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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 46,558 | $785.9K | 0.00% | +22,829+96.2% | Added |
| Brevan Howard Capital Management LP | 44,414 | $751.5K | 0.01% | +7,324+19.7% | Added |
| Man Group plc | 43,666 | $738.8K | 0.00% | +43,666 | New |
| VARCOV Co. | 42,476 | $718.7K | 0.28% | +42,476 | New |
| XTX Topco Ltd | 42,180 | $713.7K | 0.02% | +22,046+109.5% | Added |
| Kornitzer Capital Management Inc | 40,171 | $679.7K | 0.01% | +171+0.4% | Added |
| Diametric Capital, LP | 38,451 | $650.6K | 0.17% | +38,451 | New |
| Bank of Montreal | 36,841 | $623.3K | 0.00% | +25,723+231.4% | Added |
| Intech Investment Management LLC | 36,231 | $613.0K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 23,846 | $606.1K | 0.01% | +5,643+31.0% | Added |
| Oxford Asset Management LLP | 35,740 | $604.7K | 0.21% | +16,598+86.7% | Added |
| Boothbay Fund Management, LLC | 35,470 | $600.2K | 0.02% | +35,470 | New |
| Verition Fund Management LLC | 35,276 | $596.9K | 0.00% | −3,636−9.3% | Reduced |
| Freestone Grove Partners LP | 33,720 | $570.5K | 0.00% | +33,720 | New |
| MetLife Investment Management | 33,423 | $565.5K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 33,332 | $564.0K | 0.05% | +3,054+10.1% | Added |
| Cerity Partners LLC | 31,000 | $524.5K | 0.00% | +31,000 | New |
| Counterpoint Mutual Funds LLC | 29,932 | $506.4K | 0.04% | +29,932 | New |
| Legacy Advisors, LLC | 29,010 | $490.8K | 0.05% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 28,749 | $486.4K | 0.01% | +11,900+70.6% | Added |
| CWM Advisors, LLC | 27,697 | $468.6K | 0.04% | +8,528+44.5% | Added |
| Caxton Associates LLP | 26,614 | $450.3K | 0.01% | +26,614 | New |
| Jefferies Financial Group Inc. | 26,500 | $448.4K | 0.00% | +26,500 | New |
| Quadrature Capital Ltd | 26,428 | $447.2K | 0.00% | +26,428 | New |
| Y-Intercept (Hong Kong) Ltd | 26,023 | $440.3K | 0.01% | −26,486−50.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,570 | $432.6K | 0.02% | +25,570 | New |
| Manufacturers Life Insurance Company, The | 25,472 | $431.0K | 0.00% | −1,168−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 24,543 | $415.3K | 0.00% | +2,892+13.4% | Added |
| Janus Henderson Group PLC | 24,531 | $414.7K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 21,636 | $366.1K | 0.19% | +6,982+47.6% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $352.8K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $344.7K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 20,317 | $343.8K | 0.00% | −116,531−85.2% | Reduced |
| Raymond James Financial Inc | 20,042 | $339.1K | 0.00% | −3,878−16.2% | Reduced |
| Polymer Capital Management (US) LLC | 19,816 | $335.3K | 0.04% | +19,816 | New |
| Two Sigma Advisers, LP | 19,700 | $333.3K | 0.00% | +900+4.8% | Added |
| Arizona State Retirement System | 16,898 | $285.9K | 0.00% | −710−4.0% | Reduced |
| Magnetar Financial LLC | 16,366 | $276.9K | 0.00% | +7,416+82.9% | Added |
| Commerce Bank | 16,361 | $276.8K | 0.00% | +1,815+12.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $264.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,609 | $264.1K | 0.00% | −8,872−36.2% | Reduced |
| McMillan Office, Inc. | 15,495 | $262.2K | 0.03% | +15,495 | New |
| Ieq Capital, LLC | 15,403 | $260.6K | 0.00% | +15,403 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $249.2K | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 13,673 | $231.3K | 0.00% | +13,673 | New |
| Blair William & Co | 13,007 | $220.1K | 0.00% | −11,781−47.5% | Reduced |
| Bridgewater Associates, LP | 12,805 | $216.7K | 0.00% | −59,398−82.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,757 | $215.8K | 0.00% | −13,288−51.0% | Reduced |
| Prelude Capital Management, LLC | 12,667 | $214.3K | 0.02% | +12,667 | New |
