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, Q1 2026
Institutional positions in Phreesia, Inc. as of Mar 31, 2026. 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
- 246
- +18 vs. Q4 2025
- Shares held
- 58.8M
- +6.53M (+12.5%) vs. Q4 2025
- Total value
- $496.0M
- −$388.1M (−43.9%) vs. Q4 2025
- New holders
- 73
- 85 more added
- Sold out
- 55
- 59 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pale Fire Capital SE | 8,649,329 | $72.5M | 6.37% | +8,649,329 | New |
| BlackRock, Inc. | 5,920,469 | $49.6M | 0.00% | +284,445+5.0% | Added |
| Vanguard Portfolio Management LLC | 3,335,121 | $27.9M | 0.00% | +3,335,121 | New |
| Vanguard Capital Management LLC | 2,479,247 | $20.8M | 0.00% | +2,479,247 | New |
| AQR Capital Management LLC | 1,852,559 | $15.5M | 0.01% | +1,415,465+323.8% | Added |
| State Street Corp | 1,473,946 | $12.4M | 0.00% | +17,340+1.2% | Added |
| Algert Global LLC | 1,380,874 | $11.6M | 0.17% | +982,104+246.3% | Added |
| Geode Capital Management, LLC | 1,371,794 | $11.5M | 0.00% | +42,334+3.2% | Added |
| Prosight Management, LP | 1,100,000 | $9.22M | 1.51% | +122,848+12.6% | Added |
| Jacobs Levy Equity Management, Inc | 1,075,760 | $9.01M | 0.04% | +176,662+19.6% | Added |
| Goldman Sachs Group Inc | 1,030,815 | $8.64M | 0.00% | +117,912+12.9% | Added |
| Acadian Asset Management LLC | 1,028,169 | $8.60M | 0.01% | +690,495+204.5% | Added |
| GW&K Investment Management, LLC | 1,025,902 | $8.60M | 0.08% | −6,893−0.7% | Reduced |
| American Century Companies Inc | 1,018,235 | $8.53M | 0.00% | −20,903−2.0% | Reduced |
| Nuveen, LLC | 1,008,227 | $8.45M | 0.00% | −867,498−46.2% | Reduced |
| Bank of America Corp | 1,001,057 | $8.39M | 0.00% | +588,444+142.6% | Added |
| Granahan Investment Management Inc | 987,607 | $8.28M | 0.40% | −1,412,006−58.8% | Reduced |
| Whetstone Capital Advisors, LLC | 953,928 | $7.99M | 3.01% | +953,928 | New |
| Nomura Asset Management International Inc. | 781,377 | $6.55M | 0.01% | −31,819−3.9% | Reduced |
| OP Asset Management Ltd | 774,144 | $6.49M | 0.07% | +761,788+6,165.3% | Added |
| BNP Paribas Arbitrage, SA | 755,730 | $6.33M | 0.00% | +731,187+2,979.2% | Added |
| Franklin Resources Inc | 735,963 | $6.17M | 0.00% | −1,264,119−63.2% | Reduced |
| Citadel Advisors LLC | 731,655 | $6.13M | 0.00% | +657,054+880.8% | Added |
| Morgan Stanley | 729,709 | $6.11M | 0.00% | +221,923+43.7% | Added |
| Schroder Investment Management Group | 520,475 | $5.94M | 0.00% | −336,729−39.3% | Reduced |
| Meros Investment Management, LP | 615,740 | $5.16M | 2.24% | +137,466+28.7% | Added |
| Rock Springs Capital Management LP | 600,400 | $5.03M | 0.30% | −276,200−31.5% | Reduced |
| HRT Financial LP | 583,073 | $4.89M | 0.01% | +583,073 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 581,409 | $4.87M | 0.01% | +369,999+175.0% | Added |
