PhreesiaPHR
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $51.1M |
| Exits | 36 | $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.