PhreesiaPHR
13F holders, Q2 2024 (June 30)176holders −14
21new positions
36sold out
5famous investors
$21.20avg. 13F price*
At the end of Q2 2024, 176 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, down 14 from Q1 2024. 21 opened new positions and 36 sold out. The largest holders were FMR LLC ($142.9M), Brown Advisory Inc. ($122.3M) and BlackRock Inc. ($108.0M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Phreesia Inc.
- CUSIP
- 71944F106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $18.3M |
| Exits | 36 | $60.8M |
All 13F filers, Q1 2024 → Q2 2024: 8,556,455 shares bought and 5,106,138 shares sold, net +3,450,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| FMR LLC | 0.01% | Reduce -12.3% | 6,741,449 | $142.9M |
| Brown Advisory Inc. | 0.16% | Add +36.8% | 5,768,116 | $122.3M |
| BlackRock Inc. | 0.00% | Add +22.6% | 5,095,623 | $108.0M |
| Vanguard Group Inc. | 0.00% | Add +2.2% | 4,668,847 | $99.0M |
| Capital International Investors | 0.01% | No change | 2,593,063 | $55.0M |
| Rock Springs Capital Management LP | 1.55% | Add +2.2% | 2,417,500 | $51.3M |
| Champlain Investment Partners, LLC | 0.31% | Add +92.3% | 2,405,990 | $51.0M |
| Greenhouse Funds LLLP | 2.05% | Add +79.6% | 1,845,031 | $39.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3368.2% | 1,813,457 | $38.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -0.3% | 1,787,567 | $37.9M |
| Franklin Resources Inc. | 0.01% | Reduce -2.2% | 1,454,658 | $30.8M |
| State Street Corp. | 0.00% | Add +1.6% | 1,239,069 | $26.3M |
| GW&K Investment Management, LLC | 0.23% | Reduce -3.6% | 1,205,995 | $25.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 1,189,863 | $25.2M |
| Granahan Investment Management, LLC | 1.00% | Reduce -20.7% | 1,184,752 | $25.1M |
| TimesSquare Capital Management, LLC | 0.28% | Add +6.2% | 849,014 | $18.0M |
| Riverbridge Partners LLC | 0.22% | Reduce -7.8% | 778,645 | $16.5M |
| Blair William & Co. | 0.05% | Reduce -3.6% | 725,500 | $15.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 523,828 | $11.1M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +1.4% | 453,734 | $9.6M |
| Bellevue Group AG | 0.15% | No change | 443,341 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 433,318 | $9.2M |
| Schroder Investment Management Group | 0.01% | Add +68.8% | 431,942 | $9.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.3% | 431,127 | $9.1M |
| ArrowMark Colorado Holdings LLC | 0.10% | Add +23.1% | 381,015 | $8.1M |
| Peregrine Capital Management LLC | 0.22% | Add +11.3% | 354,607 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.1% | 322,667 | $6.8M |
| Citadel Advisors | 0.01% | Add +224.5% | 311,344 | $6.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.0% | 300,723 | $6.4M |
| Squarepoint Ops LLC | 0.02% | Add +56.3% | 250,396 | $5.3M |
| Morgan Stanley | 0.00% | Reduce -13.7% | 239,973 | $5.1M |
| Neuberger Berman Group LLC | 0.00% | New | 227,368 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 214,430 | $4.5M |
| Intrinsic Edge Capital Management LLC | 0.44% | New | 212,088 | $4.5M |
| Norges Bank | 0.00% | Reduce -35.7% | 192,743 | $4.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -48.3% | 192,636 | $4.1M |
| Deerfield Management Company, L.P. | 0.08% | New | 192,347 | $4.1M |
| Voloridge Investment Management, LLC | 0.01% | Add +35.0% | 181,556 | $3.8M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.3% | 171,994 | $3.6M |
| Sei Investments Co. | 0.01% | Add +135.3% | 165,327 | $3.5M |
| AXA S.A. | 0.01% | No change | 142,188 | $3.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -58.8% | 127,910 | $2.7M |
| Birchview Capital, LP | 2.25% | No change | 114,700 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +131.2% | 109,780 | $2.3M |
| Macquarie Group Ltd. | 0.00% | Add +10.1% | 107,340 | $2.3M |
| Swiss National Bank | 0.00% | No change | 104,300 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +76.5% | 102,174 | $2.2M |
