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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $44.0M |
| Exits | 18 | $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 |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 28,024 | $716K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.2% | 27,453 | $702K |
| LGL Partners, LLC | 0.34% | New | 27,349 | $699K |
| D. E. Shaw & Co. | 0.00% | New | 27,146 | $694K |
| Petrus Trust Company, LTA | 0.06% | New | 25,365 | $648K |
| Janus Henderson Group PLC | 0.00% | Reduce -17.2% | 24,531 | $637K |
| Jane Street Group, LLC | 0.00% | Add +90.5% | 24,360 | $623K |
| Royal Bank of Canada | 0.00% | Add +208.8% | 24,119 | $617K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 23,183 | $593K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,491 | $575K |
| Bantamac Capital, LLC | 0.27% | Add +110.5% | 22,335 | $571K |
| Jasper Ridge Partners, L.P. | 0.02% | No change | 20,853 | $533K |
| Tudor Investment Corporation | 0.00% | New | 20,241 | $517K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.4% | 19,443 | $497K |
| Magnetar Financial LLC | 0.01% | New | 18,803 | $481K |
| OP Asset Management Ltd | 0.01% | — | 18,223 | $466K |
| SG Americas Securities, LLC | 0.00% | New | 18,069 | $462K |
| Balyasny Asset Management L.P. | 0.00% | Add +56.5% | 17,625 | $450K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 16,980 | $434K |
| New York State Common Retirement Fund | 0.00% | Reduce -6.0% | 16,547 | $423K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,443 | $420K |
| Mackenzie Financial Corp. | 0.00% | New | 16,209 | $414K |
| Commerce Bank | 0.00% | Reduce -1.1% | 15,916 | $407K |
| Arizona State Retirement System | 0.00% | Reduce -0.6% | 15,839 | $405K |
| NewEdge Advisors, LLC | 0.00% | Add +262.7% | 15,437 | $395K |
| Gotham Asset Management | 0.00% | Reduce -14.7% | 15,302 | $391K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $376K |
| HSBC Holdings PLC | 0.00% | Add +9.0% | 14,241 | $356K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.2% | 13,674 | $350K |
| Inspire Investing, LLC | 0.04% | Reduce -14.9% | 13,586 | $347K |
| Mariner, LLC | 0.00% | New | 13,351 | $341K |
| M Holdings Securities, Inc. | 0.06% | Reduce -12.4% | 13,000 | $332K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,600 | $322K |
| Cibc World Markets Corp. | 0.00% | New | 12,435 | $318K |
| Sherbrooke Park Advisers LLC | 0.15% | Reduce -11.6% | 12,412 | $317K |
| Caxton Associates LLP | 0.01% | — | 12,355 | $316K |
| ProShare Advisors LLC | 0.00% | Reduce -22.2% | 12,132 | $310K |
| Probity Advisors, Inc. | 0.06% | Reduce -0.3% | 12,043 | $308K |
| Ieq Capital, LLC | 0.00% | New | 11,904 | $304K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,813 | $302K |
| Centiva Capital, LP | 0.02% | Reduce -30.2% | 11,203 | $286K |
| Pathstone Holdings, LLC | 0.00% | New | 11,142 | $285K |
| QRG Capital Management, Inc. | 0.00% | Add +8.0% | 11,118 | $284K |
| Brevan Howard Capital Management LP | 0.01% | New | 11,055 | $283K |
| Dark Forest Capital Management LP | 0.01% | New | 10,975 | $281K |
| STRS Ohio | 0.00% | No change | 10,600 | $271K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.0% | 10,569 | $270K |
| Bank of Montreal | 0.00% | No change | 10,327 | $264K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,300 | $263K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 10,049 | $257K |
| Creative Planning | 0.00% | Add +12763.9% | 9,262 | $237K |
| Virtus Advisers, LLC | 0.16% | New | 9,177 | $235K |
| RBF Capital, LLC | 0.01% | Reduce -56.9% | 9,048 | $231K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.9% | 8,650 | $221K |
| PharVision Advisers, LLC | 0.31% | Reduce -28.2% | 8,622 | $220K |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 8,326 | $213K |
| Choreo, LLC | 0.00% | New | 8,237 | $211K |
