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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $44.3M |
| Exits | 23 | $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 |
| CenterBook Partners LP | 0.04% | Reduce -5.2% | 21,946 | $525K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.2% | 21,931 | $525K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 21,791 | $521K |
| Capital Impact Advisors, LLC | 0.67% | No change | 21,666 | $518K |
| RBF Capital, LLC | 0.03% | No change | 21,000 | $503K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 20,965 | $502K |
| Quarry LP | 0.21% | Add +13273.1% | 20,862 | $499K |
| Jasper Ridge Partners, L.P. | 0.02% | No change | 20,853 | $499K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.9% | 18,803 | $450K |
| Voya Investment Management LLC | 0.00% | Reduce -15.7% | 17,812 | $426K |
| Wells Fargo & Company | 0.00% | Add +9.0% | 17,637 | $422K |
| Trust Point Inc. | 0.03% | Add +70.8% | 17,611 | $421K |
| M Holdings Securities, Inc. | 0.07% | Reduce -12.5% | 17,500 | $419K |
| Commerce Bank | 0.00% | Add +0.7% | 16,891 | $404K |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.4% | 16,434 | $393K |
| New York Life Investment Management LLC | 0.00% | New | 15,046 | $360K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 14,525 | $348K |
| XTX Topco Ltd | 0.05% | New | 14,251 | $341K |
| Select Equity Group, L.P. | 0.00% | New | 13,830 | $331K |
| Premier Fund Managers Ltd | 0.01% | Add +6.5% | 13,466 | $328K |
| Petrus Trust Company, LTA | 0.03% | Reduce -24.7% | 13,546 | $324K |
| Balyasny Asset Management L.P. | 0.00% | New | 13,294 | $318K |
| QRG Capital Management, Inc. | 0.00% | Add +26.1% | 13,227 | $317K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,757 | $305K |
| Mercer Global Advisors Inc. | 0.00% | Add +42.8% | 12,656 | $303K |
| Nebula Research & Development LLC | 0.06% | Reduce -40.0% | 12,477 | $299K |
| Nichols & Pratt Advisers LLP | 0.02% | Reduce -60.6% | 12,365 | $296K |
| Raymond James & Associates | 0.00% | Add +21.8% | 11,895 | $285K |
| Private Advisor Group, LLC | 0.00% | Add +3.7% | 11,801 | $282K |
| Sherbrooke Park Advisers LLC | 0.05% | New | 11,503 | $275K |
| PEAK6 Investments LLC | 0.01% | New | 11,450 | $274K |
| AQR Capital Management | 0.00% | New | 11,126 | $266K |
| Bank of Montreal | 0.00% | Reduce -0.7% | 10,646 | $259K |
| Diversified Trust Co. | 0.01% | New | 10,681 | $256K |
| Los Angeles Capital Management LLC | 0.00% | No change | 10,456 | $250K |
| Olympiad Research LP | 0.16% | Reduce -21.2% | 10,248 | $245K |
| Prelude Capital Management, LLC | 0.02% | Reduce -70.5% | 9,838 | $235K |
| Wolverine Trading, LLC | 0.00% | New | 9,548 | $228K |
| ProShare Advisors LLC | 0.00% | Add +8.6% | 9,522 | $228K |
| Royal Bank of Canada | 0.00% | Reduce -58.8% | 9,477 | $226K |
| Citigroup Inc. | 0.00% | Add +16.1% | 8,921 | $213K |
| Vident Advisory, LLC | 0.00% | Reduce -1.7% | 8,850 | $212K |
| Quadrature Capital Ltd | 0.00% | New | 8,433 | $202K |
| Brevan Howard Capital Management LP | 0.02% | New | 8,395 | $201K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.3% | 8,232 | $197K |
| EntryPoint Capital, LLC | 0.15% | New | 7,069 | $169K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,486 | $131K |
| US Bancorp \de | 0.00% | Reduce -27.5% | 4,609 | $110K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 4,049 | $97K |
| State of Wyoming | 0.01% | Reduce -6.0% | 3,059 | $73K |
| Metropolitan Life Insurance Co | 0.00% | No change | 2,949 | $71K |
| Group One Trading LLC | 0.00% | New | 2,842 | $68K |
| Walleye Capital LLC | 0.00% | Reduce -75.8% | 1,744 | $42K |
| Amalgamated Bank | 0.00% | Reduce -77.5% | 1,700 | $41K |
| nVerses Capital, LLC | 0.10% | New | 1,700 | $41K |
| Assetmark, Inc. | 0.00% | No change | 1,685 | $40K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.2% | 1,571 | $38K |
| Fifth Third Bancorp | 0.00% | Add +11.6% | 1,440 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,485 | $34K |
| Van Eck Associates Corp. | 0.00% | Add +6.2% | 1,164 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.3% | 985 | $24K |
| Comerica Bank | 0.00% | Add +50.2% | 975 | $23K |
| Amundi | 0.00% | Reduce -45.2% | 1,004 | $23K |
| First Horizon Advisors, Inc. | 0.00% | No change | 923 | $22K |
| Park Place Capital Corp | 0.01% | Add +253.0% | 653 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -39.4% | 615 | $15K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +26.6% | 462 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 322 | $8K |
| Cwm, LLC | 0.00% | Reduce -59.3% | 223 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -85.0% | 192 | $5K |
| Mather Group, Llc. | 0.00% | New | 175 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 122 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $2K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -74.5% | 84 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 70 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 55 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 55 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $1K |
| Versant Capital Management, Inc | 0.00% | Reduce -34.4% | 42 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 60 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $739 |
| Avior Wealth Management, LLC | 0.00% | New | 25 | $598 |
| AlphaQuest LLC | 0.00% | New | 20 | $479 |
| Signaturefd, LLC | 0.00% | No change | 18 | $431 |
| GAMMA Investing LLC | 0.00% | No change | 17 | $407 |
| Arax Advisory Partners | 0.00% | No change | 15 | $359 |
| Rothschild Investment LLC | 0.00% | New | 5 | $120 |
| Huntington National Bank | 0.00% | No change | 1 | $24 |
| Covestor Ltd | 0.00% | Reduce -20.0% | 4 | $0 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.