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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.

Q1 2026 vs. Q4 2025

How the institutions holding Phreesia, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PHR: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2313246+18
Shares58.0M5.74M58.8M+6.53M (+12.5%)
Value$981.3M$97.2M$496.0M−$388.1M (−43.9%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Phreesia, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PHR in Q1 2026
InstitutionSharesValue% of portfolio
Pale Fire Capital SE8,649,329$72.5M6.37%
Vanguard Portfolio Management LLC3,335,121$27.9M0.00%
Vanguard Capital Management LLC2,479,247$20.8M0.00%
Whetstone Capital Advisors, LLC953,928$7.99M3.01%
HRT Financial LP583,073$4.89M0.01%
Jump Financial, LLC534,334$4.48M0.07%
Vanguard Fiduciary Trust Co403,978$3.39M0.00%
Occudo Quantitative Strategies LP119,183$1.10M0.06%
Palogic Value Management, L.P.130,000$1.09M0.48%
Vanguard Global Advisers, LLC120,846$1.01M0.00%
Stifel Financial Corp106,362$891.3K0.00%
Creative Planning95,227$798.0K0.00%
Mariner, LLC89,416$750.4K0.00%
Numerai GP LLC77,967$653.4K0.07%
Quantinno Capital Management LP69,879$585.6K0.00%
Itau Unibanco Holding S.A.66,784$559.6K0.01%
Aquatic Capital Management LLC65,212$546.5K0.02%
Prescott Group Capital Management, L.L.C.60,000$502.8K0.05%
Mercer Global Advisors Inc48,643$407.6K0.00%
Amundi47,859$401.1K0.00%
Aster Capital Management (DIFC) Ltd15,616$399.1K0.13%
Quantbot Technologies LP47,183$395.4K0.02%
Arrowstreet Capital, Limited Partnership44,918$376.4K0.00%
Natixis43,000$360.3K0.00%
Wealth Enhancement Advisory Services, LLC42,837$358.5K0.00%
Vanguard Asset Management, Ltd36,787$308.3K0.00%
Two Sigma Investments, LP35,800$300.0K0.00%
Guggenheim Capital LLC34,712$290.9K0.00%
LPL Financial LLC32,219$270.0K0.00%
CI Private Wealth, LLC26,877$225.2K0.00%
Twinbeech Capital LP24,701$207.0K0.02%
Schonfeld Strategic Advisors LLC21,703$181.9K0.00%
Axq Capital, LP21,318$178.6K0.02%
Captrust Financial Advisors20,435$171.9K0.00%
Blueshift Asset Management, LLC18,609$155.9K0.05%
Canada Pension Plan Investment Board18,200$152.5K0.00%
Skopos Labs, Inc.16,716$140.1K0.00%
Vanguard Investments Australia, Ltd.15,973$133.9K0.00%
Swiss Life Asset Management Ltd15,830$132.7K0.00%
Colony Group, LLC15,689$131.5K0.00%
Group One Trading, L.P.14,874$124.6K0.00%
Inscription Capital, LLC14,359$120.3K0.01%
Stephens Inc12,072$101.2K0.00%
Buckingham Strategic Partners12,042$100.9K0.00%
Merit Financial Group, LLC11,594$97.2K0.00%
D. E. Shaw & Co., Inc.11,541$96.7K0.00%
Evergreen Capital Management LLC11,469$96.1K0.00%
Brighton Jones LLC11,408$95.6K0.00%
Inceptionr LLC10,509$88.1K0.02%
Pictet Asset Management Holding SA10,418$87.3K0.00%
RMB Capital Management, LLC10,297$86.3K0.00%
Integrated Wealth Concepts LLC10,295$86.3K0.00%
Jones Financial Companies LLLP4,688$51.5K0.00%
New York State Teachers Retirement System5,292$44.0K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.951$7.97K0.00%
Quadrant Capital Group LLC709$5.94K0.00%
Caitong International Asset Management Co., Ltd611$5.12K0.00%
Basecamp Wealth Advisors LLC237$1.99K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.200$1.68K0.00%
UMA Financial Services, Inc.154$1.29K0.00%
Zions Bancorporation, National Association148$1.24K0.00%
Root Financial Partners, LLC78$6540.00%
Larson Financial Group LLC75$6290.00%
Cornerstone Planning Group LLC41$3960.00%
LRI Investments, LLC44$3690.00%
Bare Financial Services, Inc41$3440.00%
JPL Wealth Management, LLC37$3110.00%
Richardson Capital Management LLC32$2680.00%
Twin Peaks Wealth Advisors, LLC11$920.00%
Massmutual Trust Co FSB6$500.00%
Hughes Financial Services, LLC3$250.00%
TFC Financial Management1$90.00%
Advisory Services Network, LLC1$80.00%

