Phreesia, Inc.

PHR

交易所: NYSE
產業: Services-Business Services, NEC
SEC CIK: 0001412408

SEC 申報列表（在新分頁開啟）

近 90 天，Phreesia, Inc. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 227 家機構在 13F 申報持有，市值合計 $5.98 億；沒有大師持有。

2026 年第 1 季與 2025 年第 4 季比較

持有 Phreesia, Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

PHR 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	231	3	246	+18
股數	5,798 萬	574.5 萬	5,877 萬	+653.1 萬 (+12.5%)
市值	$9.81 億	$9,720 萬	$4.96 億	−$3.88 億 (−43.9%)

3 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（73 家）

2026 年第 1 季季末持有 Phreesia, Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 PHR 的機構
機構	股數	市值	佔組合 %
Pale Fire Capital SE	8,649,329	$7,248 萬	6.37%
Vanguard Portfolio Management LLC	3,335,121	$2,795 萬	0.00%
Vanguard Capital Management LLC	2,479,247	$2,078 萬	0.00%
Whetstone Capital Advisors, LLC	953,928	$799.4 萬	3.01%
HRT Financial LP	583,073	$488.6 萬	0.01%
Jump Financial, LLC	534,334	$447.8 萬	0.07%
Vanguard Fiduciary Trust Co	403,978	$338.5 萬	0.00%
Occudo Quantitative Strategies LP	119,183	$109.8 萬	0.06%
Palogic Value Management, L.P.	130,000	$108.9 萬	0.48%
Vanguard Global Advisers, LLC	120,846	$101.3 萬	0.00%
Stifel Financial Corp	106,362	$89.1 萬	0.00%
Creative Planning	95,227	$79.8 萬	0.00%
Mariner, LLC	89,416	$75.0 萬	0.00%
Numerai GP LLC	77,967	$65.3 萬	0.07%
Quantinno Capital Management LP	69,879	$58.6 萬	0.00%
Itau Unibanco Holding S.A.	66,784	$56.0 萬	0.01%
Aquatic Capital Management LLC	65,212	$54.6 萬	0.02%
Prescott Group Capital Management, L.L.C.	60,000	$50.3 萬	0.05%
Mercer Global Advisors Inc	48,643	$40.8 萬	0.00%
Amundi	47,859	$40.1 萬	0.00%
Aster Capital Management (DIFC) Ltd	15,616	$39.9 萬	0.13%
Quantbot Technologies LP	47,183	$39.5 萬	0.02%
Arrowstreet Capital, Limited Partnership	44,918	$37.6 萬	0.00%
Natixis	43,000	$36.0 萬	0.00%
Wealth Enhancement Advisory Services, LLC	42,837	$35.9 萬	0.00%
Vanguard Asset Management, Ltd	36,787	$30.8 萬	0.00%
Two Sigma Investments, LP	35,800	$30.0 萬	0.00%
Guggenheim Capital LLC	34,712	$29.1 萬	0.00%
LPL Financial LLC	32,219	$27.0 萬	0.00%
CI Private Wealth, LLC	26,877	$22.5 萬	0.00%
Twinbeech Capital LP	24,701	$20.7 萬	0.02%
Schonfeld Strategic Advisors LLC	21,703	$18.2 萬	0.00%
Axq Capital, LP	21,318	$17.9 萬	0.02%
Captrust Financial Advisors	20,435	$17.2 萬	0.00%
Blueshift Asset Management, LLC	18,609	$15.6 萬	0.05%
Canada Pension Plan Investment Board	18,200	$15.3 萬	0.00%
Skopos Labs, Inc.	16,716	$14.0 萬	0.00%
Vanguard Investments Australia, Ltd.	15,973	$13.4 萬	0.00%
Swiss Life Asset Management Ltd	15,830	$13.3 萬	0.00%
Colony Group, LLC	15,689	$13.1 萬	0.00%
Group One Trading, L.P.	14,874	$12.5 萬	0.00%
Inscription Capital, LLC	14,359	$12.0 萬	0.01%
Stephens Inc	12,072	$10.1 萬	0.00%
Buckingham Strategic Partners	12,042	$10.1 萬	0.00%
Merit Financial Group, LLC	11,594	$9.72 萬	0.00%
D. E. Shaw & Co., Inc.	11,541	$9.67 萬	0.00%
Evergreen Capital Management LLC	11,469	$9.61 萬	0.00%
Brighton Jones LLC	11,408	$9.56 萬	0.00%
Inceptionr LLC	10,509	$8.81 萬	0.02%
Pictet Asset Management Holding SA	10,418	$8.73 萬	0.00%
RMB Capital Management, LLC	10,297	$8.63 萬	0.00%
Integrated Wealth Concepts LLC	10,295	$8.63 萬	0.00%
Jones Financial Companies LLLP	4,688	$5.15 萬	0.00%
New York State Teachers Retirement System	5,292	$4.40 萬	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	951	$7,969	0.00%
Quadrant Capital Group LLC	709	$5,942	0.00%
Caitong International Asset Management Co., Ltd	611	$5,120	0.00%
Basecamp Wealth Advisors LLC	237	$1,986	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	200	$1,676	0.00%
UMA Financial Services, Inc.	154	$1,291	0.00%
Zions Bancorporation, National Association	148	$1,240	0.00%
Root Financial Partners, LLC	78	$654	0.00%
Larson Financial Group LLC	75	$629	0.00%
Cornerstone Planning Group LLC	41	$396	0.00%
LRI Investments, LLC	44	$369	0.00%
Bare Financial Services, Inc	41	$344	0.00%
JPL Wealth Management, LLC	37	$311	0.00%
Richardson Capital Management LLC	32	$268	0.00%
Twin Peaks Wealth Advisors, LLC	11	$92	0.00%
Massmutual Trust Co FSB	6	$50	0.00%
Hughes Financial Services, LLC	3	$25	0.00%
TFC Financial Management	1	$9	0.00%
Advisory Services Network, LLC	1	$8	0.00%

