PhreesiaPHR

13F holders, Q4 2024 (December 31)
191holders
23new positions
26sold out
5famous investors
$25.16avg. 13F price*

At the end of Q4 2024, 191 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, unchanged from Q3 2024. 23 opened new positions and 26 sold out. The largest holders were FMR LLC ($154.8M), Brown Advisory Inc. ($140.8M) and BlackRock, Inc. ($132.8M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions23$21.9M
Exits26$39.2M

All 13F filers, Q3 2024 → Q4 2024: 4,581,331 shares bought and 4,945,067 shares sold, net −363,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

FMR LLC 0.01% Reduce -8.1% 6,152,726 $154.8M
Brown Advisory Inc. 0.18% Reduce -1.6% 5,594,590 $140.8M
BlackRock, Inc. 0.00% Add +0.7% 5,276,430 $132.8M
Vanguard Group Inc. 0.00% Add +1.3% 4,823,110 $121.3M
Greenhouse Funds LLLP 3.20% Add +27.9% 2,873,892 $72.3M
Capital International Investors 0.01% No change 2,593,063 $65.2M
Champlain Investment Partners, LLC 0.39% Reduce -1.9% 2,456,149 $61.8M
Rock Springs Capital Management LP 1.96% Reduce -10.6% 2,040,000 $51.3M
Franklin Resources Inc. 0.01% Add +0.8% 1,509,617 $38.0M
Granahan Investment Management, LLC 1.53% Reduce -0.1% 1,453,720 $36.6M
State Street Corp. 0.00% Add +8.7% 1,442,689 $36.3M
Deerfield Management Company, L.P. 0.69% Add +133.6% 1,271,832 $32.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -17.5% 1,267,084 $31.9M
Geode Capital Management, LLC 0.00% Reduce -0.2% 1,243,325 $31.3M
GW&K Investment Management, LLC 0.23% Reduce -5.3% 1,095,949 $27.6M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -45.1% 893,716 $22.5M
Riverbridge Partners LLC 0.23% Reduce -9.2% 683,888 $17.2M
Millennium Management 0.01% Add +83.2% 653,634 $16.4M
Goldman Sachs Group Inc. 0.00% Add +56.1% 597,610 $15.0M
Northern Trust Corp. 0.00% Add +6.6% 571,807 $14.4M
Citadel Advisors 0.01% Add +56.7% 527,227 $13.3M
Schroder Investment Management Group 0.01% Reduce -0.1% 495,304 $12.7M
Charles Schwab Investment Management Inc. 0.00% Add +10.3% 493,448 $12.4M
ArrowMark Colorado Holdings LLC 0.16% Add +41.2% 484,617 $12.2M
Bank of America Corp. 0.00% Reduce -3.1% 438,508 $11.0M
Park West Asset Management LLC 0.89% New 423,570 $10.7M
Bellevue Group AG 0.20% Reduce -4.0% 405,693 $10.2M
Silvercrest Asset Management Group LLC 0.07% Add +31.0% 394,352 $9.9M
State of Wisconsin Investment Board 0.02% Add +10.6% 332,697 $8.4M
Peregrine Capital Management LLC 0.24% Add +0.8% 319,327 $8.0M
Morgan Stanley 0.00% Reduce -23.3% 266,901 $6.7M
Intrinsic Edge Capital Management LLC 0.89% Reduce -5.0% 261,543 $6.6M
Nuveen Asset Management, LLC 0.00% Add +77.1% 235,827 $5.9M
Barclays PLC 0.00% Add +120.4% 209,209 $5.3M
Sei Investments Co. 0.01% Add +8.4% 196,815 $5.0M
Bank of New York Mellon Corp 0.00% Add +8.0% 195,267 $4.9M
ExodusPoint Capital Management, LP 0.05% Add +448.6% 174,971 $4.4M
Voya Investment Management LLC 0.00% Reduce -9.3% 159,274 $4.0M
Dimensional Fund Advisors LP 0.00% Reduce -9.0% 150,958 $3.8M
Russell Investments Group, Ltd. 0.01% Add +36.1% 146,118 $3.7M
JPMorgan Chase & Co. 0.00% Add +129.6% 145,716 $3.7M
Blair William & Co. 0.01% Reduce -78.6% 145,450 $3.7M
Birchview Capital, LP 2.35% No change 114,700 $2.9M
