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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 15,830 | $132.7K | 0.00% | +15,830 | New |
| Vanguard Investments Australia, Ltd. | 15,973 | $133.9K | 0.00% | +15,973 | New |
| Commerce Bank | 16,010 | $134.2K | 0.00% | −351−2.1% | Reduced |
| Caxton Associates LLP | 16,260 | $136.3K | 0.00% | −10,354−38.9% | Reduced |
| McMillan Office, Inc. | 16,495 | $138.2K | 0.02% | +1,000+6.5% | Added |
| New York State Common Retirement Fund | 16,547 | $138.7K | 0.00% | −120,309−87.9% | Reduced |
| Arizona State Retirement System | 16,573 | $138.9K | 0.00% | −325−1.9% | Reduced |
| Skopos Labs, Inc. | 16,716 | $140.1K | 0.00% | +16,716 | New |
| Engineers Gate Manager LP | 16,913 | $141.7K | 0.00% | −41,313−71.0% | Reduced |
| Connors Investor Services Inc | 17,044 | $142.8K | 0.01% | −145,535−89.5% | Reduced |
| Probity Advisors, Inc. | 17,194 | $144.1K | 0.02% | +6,062+54.5% | Added |
| Canada Pension Plan Investment Board | 18,200 | $152.5K | 0.00% | +18,200 | New |
| Blueshift Asset Management, LLC | 18,609 | $155.9K | 0.05% | +18,609 | New |
| Polymer Capital Management (US) LLC | 20,137 | $168.7K | 0.02% | +321+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $170.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,435 | $171.9K | 0.00% | +20,435 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $174.7K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 21,318 | $178.6K | 0.02% | +21,318 | New |
| Schonfeld Strategic Advisors LLC | 21,703 | $181.9K | 0.00% | +21,703 | New |
| Garner Asset Management Corp | 23,764 | $187.1K | 0.07% | +18,965+395.2% | Added |
| Globeflex Capital L P | 22,552 | $189.0K | 0.03% | +12,482+124.0% | Added |
| Brevan Howard Capital Management LP | 22,788 | $191.0K | 0.00% | −21,626−48.7% | Reduced |
| GWM Advisors LLC | 23,951 | $200.7K | 0.00% | +23,950+2,395,000.0% | Added |
| Janus Henderson Group PLC | 24,531 | $205.4K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 24,701 | $207.0K | 0.02% | +24,701 | New |
| CI Private Wealth, LLC | 26,877 | $225.2K | 0.00% | +26,877 | New |
| Campbell & CO Investment Adviser LLC | 28,602 | $239.7K | 0.01% | +3,032+11.9% | Added |
| Legacy Advisors, LLC | 29,205 | $244.7K | 0.03% | +195+0.7% | Added |
| LPL Financial LLC | 32,219 | $270.0K | 0.00% | +32,219 | New |
| MetLife Investment Management | 33,423 | $280.1K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 34,035 | $285.2K | 0.01% | +8,012+30.8% | Added |
| State of Wyoming | 34,494 | $289.1K | 0.03% | +28,615+486.7% | Added |
| Guggenheim Capital LLC | 34,712 | $290.9K | 0.00% | +34,712 | New |
| Two Sigma Investments, LP | 35,800 | $300.0K | 0.00% | +35,800 | New |
| Vanguard Asset Management, Ltd | 36,787 | $308.3K | 0.00% | +36,787 | New |
| Kornitzer Capital Management Inc | 38,859 | $325.6K | 0.01% | −1,312−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,837 | $358.5K | 0.00% | +42,837 | New |
| Natixis | 43,000 | $360.3K | 0.00% | +43,000 | New |
| Arrowstreet Capital, Limited Partnership | 44,918 | $376.4K | 0.00% | +44,918 | New |
| Quantbot Technologies LP | 47,183 | $395.4K | 0.02% | +47,183 | New |
| Aster Capital Management (DIFC) Ltd | 15,616 | $399.1K | 0.13% | +15,616 | New |
| Amundi | 47,859 | $401.1K | 0.00% | +47,859 | New |
| Boothbay Fund Management, LLC | 48,341 | $405.1K | 0.01% | +12,871+36.3% | Added |
| Mercer Global Advisors Inc | 48,643 | $407.6K | 0.00% | +48,643 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 48,760 | $408.6K | 0.00% | −5,363−9.9% | Reduced |
| Legal & General Group Plc | 49,192 | $412.2K | 0.00% | −8,722−15.1% | Reduced |
| Barclays PLC | 50,999 | $427.4K | 0.00% | −62,942−55.2% | Reduced |
| Jefferies Financial Group Inc. | 52,000 | $435.8K | 0.01% | +25,500+96.2% | Added |
| Voya Investment Management LLC | 52,050 | $436.2K | 0.00% | −69,469−57.2% | Reduced |
| Deutsche Bank AG | 52,425 | $439.3K | 0.00% | −13,863−20.9% | Reduced |
