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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 37,090 | $872.4K | 0.01% | +5,672+18.1% | Added |
| Principal Financial Group Inc | 37,018 | $870.7K | 0.00% | −24,223−39.6% | Reduced |
| Engineers Gate Manager LP | 36,643 | $861.8K | 0.01% | +36,643 | New |
| Intech Investment Management LLC | 36,231 | $852.2K | 0.01% | −6,426−15.1% | Reduced |
| MetLife Investment Management | 33,423 | $786.1K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 30,278 | $712.1K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 29,571 | $695.5K | 0.05% | +21,218+254.0% | Added |
| Legacy Advisors, LLC | 29,010 | $682.3K | 0.08% | +29,010 | New |
| Dynamic Technology Lab Private Ltd | 28,140 | $662.0K | 0.11% | +28,140 | New |
| Vinva Investment Management Ltd | 18,203 | $651.9K | 0.01% | +18,203 | New |
| STRS Ohio | 26,700 | $628.0K | 0.00% | +15,300+134.2% | Added |
| Manufacturers Life Insurance Company, The | 26,640 | $626.6K | 0.00% | −186−0.7% | Reduced |
| Jane Street Group, LLC | 26,624 | $626.2K | 0.00% | +26,624 | New |
| The PNC Financial Services Group, Inc. | 26,045 | $612.6K | 0.00% | +6,062+30.3% | Added |
| Blair William & Co | 24,788 | $583.0K | 0.00% | −96,520−79.6% | Reduced |
| Janus Henderson Group PLC | 24,531 | $577.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 24,481 | $575.8K | 0.00% | −9,560−28.1% | Reduced |
| Raymond James Financial Inc | 23,920 | $562.6K | 0.00% | +9,871+70.3% | Added |
| HSBC Holdings PLC | 23,729 | $556.4K | 0.00% | +4,018+20.4% | Added |
| Virginia Retirement Systems Et Al | 23,480 | $552.3K | 0.00% | +4,600+24.4% | Added |
| Dark Forest Capital Management LP | 23,410 | $550.6K | 0.02% | +16,037+217.5% | Added |
| BNP Paribas Arbitrage, SA | 21,651 | $509.2K | 0.00% | +9,367+76.3% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $490.5K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 20,800 | $489.2K | 0.00% | +20,800 | New |
| CI Private Wealth, LLC | 20,629 | $485.2K | 0.00% | +20,629 | New |
| Sherbrooke Park Advisers LLC | 20,425 | $480.4K | 0.22% | +3,119+18.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $479.2K | 0.00% | +3,932+23.9% | Added |
| Ensign Peak Advisors, Inc | 20,291 | $477.2K | 0.00% | −2,200−9.8% | Reduced |
| XTX Topco Ltd | 20,134 | $473.6K | 0.02% | +1,235+6.5% | Added |
| CWM Advisors, LLC | 19,169 | $450.9K | 0.04% | +5,358+38.8% | Added |
| Oxford Asset Management LLP | 19,142 | $450.2K | 0.15% | +19,142 | New |
| Two Sigma Advisers, LP | 18,800 | $442.2K | 0.00% | +2,800+17.5% | Added |
| Arizona State Retirement System | 17,608 | $414.1K | 0.00% | +1,313+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,916 | $398.0K | 0.00% | +16,916 | New |
| Susquehanna Portfolio Strategies, LLC | 16,849 | $396.3K | 0.01% | −64,277−79.2% | Reduced |
| Mariner, LLC | 15,776 | $371.1K | 0.00% | −3,354−17.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $368.0K | 0.00% | +2,798+21.8% | Added |
| Algert Global LLC | 15,563 | $366.0K | 0.01% | −213,451−93.2% | Reduced |
| Mackenzie Financial Corp | 14,861 | $349.5K | 0.00% | −1,348−8.3% | Reduced |
| State Board of Administration of Florida Retirement System | 14,729 | $346.4K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 14,654 | $344.7K | 0.19% | +14,654 | New |
| Commerce Bank | 14,546 | $342.1K | 0.00% | −780−5.1% | Reduced |
| Virtus ETF Advisers LLC | 14,181 | $333.5K | 0.18% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 13,305 | $312.9K | 0.05% | +94+0.7% | Added |
| Handelsbanken Fonder AB | 12,600 | $296.0K | 0.00% | 00.0% | Unchanged |
| LGL Partners, LLC | 12,487 | $293.7K | 0.13% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,400 | $291.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,344 | $290.3K | 0.00% | +12,344 | New |
