added |
| Jane Street Group, LLC | 26,624 | $626.2K | 0.00% | +26,624 | New |
| Manufacturers Life Insurance Company, The | 26,640 | $626.6K | 0.00% | −186−0.7% | Reduced |
| STRS Ohio | 26,700 | $628.0K | 0.00% | +15,300+134.2% | Added |
| Vinva Investment Management Ltd | 18,203 | $651.9K | 0.01% | +18,203 | New |
| Dynamic Technology Lab Private Ltd | 28,140 | $662.0K | 0.11% | +28,140 | New |
| Legacy Advisors, LLC | 29,010 | $682.3K | 0.08% | +29,010 | New |
| Quest Partners LLC | 29,571 | $695.5K | 0.05% | +21,218+254.0% | Added |
| Legato Capital Management LLC | 30,278 | $712.1K | 0.08% | 00.0% | Unchanged |
| MetLife Investment Management | 33,423 | $786.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 36,231 | $852.2K | 0.01% | −6,426−15.1% | Reduced |
| Engineers Gate Manager LP | 36,643 | $861.8K | 0.01% | +36,643 | New |
| Principal Financial Group Inc | 37,018 | $870.7K | 0.00% | −24,223−39.6% | Reduced |
| Brevan Howard Capital Management LP | 37,090 | $872.4K | 0.01% | +5,672+18.1% | Added |
| Citadel Advisors LLC | 38,521 | $906.0K | 0.00% | −528,603−93.2% | Reduced |
| Verition Fund Management LLC | 38,912 | $915.2K | 0.01% | −20,824−34.9% | Reduced |
| Kornitzer Capital Management Inc | 40,000 | $940.8K | 0.02% | +40,000 | New |
| Diversified Trust Co | 45,822 | $1.08M | 0.02% | +780+1.7% | Added |
| Trexquant Investment LP | 48,510 | $1.14M | 0.01% | −103,340−68.1% | Reduced |
| Susquehanna International Group, LLP | 48,822 | $1.15M | 0.00% | −21,081−30.2% | Reduced |
| Schwartz Investment Counsel Inc | 49,000 | $1.15M | 0.04% | +49,000 | New |
| Arrowstreet Capital, Limited Partnership | 51,621 | $1.21M | 0.00% | −45,171−46.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 52,509 | $1.24M | 0.03% | +52,509 | New |
| California State Teachers Retirement System | 55,552 | $1.31M | 0.00% | +4,720+9.3% | Added |
| Citigroup Inc | 55,767 | $1.31M | 0.00% | +31,523+130.0% | Added |
| JPMorgan Chase & Co | 55,881 | $1.31M | 0.00% | −2,137−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 56,910 | $1.34M | 0.00% | −270.0% | Reduced |
| Zacks Investment Management | 58,915 | $1.39M | 0.01% | +4,348+8.0% | Added |
| Alliancebernstein L.P. | 62,712 | $1.47M | 0.00% | +812+1.3% | Added |
| Wells Fargo & Company | 63,056 | $1.48M | 0.00% | +26,923+74.5% | Added |
| Wesbanco Bank Inc | 64,500 | $1.52M | 0.04% | +18,500+40.2% | Added |
| Deutsche Bank AG | 64,748 | $1.52M | 0.00% | +5,940+10.1% | Added |
| Price T Rowe Associates Inc | 64,796 | $1.52M | 0.00% | +3,512+5.7% | Added |
| Legal & General Group Plc | 71,000 | $1.67M | 0.00% | +5,719+8.8% | Added |
| PDT Partners, LLC | 71,935 | $1.69M | 0.11% | −55,518−43.6% | Reduced |
| Bridgewater Associates, LP | 72,203 | $1.70M | 0.01% | +72,203 | New |
| Invesco Ltd. | 72,662 | $1.71M | 0.00% | +5,918+8.9% | Added |
| ExodusPoint Capital Management, LP | 75,711 | $1.78M | 0.02% | +30,710+68.2% | Added |
| Tandem Capital Management Corp | 75,853 | $1.78M | 0.83% | +75,853 | New |
| Adage Capital Partners GP, L.L.C. | 76,200 | $1.79M | 0.00% | +76,200 | New |
