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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $21.9M |
| Exits | 26 | $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 |
| New York State Common Retirement Fund | 0.00% | No change | 17,602 | $443K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +17.3% | 16,443 | $414K |
| Commerce Bank | 0.00% | Reduce -1.2% | 16,086 | $405K |
| Centiva Capital, LP | 0.02% | New | 16,057 | $404K |
| Inspire Investing, LLC | 0.04% | Reduce -12.6% | 15,967 | $402K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 15,928 | $401K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 15,585 | $392K |
| Raymond James Financial Inc. | 0.00% | — | 15,056 | $379K |
| M Holdings Securities, Inc. | 0.06% | Reduce -1.1% | 14,840 | $373K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $371K |
| Sherbrooke Park Advisers LLC | 0.11% | Reduce -67.0% | 14,042 | $353K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -7.7% | 13,670 | $344K |
| HSBC Holdings PLC | 0.00% | Add +36.5% | 13,064 | $333K |
| Jane Street Group, LLC | 0.00% | Reduce -75.6% | 12,787 | $322K |
| Handelsbanken Fonder AB | 0.00% | Add +23.5% | 12,600 | $317K |
| Probity Advisors, Inc. | 0.06% | New | 12,074 | $304K |
| PharVision Advisers, LLC | 0.26% | — | 12,006 | $302K |
| Two Sigma Advisers, LP | 0.00% | New | 12,000 | $302K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 11,813 | $297K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 11,517 | $290K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -72.9% | 11,263 | $283K |
| Engineers Gate Manager LP | 0.00% | Reduce -17.6% | 11,009 | $277K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -54.9% | 10,850 | $273K |
| Ameriprise Financial Inc. | 0.00% | New | 10,675 | $269K |
| Bantamac Capital, LLC | 0.12% | New | 10,611 | $267K |
| STRS Ohio | 0.00% | Reduce -66.0% | 10,600 | $267K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 10,327 | $260K |
| KLP Kapitalforvaltning As | 0.00% | — | 10,300 | $259K |
| QRG Capital Management, Inc. | 0.00% | Reduce -9.9% | 10,291 | $259K |
| IMC-Chicago, LLC | 0.01% | New | 10,050 | $253K |
| Bridgewater Associates | 0.00% | Reduce -70.5% | 8,971 | $226K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.8% | 8,805 | $222K |
| LPL Financial LLC | 0.00% | New | 8,576 | $216K |
| Royal Bank of Canada | 0.00% | Reduce -46.3% | 7,810 | $197K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $190K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | New | 6,686 | $168K |
| BNP Paribas Financial Markets | 0.00% | New | 6,468 | $163K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1023.0% | 5,660 | $142K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,606 | $141K |
| Walleye Trading LLC | 0.00% | Add +23.9% | 4,723 | $119K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,521 | $114K |
| NewEdge Advisors, LLC | 0.00% | Add +12.1% | 4,256 | $107K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 4,219 | $106K |
| State of Wyoming | 0.01% | Reduce -2.1% | 3,685 | $93K |
| Smartleaf Asset Management LLC | 0.01% | Add +154.6% | 3,442 | $89K |
| Venturi Wealth Management, LLC | 0.00% | New | 3,025 | $76K |
| Quarry LP | 0.01% | Add +210.9% | 2,835 | $71K |
| Amundi | 0.00% | Reduce -37.7% | 2,248 | $64K |
| AlphaQuest LLC | 0.01% | Reduce -93.3% | 2,081 | $52K |
| Amalgamated Bank | 0.00% | No change | 1,811 | $46K |
| Assetmark, Inc. | 0.00% | No change | 1,685 | $42K |
| Walleye Capital LLC | 0.00% | Add +261.4% | 1,500 | $38K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.5% | 1,499 | $38K |
| BankPlus Trust Department | 0.01% | — | 1,349 | $34K |
| Johnson Financial Group, Inc. | 0.00% | Add +381.3% | 1,131 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -14.4% | 1,232 | $31K |
| R Squared Ltd | 0.03% | — | 1,200 | $30K |
| Van Eck Associates Corp. | 0.00% | Add +28.4% | 1,064 | $27K |
| First Horizon Advisors, Inc. | 0.00% | No change | 923 | $23K |
| Simplex Trading, LLC | 0.00% | Reduce -70.0% | 928 | $23K |
| Comerica Bank | 0.00% | Reduce -17.5% | 841 | $21K |
| Aquatic Capital Management LLC | 0.00% | New | 697 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +4.4% | 642 | $16K |
| Cwm, LLC | 0.00% | Add +32.7% | 369 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 322 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +108.1% | 206 | $5K |
| Avior Wealth Management, LLC | 0.00% | Add +210.5% | 177 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +16.7% | 133 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 122 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $3K |
| Arax Advisory Partners | 0.00% | Add +304.4% | 93 | $2K |
| Group One Trading LLC | 0.00% | Reduce -95.4% | 92 | $2K |
| Covestor Ltd | 0.00% | Add +1650.0% | 70 | $2K |
| Creative Planning | 0.00% | New | 72 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +40.8% | 69 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +1.7% | 59 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 56 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 55 | $1K |
| GAMMA Investing LLC | 0.00% | Add +120.8% | 53 | $1K |
| Allworth Financial LP | 0.00% | New | 46 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 40 | $1K |
| Huntington National Bank | 0.00% | Reduce -4.8% | 40 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $805 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.3% | 23 | $579 |
| Bokf, NA | 0.00% | New | 18 | $480 |
| Signaturefd, LLC | 0.00% | No change | 18 | $453 |
| J.Safra Asset Management Corp | 0.00% | No change | 16 | $412 |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.9% | 8 | $201 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $25 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.