PhreesiaPHR

13F holders, Q1 2024 (March 31)
190holders
6famous investors
$23.95avg. 13F price*

At the end of Q1 2024, 190 institutions reported holding Phreesia Inc. (PHR) in their 13F filings. The largest holders were FMR LLC ($183.9M), Vanguard Group Inc. ($109.3M) and Brown Advisory Inc. ($100.9M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Phreesia Inc.
CUSIP
71944F106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 190Q1 2024Q2 2024: 176Q2 2024Q3 2024: 191Q3 2024Q4 2024: 191Q4 2024Q1 2025: 223Q1 2025Q2 2025: 224Q2 2025Q3 2025: 235Q3 2025Q4 2025: 231Q4 2025Q1 2026: 246Q1 2026Q2 2026: 227Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions29$44.3M
Exits23$60.2M

Ownership 190 holders

FMR LLC 0.01% Reduce -0.1% 7,685,990 $183.9M
Vanguard Group Inc. 0.00% Reduce -1.3% 4,567,792 $109.3M
Brown Advisory Inc. 0.13% Add +6.7% 4,215,734 $100.9M
BlackRock Inc. 0.00% Reduce -2.2% 4,156,649 $99.5M
Capital International Investors 0.01% Add +221.1% 2,593,063 $62.1M
Rock Springs Capital Management LP 1.44% Add +7.2% 2,365,000 $56.6M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -1.0% 1,793,723 $42.9M
Credit Suisse AG/ 0.04% Reduce -0.4% 1,770,805 $42.4M
Granahan Investment Management, LLC 1.26% Add +41.0% 1,494,294 $35.8M
Franklin Resources Inc. 0.01% Add +0.2% 1,487,527 $35.6M
Champlain Investment Partners, LLC 0.17% New 1,251,200 $29.9M
GW&K Investment Management, LLC 0.26% Add +3.5% 1,250,626 $29.9M
State Street Corp. 0.00% Add +5.7% 1,219,768 $29.2M
Geode Capital Management, LLC 0.00% Add +3.4% 1,157,104 $27.7M
Greenhouse Funds LLLP 1.55% Add +117.2% 1,027,437 $24.6M
Riverbridge Partners LLC 0.25% Add +0.0% 844,659 $20.2M
TimesSquare Capital Management, LLC 0.28% Reduce -8.0% 799,519 $19.1M
Blair William & Co. 0.06% Add +42.6% 752,700 $18.0M
Summit Partners Public Asset Management, LLC 0.81% Add +28.9% 713,000 $17.1M
Millennium Management 0.01% Reduce -58.6% 547,725 $13.1M
Northern Trust Corp. 0.00% Reduce -1.4% 542,272 $13.0M
Silvercrest Asset Management Group LLC 0.07% Add +4.5% 447,638 $10.7M
Bellevue Group AG 0.16% Add +5.2% 443,341 $10.6M
Bank of America Corp. 0.00% Add +47.3% 442,382 $10.6M
Charles Schwab Investment Management Inc. 0.00% Add +2.1% 421,257 $10.1M
Lazard Asset Management LLC 0.01% Reduce -23.7% 372,694 $8.9M
Peregrine Capital Management LLC 0.22% Reduce -1.1% 318,560 $7.6M
Nuveen Asset Management, LLC 0.00% Reduce -0.6% 310,397 $7.4M
ArrowMark Colorado Holdings LLC 0.08% Add +2.8% 309,455 $7.4M
State of Wisconsin Investment Board 0.02% Reduce -18.6% 303,766 $7.3M
Norges Bank 0.00% Reduce -15.4% 299,598 $7.2M
Morgan Stanley 0.00% Add +12.1% 278,014 $6.7M
Goldman Sachs Group Inc. 0.00% Add +34.9% 255,967 $6.1M
Schroder Investment Management Group 0.01% Reduce -27.7% 255,934 $6.1M
Nishkama Capital, LLC 0.61% New 224,491 $5.4M
Polar Asset Management Partners Inc. 0.17% Reduce -29.7% 201,500 $4.8M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 197,816 $4.7M
Candriam S.C.A. 0.03% Reduce -51.0% 177,939 $4.3M
Dimensional Fund Advisors LP 0.00% Reduce -2.5% 174,202 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +31.7% 132,581 $4.1M
Squarepoint Ops LLC 0.02% Add +30.1% 160,181 $3.8M
Marshall Wace, LLP 0.01% Add +88.5% 153,078 $3.7M
AXA S.A. 0.01% No change 142,188 $3.4M