| Diversified Trust Co | 54,418 | $456.0K | 0.01% | +2,996+5.8% | Added |
| Freestone Grove Partners LP | 54,569 | $457.3K | 0.00% | +20,849+61.8% | Added |
| Marshall Wace, LLP | 54,827 | $459.4K | 0.00% | +34,510+169.9% | Added |
| California State Teachers Retirement System | 55,119 | $461.9K | 0.00% | −425−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 58,330 | $488.8K | 0.00% | +300+0.5% | Added |
| Prescott Group Capital Management, L.L.C. | 60,000 | $502.8K | 0.05% | +60,000 | New |
| CWM Advisors, LLC | 64,082 | $537.0K | 0.03% | +36,385+131.4% | Added |
| Aquatic Capital Management LLC | 65,212 | $546.5K | 0.02% | +65,212 | New |
| Itau Unibanco Holding S.A. | 66,784 | $559.6K | 0.01% | +66,784 | New |
| Quantinno Capital Management LP | 69,879 | $585.6K | 0.00% | +69,879 | New |
| HSBC Holdings PLC | 73,564 | $593.7K | 0.00% | +27,006+58.0% | Added |
| Rhumbline Advisers | 71,954 | $603.0K | 0.00% | −12,608−14.9% | Reduced |
| Numerai GP LLC | 77,967 | $653.4K | 0.07% | +77,967 | New |
| Schwartz Investment Counsel Inc | 78,700 | $659.5K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 79,048 | $662.4K | 0.00% | −68,489−46.4% | Reduced |
| Wells Fargo & Company | 85,018 | $712.5K | 0.00% | −21,045−19.8% | Reduced |
| Moody National Bank Trust Division | 86,133 | $721.8K | 0.07% | −109,811−56.0% | Reduced |
| Cerity Partners LLC | 86,934 | $728.5K | 0.00% | +55,934+180.4% | Added |
| CWM, LLC | 88,565 | $742.2K | 0.00% | +81,677+1,185.8% | Added |
| Mariner, LLC | 89,416 | $750.4K | 0.00% | +89,416 | New |
| Price T Rowe Associates Inc | 89,741 | $753.0K | 0.00% | +19,358+27.5% | Added |
| Mackenzie Financial Corp | 89,888 | $753.3K | 0.00% | +42,006+87.7% | Added |
| Quadrature Capital Ltd | 93,795 | $786.0K | 0.01% | +67,367+254.9% | Added |
| Creative Planning | 95,227 | $798.0K | 0.00% | +95,227 | New |
| Invesco Ltd. | 101,797 | $853.1K | 0.00% | +19,621+23.9% | Added |
| Stifel Financial Corp | 106,362 | $891.3K | 0.00% | +106,362 | New |
| Cinctive Capital Management LP | 107,230 | $898.6K | 0.06% | +52,448+95.7% | Added |
| UBS Asset Management Americas Inc | 107,596 | $901.7K | 0.00% | +16,524+18.1% | Added |
| Ameriprise Financial Inc | 107,747 | $902.9K | 0.00% | −738,714−87.3% | Reduced |
| Swiss National Bank | 118,200 | $990.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 120,846 | $1.01M | 0.00% | +120,846 | New |
| Boston Partners | 123,913 | $1.04M | 0.00% | −46,159−27.1% | Reduced |
| Alliancebernstein L.P. | 62,500 | $1.06M | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 130,000 | $1.09M | 0.48% | +130,000 | New |
| Occudo Quantitative Strategies LP | 119,183 | $1.10M | 0.06% | +119,183 | New |
| Bellevue Group AG | 130,992 | $1.10M | 0.03% | −52,221−28.5% | Reduced |
| Man Group plc | 137,393 | $1.15M | 0.00% | +93,727+214.6% | Added |
| SEI Investments Co | 137,622 | $1.15M | 0.00% | +23,560+20.7% | Added |
| Nicholas Company, Inc. | 152,109 | $1.27M | 0.03% | −96,543−38.8% | Reduced |
| Principal Financial Group Inc | 165,173 | $1.38M | 0.00% | +112,516+213.7% | Added |
| Arcadia Investment Management Corp | 166,490 | $1.40M | 0.24% | +28,425+20.6% | Added |
| Allianz Asset Management GmbH | 168,305 | $1.41M | 0.00% | +718+0.4% | Added |
| Ieq Capital, LLC | 173,983 | $1.46M | 0.01% | +158,580+1,029.5% | Added |
| XTX Topco Ltd | 174,821 | $1.47M | 0.03% | +132,641+314.5% | Added |
| Bank of New York Mellon Corp | 184,791 | $1.55M | 0.00% | −30,508−14.2% | Reduced |
| Victory Capital Management Inc | 196,658 | $1.65M | 0.00% | +66,028+50.5% | Added |
| State of Wisconsin Investment Board | 234,416 | $1.96M | 0.00% | −34,852−12.9% | Reduced |
| UBS Group AG | 255,799 | $2.14M | 0.00% | +40,812+19.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 281,189 | $2.36M | 0.04% | +252,440+878.1% | Added |
| Moore Capital Management, LP | 291,908 | $2.45M | 0.09% | +224,145+330.8% | Added |