| Jump Financial, LLC | 534,334 | $4.48M | 0.07% | +534,334 | New |
| Northern Trust Corp | 513,296 | $4.30M | 0.00% | −6,704−1.3% | Reduced |
| Dimensional Fund Advisors LP | 484,717 | $4.07M | 0.00% | −143,563−22.9% | Reduced |
| Russell Investments Group, Ltd. | 466,683 | $4.06M | 0.00% | +199,849+74.9% | Added |
| Charles Schwab Investment Management Inc | 482,956 | $4.05M | 0.00% | −4,555−0.9% | Reduced |
| SG Americas Securities, LLC | 457,925 | $3.84M | 0.00% | +386,848+544.3% | Added |
| Tudor Investment Corp Et Al | 430,185 | $3.60M | 0.02% | +93,522+27.8% | Added |
| Walleye Capital LLC | 410,149 | $3.44M | 0.02% | +400,221+4,031.2% | Added |
| Vanguard Fiduciary Trust Co | 403,978 | $3.39M | 0.00% | +403,978 | New |
| Panagora Asset Management Inc | 395,536 | $3.31M | 0.01% | +90,472+29.7% | Added |
| JPMorgan Chase & Co | 289,622 | $3.30M | 0.00% | −217,598−42.9% | Reduced |
| FMR LLC | 355,683 | $2.98M | 0.00% | −7,288−2.0% | Reduced |
| Jane Street Group, LLC | 348,254 | $2.92M | 0.00% | +34,310+10.9% | Added |
| Tocqueville Asset Management L.P. | 325,000 | $2.72M | 0.04% | +180,000+124.1% | Added |
| Cambiar Investors LLC | 322,675 | $2.70M | 0.13% | −35,799−10.0% | Reduced |
| Qube Research & Technologies Ltd | 310,371 | $2.60M | 0.00% | −543,600−63.7% | Reduced |
| King Luther Capital Management Corp | 298,793 | $2.50M | 0.01% | +30,479+11.4% | Added |
| Moore Capital Management, LP | 291,908 | $2.45M | 0.09% | +224,145+330.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 281,189 | $2.36M | 0.04% | +252,440+878.1% | Added |
| UBS Group AG | 255,799 | $2.14M | 0.00% | +40,812+19.0% | Added |
| State of Wisconsin Investment Board | 234,416 | $1.96M | 0.00% | −34,852−12.9% | Reduced |
| Victory Capital Management Inc | 196,658 | $1.65M | 0.00% | +66,028+50.5% | Added |
| Bank of New York Mellon Corp | 184,791 | $1.55M | 0.00% | −30,508−14.2% | Reduced |
| XTX Topco Ltd | 174,821 | $1.47M | 0.03% | +132,641+314.5% | Added |
| Ieq Capital, LLC | 173,983 | $1.46M | 0.01% | +158,580+1,029.5% | Added |
| Allianz Asset Management GmbH | 168,305 | $1.41M | 0.00% | +718+0.4% | Added |
| Arcadia Investment Management Corp | 166,490 | $1.40M | 0.24% | +28,425+20.6% | Added |
| Principal Financial Group Inc | 165,173 | $1.38M | 0.00% | +112,516+213.7% | Added |
| Nicholas Company, Inc. | 152,109 | $1.27M | 0.03% | −96,543−38.8% | Reduced |
| SEI Investments Co | 137,622 | $1.15M | 0.00% | +23,560+20.7% | Added |
| Man Group plc | 137,393 | $1.15M | 0.00% | +93,727+214.6% | Added |
| Bellevue Group AG | 130,992 | $1.10M | 0.03% | −52,221−28.5% | Reduced |
| Occudo Quantitative Strategies LP | 119,183 | $1.10M | 0.06% | +119,183 | New |
| Palogic Value Management, L.P. | 130,000 | $1.09M | 0.48% | +130,000 | New |
