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.

Q4 2025 vs. Q3 2025

How the institutions holding Phreesia, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of PHR: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	235	4	231	0
Shares	60.2M	24.2K	58.0M	−2.18M (−3.6%)
Value	$1.42B	$569.8K	$981.3M	−$433.8M (−30.7%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Phreesia, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PHR in Q4 2025
Institution	Shares	Value	% of portfolio
Prosight Management, LP	977,152	$16.5M	3.42%
Jacobs Levy Equity Management, Inc	899,098	$15.2M	0.06%
Nomura Asset Management International Inc.	813,196	$13.8M	0.02%
Nomura Holdings Inc	251,236	$4.25M	0.01%
Woodline Partners LP	191,042	$3.23M	0.01%
Tocqueville Asset Management L.P.	145,000	$2.45M	0.04%
SG Americas Securities, LLC	71,077	$1.20M	0.00%
Moore Capital Management, LP	67,763	$1.15M	0.02%
Cinctive Capital Management LP	54,782	$926.9K	0.05%
Healthcare of Ontario Pension Plan Trust Fund	51,980	$879.5K	0.00%
Man Group plc	43,666	$738.8K	0.00%
VARCOV Co.	42,476	$718.7K	0.28%
Diametric Capital, LP	38,451	$650.6K	0.17%
Boothbay Fund Management, LLC	35,470	$600.2K	0.02%
Freestone Grove Partners LP	33,720	$570.5K	0.00%
Cerity Partners LLC	31,000	$524.5K	0.00%
Counterpoint Mutual Funds LLC	29,932	$506.4K	0.04%
Caxton Associates LLP	26,614	$450.3K	0.01%
Jefferies Financial Group Inc.	26,500	$448.4K	0.00%
Quadrature Capital Ltd	26,428	$447.2K	0.00%
Campbell & CO Investment Adviser LLC	25,570	$432.6K	0.02%
Polymer Capital Management (US) LLC	19,816	$335.3K	0.04%
McMillan Office, Inc.	15,495	$262.2K	0.03%
Ieq Capital, LLC	15,403	$260.6K	0.00%
Massachusetts Financial Services Co	13,673	$231.3K	0.00%
Prelude Capital Management, LLC	12,667	$214.3K	0.02%
Alpine Global Management, LLC	10,573	$178.9K	0.04%
Mach-1 Financial Group, Inc.	10,379	$175.6K	0.04%
Walleye Capital LLC	9,928	$168.0K	0.00%
State of Tennessee, Treasury Department	11,938	$160.3K	0.00%
State of Wyoming	5,879	$99.5K	0.01%
Garner Asset Management Corp	4,799	$81.2K	0.03%
Pinnacle Wealth Planning Services, Inc.	912	$15.4K	0.00%
Los Angeles Capital Management LLC	360	$8.16K	0.00%
Aventus Investment Advisors, Inc.	320	$5.41K	0.00%
Vision Retirement, LLC	300	$5.08K	0.00%
CIBC Private Wealth Group, LLC	200	$3.38K	0.00%
International Assets Investment Management, LLC	71	$1.20K	0.00%
MAI Capital Management	53	$897	0.00%
Golden State Wealth Management, LLC	20	$338	0.00%
SJS Investment Consulting Inc.	11	$187	0.00%
Dunhill Financial, LLC	1	$15	0.00%

Sold out (42)

Institutions that held Phreesia, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PHR in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Loomis Sayles & Co L P	1,170,559	$27.5M
Macquarie Group Ltd	782,075	$18.4M
Capricorn Fund Managers Ltd	484,500	$11.4M
Peregrine Capital Management LLC	314,193	$7.39M
Lord, Abbett & Co. LLC	269,448	$6.34M
Bullseye Asset Management LLC	132,718	$3.12M
Formula Growth Ltd	109,534	$2.58M
PDT Partners, LLC	71,935	$1.69M
Arrowstreet Capital, Limited Partnership	51,621	$1.21M
Trexquant Investment LP	48,510	$1.14M
STRS Ohio	26,700	$628.0K
Dark Forest Capital Management LP	23,410	$550.6K
Omers Administration Corp	20,800	$489.2K
CI Private Wealth, LLC	20,629	$485.2K
Sherbrooke Park Advisers LLC	20,425	$480.4K
Cambridge Investment Research Advisors, Inc.	16,916	$398.0K
Mariner, LLC	15,776	$371.1K
Kestra Advisory Services, LLC	12,344	$290.3K
IMC-Chicago, LLC	11,054	$260.0K
Versor Investments LP	10,500	$247.0K
Bridgefront Capital, LLC	10,150	$238.7K
Graham Capital Management, L.P.	9,538	$224.3K
Quantinno Capital Management LP	9,375	$220.5K
Creative Planning	9,268	$218.0K
RBF Capital, LLC	9,048	$212.8K
Oak Grove Capital LLC	9,000	$211.7K
Private Advisor Group, LLC	8,912	$209.6K
FNY Investment Advisers, LLC	7,800	$183.0K
Group One Trading, L.P.	2,996	$70.5K
Meeder Asset Management Inc	2,702	$63.6K
Aster Capital Management (DIFC) Ltd	875	$20.6K
Advisory Services Network, LLC	579	$13.6K
Washington Trust Advisors, Inc.	381	$8.96K
Caitong International Asset Management Co., Ltd	279	$6.56K
Optiver Holding B.V.	268	$6.30K
Mather Group, LLC.	175	$4.12K
Jones Financial Companies LLLP	129	$3.05K
AdvisorNet Financial, Inc	100	$2.35K
J.Safra Asset Management Corp	97	$2.28K
Parkside Financial Bank & Trust	85	$2.06K
National Bank of Canada	50	$1.18K
TD Private Client Wealth LLC	27	$635

Not filed for Q4 2025 yet (4)

Institutions that held Phreesia, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	10,827	$254.6K
Wolverine Trading, LLC	10,031	$236.2K
Point72 Asia (Singapore) Pte. Ltd.	3,257	$76.6K
AllSquare Wealth Management LLC	100	$2.35K