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, Q4 2025
Institutional positions in Phreesia, Inc. as of Dec 31, 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
- 231
- 0 vs. Q3 2025
- Shares held
- 58.0M
- −2.18M (−3.6%) vs. Q3 2025
- Total value
- $981.3M
- −$433.8M (−30.7%) vs. Q3 2025
- New holders
- 42
- 91 more added
- Sold out
- 42
- 69 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,744,326 | $97.2M | 0.00% | +39,540+0.7% | Added |
| BlackRock, Inc. | 5,636,024 | $95.4M | 0.00% | −56,712−1.0% | Reduced |
| Capital International Investors | 2,851,536 | $48.2M | 0.01% | −283,336−9.0% | Reduced |
| Greenhouse Funds LLLP | 2,471,960 | $41.8M | 1.62% | −1,410,567−36.3% | Reduced |
| Granahan Investment Management Inc | 2,399,613 | $40.6M | 1.74% | +1,018,987+73.8% | Added |
| Franklin Resources Inc | 2,000,082 | $33.8M | 0.01% | +446,890+28.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,999,045 | $33.8M | 0.43% | +882,293+79.0% | Added |
| Nuveen, LLC | 1,875,725 | $31.7M | 0.01% | +211,262+12.7% | Added |
| Champlain Investment Partners, LLC | 1,609,941 | $27.2M | 0.28% | −1,068,884−39.9% | Reduced |
| Millennium Management LLC | 1,571,055 | $26.6M | 0.02% | +506,923+47.6% | Added |
| State Street Corp | 1,456,606 | $24.6M | 0.00% | +22,399+1.6% | Added |
| Geode Capital Management, LLC | 1,329,460 | $22.5M | 0.00% | +4,938+0.4% | Added |
| American Century Companies Inc | 1,039,138 | $17.6M | 0.01% | +23,368+2.3% | Added |
| GW&K Investment Management, LLC | 1,032,795 | $17.5M | 0.15% | +57,257+5.9% | Added |
| Prosight Management, LP | 977,152 | $16.5M | 3.42% | +977,152 | New |
| Goldman Sachs Group Inc | 912,903 | $15.4M | 0.00% | +192,299+26.7% | Added |
| Jacobs Levy Equity Management, Inc | 899,098 | $15.2M | 0.06% | +899,098 | New |
| Rock Springs Capital Management LP | 876,600 | $14.8M | 0.76% | +127,484+17.0% | Added |
| Schroder Investment Management Group | 857,204 | $14.6M | 0.01% | +58,259+7.3% | Added |
| Qube Research & Technologies Ltd | 853,971 | $14.4M | 0.02% | +123,917+17.0% | Added |
| Ameriprise Financial Inc | 846,461 | $14.3M | 0.00% | +512,419+153.4% | Added |
| Nomura Asset Management International Inc. | 813,196 | $13.8M | 0.02% | +813,196 | New |
| Dimensional Fund Advisors LP | 628,280 | $10.6M | 0.00% | +369,330+142.6% | Added |
| Park West Asset Management LLC | 522,995 | $8.85M | 0.75% | −383,000−42.3% | Reduced |
| Northern Trust Corp | 520,000 | $8.80M | 0.00% | −40,471−7.2% | Reduced |
| Brown Advisory Inc | 510,858 | $8.64M | 0.01% | −312,945−38.0% | Reduced |
| Morgan Stanley | 507,786 | $8.59M | 0.00% | +132,590+35.3% | Added |
| JPMorgan Chase & Co | 507,220 | $8.58M | 0.00% | +451,339+807.7% | Added |
| Charles Schwab Investment Management Inc | 487,511 | $8.25M | 0.00% | −43,627−8.2% | Reduced |
| Meros Investment Management, LP | 478,274 | $8.09M | 3.21% | +156,137+48.5% | Added |
| Silvercrest Asset Management Group LLC | 474,146 | $8.02M | 0.06% | +645+0.1% | Added |
| Riverbridge Partners LLC | 459,047 | $7.77M | 0.15% | −46,321−9.2% | Reduced |
| AQR Capital Management LLC | 437,094 | $7.40M | 0.00% | +255,645+140.9% | Added |
| Bank of America Corp | 412,613 | $6.98M | 0.00% | −88,474−17.7% | Reduced |
| Algert Global LLC | 398,770 | $6.75M | 0.11% | +383,207+2,462.3% | Added |
| FMR LLC | 362,971 | $6.14M | 0.00% | −3,556,113−90.7% | Reduced |
| Cambiar Investors LLC | 358,474 | $6.07M | 0.27% | +117,681+48.9% | Added |
| Acadian Asset Management LLC | 337,674 | $5.71M | 0.01% | +75,540+28.8% | Added |
| Tudor Investment Corp Et Al | 336,663 | $5.70M | 0.03% | +159,254+89.8% | Added |
| ArrowMark Colorado Holdings LLC | 328,331 | $5.56M | 0.12% | −23,211−6.6% | Reduced |
| Jane Street Group, LLC | 313,944 | $5.31M | 0.01% | +287,320+1,079.2% | Added |
| Panagora Asset Management Inc | 305,064 | $5.16M | 0.02% | +50,245+19.7% | Added |
| Palisade Capital Management LLC | 300,308 | $5.08M | 0.15% | −44,051−12.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 298,042 | $5.04M | 0.01% | +221,842+291.1% | Added |
| Squarepoint Ops LLC | 291,132 | $4.93M | 0.01% | +58,090+24.9% | Added |
| ExodusPoint Capital Management, LP | 286,259 | $4.84M | 0.05% | +210,548+278.1% | Added |
| State of Wisconsin Investment Board | 269,268 | $4.56M | 0.01% | −106,603−28.4% | Reduced |