| Bullseye Asset Management LLC | 1.04% | Add +2.3% | 100,263 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.1% | 98,889 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -13.8% | 97,065 | $2.1M |
| Arcadia Investment Management Corp. | 0.32% | Add +13.9% | 88,625 | $1.9M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | New | 85,088 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +1.1% | 82,136 | $1.7M |
| Essex Investment Management Co. LLC | 0.32% | Add +36.3% | 81,443 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +145.7% | 79,891 | $1.7M |
| Conestoga Capital Advisors, LLC | 0.02% | No change | 78,085 | $1.7M |
| PDT Partners, LLC | 0.15% | Reduce -5.8% | 75,323 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 67,794 | $1.4M |
| Boston Partners | 0.00% | Add +141.1% | 67,404 | $1.4M |
| Moody National Bank Trust Division | 0.11% | Reduce -5.2% | 67,376 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.3% | 65,944 | $1.4M |
| Bridgewater Associates | 0.01% | Reduce -9.8% | 62,314 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 56,500 | $1.2M |
| Barclays PLC | 0.00% | Add +8.2% | 51,704 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 51,418 | $1.1M |
| Legal & General Group Plc | 0.00% | Add +5.3% | 51,236 | $1.1M |
| Diker Management LLC | 0.90% | No change | 50,000 | $1.1M |
| CenterBook Partners LP | 0.06% | Add +120.2% | 48,321 | $1.0M |
| Algert Global LLC | 0.03% | Reduce -66.2% | 45,467 | $964K |
| Bessemer Group Inc. | 0.00% | Add +85.7% | 41,122 | $872K |
| Marshall Wace, LLP | 0.00% | Reduce -73.9% | 40,010 | $848K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 39,386 | $835K |
| Invesco Ltd. | 0.00% | Add +1.7% | 39,092 | $829K |
| Graham Capital Management, L.P. | 0.05% | Add +28.8% | 37,642 | $798K |
| M&T Bank Corp | 0.00% | Add +23.0% | 33,592 | $712K |
| Sherbrooke Park Advisers LLC | 0.12% | Add +173.3% | 31,434 | $666K |
| Jennison Associates LLC | 0.00% | Add +5.2% | 31,285 | $663K |
| WoodTrust Financial Corp | 0.10% | No change | 31,000 | $658K |
| MetLife Investment Management, LLC | 0.00% | Add +11.0% | 29,661 | $629K |
| Janus Henderson Group PLC | 0.00% | Reduce -20.1% | 29,631 | $628K |
| Legacy Advisors, LLC | 0.07% | No change | 29,010 | $615K |
| Legato Capital Management LLC | 0.08% | No change | 27,644 | $586K |
| Corebridge Financial, Inc. | 0.00% | — | 27,402 | $581K |
| STRS Ohio | 0.00% | Add +11.5% | 27,200 | $577K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.0% | 27,030 | $573K |
| Gotham Asset Management | 0.01% | Reduce -32.6% | 25,963 | $550K |
| UBS Group AG | 0.00% | Reduce -55.1% | 24,056 | $510K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.8% | 23,945 | $508K |
| Deutsche Bank AG | 0.00% | Reduce -18.4% | 22,525 | $478K |
| Ensign Peak Advisors, Inc | 0.00% | Add +3.2% | 22,491 | $477K |
| Diversified Trust Co. | 0.01% | Add +102.0% | 21,574 | $457K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 21,455 | $455K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.9% | 21,345 | $453K |
| RBF Capital, LLC | 0.03% | No change | 21,000 | $445K |
| Jasper Ridge Partners, L.P. | 0.01% | No change | 20,853 | $442K |
| New York State Common Retirement Fund | 0.00% | Reduce -69.0% | 20,647 | $438K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -19.1% | 17,746 | $376K |
| Wells Fargo & Company | 0.00% | Add +0.6% | 17,735 | $376K |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 17,610 | $373K |
| M Holdings Securities, Inc. | 0.05% | No change | 17,500 | $371K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1674.8% | 17,482 | $371K |
| ExodusPoint Capital Management, LP | 0.00% | New | 17,372 | $368K |
| Trust Point Inc. | 0.03% | Reduce -1.9% | 17,280 | $366K |
| Commerce Bank | 0.00% | No change | 16,891 | $358K |
| Select Equity Group, L.P. | 0.00% | Add +14.7% | 15,858 | $336K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 14,797 | $314K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -21.3% | 14,729 | $312K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,485 | $307K |
| HSBC Holdings PLC | 0.00% | New | 13,736 | $301K |
