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
Brevan Howard Capital Management LP 0.01% Add +18.1% 37,090 $872K
Principal Financial Group Inc. 0.00% Reduce -39.5% 37,018 $871K
Engineers Gate Manager LP 0.01% New 36,643 $862K
Intech Investment Management LLC 0.01% Reduce -15.1% 36,231 $852K
MetLife Investment Management, LLC 0.00% No change 33,423 $786K
Legato Capital Management LLC 0.08% No change 30,278 $712K
AlphaQuest LLC 0.05% Add +254.0% 29,571 $696K
Legacy Advisors, LLC 0.08% — 29,010 $682K
Dynamic Technology Lab Private Ltd 0.11% New 28,140 $662K
Vinva Investment Management Ltd 0.01% New 18,203 $652K
STRS Ohio 0.00% Add +134.2% 26,700 $628K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 26,640 $627K
Jane Street Group, LLC 0.00% New 26,624 $626K
PNC Financial Services Group, Inc. 0.00% Add +30.3% 26,045 $613K
Blair William & Co. 0.00% Reduce -79.6% 24,788 $583K
Janus Henderson Group PLC 0.00% No change 24,531 $577K
Envestnet Asset Management Inc. 0.00% Reduce -28.1% 24,481 $576K
Raymond James Financial Inc. 0.00% Add +70.3% 23,920 $563K
HSBC Holdings PLC 0.00% Add +20.4% 23,729 $556K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +24.4% 23,480 $552K
Dark Forest Capital Management LP 0.02% Add +217.5% 23,410 $551K
BNP Paribas Financial Markets 0.00% Add +76.3% 21,651 $509K
Jasper Ridge Partners, L.P. 0.01% No change 20,853 $490K
OMERS ADMINISTRATION Corp 0.00% New 20,800 $489K
Corient Private Wealth LP 0.00% New 20,629 $485K
Sherbrooke Park Advisers LLC 0.22% Add +18.0% 20,425 $480K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +23.9% 20,375 $479K
Ensign Peak Advisors, Inc 0.00% Reduce -9.8% 20,291 $477K
XTX Topco Ltd 0.02% Add +6.5% 20,134 $474K
Inspire Investing, LLC 0.04% Add +38.8% 19,169 $451K
Oxford Asset Management LLP 0.15% New 19,142 $450K
Two Sigma Advisers, LP 0.00% Add +17.5% 18,800 $442K
Arizona State Retirement System 0.00% Add +8.1% 17,608 $414K
Cambridge Investment Research Advisors, Inc. 0.00% New 16,916 $398K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -79.2% 16,849 $396K
Mariner, LLC 0.00% Reduce -17.5% 15,776 $371K
Police & Firemen's Retirement System of New Jersey 0.00% Add +21.8% 15,645 $368K
Algert Global LLC 0.01% Reduce -93.2% 15,563 $366K
Mackenzie Financial Corp. 0.00% Reduce -8.3% 14,861 $350K
State Board of Administration of Florida Retirement System 0.00% No change 14,729 $346K
PharVision Advisers, LLC 0.19% New 14,654 $345K
Commerce Bank 0.00% Reduce -5.1% 14,546 $342K
Virtus Advisers, LLC 0.19% No change 14,181 $334K
Probity Advisors, Inc. 0.05% Add +0.7% 13,305 $313K
Handelsbanken Fonder AB 0.00% No change 12,600 $296K
LGL Partners, LLC 0.13% No change 12,487 $294K
KLP Kapitalforvaltning As 0.00% No change 12,400 $292K
Kestra Advisory Services, LLC 0.00% New 12,344 $290K
Summit Global Investments 0.02% No change 12,260 $288K
Bank of Montreal 0.00% Reduce -1.4% 11,118 $261K
IMC-Chicago, LLC 0.00% New 11,054 $260K
Cubist Systematic Strategies, LLC 0.00% New 10,827 $255K
Versor Investments LP 0.05% New 10,500 $247K
Bridgefront Capital, LLC 0.07% Add +31.6% 10,150 $239K
Globeflex Capital L P 0.04% No change 10,070 $237K
Wolverine Trading, LLC 0.00% New 10,031 $236K
ProShare Advisors LLC 0.00% Reduce -15.6% 9,788 $230K
Graham Capital Management, L.P. 0.01% Reduce -68.4% 9,538 $224K
Quantinno Capital Management LP 0.00% New 9,375 $221K
Creative Planning 0.00% New 9,268 $218K
RBF Capital, LLC 0.01% No change 9,048 $213K
Oak Grove Capital LLC 0.05% New 9,000 $212K
Magnetar Financial LLC 0.00% Reduce -34.6% 8,950 $211K
Private Advisor Group, LLC 0.00% Reduce -7.1% 8,912 $210K
BankPlus Trust Department 0.06% Add +883.4% 8,880 $209K
