PhreesiaPHR

13F holders, Q1 2025 (March 31)
223holders +32
46new positions
18sold out
6famous investors
$25.57avg. 13F price*

At the end of Q1 2025, 223 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, up 32 from Q4 2024. 46 opened new positions and 18 sold out. The largest holders were FMR LLC ($147.1M), BlackRock, Inc. ($138.2M) and Vanguard Group Inc. ($126.2M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions46$44.0M
Exits18$16.1M

All 13F filers, Q4 2024 → Q1 2025: 7,203,525 shares bought and 5,931,953 shares sold, net +1,271,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 223 holders

FMR LLC 0.01% Reduce -6.5% 5,755,789 $147.1M
BlackRock, Inc. 0.00% Add +2.5% 5,406,025 $138.2M
Vanguard Group Inc. 0.00% Add +2.4% 4,936,515 $126.2M
Brown Advisory Inc. 0.14% Reduce -32.6% 3,770,480 $96.4M
Greenhouse Funds LLLP 3.68% Add +2.9% 2,956,910 $75.6M
Champlain Investment Partners, LLC 0.55% Add +20.0% 2,946,489 $75.3M
Capital International Investors 0.01% Add +5.8% 2,743,261 $70.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +108.8% 2,644,988 $67.6M
Franklin Resources Inc. 0.01% Add +0.4% 1,515,194 $38.7M
State Street Corp. 0.00% Reduce -1.6% 1,419,405 $36.3M
Geode Capital Management, LLC 0.00% Add +3.6% 1,288,161 $32.9M
Rock Springs Capital Management LP 1.68% Reduce -43.7% 1,148,336 $29.4M
Granahan Investment Management, LLC 1.45% Reduce -21.7% 1,138,557 $29.1M
GW&K Investment Management, LLC 0.26% Reduce -0.3% 1,092,716 $27.9M
Deerfield Management Company, L.P. 0.58% Reduce -20.6% 1,009,844 $25.8M
American Century Companies Inc. 0.02% Add +3741.9% 983,440 $25.1M
Park West Asset Management LLC 1.87% Add +111.2% 894,501 $22.9M
Schroder Investment Management Group 0.02% Add +34.4% 665,873 $17.3M
Riverbridge Partners LLC 0.26% Reduce -7.2% 634,396 $16.2M
Goldman Sachs Group Inc. 0.00% Add +0.4% 600,012 $15.3M
Northern Trust Corp. 0.00% Reduce -0.6% 568,240 $14.5M
Nuveen, LLC 0.00% — 555,798 $14.2M
Bank of America Corp. 0.00% Add +22.9% 539,162 $13.8M
Citadel Advisors 0.01% Reduce -0.8% 522,871 $13.4M
Charles Schwab Investment Management Inc. 0.00% Add +5.9% 522,384 $13.4M
Silvercrest Asset Management Group LLC 0.09% Add +22.8% 484,203 $12.4M
Victory Capital Management Inc. 0.01% New 421,820 $10.8M
ArrowMark Colorado Holdings LLC 0.17% Reduce -13.5% 419,086 $10.7M
Bellevue Group AG 0.22% Reduce -7.3% 376,163 $9.6M
State of Wisconsin Investment Board 0.02% Add +2.1% 339,560 $8.7M
Lord, Abbett & Co. LLC 0.03% New 331,007 $8.5M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -66.6% 298,891 $7.6M
Peregrine Capital Management LLC 0.25% Reduce -8.8% 291,127 $7.4M
Millennium Management 0.01% Reduce -59.0% 268,189 $6.9M
Acadian Asset Management LLC 0.02% Add +105.2% 225,317 $5.8M
Morgan Stanley 0.00% Reduce -22.3% 207,319 $5.3M
Sei Investments Co. 0.01% Add +4.0% 204,655 $5.2M
Russell Investments Group, Ltd. 0.01% Add +35.4% 197,848 $5.1M
Bank of New York Mellon Corp 0.00% Add +1.1% 197,315 $5.0M
Barclays PLC 0.00% Reduce -10.9% 186,347 $4.8M
Nicholas Company, Inc. 0.08% Add +87.7% 182,952 $4.7M
Trexquant Investment LP 0.05% Add +385.1% 173,717 $4.4M
Castleark Management LLC 0.15% New 168,720 $4.3M
AQR Capital Management 0.00% Add +471.2% 160,032 $4.1M
