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 |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 20,853 | $352.8K | 0.01% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 21,636 | $366.1K | 0.19% | +6,982+47.6% | Added |
| Janus Henderson Group PLC | 24,531 | $414.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,543 | $415.3K | 0.00% | +2,892+13.4% | Added |
| Manufacturers Life Insurance Company, The | 25,472 | $431.0K | 0.00% | −1,168−4.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,570 | $432.6K | 0.02% | +25,570 | New |
| Y-Intercept (Hong Kong) Ltd | 26,023 | $440.3K | 0.01% | −26,486−50.4% | Reduced |
| Quadrature Capital Ltd | 26,428 | $447.2K | 0.00% | +26,428 | New |
| Jefferies Financial Group Inc. | 26,500 | $448.4K | 0.00% | +26,500 | New |
| Caxton Associates LLP | 26,614 | $450.3K | 0.01% | +26,614 | New |
| CWM Advisors, LLC | 27,697 | $468.6K | 0.04% | +8,528+44.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 28,749 | $486.4K | 0.01% | +11,900+70.6% | Added |
| Legacy Advisors, LLC | 29,010 | $490.8K | 0.05% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 29,932 | $506.4K | 0.04% | +29,932 | New |
| Cerity Partners LLC | 31,000 | $524.5K | 0.00% | +31,000 | New |
| Legato Capital Management LLC | 33,332 | $564.0K | 0.05% | +3,054+10.1% | Added |
| MetLife Investment Management | 33,423 | $565.5K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 33,720 | $570.5K | 0.00% | +33,720 | New |
| Verition Fund Management LLC | 35,276 | $596.9K | 0.00% | −3,636−9.3% | Reduced |
| Boothbay Fund Management, LLC | 35,470 | $600.2K | 0.02% | +35,470 | New |
| Oxford Asset Management LLP | 35,740 | $604.7K | 0.21% | +16,598+86.7% | Added |
| Vinva Investment Management Ltd | 23,846 | $606.1K | 0.01% | +5,643+31.0% | Added |
| Intech Investment Management LLC | 36,231 | $613.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 36,841 | $623.3K | 0.00% | +25,723+231.4% | Added |
| Diametric Capital, LP | 38,451 | $650.6K | 0.17% | +38,451 | New |
| Kornitzer Capital Management Inc | 40,171 | $679.7K | 0.01% | +171+0.4% | Added |
| XTX Topco Ltd | 42,180 | $713.7K | 0.02% | +22,046+109.5% | Added |
| VARCOV Co. | 42,476 | $718.7K | 0.28% | +42,476 | New |
| Man Group plc | 43,666 | $738.8K | 0.00% | +43,666 | New |
| Brevan Howard Capital Management LP | 44,414 | $751.5K | 0.01% | +7,324+19.7% | Added |
| HSBC Holdings PLC | 46,558 | $785.9K | 0.00% | +22,829+96.2% | Added |
| Mackenzie Financial Corp | 47,882 | $813.8K | 0.00% | +33,021+222.2% | Added |
| Bessemer Group Inc | 48,103 | $815.0K | 0.00% | −506,410−91.3% | Reduced |
| Zacks Investment Management | 49,712 | $841.1K | 0.01% | −9,203−15.6% | Reduced |
| First Trust Advisors LP | 50,912 | $861.4K | 0.00% | −124,098−70.9% | Reduced |
| Diversified Trust Co | 51,422 | $870.1K | 0.02% | +5,600+12.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 51,980 | $879.5K | 0.00% | +51,980 | New |
| Principal Financial Group Inc | 52,657 | $891.0K | 0.00% | +15,639+42.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 54,123 | $915.8K | 0.00% | −2,787−4.9% | Reduced |
| Cinctive Capital Management LP | 54,782 | $926.9K | 0.05% | +54,782 | New |
| California State Teachers Retirement System | 55,544 | $939.8K | 0.00% | −80.0% | Reduced |
| Legal & General Group Plc | 57,914 | $979.9K | 0.00% | −13,086−18.4% | Reduced |
| Virginia Retirement Systems Et Al | 58,030 | $981.9K | 0.01% | +34,550+147.1% | Added |
| Engineers Gate Manager LP | 58,226 | $985.2K | 0.01% | +21,583+58.9% | Added |
| Alliancebernstein L.P. | 62,500 | $1.06M | 0.00% | −212−0.3% | Reduced |
| Wesbanco Bank Inc | 64,500 | $1.09M | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 66,288 | $1.12M | 0.00% | +1,540+2.4% | Added |
| Dynamic Technology Lab Private Ltd | 67,673 | $1.15M | 0.26% | +39,533+140.5% | Added |
| Moore Capital Management, LP | 67,763 | $1.15M | 0.02% | +67,763 | New |
| Price T Rowe Associates Inc | 70,383 | $1.19M | 0.00% | +5,587+8.6% | Added |
