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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 49,192 | $412.2K | 0.00% | −8,722−15.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,760 | $408.6K | 0.00% | −5,363−9.9% | Reduced |
| Mercer Global Advisors Inc | 48,643 | $407.6K | 0.00% | +48,643 | New |
| Boothbay Fund Management, LLC | 48,341 | $405.1K | 0.01% | +12,871+36.3% | Added |
| Amundi | 47,859 | $401.1K | 0.00% | +47,859 | New |
| Aster Capital Management (DIFC) Ltd | 15,616 | $399.1K | 0.13% | +15,616 | New |
| Quantbot Technologies LP | 47,183 | $395.4K | 0.02% | +47,183 | New |
| Arrowstreet Capital, Limited Partnership | 44,918 | $376.4K | 0.00% | +44,918 | New |
| Natixis | 43,000 | $360.3K | 0.00% | +43,000 | New |
| Wealth Enhancement Advisory Services, LLC | 42,837 | $358.5K | 0.00% | +42,837 | New |
| Kornitzer Capital Management Inc | 38,859 | $325.6K | 0.01% | −1,312−3.3% | Reduced |
| Vanguard Asset Management, Ltd | 36,787 | $308.3K | 0.00% | +36,787 | New |
| Two Sigma Investments, LP | 35,800 | $300.0K | 0.00% | +35,800 | New |
| Guggenheim Capital LLC | 34,712 | $290.9K | 0.00% | +34,712 | New |
| State of Wyoming | 34,494 | $289.1K | 0.03% | +28,615+486.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,035 | $285.2K | 0.01% | +8,012+30.8% | Added |
| MetLife Investment Management | 33,423 | $280.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 32,219 | $270.0K | 0.00% | +32,219 | New |
| Legacy Advisors, LLC | 29,205 | $244.7K | 0.03% | +195+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 28,602 | $239.7K | 0.01% | +3,032+11.9% | Added |
| CI Private Wealth, LLC | 26,877 | $225.2K | 0.00% | +26,877 | New |
| Twinbeech Capital LP | 24,701 | $207.0K | 0.02% | +24,701 | New |
| Janus Henderson Group PLC | 24,531 | $205.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,951 | $200.7K | 0.00% | +23,950+2,395,000.0% | Added |
| Brevan Howard Capital Management LP | 22,788 | $191.0K | 0.00% | −21,626−48.7% | Reduced |
| Globeflex Capital L P | 22,552 | $189.0K | 0.03% | +12,482+124.0% | Added |
| Garner Asset Management Corp | 23,764 | $187.1K | 0.07% | +18,965+395.2% | Added |
| Schonfeld Strategic Advisors LLC | 21,703 | $181.9K | 0.00% | +21,703 | New |
| Axq Capital, LP | 21,318 | $178.6K | 0.02% | +21,318 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $174.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,435 | $171.9K | 0.00% | +20,435 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $170.7K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 20,137 | $168.7K | 0.02% | +321+1.6% | Added |
| Blueshift Asset Management, LLC | 18,609 | $155.9K | 0.05% | +18,609 | New |
| Canada Pension Plan Investment Board | 18,200 | $152.5K | 0.00% | +18,200 | New |
| Probity Advisors, Inc. | 17,194 | $144.1K | 0.02% | +6,062+54.5% | Added |
| Connors Investor Services Inc | 17,044 | $142.8K | 0.01% | −145,535−89.5% | Reduced |
| Engineers Gate Manager LP | 16,913 | $141.7K | 0.00% | −41,313−71.0% | Reduced |
| Skopos Labs, Inc. | 16,716 | $140.1K | 0.00% | +16,716 | New |
| Arizona State Retirement System | 16,573 | $138.9K | 0.00% | −325−1.9% | Reduced |
| New York State Common Retirement Fund | 16,547 | $138.7K | 0.00% | −120,309−87.9% | Reduced |
| McMillan Office, Inc. | 16,495 | $138.2K | 0.02% | +1,000+6.5% | Added |
| Caxton Associates LLP | 16,260 | $136.3K | 0.00% | −10,354−38.9% | Reduced |
| Commerce Bank | 16,010 | $134.2K | 0.00% | −351−2.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 15,973 | $133.9K | 0.00% | +15,973 | New |
| Swiss Life Asset Management Ltd | 15,830 | $132.7K | 0.00% | +15,830 | New |
| Manufacturers Life Insurance Company, The | 15,808 | $132.5K | 0.00% | −9,664−37.9% | Reduced |
| Raymond James Financial Inc | 15,713 | $131.7K | 0.00% | −4,329−21.6% | Reduced |