| Conestoga Capital Advisors, LLC | 76,520 | $1.80M | 0.03% | −935−1.2% | Reduced |
| Rhumbline Advisers | 87,158 | $2.05M | 0.00% | −5,436−5.9% | Reduced |
| Barclays PLC | 92,336 | $2.17M | 0.00% | −25,415−21.6% | Reduced |
| King Luther Capital Management Corp | 98,414 | $2.31M | 0.01% | +15,518+18.7% | Added |
| Essex Investment Management Co LLC | 104,906 | $2.47M | 0.38% | +3,676+3.6% | Added |
| Formula Growth Ltd | 109,534 | $2.58M | 0.92% | 00.0% | Unchanged |
| Connors Investor Services Inc | 110,023 | $2.59M | 0.22% | +28,861+35.6% | Added |
| Royal Bank of Canada | 111,510 | $2.62M | 0.00% | +87,956+373.4% | Added |
| Birchview Capital, LP | 114,700 | $2.70M | 2.04% | 00.0% | Unchanged |
| Swiss National Bank | 115,300 | $2.71M | 0.00% | +8,300+7.8% | Added |
| Moody National Bank Trust Division | 119,599 | $2.81M | 0.24% | +4,282+3.7% | Added |
| Arcadia Investment Management Corp | 122,975 | $2.89M | 0.45% | +9,505+8.4% | Added |
| Voya Investment Management LLC | 131,867 | $3.10M | 0.00% | −14,535−9.9% | Reduced |
| Boston Partners | 132,257 | $3.11M | 0.00% | +2,197+1.7% | Added |
| Bullseye Asset Management LLC | 132,718 | $3.12M | 1.63% | +22,000+19.9% | Added |
| Marshall Wace, LLP | 136,848 | $3.22M | 0.00% | −281,636−67.3% | Reduced |
| New York State Common Retirement Fund | 136,856 | $3.22M | 0.00% | +120,309+727.1% | Added |
| Russell Investments Group, Ltd. | 149,517 | $3.52M | 0.00% | −23,400−13.5% | Reduced |
| Allianz Asset Management GmbH | 167,069 | $3.93M | 0.00% | +20,523+14.0% | Added |
| SEI Investments Co | 169,058 | $3.98M | 0.00% | −73,651−30.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 173,611 | $4.08M | 0.01% | +20,539+13.4% | Added |
| First Trust Advisors LP | 175,010 | $4.12M | 0.00% | +6,380+3.8% | Added |
| Tudor Investment Corp Et Al | 177,409 | $4.17M | 0.03% | +177,409 | New |
| AQR Capital Management LLC | 181,449 | $4.27M | 0.00% | −6,640−3.5% | Reduced |
| UBS Group AG | 198,458 | $4.67M | 0.00% | −28,634−12.6% | Reduced |
| Bank of New York Mellon Corp | 207,178 | $4.87M | 0.00% | +6,349+3.2% | Added |
| Nicholas Company, Inc. | 212,137 | $4.99M | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 233,042 | $5.48M | 0.01% | +132,120+130.9% | Added |
| Cambiar Investors LLC | 240,793 | $5.66M | 0.26% | −134,272−35.8% | Reduced |
| Panagora Asset Management Inc | 254,819 | $5.99M | 0.02% | +2,465+1.0% | Added |
| Dimensional Fund Advisors LP | 258,950 | $6.09M | 0.00% | −15,616−5.7% | Reduced |
| Acadian Asset Management LLC | 262,134 | $6.16M | 0.01% | −102,060−28.0% | Reduced |
| Lord, Abbett & Co. LLC | 269,448 | $6.34M | 0.02% | −40,101−13.0% | Reduced |
| Bellevue Group AG | 313,057 | $7.36M | 0.15% | −18,959−5.7% | Reduced |
| Peregrine Capital Management LLC | 314,193 | $7.39M | 0.22% | −11,415−3.5% | Reduced |
| Meros Investment Management, LP | 322,137 | $7.58M | 3.23% | +199,050+161.7% | Added |
| Ameriprise Financial Inc | 334,042 | $7.86M | 0.00% | +289,268+646.1% | Added |
| Palisade Capital Management LLC | 344,359 | $8.10M | 0.22% | +344,359 | New |
| ArrowMark Colorado Holdings LLC | 351,542 | $8.27M | 0.15% | −64,202−15.4% | Reduced |