Voloridge Investment Management, LLC 0.01% Reduce -20.6% 134,468 $3.2M
Algert Global LLC 0.13% Reduce -20.0% 134,351 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -27.9% 131,965 $3.2M
Birchview Capital, LP 2.24% No change 114,700 $2.7M
Allianz Asset Management GmbH 0.00% Add +3.4% 112,569 $2.7M
Cubist Systematic Strategies, LLC 0.03% Reduce -15.1% 104,621 $2.5M
Swiss National Bank 0.00% Add +1.0% 104,300 $2.5M
Bullseye Asset Management LLC 1.10% No change 98,013 $2.3M
Macquarie Group Ltd. 0.00% Reduce -2.4% 97,455 $2.3M
Citadel Advisors 0.00% Reduce -63.9% 95,947 $2.3M
Roubaix Capital, LLC 1.36% New 89,802 $2.1M
Rhumbline Advisers 0.00% Add +4.7% 81,283 $1.9M
PDT Partners, LLC 0.18% Reduce -0.1% 79,982 $1.9M
Conestoga Capital Advisors, LLC 0.03% Add +1.0% 78,085 $1.9M
Arcadia Investment Management Corp. 0.33% Add +105.7% 77,825 $1.9M
T. Rowe Price Associates Inc. 0.00% Reduce -2.5% 72,712 $1.7M
Point72 Asset Management 0.01% Reduce -77.4% 71,300 $1.7M
Moody National Bank Trust Division 0.13% Add +41.9% 71,044 $1.7M
Sei Investments Co. 0.00% Reduce -1.8% 70,269 $1.7M
Bridgewater Associates 0.01% Reduce -12.6% 69,072 $1.7M
New York State Common Retirement Fund 0.00% Add +23.5% 66,520 $1.6M
Essex Investment Management Co. LLC 0.28% Add +1.9% 59,764 $1.4M
Russell Investments Group, Ltd. 0.00% Add +1407.9% 57,874 $1.4M
Alliancebernstein L.P. 0.00% No change 56,500 $1.4M
UBS Group AG 0.00% Reduce -20.1% 53,588 $1.3M
California State Teachers Retirement System 0.00% Reduce -4.6% 52,866 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 52,288 $1.3M
Diker Management LLC 0.97% No change 50,000 $1.2M
Legal & General Group Plc 0.00% Add +2.6% 48,640 $1.2M
Barclays PLC 0.00% Reduce -46.0% 47,805 $1.1M
Jane Street Group, LLC 0.00% Reduce -46.5% 47,474 $1.1M
Caption Management, LLC 0.12% Add +143.2% 45,000 $1.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 39,386 $943K
Trexquant Investment LP 0.02% Add +263.3% 39,074 $935K
Gotham Asset Management 0.01% Add +182.6% 38,541 $922K
Invesco Ltd. 0.00% Add +5.5% 38,445 $920K
Janus Henderson Group PLC 0.00% Reduce -92.0% 37,101 $887K
Two Sigma Advisers, LP 0.00% Reduce -64.3% 33,600 $804K
Verition Fund Management LLC 0.01% New 33,374 $799K
First Trust Advisors LP 0.00% New 32,520 $778K
WoodTrust Financial Corp 0.12% Add +87.9% 31,000 $742K
ClariVest Asset Management LLC 0.08% Reduce -33.0% 30,369 $727K
Jennison Associates LLC 0.00% Reduce -23.3% 29,733 $712K
Graham Capital Management, L.P. 0.04% Add +2.5% 29,236 $700K
Legacy Advisors, LLC 0.09% No change 29,010 $694K
Boston Partners 0.00% New 27,962 $669K
Legato Capital Management LLC 0.08% No change 27,644 $662K
Deutsche Bank AG 0.00% Add +2.8% 27,618 $661K
M&T Bank Corp 0.00% Add +19.9% 27,302 $653K
Manufacturers Life Insurance Company, The 0.00% Add +3.8% 26,754 $640K
MetLife Investment Management, LLC 0.00% No change 26,712 $639K
Envestnet Asset Management Inc. 0.00% Add +17.8% 26,256 $628K
American International Group, Inc. 0.00% Reduce -0.8% 26,118 $625K
Jefferies Financial Group Inc. 0.01% New 25,769 $617K
State Board of Administration of Florida Retirement System 0.00% Add +27.0% 18,709 $604K
STRS Ohio 0.00% Reduce -6.2% 24,400 $583K
Bessemer Group Inc. 0.00% Add +312.4% 22,143 $530K

"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.

Show all 190 holders