| Alliancebernstein L.P. | 62,500 | $1.06M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 123,913 | $1.04M | 0.00% | −46,159−27.1% | Reduced |
| Vanguard Global Advisers, LLC | 120,846 | $1.01M | 0.00% | +120,846 | New |
| Swiss National Bank | 118,200 | $990.5K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 107,747 | $902.9K | 0.00% | −738,714−87.3% | Reduced |
| UBS Asset Management Americas Inc | 107,596 | $901.7K | 0.00% | +16,524+18.1% | Added |
| Cinctive Capital Management LP | 107,230 | $898.6K | 0.06% | +52,448+95.7% | Added |
| Stifel Financial Corp | 106,362 | $891.3K | 0.00% | +106,362 | New |
| Invesco Ltd. | 101,797 | $853.1K | 0.00% | +19,621+23.9% | Added |
| Creative Planning | 95,227 | $798.0K | 0.00% | +95,227 | New |
| Quadrature Capital Ltd | 93,795 | $786.0K | 0.01% | +67,367+254.9% | Added |
| Mackenzie Financial Corp | 89,888 | $753.3K | 0.00% | +42,006+87.7% | Added |
| Price T Rowe Associates Inc | 89,741 | $753.0K | 0.00% | +19,358+27.5% | Added |
| Mariner, LLC | 89,416 | $750.4K | 0.00% | +89,416 | New |
| CWM, LLC | 88,565 | $742.2K | 0.00% | +81,677+1,185.8% | Added |
| Cerity Partners LLC | 86,934 | $728.5K | 0.00% | +55,934+180.4% | Added |
| Moody National Bank Trust Division | 86,133 | $721.8K | 0.07% | −109,811−56.0% | Reduced |
| Wells Fargo & Company | 85,018 | $712.5K | 0.00% | −21,045−19.8% | Reduced |
| Susquehanna International Group, LLP | 79,048 | $662.4K | 0.00% | −68,489−46.4% | Reduced |
| Schwartz Investment Counsel Inc | 78,700 | $659.5K | 0.02% | 00.0% | Unchanged |
| Numerai GP LLC | 77,967 | $653.4K | 0.07% | +77,967 | New |
| Rhumbline Advisers | 71,954 | $603.0K | 0.00% | −12,608−14.9% | Reduced |
| HSBC Holdings PLC | 73,564 | $593.7K | 0.00% | +27,006+58.0% | Added |
| Quantinno Capital Management LP | 69,879 | $585.6K | 0.00% | +69,879 | New |
| Itau Unibanco Holding S.A. | 66,784 | $559.6K | 0.01% | +66,784 | New |
| Aquatic Capital Management LLC | 65,212 | $546.5K | 0.02% | +65,212 | New |
| CWM Advisors, LLC | 64,082 | $537.0K | 0.03% | +36,385+131.4% | Added |
| Prescott Group Capital Management, L.L.C. | 60,000 | $502.8K | 0.05% | +60,000 | New |
| Virginia Retirement Systems Et Al | 58,330 | $488.8K | 0.00% | +300+0.5% | Added |
| California State Teachers Retirement System | 55,119 | $461.9K | 0.00% | −425−0.8% | Reduced |
| Marshall Wace, LLP | 54,827 | $459.4K | 0.00% | +34,510+169.9% | Added |
| Freestone Grove Partners LP | 54,569 | $457.3K | 0.00% | +20,849+61.8% | Added |
| Diversified Trust Co | 54,418 | $456.0K | 0.01% | +2,996+5.8% | Added |
| Deutsche Bank AG | 52,425 | $439.3K | 0.00% | −13,863−20.9% | Reduced |
| Voya Investment Management LLC | 52,050 | $436.2K | 0.00% | −69,469−57.2% | Reduced |
| Jefferies Financial Group Inc. | 52,000 | $435.8K | 0.01% | +25,500+96.2% | Added |
| Barclays PLC | 50,999 | $427.4K | 0.00% | −62,942−55.2% | Reduced |