PhreesiaPHR

13F holders, Q3 2024 (September 30)
191holders +15
32new positions
18sold out
6famous investors
$22.74avg. 13F price*

At the end of Q3 2024, 191 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, up 15 from Q2 2024. 32 opened new positions and 18 sold out. The largest holders were FMR LLC ($152.6M), Brown Advisory Inc. ($129.6M) and BlackRock, Inc. ($119.4M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions32$20.7M
Exits18$7.7M

All 13F filers, Q2 2024 → Q3 2024: 3,294,412 shares bought and 2,245,085 shares sold, net +1,049,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

FMR LLC 0.01% Reduce -0.7% 6,697,395 $152.6M
Brown Advisory Inc. 0.16% Reduce -1.4% 5,686,124 $129.6M
BlackRock, Inc. 0.00% — 5,240,558 $119.4M
Vanguard Group Inc. 0.00% Add +2.0% 4,762,062 $108.5M
Capital International Investors 0.01% No change 2,593,063 $59.1M
Champlain Investment Partners, LLC 0.34% Add +4.1% 2,503,837 $57.1M
Rock Springs Capital Management LP 1.70% Reduce -5.6% 2,282,500 $52.0M
Greenhouse Funds LLLP 2.53% Add +21.8% 2,247,313 $51.2M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -8.9% 1,627,965 $37.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -15.3% 1,535,028 $35.0M
Granahan Investment Management, LLC 1.30% Add +22.9% 1,455,647 $33.2M
Franklin Resources Inc. 0.01% Add +3.0% 1,497,631 $31.5M
State Street Corp. 0.00% Add +7.1% 1,327,586 $30.3M
Geode Capital Management, LLC 0.00% Add +4.7% 1,245,797 $28.4M
GW&K Investment Management, LLC 0.23% Reduce -4.1% 1,156,896 $26.4M
TimesSquare Capital Management, LLC 0.30% Add +2.3% 868,409 $19.8M
Riverbridge Partners LLC 0.23% Reduce -3.3% 753,229 $17.2M
Blair William & Co. 0.05% Reduce -6.3% 679,974 $15.5M
Deerfield Management Company, L.P. 0.21% Add +183.1% 544,448 $12.4M
Northern Trust Corp. 0.00% Add +2.4% 536,415 $12.2M
Schroder Investment Management Group 0.01% Add +14.8% 495,933 $11.3M
Bank of America Corp. 0.00% Add +4.5% 452,731 $10.3M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 447,239 $10.2M
Bellevue Group AG 0.16% Reduce -4.7% 422,406 $9.6M
Goldman Sachs Group Inc. 0.00% Add +18.6% 382,804 $8.7M
Millennium Management 0.01% New 356,771 $8.1M
Morgan Stanley 0.00% Add +45.0% 348,021 $7.9M
ArrowMark Colorado Holdings LLC 0.10% Reduce -9.9% 343,206 $7.8M
Citadel Advisors 0.01% Add +8.1% 336,435 $7.7M
Peregrine Capital Management LLC 0.22% Reduce -10.7% 316,796 $7.2M
Neuberger Berman Group LLC 0.01% Add +35.4% 307,864 $7.0M
Silvercrest Asset Management Group LLC 0.05% Reduce -33.7% 301,003 $6.9M
State of Wisconsin Investment Board 0.02% No change 300,723 $6.9M
Intrinsic Edge Capital Management LLC 0.78% Add +29.8% 275,325 $6.3M
Sei Investments Co. 0.01% Add +9.8% 181,574 $4.1M
Bank of New York Mellon Corp 0.00% Reduce -15.7% 180,765 $4.1M
Voya Investment Management LLC 0.00% Add +897.5% 175,667 $4.0M
Dimensional Fund Advisors LP 0.00% Reduce -3.6% 165,820 $3.8M
Squarepoint Ops LLC 0.01% Reduce -40.2% 149,654 $3.4M
Nuveen Asset Management, LLC 0.00% Add +4.1% 133,165 $3.0M
Essex Investment Management Co. LLC 0.47% Add +44.7% 117,849 $2.7M
Birchview Capital, LP 2.26% No change 114,700 $2.6M
Norges Bank 0.00% Reduce -42.6% 110,716 $2.5M