Sold out (55)

Institutions that held Phreesia, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PHR in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Capital International Investors2,851,536$48.2M
Greenhouse Funds LLLP2,471,960$41.8M
Deerfield Management Company, L.P. (Series C)1,999,045$33.8M
Champlain Investment Partners, LLC1,609,941$27.2M
Millennium Management LLC1,571,055$26.6M
Park West Asset Management LLC522,995$8.85M
Brown Advisory Inc510,858$8.64M
Silvercrest Asset Management Group LLC474,146$8.02M
Riverbridge Partners LLC459,047$7.77M
ArrowMark Colorado Holdings LLC328,331$5.56M
Palisade Capital Management LLC300,308$5.08M
Adage Capital Partners GP, L.L.C.298,042$5.04M
Squarepoint Ops LLC291,132$4.93M
ExodusPoint Capital Management, LP286,259$4.84M
Nomura Holdings Inc251,236$4.25M
Point72 Asset Management, L.P.235,615$3.99M
Woodline Partners LP191,042$3.23M
Conestoga Capital Advisors, LLC111,270$1.88M
Essex Investment Management Co LLC102,423$1.73M
Tandem Capital Management Corp72,283$1.22M
Dynamic Technology Lab Private Ltd67,673$1.15M
Wesbanco Bank Inc64,500$1.09M
Healthcare of Ontario Pension Plan Trust Fund51,980$879.5K
Zacks Investment Management49,712$841.1K
VARCOV Co.42,476$718.7K
Diametric Capital, LP38,451$650.6K
Bank of Montreal36,841$623.3K
Vinva Investment Management Ltd23,846$606.1K
Oxford Asset Management LLP35,740$604.7K
Verition Fund Management LLC35,276$596.9K
Legato Capital Management LLC33,332$564.0K
Counterpoint Mutual Funds LLC29,932$506.4K
Two Sigma Advisers, LP19,700$333.3K
Magnetar Financial LLC16,366$276.9K
Envestnet Asset Management Inc15,609$264.1K
Blair William & Co13,007$220.1K
Bridgewater Associates, LP12,805$216.7K
Summit Global Investments12,426$210.0K
Quest Partners LLC11,529$195.1K
Alpine Global Management, LLC10,573$178.9K
ProShare Advisors LLC10,458$176.9K
Mach-1 Financial Group, Inc.10,379$175.6K
Virtus ETF Advisers LLC9,281$157.0K
Asset Management One Co.,Ltd.6,578$111.8K
Pension & Wealth Management Advisors, Inc.5,127$86.7K
Amalgamated Bank1,798$30.0K
Quarry LP1,461$24.7K
Vision Retirement, LLC300$5.08K
Bellevue Asset Management, LLC167$2.82K
International Assets Investment Management, LLC71$1.20K
Ronald Blue Trust, Inc.28$474
Northwestern Mutual Wealth Management Co19$321
Ancora Advisors, LLC17$288
Dunhill Financial, LLC1$15
Capital Advisors, Ltd. LLC28$0

Not filed for Q1 2026 yet (3)

Institutions that held Phreesia, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc5,744,326$97.2M
Comerica Bank308$5.21K
CIBC Private Wealth Group, LLC200$3.38K