PhreesiaPHR

13F holders, Q4 2025 (December 31)
231holders −4
38new positions
42sold out
6famous investors
$16.92avg. 13F price*

At the end of Q4 2025, 231 institutions reported holding Phreesia Inc. (PHR) in their 13F filings, down 4 from Q3 2025. 38 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($97.2M), BlackRock, Inc. ($95.4M) and Capital International Investors ($48.2M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$53.1M
Exits42$86.9M

All 13F filers, Q3 2025 → Q4 2025: 11,472,906 shares bought and 14,519,813 shares sold, net −3,046,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 231 holders

Vanguard Group Inc. 0.00% Add +0.7% 5,744,326 $97.2M
BlackRock, Inc. 0.00% Reduce -1.0% 5,636,024 $95.4M
Capital International Investors 0.01% Reduce -9.0% 2,851,536 $48.2M
Greenhouse Funds LLLP 1.62% Reduce -36.3% 2,471,960 $41.8M
Granahan Investment Management, LLC 1.74% Add +73.8% 2,399,613 $40.6M
Franklin Resources Inc. 0.01% Add +28.8% 2,000,082 $33.8M
Deerfield Management Company, L.P. 0.49% Add +79.0% 1,999,045 $33.8M
Nuveen, LLC 0.01% Add +12.7% 1,875,725 $31.7M
Champlain Investment Partners, LLC 0.28% Reduce -39.9% 1,609,941 $27.2M
Millennium Management 0.02% Add +47.6% 1,571,055 $26.6M
State Street Corp. 0.00% Add +1.6% 1,456,606 $24.6M
Geode Capital Management, LLC 0.00% Add +0.4% 1,329,460 $22.5M
American Century Companies Inc. 0.01% Add +2.3% 1,039,138 $17.6M
GW&K Investment Management, LLC 0.15% Add +5.9% 1,032,795 $17.5M
Prosight Management, LP 3.42% New 977,152 $16.5M
Goldman Sachs Group Inc. 0.00% Add +26.7% 912,903 $15.4M
Jacobs Levy Equity Management, Inc. 0.06% New 899,098 $15.2M
Rock Springs Capital Management LP 0.76% Add +17.0% 876,600 $14.8M
Schroder Investment Management Group 0.01% Add +7.3% 857,204 $14.6M
Qube Research & Technologies Ltd 0.02% Add +17.0% 853,971 $14.4M
Ameriprise Financial Inc. 0.00% Add +153.4% 846,461 $14.3M
Nomura Asset Management International Inc. 0.02% — 813,196 $13.8M
Dimensional Fund Advisors LP 0.00% Add +142.6% 628,280 $10.6M
Park West Asset Management LLC 0.75% Reduce -42.3% 522,995 $8.8M
Northern Trust Corp. 0.00% Reduce -7.2% 520,000 $8.8M
Brown Advisory Inc. 0.01% Reduce -38.0% 510,858 $8.6M
Morgan Stanley 0.00% Add +35.3% 507,786 $8.6M
JPMorgan Chase & Co. 0.00% Add +807.7% 507,220 $8.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.2% 487,511 $8.2M
Meros Investment Management, LP 3.21% Add +48.5% 478,274 $8.1M
Silvercrest Asset Management Group LLC 0.06% Add +0.1% 474,146 $8.0M
Riverbridge Partners LLC 0.15% Reduce -9.2% 459,047 $7.8M
AQR Capital Management 0.00% Add +140.9% 437,094 $7.4M
Bank of America Corp. 0.00% Reduce -17.7% 412,613 $7.0M
Algert Global LLC 0.11% Add +2462.3% 398,770 $6.7M
FMR LLC 0.00% Reduce -90.7% 362,971 $6.1M
Cambiar Investors LLC 0.27% Add +48.9% 358,474 $6.1M
Acadian Asset Management LLC 0.01% Add +28.8% 337,674 $5.7M
Tudor Investment Corporation 0.03% Add +89.8% 336,663 $5.7M
ArrowMark Colorado Holdings LLC 0.12% Reduce -6.6% 328,331 $5.6M
Jane Street Group, LLC 0.01% Add +1079.2% 313,944 $5.3M
Panagora Asset Management Inc. 0.02% Add +19.7% 305,064 $5.2M
Palisade Capital Management, LP 0.17% Reduce -12.8% 300,308 $5.1M
Adage Capital Partners Gp, L.L.C. 0.01% Add +291.1% 298,042 $5.0M
Squarepoint Ops LLC 0.01% Add +24.9% 291,132 $4.9M