| HighTower Advisors, LLC | 0.00% | New | 13,709 | $290K |
| D. E. Shaw & Co. | 0.00% | New | 13,160 | $279K |
| Brevan Howard Capital Management LP | 0.02% | Add +52.3% | 12,785 | $271K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,757 | $270K |
| Royal Bank of Canada | 0.00% | Add +34.4% | 12,741 | $270K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 11,535 | $245K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.8% | 11,410 | $242K |
| Citigroup Inc. | 0.00% | Add +25.6% | 11,204 | $238K |
| QRG Capital Management, Inc. | 0.00% | Reduce -16.9% | 10,997 | $233K |
| Bank of Montreal | 0.00% | No change | 10,646 | $231K |
| Los Angeles Capital Management LLC | 0.00% | No change | 10,456 | $222K |
| Occudo Quantitative Strategies LP | 0.04% | New | 10,361 | $220K |
| Handelsbanken Fonder AB | 0.00% | New | 10,200 | $216K |
| Point72 (DIFC) Ltd | 0.02% | New | 9,882 | $209K |
| Raymond James & Associates | 0.00% | Reduce -19.2% | 9,612 | $204K |
| Gsa Capital Partners LLP | 0.01% | New | 9,560 | $203K |
| Lombard Odier Asset Management (USA) Corp | 0.09% | New | 9,505 | $202K |
| PEAK6 Investments LLC | 0.01% | Reduce -25.4% | 8,536 | $181K |
| Caption Management, LLC | 0.02% | Reduce -81.9% | 8,145 | $173K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -8.3% | 7,551 | $160K |
| Point72 Asset Management | 0.00% | Reduce -93.0% | 5,000 | $106K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.0% | 4,990 | $106K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -95.5% | 4,700 | $100K |
| US Bancorp \de | 0.00% | Reduce -0.9% | 4,567 | $97K |
| Amundi | 0.00% | Add +259.3% | 3,607 | $74K |
| State of Wyoming | 0.01% | Add +12.5% | 3,440 | $73K |
| nVerses Capital, LLC | 0.04% | Add +76.5% | 3,000 | $64K |
| Amalgamated Bank | 0.00% | Add +6.5% | 1,811 | $38K |
| Group One Trading LLC | 0.00% | Reduce -38.7% | 1,742 | $37K |
| Assetmark, Inc. | 0.00% | No change | 1,685 | $36K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.8% | 1,615 | $34K |
| Fifth Third Bancorp | 0.00% | No change | 1,440 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,485 | $30K |
| Van Eck Associates Corp. | 0.00% | No change | 1,164 | $25K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -73.0% | 1,093 | $23K |
| First Horizon Advisors, Inc. | 0.00% | No change | 923 | $20K |
| Comerica Bank | 0.00% | Reduce -16.3% | 816 | $17K |
| Parallel Advisors, LLC | 0.00% | No change | 615 | $13K |
| AlphaQuest LLC | 0.00% | Add +2765.0% | 573 | $12K |
| Blue Trust, Inc. | 0.00% | New | 308 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 346 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 322 | $7K |
| GAMMA Investing LLC | 0.00% | Add +1670.6% | 301 | $6K |
| Walleye Capital LLC | 0.00% | Reduce -86.0% | 244 | $5K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +175.0% | 231 | $5K |
| Cwm, LLC | 0.00% | Add +15.3% | 257 | $5K |
| ClariVest Asset Management LLC | 0.00% | Reduce -99.3% | 203 | $4K |
| Mather Group, Llc. | 0.00% | No change | 175 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 186 | $4K |
| Park Place Capital Corp | 0.00% | Reduce -71.7% | 185 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.3% | 132 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 122 | $3K |
| Versant Capital Management, Inc | 0.00% | Add +150.0% | 105 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 64 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 56 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 55 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Arax Advisory Partners | 0.00% | Add +186.7% | 43 | $912 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $912 |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $661 |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 25 | $530 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 17 | $424 |
| Signaturefd, LLC | 0.00% | No change | 18 | $382 |
| Avior Wealth Management, LLC | 0.00% | Reduce -40.0% | 15 | $318 |
| Huntington National Bank | 0.00% | No change | 1 | $21 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.