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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $66.5M |
| Exits | 34 | $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 |
| Janus Henderson Group PLC | 0.00% | No change | 24,531 | $698K |
| Citigroup Inc. | 0.00% | Reduce -44.4% | 24,244 | $690K |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 23,554 | $671K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,491 | $640K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -25.4% | 21,540 | $613K |
| Jasper Ridge Partners, L.P. | 0.01% | No change | 20,853 | $593K |
| LPL Financial LLC | 0.00% | Add +148.8% | 20,714 | $590K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 19,983 | $569K |
| HSBC Holdings PLC | 0.00% | Add +38.4% | 19,711 | $556K |
| Mariner, LLC | 0.00% | Add +43.3% | 19,130 | $544K |
| XTX Topco Ltd | 0.02% | New | 18,899 | $538K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +11.2% | 18,880 | $537K |
| WINTON GROUP Ltd | 0.03% | New | 18,281 | $520K |
| Polen Capital Management LLC | 0.00% | New | 17,363 | $494K |
| Sherbrooke Park Advisers LLC | 0.21% | Add +39.4% | 17,306 | $493K |
| New York State Common Retirement Fund | 0.00% | No change | 16,547 | $471K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,443 | $468K |
| Arizona State Retirement System | 0.00% | Add +2.9% | 16,295 | $464K |
| Mackenzie Financial Corp. | 0.00% | No change | 16,209 | $461K |
| Two Sigma Advisers, LP | 0.00% | New | 16,000 | $455K |
| Keybank National Association | 0.00% | New | 15,495 | $441K |
| Commerce Bank | 0.00% | Reduce -3.7% | 15,326 | $436K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.2% | 14,945 | $425K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $419K |
| Teacher Retirement System of Texas | 0.00% | Add +80.4% | 14,556 | $414K |
| Virtus Advisers, LLC | 0.25% | Add +54.5% | 14,181 | $404K |
| Raymond James Financial Inc. | 0.00% | Add +2.7% | 14,049 | $400K |
| Inspire Investing, LLC | 0.04% | Add +1.7% | 13,811 | $393K |
| Magnetar Financial LLC | 0.00% | Reduce -27.2% | 13,686 | $390K |
| Probity Advisors, Inc. | 0.07% | Add +9.7% | 13,211 | $376K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +8.8% | 12,847 | $366K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,600 | $359K |
| KLP Kapitalforvaltning As | 0.00% | Add +20.4% | 12,400 | $353K |
| BNP Paribas Financial Markets | 0.00% | Add +128.2% | 12,284 | $350K |
| Summit Global Investments | 0.02% | New | 12,260 | $349K |
| Mach-1 Financial Group, LLC | 0.10% | New | 11,789 | $336K |
| LGL Partners, LLC | 0.15% | Reduce -54.3% | 12,487 | $335K |
| ProShare Advisors LLC | 0.00% | Reduce -4.4% | 11,594 | $330K |
| State of Tennessee, Department of Treasury | 0.00% | New | 11,590 | $330K |
| M Holdings Securities, Inc. | 0.06% | Reduce -11.5% | 11,500 | $327K |
| STRS Ohio | 0.00% | Add +7.5% | 11,400 | $324K |
| Fox Run Management, L.L.C. | 0.05% | New | 11,339 | $323K |
| Bank of Montreal | 0.00% | Add +9.2% | 11,277 | $321K |
| Bantamac Capital, LLC | 0.11% | Reduce -51.9% | 10,739 | $306K |
| Centiva Capital, LP | 0.02% | Reduce -8.5% | 10,250 | $292K |
| Globeflex Capital L P | 0.02% | Add +62.3% | 10,070 | $287K |
| Private Advisor Group, LLC | 0.00% | Add +10.9% | 9,592 | $273K |
| Ieq Capital, LLC | 0.00% | Reduce -23.5% | 9,107 | $259K |
| RBF Capital, LLC | 0.01% | No change | 9,048 | $258K |
| Prudential Financial Inc. | 0.00% | New | 10,460 | $256K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +9.9% | 8,803 | $251K |
| Gotham Asset Management | 0.00% | Reduce -42.8% | 8,761 | $249K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 8,637 | $246K |
| AlphaQuest LLC | 0.02% | Add +1.7% | 8,353 | $238K |
| Atria Investments, Inc | 0.00% | Reduce -0.3% | 8,015 | $228K |
| Petrus Trust Company, LTA | 0.02% | Reduce -68.5% | 7,999 | $228K |
| Nicolet Advisory Services, LLC | 0.02% | New | 8,453 | $223K |
| Choreo, LLC | 0.00% | Reduce -5.5% | 7,781 | $221K |