清倉機構（55 家）

2025 年第 4 季季末持有 Phreesia, Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 PHR 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Capital International Investors	2,851,536	$4,825 萬
Greenhouse Funds LLLP	2,471,960	$4,183 萬
Deerfield Management Company, L.P. (Series C)	1,999,045	$3,382 萬
Champlain Investment Partners, LLC	1,609,941	$2,724 萬
Millennium Management LLC	1,571,055	$2,658 萬
Park West Asset Management LLC	522,995	$884.9 萬
Brown Advisory Inc	510,858	$864.4 萬
Silvercrest Asset Management Group LLC	474,146	$802.3 萬
Riverbridge Partners LLC	459,047	$776.7 萬
ArrowMark Colorado Holdings LLC	328,331	$555.5 萬
Palisade Capital Management LLC	300,308	$508.1 萬
Adage Capital Partners GP, L.L.C.	298,042	$504.3 萬
Squarepoint Ops LLC	291,132	$492.6 萬
ExodusPoint Capital Management, LP	286,259	$484.4 萬
Nomura Holdings Inc	251,236	$425.1 萬
Point72 Asset Management, L.P.	235,615	$398.7 萬
Woodline Partners LP	191,042	$323.2 萬
Conestoga Capital Advisors, LLC	111,270	$188.3 萬
Essex Investment Management Co LLC	102,423	$173.3 萬
Tandem Capital Management Corp	72,283	$122.3 萬
Dynamic Technology Lab Private Ltd	67,673	$114.5 萬
Wesbanco Bank Inc	64,500	$109.1 萬
Healthcare of Ontario Pension Plan Trust Fund	51,980	$88.0 萬
Zacks Investment Management	49,712	$84.1 萬
VARCOV Co.	42,476	$71.9 萬
Diametric Capital, LP	38,451	$65.1 萬
Bank of Montreal	36,841	$62.3 萬
Vinva Investment Management Ltd	23,846	$60.6 萬
Oxford Asset Management LLP	35,740	$60.5 萬
Verition Fund Management LLC	35,276	$59.7 萬
Legato Capital Management LLC	33,332	$56.4 萬
Counterpoint Mutual Funds LLC	29,932	$50.6 萬
Two Sigma Advisers, LP	19,700	$33.3 萬
Magnetar Financial LLC	16,366	$27.7 萬
Envestnet Asset Management Inc	15,609	$26.4 萬
Blair William & Co	13,007	$22.0 萬
Bridgewater Associates, LP	12,805	$21.7 萬
Summit Global Investments	12,426	$21.0 萬
Quest Partners LLC	11,529	$19.5 萬
Alpine Global Management, LLC	10,573	$17.9 萬
ProShare Advisors LLC	10,458	$17.7 萬
Mach-1 Financial Group, Inc.	10,379	$17.6 萬
Virtus ETF Advisers LLC	9,281	$15.7 萬
Asset Management One Co.,Ltd.	6,578	$11.2 萬
Pension & Wealth Management Advisors, Inc.	5,127	$8.67 萬
Amalgamated Bank	1,798	$3.00 萬
Quarry LP	1,461	$2.47 萬
Vision Retirement, LLC	300	$5,076
Bellevue Asset Management, LLC	167	$2,823
International Assets Investment Management, LLC	71	$1,201
Ronald Blue Trust, Inc.	28	$474
Northwestern Mutual Wealth Management Co	19	$321
Ancora Advisors, LLC	17	$288
Dunhill Financial, LLC	1	$15
Capital Advisors, Ltd. LLC	28	$0

尚未申報 2026 年第 1 季的機構（3 家）

2025 年第 4 季季末持有 Phreesia, Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 PHR、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Vanguard Group Inc	5,744,326	$9,719 萬
Comerica Bank	308	$5,206
CIBC Private Wealth Group, LLC	200	$3,384