PhreesiaPHR

13F holders, Q2 2025 (June 30)
224holders +1
35new positions
34sold out
5famous investors
$28.46avg. 13F price*

At the end of Q2 2025, 224 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, up 1 from Q1 2025. 35 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($153.8M), Vanguard Group Inc. ($149.9M) and FMR LLC ($139.3M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions35$66.5M
Exits34$23.6M

All 13F filers, Q1 2025 → Q2 2025: 7,139,545 shares bought and 5,026,184 shares sold, net +2,113,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

BlackRock, Inc. 0.00% Reduce -0.0% 5,403,783 $153.8M
Vanguard Group Inc. 0.00% Add +6.7% 5,267,324 $149.9M
FMR LLC 0.01% Reduce -14.9% 4,895,274 $139.3M
Greenhouse Funds LLLP 3.96% Add +12.5% 3,325,262 $94.6M
Capital International Investors 0.02% Add +14.3% 3,134,872 $89.2M
Champlain Investment Partners, LLC 0.54% Reduce -7.5% 2,724,553 $77.5M
Brown Advisory Inc. 0.09% Reduce -34.1% 2,482,955 $70.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -21.6% 2,074,815 $59.0M
Franklin Resources Inc. 0.01% Add +0.6% 1,524,251 $43.4M
State Street Corp. 0.00% Add +1.9% 1,447,043 $41.2M
Geode Capital Management, LLC 0.00% Add +1.9% 1,312,224 $37.4M
Nuveen, LLC 0.01% Add +134.7% 1,304,533 $37.1M
Granahan Investment Management, LLC 1.51% Add +14.4% 1,302,785 $37.1M
Loomis Sayles & Co. L P 0.04% New 1,200,340 $34.2M
Park West Asset Management LLC 2.43% Add +25.4% 1,121,497 $31.9M
American Century Companies Inc. 0.02% Add +6.4% 1,046,586 $29.8M
Deerfield Management Company, L.P. 0.59% Add +0.5% 1,014,577 $28.9M
GW&K Investment Management, LLC 0.26% Reduce -8.2% 1,003,400 $28.6M
Schroder Investment Management Group 0.02% Add +32.3% 881,016 $25.1M
Rock Springs Capital Management LP 1.49% Reduce -27.1% 837,300 $23.8M
Goldman Sachs Group Inc. 0.00% Reduce -0.9% 594,392 $16.9M
Northern Trust Corp. 0.00% Add +0.8% 572,579 $16.3M
Citadel Advisors 0.01% Add +8.5% 567,124 $16.1M
Riverbridge Partners LLC 0.25% Reduce -13.1% 551,522 $15.7M
Bank of America Corp. 0.00% Add +0.0% 539,368 $15.4M
Charles Schwab Investment Management Inc. 0.00% Add +2.9% 537,644 $15.3M
Silvercrest Asset Management Group LLC 0.09% Add +0.3% 485,613 $13.8M
Victory Capital Management Inc. 0.01% Add +5.2% 443,830 $12.6M
Marshall Wace, LLP 0.01% Add +205.4% 418,484 $11.9M
ArrowMark Colorado Holdings LLC 0.21% Reduce -0.8% 415,744 $11.8M
Qube Research & Technologies Ltd 0.02% Add +156.1% 389,519 $11.1M
Cambiar Investors LLC 0.45% New 375,065 $10.7M
Acadian Asset Management LLC 0.02% Add +61.6% 364,194 $10.4M
Morgan Stanley 0.00% Add +75.2% 363,262 $10.3M
State of Wisconsin Investment Board 0.03% Add +6.9% 363,082 $10.3M
Bellevue Group AG 0.21% Reduce -11.7% 332,016 $9.4M
Peregrine Capital Management LLC 0.28% Add +11.8% 325,608 $9.3M
Lord, Abbett & Co. LLC 0.03% Reduce -6.5% 309,549 $8.8M
Dimensional Fund Advisors LP 0.00% Add +85.8% 274,566 $7.8M
Panagora Asset Management Inc. 0.03% Add +134.9% 252,354 $7.2M
Sei Investments Co. 0.01% Add +18.6% 242,709 $6.9M
Algert Global LLC 0.14% Add +46.2% 229,014 $6.5M
UBS Group AG 0.00% Add +178.9% 227,092 $6.5M
Nicholas Company, Inc. 0.10% Add +15.9% 212,137 $6.0M
Bank of New York Mellon Corp 0.00% Add +1.8% 200,829 $5.7M