Pension & Wealth Management Advisors, Inc. 0.06% Add +80.5% 8,265 $194K
FNY Investment Advisers, LLC 0.06% New 7,800 $183K
Public Employees Retirement Association of Colorado 0.00% No change 7,551 $178K
OP Asset Management Ltd 0.00% No change 7,426 $175K
Smartleaf Asset Management LLC 0.01% Add +129.0% 6,449 $152K
Simplex Trading, LLC 0.00% Add +107.2% 5,957 $140K
Anchor Investment Management, LLC 0.01% New 5,000 $118K
Ameritas Investment Partners, Inc. 0.00% Reduce -14.7% 4,782 $112K
CANADA LIFE ASSURANCE Co 0.00% No change 4,521 $106K
Osaic Holdings, Inc. 0.00% Add +2873.5% 4,371 $103K
US Bancorp \de 0.00% Reduce -5.8% 3,529 $83K
State of Alaska, Department of Revenue 0.00% New 3,538 $83K
Cwm, LLC 0.00% Reduce -11.5% 3,343 $79K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 3,257 $77K
Group One Trading LLC 0.00% Reduce -15.9% 2,996 $70K
Meeder Asset Management Inc. 0.00% No change 2,702 $64K
Quarry LP 0.02% Add +19.5% 2,589 $61K
Arax Advisory Partners 0.00% Add +2018.3% 1,970 $46K
Amalgamated Bank 0.00% No change 1,917 $45K
Asset Management One Co., Ltd. 0.00% New 1,910 $45K
KBC Group NV 0.00% No change 1,881 $44K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.6% 1,818 $43K
Assetmark, Inc. 0.00% No change 1,698 $40K
Nisa Investment Advisors, LLC 0.00% No change 1,659 $39K
Farther Finance Advisors, LLC 0.00% Reduce -45.4% 1,656 $39K
Van Eck Associates Corp. 0.00% Add +23.6% 1,400 $33K
Federated Hermes, Inc. 0.00% New 1,341 $32K
Aster Capital Management (DIFC) Ltd 0.01% New 875 $21K
Strategic Wealth Partners, Ltd. 0.00% No change 700 $16K
Fifth Third Bancorp 0.00% Add +0.3% 682 $16K
Parallel Advisors, LLC 0.00% No change 631 $15K
Comerica Bank 0.00% Reduce -23.8% 611 $14K
Rockefeller Capital Management L.P. 0.00% New 606 $14K
Advisory Services Network, LLC 0.00% New 579 $14K
Cullen/Frost Bankers, Inc. 0.00% Add +2.1% 569 $13K
EverSource Wealth Advisors, LLC 0.00% Reduce -16.8% 506 $12K
Washington Trust Advisors, Inc. 0.00% Add +18.3% 381 $9K
GAMMA Investing LLC 0.00% Add +50.5% 325 $8K
Essential Partners LLC 0.00% Add +71.8% 323 $8K
Caitong International Asset Management Co., Ltd 0.00% New 279 $7K
Steward Partners Investment Advisory, LLC 0.00% Add +234.9% 278 $7K
Optiver Holding B.V. 0.00% New 268 $6K
Versant Capital Management, Inc 0.00% No change 206 $5K
Harbour Investments, Inc. 0.00% New 203 $5K
Costello Asset Management, INC 0.00% New 200 $5K
Mather Group, Llc. 0.00% New 175 $4K
Rothschild Investment LLC 0.00% Add +44.4% 166 $4K
Allworth Financial LP 0.00% Add +21.6% 163 $4K
Bellevue Asset Management, LLC 0.00% Add +18.0% 144 $3K
Sterling Capital Management LLC 0.00% Add +1.5% 139 $3K
Jones Financial Companies LLLP 0.00% New 129 $3K
Clayton Financial Group LLC 0.00% New 100 $2K
AllSquare Wealth Management LLC 0.00% No change 100 $2K
AdvisorNet Financial, Inc 0.00% New 100 $2K
J.Safra Asset Management Corp 0.00% No change 97 $2K
Signaturefd, LLC 0.00% No change 91 $2K
True Wealth Design, LLC 0.00% No change 89 $2K
Parkside Financial Bank & Trust 0.00% Add +32.8% 85 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 76 $2K
National Bank of Canada 0.00% New 50 $1K
IFP Advisors, Inc 0.00% Add +6.5% 49 $1K
Capital Advisors, Ltd. LLC 0.00% No change 28 $1K
Ancora Advisors LLC 0.00% No change 28 $659
Blue Trust, Inc. 0.00% No change 28 $659
TD Private Client Wealth LLC 0.00% New 27 $635
SBI Securities Co., Ltd. 0.00% Add +1200.0% 13 $306
Sunbelt Securities, Inc. 0.00% New 7 $165
Huntington National Bank 0.00% Reduce -97.6% 1 $24
NewEdge Advisors, LLC 0.00% Reduce -100.0% 1 $24
Covestor Ltd 0.00% Reduce -33.3% 4 $0

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