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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $20.7M |
| Exits | 18 | $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 |
| Acadian Asset Management LLC | 0.00% | New | 21,630 | $491K |
| Gotham Asset Management | 0.01% | Reduce -18.3% | 21,206 | $483K |
| Jasper Ridge Partners, L.P. | 0.01% | No change | 20,853 | $475K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 20,437 | $466K |
| First Trust Advisors LP | 0.00% | Reduce -74.8% | 20,170 | $460K |
| Graham Capital Management, L.P. | 0.02% | Reduce -46.9% | 20,005 | $456K |
| RBF Capital, LLC | 0.02% | No change | 21,000 | $445K |
| Wells Fargo & Company | 0.00% | Add +9.6% | 19,439 | $443K |
| Marshall Wace, LLP | 0.00% | Reduce -54.0% | 18,395 | $419K |
| Inspire Investing, LLC | 0.04% | New | 18,263 | $416K |
| Trust Point Inc. | 0.03% | Add +3.5% | 17,887 | $408K |
| New York State Common Retirement Fund | 0.00% | Reduce -14.8% | 17,602 | $401K |
| Raymond James & Associates | 0.00% | Add +78.9% | 17,196 | $392K |
| Commerce Bank | 0.00% | Reduce -3.6% | 16,281 | $371K |
| Arizona State Retirement System | 0.00% | Add +6.1% | 15,700 | $358K |
| Verition Fund Management LLC | 0.00% | New | 15,684 | $357K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -60.8% | 15,458 | $352K |
| M Holdings Securities, Inc. | 0.09% | Reduce -14.3% | 15,000 | $342K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +2.2% | 14,810 | $338K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $336K |
| Royal Bank of Canada | 0.00% | Add +14.2% | 14,551 | $331K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.9% | 14,015 | $319K |
| HighTower Advisors, LLC | 0.00% | Add +1.8% | 13,958 | $319K |
| Intech Investment Management LLC | 0.00% | New | 13,862 | $316K |
| Renaissance Technologies | 0.00% | New | 13,600 | $310K |
| Engineers Gate Manager LP | 0.01% | New | 13,354 | $304K |
| Corton Capital Inc. | 0.15% | New | 13,326 | $304K |
| Petrus Trust Company, LTA | 0.03% | New | 12,244 | $279K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 11,776 | $268K |
| QRG Capital Management, Inc. | 0.00% | Add +3.9% | 11,422 | $260K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.5% | 11,122 | $249K |
| XTX Topco Ltd | 0.02% | New | 10,844 | $247K |
| Magnetar Financial LLC | 0.01% | New | 10,722 | $244K |
| Bank of Montreal | 0.00% | Reduce -0.2% | 10,621 | $241K |
| ProShare Advisors LLC | 0.00% | New | 10,458 | $238K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,200 | $232K |
| HSBC Holdings PLC | 0.00% | Reduce -30.3% | 9,571 | $218K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $172K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +12.3% | 5,606 | $128K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -74.5% | 4,521 | $103K |
| US Bancorp \de | 0.00% | Reduce -7.4% | 4,231 | $96K |
| Walleye Trading LLC | 0.00% | New | 3,813 | $87K |
| NewEdge Advisors, LLC | 0.00% | New | 3,797 | $87K |
| State of Wyoming | 0.01% | Add +9.4% | 3,764 | $86K |
| PEAK6 Investments LLC | 0.00% | Reduce -57.8% | 3,600 | $82K |
| Amundi | 0.00% | No change | 3,607 | $77K |
| Simplex Trading, LLC | 0.00% | New | 3,088 | $70K |
| Group One Trading LLC | 0.00% | Add +15.4% | 2,011 | $46K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,000 | $46K |
| Amalgamated Bank | 0.00% | No change | 1,811 | $41K |
| Assetmark, Inc. | 0.00% | No change | 1,685 | $38K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.7% | 1,587 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,485 | $34K |
| Fifth Third Bancorp | 0.00% | No change | 1,440 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +290.8% | 1,352 | $31K |
| Comerica Bank | 0.00% | Add +24.9% | 1,019 | $23K |
| First Horizon Advisors, Inc. | 0.00% | No change | 923 | $21K |
| Quarry LP | 0.01% | New | 912 | $21K |
| Van Eck Associates Corp. | 0.00% | Reduce -28.8% | 829 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 615 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.1% | 504 | $11K |
| Walleye Capital LLC | 0.00% | Add +70.1% | 415 | $9K |
| Blue Trust, Inc. | 0.00% | Add +35.7% | 418 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 322 | $7K |
| Cwm, LLC | 0.00% | Add +8.2% | 278 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 235 | $5K |
| ClariVest Asset Management LLC | 0.00% | No change | 203 | $4K |
| Park Place Capital Corp | 0.00% | No change | 185 | $4K |
| Osaic Holdings, Inc. | 0.00% | No change | 132 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 122 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 114 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $2K |
| Versant Capital Management, Inc | 0.00% | Reduce -5.7% | 99 | $2K |
| International Assets Investment Management, LLC | 0.00% | No change | 64 | $1K |
| Rothschild Investment LLC | 0.00% | Add +140.0% | 60 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 58 | $1K |
| Avior Wealth Management, LLC | 0.00% | Add +280.0% | 57 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 56 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 55 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 49 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $980 |
| Huntington National Bank | 0.00% | Add +4100.0% | 42 | $957 |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $729 |
| Earned Wealth Advisors, LLC | 0.00% | New | 31 | $706 |
| GAMMA Investing LLC | 0.00% | Reduce -92.0% | 24 | $547 |
| Arax Advisory Partners | 0.00% | Reduce -46.5% | 23 | $525 |
| Signaturefd, LLC | 0.00% | No change | 18 | $410 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 17 | $387 |
| J.Safra Asset Management Corp | 0.00% | New | 16 | $364 |
| 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.