Russell Investments Group, Ltd. 0.00% Add +5.1% 107,392 $2.4M
Swiss National Bank 0.00% Add +2.1% 106,500 $2.4M
Bullseye Asset Management LLC 1.05% No change 100,263 $2.3M
Moody National Bank Trust Division 0.24% Add +48.8% 100,230 $2.3M
Arcadia Investment Management Corp. 0.36% Add +9.6% 97,085 $2.2M
Allianz Asset Management GmbH 0.00% No change 97,065 $2.2M
Macquarie Group Ltd. 0.00% Reduce -10.3% 96,298 $2.2M
Barclays PLC 0.00% Add +83.6% 94,929 $2.2M
Qube Research & Technologies Ltd 0.00% New 87,574 $2.0M
Conestoga Capital Advisors, LLC 0.02% No change 78,085 $1.8M
Rhumbline Advisers 0.00% Reduce -5.2% 77,875 $1.8M
PDT Partners, LLC 0.15% Reduce -0.0% 75,303 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 69,236 $1.6M
Voloridge Investment Management, LLC 0.01% Reduce -62.8% 67,467 $1.5M
Boston Partners 0.00% Add +0.0% 67,413 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.6% 66,676 $1.5M
Lazard Asset Management LLC 0.00% Reduce -65.6% 66,244 $1.5M
JPMorgan Chase & Co. 0.00% Reduce -35.8% 63,476 $1.4M
Alliancebernstein L.P. 0.00% No change 56,500 $1.3M
Jane Street Group, LLC 0.00% Reduce -52.3% 52,350 $1.2M
Legal & General Group Plc 0.00% Add +0.9% 51,704 $1.2M
California State Teachers Retirement System 0.00% Add +0.4% 51,643 $1.2M
Diker Management LLC 0.91% No change 50,000 $1.1M
Gsa Capital Partners LLP 0.09% Add +418.3% 49,553 $1.1M
Bessemer Group Inc. 0.00% Add +12.3% 46,196 $1.1M
Sherbrooke Park Advisers LLC 0.22% Add +35.4% 42,567 $970K
SG Americas Securities, LLC 0.00% New 41,849 $954K
Balyasny Asset Management L.P. 0.00% New 41,624 $949K
Legato Capital Management LLC 0.11% Add +46.2% 40,411 $921K
Citigroup Inc. 0.00% Add +257.4% 40,049 $913K
Invesco Ltd. 0.00% Add +2.0% 39,892 $909K
Tudor Investment Corporation 0.01% New 39,731 $905K
UBS Group AG 0.00% Add +64.8% 39,650 $904K
M&T Bank Corp 0.00% Add +4.6% 35,127 $801K
Trexquant Investment LP 0.01% New 34,286 $781K
CenterBook Partners LP 0.05% Reduce -31.8% 32,960 $751K
ExodusPoint Capital Management, LP 0.01% Add +83.6% 31,894 $727K
AlphaQuest LLC 0.06% Add +5361.8% 31,296 $713K
STRS Ohio 0.00% Add +14.7% 31,200 $711K
WoodTrust Financial Corp 0.10% No change 31,000 $706K
MetLife Investment Management, LLC 0.00% Add +3.8% 30,781 $701K
Bridgewater Associates 0.00% Reduce -51.1% 30,445 $694K
Versor Investments LP 0.11% New 30,441 $694K
Janus Henderson Group PLC 0.00% No change 29,631 $675K
Corebridge Financial, Inc. 0.00% Add +8.0% 29,590 $674K
Deutsche Bank AG 0.00% Add +29.9% 29,250 $667K
Legacy Advisors, LLC 0.07% No change 29,010 $661K
Campbell & CO Investment Adviser LLC 0.05% Add +32.2% 28,369 $647K
Man Group plc 0.00% New 28,321 $645K
Manufacturers Life Insurance Company, The 0.00% Add +3.4% 27,935 $637K
Zacks Investment Management 0.01% New 27,701 $631K
Algert Global LLC 0.02% Reduce -41.0% 26,827 $611K
Wesbanco Bank Inc. 0.02% New 26,000 $593K
Diversified Trust Co. 0.01% Add +12.9% 24,356 $555K
Envestnet Asset Management Inc. 0.00% Add +1.0% 24,187 $551K
Dynamic Technology Lab Private Ltd 0.06% New 24,079 $549K
Ensign Peak Advisors, Inc 0.00% No change 22,491 $513K

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

Show all 191 holders