ExodusPoint Capital Management, LP 0.05% Add +278.1% 286,259 $4.8M
State of Wisconsin Investment Board 0.01% Reduce -28.4% 269,268 $4.6M
King Luther Capital Management Corp. 0.02% Add +172.6% 268,314 $4.5M
Russell Investments Group, Ltd. 0.00% Add +78.5% 266,834 $4.5M
Nomura Holdings Inc. 0.01% New 251,236 $4.3M
Nicholas Company, Inc. 0.07% Add +17.2% 248,652 $4.2M
Point72 Asset Management 0.01% Reduce -50.9% 235,615 $4.0M
Bank of New York Mellon Corp 0.00% Add +3.9% 215,299 $3.6M
UBS Group AG 0.00% Add +8.3% 214,987 $3.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +21.8% 211,410 $3.6M
Moody National Bank Trust Division 0.32% Add +63.8% 195,944 $3.3M
Woodline Partners LP 0.01% New 191,042 $3.2M
Bellevue Group AG 0.06% Reduce -41.5% 183,213 $3.1M
Boston Partners 0.00% Add +28.6% 170,072 $2.9M
Allianz Asset Management GmbH 0.00% Add +0.3% 167,587 $2.8M
Connors Investor Services Inc. 0.24% Add +47.8% 162,579 $2.8M
Susquehanna International Group, LLP 0.00% Add +202.2% 147,537 $2.5M
Tocqueville Asset Management L.P. 0.04% New 145,000 $2.5M
Arcadia Investment Management Corp. 0.38% Add +12.3% 138,065 $2.3M
New York State Common Retirement Fund 0.00% No change 136,856 $2.3M
Victory Capital Management Inc. 0.00% Reduce -65.2% 130,630 $2.2M
Voya Investment Management LLC 0.00% Reduce -7.8% 121,519 $2.1M
Swiss National Bank 0.00% Add +2.5% 118,200 $2.0M
Sei Investments Co. 0.00% Reduce -32.5% 114,062 $1.9M
Barclays PLC 0.00% Add +23.4% 113,941 $1.9M
Conestoga Capital Advisors, LLC 0.03% Add +45.4% 111,270 $1.9M
Birchview Capital, LP 1.10% Reduce -3.5% 110,700 $1.9M
Wells Fargo & Company 0.00% Add +68.2% 106,063 $1.8M
Essex Investment Management Co. LLC 0.26% Reduce -2.4% 102,423 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -94.5% 91,072 $1.5M
Rhumbline Advisers 0.00% Reduce -3.0% 84,562 $1.4M
Invesco Ltd. 0.00% Add +13.1% 82,176 $1.4M
Schwartz Investment Counsel Inc. 0.05% Add +60.6% 78,700 $1.3M
Citadel Advisors 0.00% Add +93.7% 74,601 $1.3M
Tandem Capital Management Corp. 0.56% Reduce -4.7% 72,283 $1.2M
SG Americas Securities, LLC 0.00% New 71,077 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +8.6% 70,383 $1.2M
Moore Capital Management, LP 0.02% New 67,763 $1.1M
Dynamic Technology Lab Private Ltd 0.26% Add +140.5% 67,673 $1.1M
Deutsche Bank AG 0.00% Add +2.4% 66,288 $1.1M
Wesbanco Bank Inc. 0.03% No change 64,500 $1.1M
Alliancebernstein L.P. 0.00% Reduce -0.3% 62,500 $1.1M
Engineers Gate Manager LP 0.01% Add +58.9% 58,226 $985K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +147.2% 58,030 $982K
Legal & General Group Plc 0.00% Reduce -18.4% 57,914 $980K
California State Teachers Retirement System 0.00% Reduce -0.0% 55,544 $940K
Cinctive Capital Management LP 0.05% New 54,782 $927K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.9% 54,123 $916K
Principal Financial Group Inc. 0.00% Add +42.3% 52,657 $891K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 51,980 $880K
Diversified Trust Co. 0.02% Add +12.2% 51,422 $870K
First Trust Advisors LP 0.00% Reduce -70.9% 50,912 $861K
Zacks Investment Management 0.01% Reduce -15.6% 49,712 $841K
Bessemer Group Inc. 0.00% Reduce -91.3% 48,103 $815K
Mackenzie Financial Corp. 0.00% Add +222.2% 47,882 $814K

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

Show all 231 holders