Algert Global LLC 0.10% Add +101.3% 156,643 $4.0M
Qube Research & Technologies Ltd 0.01% Add +227.7% 152,125 $3.9M
Dimensional Fund Advisors LP 0.00% Reduce -2.1% 147,773 $3.8M
First Trust Advisors LP 0.00% Add +77.3% 145,544 $3.7M
Marshall Wace, LLP 0.00% Add +44.1% 137,030 $3.5M
Invesco Ltd. 0.00% Add +228.0% 132,028 $3.4M
Voya Investment Management LLC 0.00% Reduce -18.2% 130,223 $3.3M
Blair William & Co. 0.01% Reduce -14.5% 124,406 $3.2M
Birchview Capital, LP 2.55% No change 114,700 $2.9M
Formula Growth Ltd. 1.15% New 111,271 $2.8M
Panagora Asset Management Inc. 0.01% New 107,418 $2.7M
Swiss National Bank 0.00% Reduce -0.8% 107,000 $2.7M
Allianz Asset Management GmbH 0.00% Add +6.2% 103,065 $2.6M
Essex Investment Management Co. LLC 0.54% Reduce -0.8% 101,924 $2.6M
Bullseye Asset Management LLC 1.37% No change 99,002 $2.5M
Moody National Bank Trust Division 0.26% Reduce -3.6% 96,665 $2.5M
Arcadia Investment Management Corp. 0.43% Add +0.7% 92,770 $2.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +141.3% 89,410 $2.3M
Rhumbline Advisers 0.00% Add +3.8% 86,844 $2.2M
Norges Bank 0.00% Reduce -23.6% 85,079 $2.2M
Macquarie Group Ltd. 0.00% Reduce -10.9% 84,082 $2.1M
UBS Group AG 0.00% Reduce -26.8% 81,411 $2.1M
Conestoga Capital Advisors, LLC 0.03% Reduce -0.1% 77,455 $2.0M
Deutsche Bank AG 0.00% Add +30.6% 74,857 $1.9M
Susquehanna International Group, LLP 0.00% Add +166.2% 67,487 $1.7M
JPMorgan Chase & Co. 0.00% Reduce -54.6% 66,125 $1.7M
Principal Financial Group Inc. 0.00% New 63,492 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.6% 62,557 $1.6M
Calamos Advisors LLC 0.01% New 62,445 $1.6M
T. Rowe Price Associates Inc. 0.00% Reduce -8.8% 57,925 $1.5M
Legal & General Group Plc 0.00% Add +0.2% 56,711 $1.4M
Danske Bank A/S 0.00% Reduce -6.9% 56,096 $1.4M
Alliancebernstein L.P. 0.00% Reduce -3.2% 54,700 $1.4M
California State Teachers Retirement System 0.00% No change 51,342 $1.3M
Ameriprise Financial Inc. 0.00% Add +377.6% 50,979 $1.3M
Zacks Investment Management 0.01% Add +9.5% 50,826 $1.3M
PDT Partners, LLC 0.09% New 49,232 $1.3M
Boston Partners 0.00% Reduce -14.1% 49,054 $1.3M
Bessemer Group Inc. 0.00% Add +23.1% 47,758 $1.2M
Wesbanco Bank Inc. 0.04% No change 46,000 $1.2M
Diversified Trust Co. 0.03% Add +83.2% 44,616 $1.1M
Citigroup Inc. 0.00% Reduce -7.7% 43,573 $1.1M
Intech Investment Management LLC 0.01% Add +21.8% 42,657 $1.1M
Lisanti Capital Growth, LLC 0.32% New 41,545 $1.1M
Legato Capital Management LLC 0.14% Add +28.6% 39,558 $1.0M
Lazard Asset Management LLC 0.00% Reduce -10.3% 38,554 $985K
Gsa Capital Partners LLP 0.08% Reduce -56.4% 35,219 $900K
Graham Capital Management, L.P. 0.04% Add +14.8% 34,456 $881K
Sectoral Asset Management Inc. 0.68% New 34,000 $869K
MetLife Investment Management, LLC 0.00% Reduce -1.3% 33,423 $854K
Cubist Systematic Strategies, LLC 0.01% New 30,265 $774K
Wells Fargo & Company 0.00% Add +3.1% 29,806 $762K
Squarepoint Ops LLC 0.00% Add +32.1% 29,369 $751K
Legacy Advisors, LLC 0.08% No change 29,010 $741K
Schonfeld Strategic Advisors LLC 0.01% Add +111.3% 28,881 $738K
Engineers Gate Manager LP 0.01% Add +158.1% 28,418 $726K

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

Show all 223 holders