| King Luther Capital Management Corp | 268,314 | $4.54M | 0.02% | +169,900+172.6% | Added |
| Russell Investments Group, Ltd. | 266,834 | $4.51M | 0.00% | +117,317+78.5% | Added |
| Nomura Holdings Inc | 251,236 | $4.25M | 0.01% | +251,236 | New |
| Nicholas Company, Inc. | 248,652 | $4.21M | 0.07% | +36,515+17.2% | Added |
| Point72 Asset Management, L.P. | 235,615 | $3.99M | 0.01% | −244,379−50.9% | Reduced |
| Bank of New York Mellon Corp | 215,299 | $3.64M | 0.00% | +8,121+3.9% | Added |
| UBS Group AG | 214,987 | $3.64M | 0.00% | +16,529+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 211,410 | $3.58M | 0.01% | +37,799+21.8% | Added |
| Moody National Bank Trust Division | 195,944 | $3.32M | 0.32% | +76,345+63.8% | Added |
| Woodline Partners LP | 191,042 | $3.23M | 0.01% | +191,042 | New |
| Bellevue Group AG | 183,213 | $3.10M | 0.06% | −129,844−41.5% | Reduced |
| Boston Partners | 170,072 | $2.88M | 0.00% | +37,815+28.6% | Added |
| Allianz Asset Management GmbH | 167,587 | $2.84M | 0.00% | +518+0.3% | Added |
| Connors Investor Services Inc | 162,579 | $2.75M | 0.24% | +52,556+47.8% | Added |
| Susquehanna International Group, LLP | 147,537 | $2.50M | 0.00% | +98,715+202.2% | Added |
| Tocqueville Asset Management L.P. | 145,000 | $2.45M | 0.04% | +145,000 | New |
| Arcadia Investment Management Corp | 138,065 | $2.34M | 0.38% | +15,090+12.3% | Added |
| New York State Common Retirement Fund | 136,856 | $2.32M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 130,630 | $2.21M | 0.00% | −244,190−65.1% | Reduced |
| Voya Investment Management LLC | 121,519 | $2.06M | 0.00% | −10,348−7.8% | Reduced |
| Swiss National Bank | 118,200 | $2.00M | 0.00% | +2,900+2.5% | Added |
| SEI Investments Co | 114,062 | $1.93M | 0.00% | −54,996−32.5% | Reduced |
| Barclays PLC | 113,941 | $1.93M | 0.00% | +21,605+23.4% | Added |
| Conestoga Capital Advisors, LLC | 111,270 | $1.88M | 0.03% | +34,750+45.4% | Added |
| Birchview Capital, LP | 110,700 | $1.87M | 1.10% | −4,000−3.5% | Reduced |
| Wells Fargo & Company | 106,063 | $1.79M | 0.00% | +43,007+68.2% | Added |
| Essex Investment Management Co LLC | 102,423 | $1.73M | 0.26% | −2,483−2.4% | Reduced |
| UBS Asset Management Americas Inc | 91,072 | $1.54M | 0.00% | −1,551,060−94.5% | Reduced |
| Rhumbline Advisers | 84,562 | $1.43M | 0.00% | −2,596−3.0% | Reduced |
| Invesco Ltd. | 82,176 | $1.39M | 0.00% | +9,514+13.1% | Added |
| Schwartz Investment Counsel Inc | 78,700 | $1.33M | 0.05% | +29,700+60.6% | Added |
| Citadel Advisors LLC | 74,601 | $1.26M | 0.00% | +36,080+93.7% | Added |
| Tandem Capital Management Corp | 72,283 | $1.22M | 0.56% | −3,570−4.7% | Reduced |
| SG Americas Securities, LLC | 71,077 | $1.20M | 0.00% | +71,077 | New |
| Price T Rowe Associates Inc | 70,383 | $1.19M | 0.00% | +5,587+8.6% | Added |
| Moore Capital Management, LP | 67,763 | $1.15M | 0.02% | +67,763 | New |
| Dynamic Technology Lab Private Ltd | 67,673 | $1.15M | 0.26% | +39,533+140.5% | Added |
| Deutsche Bank AG | 66,288 | $1.12M | 0.00% | +1,540+2.4% | Added |
| Wesbanco Bank Inc | 64,500 | $1.09M | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 62,500 | $1.06M | 0.00% | −212−0.3% | Reduced |
| Engineers Gate Manager LP | 58,226 | $985.2K | 0.01% | +21,583+58.9% | Added |
| Virginia Retirement Systems Et Al | 58,030 | $981.9K | 0.01% | +34,550+147.1% | Added |
| Legal & General Group Plc | 57,914 | $979.9K | 0.00% | −13,086−18.4% | Reduced |
| California State Teachers Retirement System | 55,544 | $939.8K | 0.00% | −80.0% | Reduced |
| Cinctive Capital Management LP | 54,782 | $926.9K | 0.05% | +54,782 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 54,123 | $915.8K | 0.00% | −2,787−4.9% | Reduced |
| Principal Financial Group Inc | 52,657 | $891.0K | 0.00% | +15,639+42.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 51,980 | $879.5K | 0.00% | +51,980 | New |
| Diversified Trust Co | 51,422 | $870.1K | 0.02% | +5,600+12.2% | Added |
| First Trust Advisors LP | 50,912 | $861.4K | 0.00% | −124,098−70.9% | Reduced |
| Zacks Investment Management | 49,712 | $841.1K | 0.01% | −9,203−15.6% | Reduced |
| Bessemer Group Inc | 48,103 | $815.0K | 0.00% | −506,410−91.3% | Reduced |
| Mackenzie Financial Corp | 47,882 | $813.8K | 0.00% | +33,021+222.2% | Added |