| Colony Group, LLC | 15,689 | $131.5K | 0.00% | +15,689 | New |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $131.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 14,874 | $124.6K | 0.00% | +14,874 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $123.4K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 14,359 | $120.3K | 0.01% | +14,359 | New |
| Birchview Capital, LP | 14,300 | $119.8K | 0.07% | −96,400−87.1% | Reduced |
| Prelude Capital Management, LLC | 14,119 | $118.3K | 0.01% | +1,452+11.5% | Added |
| Intech Investment Management LLC | 13,611 | $114.1K | 0.00% | −22,620−62.4% | Reduced |
| Massachusetts Financial Services Co | 13,317 | $111.6K | 0.00% | −356−2.6% | Reduced |
| Handelsbanken Fonder AB | 12,600 | $106.0K | 0.00% | 00.0% | Unchanged |
| LGL Partners, LLC | 12,487 | $104.6K | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,400 | $103.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 12,072 | $101.2K | 0.00% | +12,072 | New |
| Buckingham Strategic Partners | 12,042 | $100.9K | 0.00% | +12,042 | New |
| State of Tennessee, Treasury Department | 11,938 | $100.0K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 11,833 | $99.2K | 1.01% | −9,803−45.3% | Reduced |
| Merit Financial Group, LLC | 11,594 | $97.2K | 0.00% | +11,594 | New |
| D. E. Shaw & Co., Inc. | 11,541 | $96.7K | 0.00% | +11,541 | New |
| Evergreen Capital Management LLC | 11,469 | $96.1K | 0.00% | +11,469 | New |
| Brighton Jones LLC | 11,408 | $95.6K | 0.00% | +11,408 | New |
| Inceptionr LLC | 10,509 | $88.1K | 0.02% | +10,509 | New |
| First Trust Advisors LP | 10,467 | $87.7K | 0.00% | −40,445−79.4% | Reduced |
| Pictet Asset Management Holding SA | 10,418 | $87.3K | 0.00% | +10,418 | New |
| RMB Capital Management, LLC | 10,297 | $86.3K | 0.00% | +10,297 | New |
| Integrated Wealth Concepts LLC | 10,295 | $86.3K | 0.00% | +10,295 | New |
| Anchor Investment Management, LLC | 10,000 | $83.8K | 0.01% | +5,000+100.0% | Added |
| Smartleaf Asset Management LLC | 7,333 | $83.7K | 0.00% | +1,897+34.9% | Added |
| Essential Partners LLC | 9,313 | $78.0K | 0.03% | +8,873+2,016.6% | Added |
| BankPlus Trust Department | 8,880 | $74.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,614 | $63.8K | 0.00% | −5,143−40.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $63.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,389 | $61.9K | 0.00% | −4,059−35.5% | Reduced |
| Citigroup Inc | 6,861 | $57.5K | 0.00% | +3,746+120.3% | Added |
| Farther Finance Advisors, LLC | 6,821 | $57.3K | 0.00% | +4,757+230.5% | Added |
| Jones Financial Companies LLLP | 4,688 | $51.5K | 0.00% | +4,688 | New |
| Federated Hermes, Inc. | 5,406 | $45.3K | 0.00% | +4,559+538.3% | Added |
| New York State Teachers Retirement System | 5,292 | $44.0K | 0.00% | +5,292 | New |
| Ameritas Investment Partners, Inc. | 4,782 | $40.1K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,591 | $38.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,521 | $38.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,538 | $29.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,449 | $29.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,433 | $28.8K | 0.00% | +3,380+6,377.4% | Added |
| EverSource Wealth Advisors, LLC | 3,269 | $27.4K | 0.00% | +3,001+1,119.8% | Added |
| Allworth Financial LP | 3,148 | $26.4K | 0.00% | +3,049+3,079.8% | Added |
| Tower Research Capital LLC (TRC) | 3,128 | $26.2K | 0.00% | +839+36.7% | Added |
| GAMMA Investing LLC | 2,797 | $23.4K | 0.00% | +2,758+7,071.8% | Added |
| Van Eck Associates Corp | 2,417 | $20.0K | 0.00% | −85−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,266 | $19.0K | 0.00% | +100+4.6% | Added |
| Rockefeller Capital Management L.P. | 2,108 | $17.7K | 0.00% | −647−23.5% | Reduced |
| Assetmark, Inc | 1,935 | $16.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,899 | $15.0K | 0.00% | −5,099−72.9% | Reduced |