| SG Americas Securities, LLC | 71,077 | $1.20M | 0.00% | +71,077 | New |
| Tandem Capital Management Corp | 72,283 | $1.22M | 0.56% | −3,570−4.7% | Reduced |
| Citadel Advisors LLC | 74,601 | $1.26M | 0.00% | +36,080+93.7% | Added |
| Schwartz Investment Counsel Inc | 78,700 | $1.33M | 0.05% | +29,700+60.6% | Added |
| Invesco Ltd. | 82,176 | $1.39M | 0.00% | +9,514+13.1% | Added |
| Rhumbline Advisers | 84,562 | $1.43M | 0.00% | −2,596−3.0% | Reduced |
| UBS Asset Management Americas Inc | 91,072 | $1.54M | 0.00% | −1,551,060−94.5% | Reduced |
| Essex Investment Management Co LLC | 102,423 | $1.73M | 0.26% | −2,483−2.4% | Reduced |
| Wells Fargo & Company | 106,063 | $1.79M | 0.00% | +43,007+68.2% | Added |
| Birchview Capital, LP | 110,700 | $1.87M | 1.10% | −4,000−3.5% | Reduced |
| Conestoga Capital Advisors, LLC | 111,270 | $1.88M | 0.03% | +34,750+45.4% | Added |
| Barclays PLC | 113,941 | $1.93M | 0.00% | +21,605+23.4% | Added |
| SEI Investments Co | 114,062 | $1.93M | 0.00% | −54,996−32.5% | Reduced |
| Swiss National Bank | 118,200 | $2.00M | 0.00% | +2,900+2.5% | Added |
| Voya Investment Management LLC | 121,519 | $2.06M | 0.00% | −10,348−7.8% | Reduced |
| Victory Capital Management Inc | 130,630 | $2.21M | 0.00% | −244,190−65.1% | Reduced |
| New York State Common Retirement Fund | 136,856 | $2.32M | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 138,065 | $2.34M | 0.38% | +15,090+12.3% | Added |
| Tocqueville Asset Management L.P. | 145,000 | $2.45M | 0.04% | +145,000 | New |
| Susquehanna International Group, LLP | 147,537 | $2.50M | 0.00% | +98,715+202.2% | Added |
| Connors Investor Services Inc | 162,579 | $2.75M | 0.24% | +52,556+47.8% | Added |
| Allianz Asset Management GmbH | 167,587 | $2.84M | 0.00% | +518+0.3% | Added |
| Boston Partners | 170,072 | $2.88M | 0.00% | +37,815+28.6% | Added |
| Bellevue Group AG | 183,213 | $3.10M | 0.06% | −129,844−41.5% | Reduced |
| Woodline Partners LP | 191,042 | $3.23M | 0.01% | +191,042 | New |
| Moody National Bank Trust Division | 195,944 | $3.32M | 0.32% | +76,345+63.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 211,410 | $3.58M | 0.01% | +37,799+21.8% | Added |
| UBS Group AG | 214,987 | $3.64M | 0.00% | +16,529+8.3% | Added |
| Bank of New York Mellon Corp | 215,299 | $3.64M | 0.00% | +8,121+3.9% | Added |
| Point72 Asset Management, L.P. | 235,615 | $3.99M | 0.01% | −244,379−50.9% | Reduced |
| Nicholas Company, Inc. | 248,652 | $4.21M | 0.07% | +36,515+17.2% | Added |
| Nomura Holdings Inc | 251,236 | $4.25M | 0.01% | +251,236 | New |
| Russell Investments Group, Ltd. | 266,834 | $4.51M | 0.00% | +117,317+78.5% | Added |
| King Luther Capital Management Corp | 268,314 | $4.54M | 0.02% | +169,900+172.6% | Added |
| State of Wisconsin Investment Board | 269,268 | $4.56M | 0.01% | −106,603−28.4% | Reduced |
| ExodusPoint Capital Management, LP | 286,259 | $4.84M | 0.05% | +210,548+278.1% | Added |
| Squarepoint Ops LLC | 291,132 | $4.93M | 0.01% | +58,090+24.9% | Added |
| Adage Capital Partners GP, L.L.C. | 298,042 | $5.04M | 0.01% | +221,842+291.1% | Added |
| Palisade Capital Management LLC | 300,308 | $5.08M | 0.15% | −44,051−12.8% | Reduced |
| Panagora Asset Management Inc | 305,064 | $5.16M | 0.02% | +50,245+19.7% | Added |
| Jane Street Group, LLC | 313,944 | $5.31M | 0.01% | +287,320+1,079.2% | Added |
| ArrowMark Colorado Holdings LLC | 328,331 | $5.56M | 0.12% | −23,211−6.6% | Reduced |
| Tudor Investment Corp Et Al | 336,663 | $5.70M | 0.03% | +159,254+89.8% | Added |
| Acadian Asset Management LLC | 337,674 | $5.71M | 0.01% | +75,540+28.8% | Added |
| Cambiar Investors LLC | 358,474 | $6.07M | 0.27% | +117,681+48.9% | Added |
| FMR LLC | 362,971 | $6.14M | 0.00% | −3,556,113−90.7% | Reduced |
| Algert Global LLC | 398,770 | $6.75M | 0.11% | +383,207+2,462.3% | Added |
| Bank of America Corp | 412,613 | $6.98M | 0.00% | −88,474−17.7% | Reduced |
| AQR Capital Management LLC | 437,094 | $7.40M | 0.00% | +255,645+140.9% | Added |
| Riverbridge Partners LLC | 459,047 | $7.77M | 0.15% | −46,321−9.2% | Reduced |