| Summit Global Investments | 12,260 | $288.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 11,118 | $261.5K | 0.00% | −159−1.4% | Reduced |
| IMC-Chicago, LLC | 11,054 | $260.0K | 0.00% | +11,054 | New |
| Cubist Systematic Strategies, LLC | 10,827 | $254.6K | 0.00% | +10,827 | New |
| Versor Investments LP | 10,500 | $247.0K | 0.05% | +10,500 | New |
| Bridgefront Capital, LLC | 10,150 | $238.7K | 0.07% | +2,437+31.6% | Added |
| Globeflex Capital L P | 10,070 | $236.8K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,031 | $236.2K | 0.00% | +10,031 | New |
| ProShare Advisors LLC | 9,788 | $230.2K | 0.00% | −1,806−15.6% | Reduced |
| Graham Capital Management, L.P. | 9,538 | $224.3K | 0.01% | −20,679−68.4% | Reduced |
| Quantinno Capital Management LP | 9,375 | $220.5K | 0.00% | +9,375 | New |
| Creative Planning | 9,268 | $218.0K | 0.00% | +9,268 | New |
| RBF Capital, LLC | 9,048 | $212.8K | 0.01% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 9,000 | $211.7K | 0.05% | +9,000 | New |
| Magnetar Financial LLC | 8,950 | $210.5K | 0.00% | −4,736−34.6% | Reduced |
| Private Advisor Group, LLC | 8,912 | $209.6K | 0.00% | −680−7.1% | Reduced |
| BankPlus Trust Department | 8,880 | $208.9K | 0.06% | +7,977+883.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 8,265 | $194.4K | 0.06% | +3,686+80.5% | Added |
| FNY Investment Advisers, LLC | 7,800 | $183.0K | 0.06% | +7,800 | New |
| Public Employees Retirement Association of Colorado | 7,551 | $178.0K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 7,426 | $174.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,449 | $151.9K | 0.01% | +3,633+129.0% | Added |
| Simplex Trading, LLC | 5,957 | $140.0K | 0.00% | +3,082+107.2% | Added |
| Anchor Investment Management, LLC | 5,000 | $117.6K | 0.01% | +5,000 | New |
| Ameritas Investment Partners, Inc. | 4,782 | $112.5K | 0.00% | −824−14.7% | Reduced |
| Great West Life Assurance Co | 4,521 | $106.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,371 | $103.0K | 0.00% | +4,224+2,873.5% | Added |
| US Bancorp | 3,529 | $83.0K | 0.00% | −218−5.8% | Reduced |
| State of Alaska, Department of Revenue | 3,538 | $83.0K | 0.00% | +3,538 | New |
| CWM, LLC | 3,343 | $79.0K | 0.00% | −436−11.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,257 | $76.6K | 0.01% | +3,257 | New |
| Group One Trading, L.P. | 2,996 | $70.5K | 0.00% | −567−15.9% | Reduced |
| Meeder Asset Management Inc | 2,702 | $63.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,589 | $60.9K | 0.01% | +422+19.5% | Added |
| SRS Capital Advisors, Inc. | 1,970 | $46.3K | 0.00% | +1,877+2,018.3% | Added |
| Amalgamated Bank | 1,917 | $45.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,910 | $44.9K | 0.00% | +1,910 | New |
| KBC Group NV | 1,881 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,818 | $42.8K | 0.00% | −3,792−67.6% | Reduced |
| Assetmark, Inc | 1,698 | $39.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,659 | $39.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,656 | $38.9K | 0.00% | −1,376−45.4% | Reduced |
| Van Eck Associates Corp | 1,400 | $33.0K | 0.00% | +267+23.6% | Added |
| Federated Hermes, Inc. | 1,341 | $31.5K | 0.00% | +1,341 | New |
| Aster Capital Management (DIFC) Ltd | 875 | $20.6K | 0.01% | +875 | New |
| Strategic Wealth Partners, Ltd. | 700 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 682 | $16.0K | 0.00% | +2+0.3% | Added |
| Parallel Advisors, LLC | 631 | $14.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 611 | $14.4K | 0.00% | −191−23.8% | Reduced |
| Rockefeller Capital Management L.P. | 606 | $14.3K | 0.00% | +606 | New |
| Advisory Services Network, LLC | 579 | $13.6K | 0.00% | +579 | New |
| Cullen/Frost Bankers, Inc. | 569 | $13.4K | 0.00% | +12+2.2% | Added |