AQR Capital Management 0.00% Add +17.5% 188,089 $5.4M
Russell Investments Group, Ltd. 0.01% Reduce -12.6% 172,917 $4.9M
First Trust Advisors LP 0.00% Add +15.9% 168,630 $4.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +71.2% 153,072 $4.4M
Trexquant Investment LP 0.05% Reduce -12.6% 151,850 $4.3M
Allianz Asset Management GmbH 0.01% Add +42.2% 146,546 $4.2M
Voya Investment Management LLC 0.00% Add +12.4% 146,402 $4.2M
Boston Partners 0.00% Add +165.1% 130,060 $3.7M
D. E. Shaw & Co. 0.00% Add +372.1% 128,154 $3.6M
Millennium Management 0.00% Reduce -52.2% 128,099 $3.6M
PDT Partners, LLC 0.21% Add +158.9% 127,453 $3.6M
Meros Investment Management, LP 1.66% New 123,087 $3.5M
Blair William & Co. 0.01% Reduce -2.5% 121,308 $3.5M
Barclays PLC 0.00% Reduce -36.8% 117,751 $3.4M
Moody National Bank Trust Division 0.30% Add +19.3% 115,317 $3.3M
Birchview Capital, LP 3.24% No change 114,700 $3.3M
Arcadia Investment Management Corp. 0.52% Add +22.3% 113,470 $3.2M
Bullseye Asset Management LLC 1.57% Add +11.8% 110,718 $3.2M
Formula Growth Ltd. 1.18% Reduce -1.6% 109,534 $3.1M
Swiss National Bank 0.00% No change 107,000 $3.0M
Essex Investment Management Co. LLC 0.52% Reduce -0.7% 101,230 $2.9M
Squarepoint Ops LLC 0.01% Add +243.6% 100,922 $2.9M
Arrowstreet Capital, Limited Partnership 0.00% New 96,792 $2.8M
Rhumbline Advisers 0.00% Add +6.6% 92,594 $2.6M
Macquarie Group Ltd. 0.00% Add +8.7% 91,391 $2.6M
King Luther Capital Management Corp. 0.01% New 82,896 $2.4M
Connors Investor Services Inc. 0.20% New 81,162 $2.3M
Susquehanna Portfolio Strategies, LLC 0.05% New 81,126 $2.3M
Conestoga Capital Advisors, LLC 0.03% No change 77,455 $2.2M
Susquehanna International Group, LLP 0.00% Add +3.6% 69,903 $2.0M
Invesco Ltd. 0.00% Reduce -49.5% 66,744 $1.9M
Legal & General Group Plc 0.00% Add +15.1% 65,281 $1.9M
Alliancebernstein L.P. 0.00% Add +13.2% 61,900 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +5.8% 61,284 $1.7M
Principal Financial Group Inc. 0.00% Reduce -3.5% 61,241 $1.7M
Verition Fund Management LLC 0.01% New 59,736 $1.7M
Deutsche Bank AG 0.00% Reduce -21.4% 58,808 $1.7M
JPMorgan Chase & Co. 0.00% Reduce -12.3% 58,018 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.0% 56,937 $1.6M
Zacks Investment Management 0.01% Add +7.4% 54,567 $1.6M
California State Teachers Retirement System 0.00% Reduce -1.0% 50,832 $1.4M
Bessemer Group Inc. 0.00% Reduce -0.4% 47,559 $1.4M
Wesbanco Bank Inc. 0.04% No change 46,000 $1.3M
Diversified Trust Co. 0.03% Add +0.9% 45,042 $1.3M
ExodusPoint Capital Management, LP 0.02% New 45,001 $1.3M
Norges Bank 0.00% Reduce -47.2% 44,916 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -12.2% 44,774 $1.3M
Intech Investment Management LLC 0.01% No change 42,657 $1.2M
Wells Fargo & Company 0.00% Add +21.2% 36,133 $1.0M
Envestnet Asset Management Inc. 0.00% Add +46.8% 34,041 $969K
MetLife Investment Management, LLC 0.01% No change 33,423 $951K
Brevan Howard Capital Management LP 0.01% Add +184.2% 31,418 $894K
Legato Capital Management LLC 0.10% Reduce -23.5% 30,278 $862K
Graham Capital Management, L.P. 0.03% Reduce -12.3% 30,217 $860K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 26,826 $763K

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

Show all 224 holders