| AlphaQuest LLC | 0.02% | Add +294.8% | 8,216 | $210K |
| Teacher Retirement System of Texas | 0.00% | New | 8,070 | $206K |
| Atria Investments, Inc | 0.00% | New | 8,039 | $205K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 8,011 | $205K |
| Entropy Technologies, LP | 0.02% | New | 7,891 | $202K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $193K |
| Globeflex Capital L P | 0.01% | New | 6,204 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,606 | $143K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.8% | 5,382 | $138K |
| Smartleaf Asset Management LLC | 0.01% | Add +53.0% | 5,267 | $137K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Reduce -28.6% | 4,776 | $122K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,521 | $116K |
| US Bancorp \de | 0.00% | Add +5.3% | 4,444 | $114K |
| Cwm, LLC | 0.00% | Add +994.9% | 4,040 | $103K |
| State of Wyoming | 0.01% | Add +8.2% | 3,988 | $102K |
| KBC Group NV | 0.00% | New | 2,904 | $74K |
| Quarry LP | 0.02% | Reduce -3.2% | 2,744 | $70K |
| Amundi | 0.00% | No change | 2,248 | $56K |
| Amalgamated Bank | 0.00% | Add +5.8% | 1,917 | $49K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,849 | $47K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,734 | $44K |
| Assetmark, Inc. | 0.00% | No change | 1,685 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | Add +6.4% | 1,595 | $41K |
| Johnson Financial Group, Inc. | 0.00% | Add +29.3% | 1,462 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.1% | 1,297 | $33K |
| Fifth Third Bancorp | 0.00% | No change | 1,232 | $31K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,164 | $31K |
| Van Eck Associates Corp. | 0.00% | No change | 1,064 | $27K |
| First Horizon Advisors, Inc. | 0.00% | No change | 923 | $24K |
| BankPlus Trust Department | 0.01% | Reduce -33.1% | 903 | $23K |
| Comerica Bank | 0.00% | Reduce -7.8% | 775 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 647 | $17K |
| Global Financial Private Client, LLC | 0.01% | New | 548 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +89.8% | 391 | $10K |
| Group One Trading LLC | 0.00% | Add +294.6% | 363 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 322 | $8K |
| Larson Financial Group LLC | 0.00% | New | 241 | $6K |
| GAMMA Investing LLC | 0.00% | Add +318.9% | 222 | $6K |
| Mather Group, Llc. | 0.00% | New | 175 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +26.3% | 168 | $4K |
| Park Place Capital Corp | 0.00% | New | 150 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 122 | $3K |
| Arax Advisory Partners | 0.00% | Add +24.7% | 116 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $3K |
| J.Safra Asset Management Corp | 0.00% | Add +512.5% | 98 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 83 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +256.5% | 82 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -5.8% | 65 | $2K |
| Rothschild Investment LLC | 0.00% | Add +62.5% | 65 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 59 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 55 | $1K |
| Allworth Financial LP | 0.00% | No change | 46 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 43 | $1K |
| Covestor Ltd | 0.00% | Reduce -30.0% | 49 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Huntington National Bank | 0.00% | Reduce -5.0% | 38 | $972 |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $815 |
| Blue Trust, Inc. | 0.00% | New | 28 | $716 |
| True Wealth Design, LLC | 0.00% | New | 21 | $537 |
| Parkside Financial Bank & Trust | 0.00% | New | 20 | $512 |
| Bokf, NA | 0.00% | No change | 18 | $460 |
| Signaturefd, LLC | 0.00% | No change | 18 | $460 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $384 |
| CoreCap Advisors, LLC | 0.00% | New | 9 | $230 |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.0% | 4 | $102 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.