Norges Bank 0.00% Add +0.7% 111,438 $2.8M
UBS Group AG 0.00% Add +180.6% 111,242 $2.8M
Acadian Asset Management LLC 0.01% Add +407.6% 109,790 $2.8M
Swiss National Bank 0.00% Add +1.3% 107,900 $2.7M
Essex Investment Management Co. LLC 0.46% Reduce -12.8% 102,738 $2.6M
Moody National Bank Trust Division 0.26% No change 100,230 $2.5M
Bullseye Asset Management LLC 1.17% Reduce -1.3% 99,002 $2.5M
Nicholas Company, Inc. 0.04% New 97,476 $2.5M
Allianz Asset Management GmbH 0.00% No change 97,065 $2.4M
Marshall Wace, LLP 0.00% Add +416.9% 95,085 $2.4M
Macquarie Group Ltd. 0.00% Reduce -2.0% 94,339 $2.4M
Arcadia Investment Management Corp. 0.37% Reduce -5.1% 92,155 $2.3M
Rhumbline Advisers 0.00% Add +7.4% 83,631 $2.1M
First Trust Advisors LP 0.00% Add +306.9% 82,068 $2.1M
Gsa Capital Partners LLP 0.15% Add +63.0% 80,750 $2.0M
Algert Global LLC 0.05% Add +190.1% 77,833 $2.0M
Conestoga Capital Advisors, LLC 0.03% Reduce -0.7% 77,545 $2.0M
Resolute Capital Asset Partners LLC 1.01% New 75,000 $1.9M
T. Rowe Price Associates Inc. 0.00% Reduce -8.3% 63,491 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.4% 60,399 $1.5M
Danske Bank A/S 0.00% New 60,238 $1.5M
Deutsche Bank AG 0.00% Add +95.9% 57,297 $1.4M
Boston Partners 0.00% Reduce -15.3% 57,100 $1.4M
Legal & General Group Plc 0.00% Add +9.4% 56,579 $1.4M
Alliancebernstein L.P. 0.00% No change 56,500 $1.4M
M&T Bank Corp 0.00% Add +56.4% 54,939 $1.4M
California State Teachers Retirement System 0.00% Reduce -0.6% 51,342 $1.3M
Citigroup Inc. 0.00% Add +17.9% 47,224 $1.2M
Qube Research & Technologies Ltd 0.00% Reduce -47.0% 46,417 $1.2M
Zacks Investment Management 0.01% Add +67.5% 46,411 $1.2M
Wesbanco Bank Inc. 0.04% Add +76.9% 46,000 $1.2M
Lazard Asset Management LLC 0.00% Reduce -35.1% 42,977 $1.1M
Invesco Ltd. 0.00% Add +0.9% 40,249 $1.0M
Bessemer Group Inc. 0.00% Reduce -16.1% 38,780 $976K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 37,052 $932K
Trexquant Investment LP 0.01% Add +4.5% 35,813 $901K
Intech Investment Management LLC 0.01% Add +152.7% 35,022 $881K
MetLife Investment Management, LLC 0.00% Add +10.0% 33,860 $852K
Legato Capital Management LLC 0.10% Reduce -23.9% 30,769 $774K
Graham Capital Management, L.P. 0.04% Add +50.1% 30,026 $755K
Janus Henderson Group PLC 0.00% No change 29,631 $745K
Legacy Advisors, LLC 0.07% No change 29,010 $730K
Wells Fargo & Company 0.00% Add +48.8% 28,915 $728K
AQR Capital Management 0.00% New 28,017 $705K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 27,512 $692K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 27,164 $683K
American Century Companies Inc. 0.00% New 25,598 $644K
Susquehanna International Group, LLP 0.00% New 25,354 $638K
Diversified Trust Co. 0.01% No change 24,356 $613K
Ensign Peak Advisors, Inc 0.00% No change 22,491 $566K
PNC Financial Services Group, Inc. 0.00% Add +9.8% 22,445 $565K
Squarepoint Ops LLC 0.00% Reduce -85.2% 22,230 $559K
Envestnet Asset Management Inc. 0.00% Reduce -13.8% 20,858 $525K
Jasper Ridge Partners, L.P. 0.02% No change 20,853 $525K
XTX Topco Ltd 0.04% Add +76.5% 19,134 $481K
Gotham Asset Management 0.00% Reduce -15.4% 17,947 $452K
RBF Capital, LLC 0.02% No change 21,000 $445K

"% 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