| Bridgefront Capital, LLC | 0.06% | New | 7,713 | $220K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $215K |
| OP Asset Management Ltd | 0.00% | Reduce -59.3% | 7,426 | $211K |
| Guggenheim Capital LLC | 0.00% | New | 7,402 | $211K |
| Dark Forest Capital Management LP | 0.01% | Reduce -32.8% | 7,373 | $210K |
| Pictet Asset Management Holding SA | 0.00% | New | 7,350 | $209K |
| Pathstone Holdings, LLC | 0.00% | Reduce -34.8% | 7,262 | $207K |
| SG Americas Securities, LLC | 0.00% | Reduce -66.6% | 6,040 | $172K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +332.5% | 5,610 | $160K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,606 | $160K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Reduce -4.1% | 4,579 | $130K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,521 | $129K |
| Cwm, LLC | 0.00% | Reduce -6.5% | 3,779 | $108K |
| US Bancorp \de | 0.00% | Reduce -15.7% | 3,747 | $107K |
| Group One Trading LLC | 0.00% | Add +881.5% | 3,563 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +9375.0% | 3,032 | $86K |
| Lanark Financial, Inc. | 0.01% | New | 3,032 | $86K |
| Simplex Trading, LLC | 0.00% | New | 2,875 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -46.5% | 2,816 | $80K |
| Meeder Asset Management Inc. | 0.00% | New | 2,702 | $77K |
| Quarry LP | 0.01% | Reduce -21.0% | 2,167 | $62K |
| Amalgamated Bank | 0.00% | No change | 1,917 | $55K |
| KBC Group NV | 0.00% | Reduce -35.2% | 1,881 | $54K |
| Assetmark, Inc. | 0.00% | Add +0.8% | 1,698 | $48K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.0% | 1,659 | $47K |
| Van Eck Associates Corp. | 0.00% | Add +6.5% | 1,133 | $32K |
| First Horizon Advisors, Inc. | 0.00% | No change | 923 | $26K |
| BankPlus Trust Department | 0.01% | No change | 903 | $26K |
| Comerica Bank | 0.00% | Add +3.5% | 802 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 700 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -44.8% | 680 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.5% | 631 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +641.5% | 608 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +231.6% | 557 | $16K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 322 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -2.7% | 216 | $6K |
| Danske Bank A/S | 0.00% | Reduce -99.6% | 208 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -47.3% | 206 | $6K |
| Brooklyn Investment Group | 0.00% | New | 204 | $6K |
| Kozak & Associates, Inc. | 0.00% | New | 200 | $6K |
| Essential Partners LLC | 0.00% | — | 188 | $5K |
| Park Place Capital Corp | 0.00% | No change | 150 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +3575.0% | 147 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +132.2% | 137 | $4K |
| Allworth Financial LP | 0.00% | Add +191.3% | 134 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 122 | $3K |
| Rothschild Investment LLC | 0.00% | Add +76.9% | 115 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $3K |
| J.Safra Asset Management Corp | 0.00% | Reduce -1.0% | 97 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -19.8% | 93 | $3K |
| Signaturefd, LLC | 0.00% | Add +405.6% | 91 | $3K |
| True Wealth Design, LLC | 0.00% | Add +323.8% | 89 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 83 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +220.0% | 64 | $2K |
| IFP Advisors, Inc | 0.00% | New | 46 | $1K |
| Huntington National Bank | 0.00% | Add +7.9% | 41 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Ancora Advisors LLC | 0.00% | New | 28 | $797 |
| Blue Trust, Inc. | 0.00% | No change | 28 | $797 |
| CoreCap Advisors, LLC | 0.00% | No change | 9 | $256 |
| WealthTrak Capital Management LLC | 0.00% | New | 5 | $143 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $114 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $56 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $28 |
| Avion Wealth | 0.00% | New | 21 | $0 |
| Covestor Ltd | 0.00% | Reduce -87.8% | 6 | $0 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.