PhreesiaPHR

13F holders, Q3 2025 (September 30)
235holders +11
48new positions
36sold out
6famous investors
$23.52avg. 13F price*

At the end of Q3 2025, 235 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, up 11 from Q2 2025. 48 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($134.2M), BlackRock, Inc. ($133.9M) and FMR LLC ($92.2M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions48$51.1M
Exits36$11.7M

All 13F filers, Q2 2025 → Q3 2025: 7,912,457 shares bought and 6,294,676 shares sold, net +1,617,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Vanguard Group Inc. 0.00% Add +8.3% 5,704,786 $134.2M
BlackRock, Inc. 0.00% Add +5.3% 5,692,736 $133.9M
FMR LLC 0.00% Reduce -19.9% 3,919,084 $92.2M
Greenhouse Funds LLLP 3.55% Add +16.8% 3,882,527 $91.3M
Capital International Investors 0.01% No change 3,134,872 $73.7M
Champlain Investment Partners, LLC 0.48% Reduce -1.7% 2,678,825 $63.0M
Nuveen, LLC 0.01% Add +27.6% 1,664,463 $39.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -20.9% 1,642,132 $38.6M
Franklin Resources Inc. 0.01% Add +1.9% 1,553,192 $36.5M
State Street Corp. 0.00% Reduce -0.9% 1,434,207 $33.7M
Granahan Investment Management, LLC 1.33% Add +6.0% 1,380,626 $32.5M
Geode Capital Management, LLC 0.00% Add +0.9% 1,324,522 $31.2M
Loomis Sayles & Co. L P 0.03% Reduce -2.5% 1,170,559 $27.5M
Deerfield Management Company, L.P. 0.44% Add +10.1% 1,116,752 $26.3M
Millennium Management 0.02% Add +730.7% 1,064,132 $25.0M
American Century Companies Inc. 0.01% Reduce -2.9% 1,015,770 $23.9M
GW&K Investment Management, LLC 0.20% Reduce -2.8% 975,538 $22.9M
Park West Asset Management LLC 1.95% Reduce -19.2% 905,995 $21.3M
Brown Advisory Inc. 0.03% Reduce -66.8% 823,803 $19.4M
Schroder Investment Management Group 0.01% Reduce -9.3% 798,945 $18.8M
Macquarie Group Ltd. 0.02% Add +755.8% 782,075 $18.4M
Rock Springs Capital Management LP 1.03% Reduce -10.5% 749,116 $17.6M
Qube Research & Technologies Ltd 0.02% Add +87.4% 730,054 $17.2M
Goldman Sachs Group Inc. 0.00% Add +21.2% 720,604 $16.9M
Northern Trust Corp. 0.00% Reduce -2.1% 560,471 $13.2M
Bessemer Group Inc. 0.02% Add +1066.0% 554,513 $13.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.2% 531,138 $12.5M
Riverbridge Partners LLC 0.20% Reduce -8.4% 505,368 $11.9M
Bank of America Corp. 0.00% Reduce -7.1% 501,087 $11.8M
Capricorn Fund Managers Ltd 3.83% New 484,500 $11.4M
Point72 Asset Management 0.03% New 479,994 $11.3M
Silvercrest Asset Management Group LLC 0.07% Reduce -2.5% 473,501 $11.1M
State of Wisconsin Investment Board 0.02% Add +3.5% 375,871 $8.8M
Morgan Stanley 0.00% Add +3.3% 375,196 $8.8M
Victory Capital Management Inc. 0.01% Reduce -15.6% 374,820 $8.8M
ArrowMark Colorado Holdings LLC 0.15% Reduce -15.4% 351,542 $8.3M
Palisade Capital Management, LP 0.25% New 344,359 $8.1M
Ameriprise Financial Inc. 0.00% Add +646.1% 334,042 $7.9M
Meros Investment Management, LP 3.23% Add +161.7% 322,137 $7.6M
Peregrine Capital Management LLC 0.22% Reduce -3.5% 314,193 $7.4M
Bellevue Group AG 0.15% Reduce -5.7% 313,057 $7.4M
Lord, Abbett & Co. LLC 0.02% Reduce -12.9% 269,448 $6.3M
Acadian Asset Management LLC 0.01% Reduce -28.0% 262,134 $6.2M
Dimensional Fund Advisors LP 0.00% Reduce -5.7% 258,950 $6.1M