| Handelsbanken Fonder AB | 12,600 | $213.0K | 0.00% | 00.0% | Unchanged |
| LGL Partners, LLC | 12,487 | $211.3K | 0.09% | 00.0% | Unchanged |
| Summit Global Investments | 12,426 | $210.0K | 0.01% | +166+1.4% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $209.8K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 12,356 | $209.1K | 0.00% | +4,930+66.4% | Added |
| Quest Partners LLC | 11,529 | $195.1K | 0.01% | −18,042−61.0% | Reduced |
| Simplex Trading, LLC | 11,448 | $193.7K | 0.01% | +5,491+92.2% | Added |
| Probity Advisors, Inc. | 11,132 | $188.4K | 0.03% | −2,173−16.3% | Reduced |
| Alpine Global Management, LLC | 10,573 | $178.9K | 0.04% | +10,573 | New |
| ProShare Advisors LLC | 10,458 | $176.9K | 0.00% | +670+6.8% | Added |
| Mach-1 Financial Group, Inc. | 10,379 | $175.6K | 0.04% | +10,379 | New |
| Globeflex Capital L P | 10,070 | $170.4K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 9,928 | $168.0K | 0.00% | +9,928 | New |
| State of Tennessee, Treasury Department | 11,938 | $160.3K | 0.00% | +11,938 | New |
| Virtus ETF Advisers LLC | 9,281 | $157.0K | 0.07% | −4,900−34.6% | Reduced |
| BankPlus Trust Department | 8,880 | $150.3K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,551 | $128.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,998 | $118.0K | 0.00% | −104,512−93.7% | Reduced |
| CWM, LLC | 6,888 | $117.0K | 0.00% | +3,545+106.0% | Added |
| Asset Management One Co.,Ltd. | 6,578 | $111.8K | 0.00% | +4,668+244.4% | Added |
| State of Wyoming | 5,879 | $99.5K | 0.01% | +5,879 | New |
| Smartleaf Asset Management LLC | 5,436 | $92.6K | 0.00% | −1,013−15.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,127 | $86.7K | 0.03% | −3,138−38.0% | Reduced |
| Anchor Investment Management, LLC | 5,000 | $84.6K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,799 | $81.2K | 0.03% | +4,799 | New |
| Ameritas Investment Partners, Inc. | 4,782 | $80.9K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,591 | $77.7K | 0.00% | −15,700−77.4% | Reduced |
| Great West Life Assurance Co | 4,521 | $76.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,538 | $59.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,449 | $58.0K | 0.00% | +1,568+83.4% | Added |
| Citigroup Inc | 3,115 | $52.7K | 0.00% | −52,652−94.4% | Reduced |
| Rockefeller Capital Management L.P. | 2,755 | $46.6K | 0.00% | +2,149+354.6% | Added |
| Van Eck Associates Corp | 2,502 | $42.0K | 0.00% | +1,102+78.7% | Added |
| US Bancorp | 2,299 | $38.9K | 0.00% | −1,230−34.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,289 | $38.7K | 0.00% | +471+25.9% | Added |
| Advisor Group Holdings, Inc. | 2,166 | $36.6K | 0.00% | −2,205−50.4% | Reduced |
| Farther Finance Advisors, LLC | 2,064 | $34.9K | 0.00% | +408+24.6% | Added |
| Assetmark, Inc | 1,935 | $32.7K | 0.00% | +237+14.0% | Added |
| Amalgamated Bank | 1,798 | $30.0K | 0.00% | −119−6.2% | Reduced |
| Quarry LP | 1,461 | $24.7K | 0.00% | −1,128−43.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,294 | $21.9K | 0.00% | −365−22.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 912 | $15.4K | 0.00% | +912 | New |
| Federated Hermes, Inc. | 847 | $14.3K | 0.00% | −494−36.8% | Reduced |
| Parallel Advisors, LLC | 719 | $12.2K | 0.00% | +88+13.9% | Added |
| Strategic Wealth Partners, Ltd. | 700 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 682 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 542 | $9.18K | 0.00% | −27−4.7% | Reduced |
| Los Angeles Capital Management LLC | 360 | $8.16K | 0.00% | +360 | New |
| Essential Partners LLC | 440 | $7.45K | 0.00% | +117+36.2% | Added |
| Sterling Capital Management LLC | 380 | $6.43K | 0.00% | +241+173.4% | Added |
| Aventus Investment Advisors, Inc. | 320 | $5.41K | 0.00% | +320 | New |