Panagora Asset Management Inc. 0.02% Add +1.0% 254,819 $6.0M
Cambiar Investors LLC 0.26% Reduce -35.8% 240,793 $5.7M
Squarepoint Ops LLC 0.01% Add +130.9% 233,042 $5.5M
Nicholas Company, Inc. 0.08% No change 212,137 $5.0M
Bank of New York Mellon Corp 0.00% Add +3.2% 207,178 $4.9M
UBS Group AG 0.00% Reduce -12.6% 198,458 $4.7M
AQR Capital Management 0.00% Reduce -3.5% 181,449 $4.3M
Tudor Investment Corporation 0.03% New 177,409 $4.2M
First Trust Advisors LP 0.00% Add +3.8% 175,010 $4.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +13.4% 173,611 $4.1M
Sei Investments Co. 0.00% Reduce -30.4% 169,058 $4.0M
Allianz Asset Management GmbH 0.00% Add +14.0% 167,069 $3.9M
Russell Investments Group, Ltd. 0.00% Reduce -13.5% 149,517 $3.5M
New York State Common Retirement Fund 0.00% Add +727.1% 136,856 $3.2M
Marshall Wace, LLP 0.00% Reduce -67.3% 136,848 $3.2M
Bullseye Asset Management LLC 1.63% Add +19.9% 132,718 $3.1M
Boston Partners 0.00% Add +1.7% 132,257 $3.1M
Voya Investment Management LLC 0.00% Reduce -9.9% 131,867 $3.1M
Arcadia Investment Management Corp. 0.45% Add +8.4% 122,975 $2.9M
Moody National Bank Trust Division 0.24% Add +3.7% 119,599 $2.8M
Swiss National Bank 0.00% Add +7.8% 115,300 $2.7M
Birchview Capital, LP 2.04% No change 114,700 $2.7M
Royal Bank of Canada 0.00% Add +373.4% 111,510 $2.6M
Connors Investor Services Inc. 0.22% Add +35.6% 110,023 $2.6M
Formula Growth Ltd. 0.92% No change 109,534 $2.6M
Essex Investment Management Co. LLC 0.38% Add +3.6% 104,906 $2.5M
King Luther Capital Management Corp. 0.01% Add +18.7% 98,414 $2.3M
Barclays PLC 0.00% Reduce -21.6% 92,336 $2.2M
Rhumbline Advisers 0.00% Reduce -5.9% 87,158 $2.0M
Conestoga Capital Advisors, LLC 0.03% Reduce -1.2% 76,520 $1.8M
Adage Capital Partners Gp, L.L.C. 0.00% New 76,200 $1.8M
Tandem Capital Management Corp. 0.83% New 75,853 $1.8M
ExodusPoint Capital Management, LP 0.02% Add +68.2% 75,711 $1.8M
Invesco Ltd. 0.00% Add +8.9% 72,662 $1.7M
Bridgewater Associates 0.01% New 72,203 $1.7M
PDT Partners, LLC 0.11% Reduce -43.6% 71,935 $1.7M
Legal & General Group Plc 0.00% Add +8.8% 71,000 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +5.7% 64,796 $1.5M
Deutsche Bank AG 0.00% Add +10.1% 64,748 $1.5M
Wesbanco Bank Inc. 0.04% Add +40.2% 64,500 $1.5M
Wells Fargo & Company 0.00% Add +74.5% 63,056 $1.5M
Alliancebernstein L.P. 0.00% Add +1.3% 62,712 $1.5M
Zacks Investment Management 0.01% Add +8.0% 58,915 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 56,910 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -3.7% 55,881 $1.3M
Citigroup Inc. 0.00% Add +130.0% 55,767 $1.3M
California State Teachers Retirement System 0.00% Add +9.3% 55,552 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% New 52,509 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -46.7% 51,621 $1.2M
Schwartz Investment Counsel Inc. 0.04% New 49,000 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -30.2% 48,822 $1.1M
Trexquant Investment LP 0.01% Reduce -68.0% 48,510 $1.1M
Diversified Trust Co. 0.02% Add +1.7% 45,822 $1.1M
Kornitzer Capital Management Inc. 0.02% New 40,000 $941K
Verition Fund Management LLC 0.01% Reduce -34.9% 38,912 $915K
Citadel Advisors 0.00% Reduce -93.2% 38,521 $906K

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

Show all 235 holders