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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $53.1M |
| Exits | 42 | $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 |
| HSBC Holdings PLC | 0.00% | Add +96.2% | 46,558 | $786K |
| Brevan Howard Capital Management LP | 0.02% | Add +19.8% | 44,414 | $751K |
| Man Group plc | 0.00% | New | 43,666 | $739K |
| VARCOV Co. | 0.28% | — | 42,476 | $719K |
| XTX Topco Ltd | 0.02% | Add +109.5% | 42,180 | $714K |
| Kornitzer Capital Management Inc. | 0.01% | Add +0.4% | 40,171 | $680K |
| Diametric Capital, LP | 0.17% | New | 38,451 | $651K |
| Bank of Montreal | 0.00% | Add +231.4% | 36,841 | $623K |
| Intech Investment Management LLC | 0.01% | No change | 36,231 | $613K |
| Vinva Investment Management Ltd | 0.01% | Add +31.0% | 23,846 | $606K |
| Oxford Asset Management LLP | 0.21% | Add +86.7% | 35,740 | $605K |
| Boothbay Fund Management, LLC | 0.02% | New | 35,470 | $600K |
| Verition Fund Management LLC | 0.00% | Reduce -9.3% | 35,276 | $597K |
| Freestone Grove Partners LP | 0.00% | New | 33,720 | $571K |
| MetLife Investment Management, LLC | 0.00% | No change | 33,423 | $566K |
| Legato Capital Management LLC | 0.05% | Add +10.1% | 33,332 | $564K |
| Cerity Partners LLC | 0.00% | New | 31,000 | $525K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 29,932 | $506K |
| Legacy Advisors, LLC | 0.05% | No change | 29,010 | $491K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +70.6% | 28,749 | $486K |
| Inspire Investing, LLC | 0.04% | Add +44.5% | 27,697 | $469K |
| Caxton Associates LLP | 0.01% | New | 26,614 | $450K |
| Jefferies Financial Group Inc. | 0.00% | New | 26,500 | $448K |
| Quadrature Capital Ltd | 0.00% | New | 26,428 | $447K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -50.4% | 26,023 | $440K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 25,570 | $433K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.4% | 25,472 | $431K |
| BNP Paribas Financial Markets | 0.00% | Add +13.4% | 24,543 | $415K |
| Janus Henderson Group PLC | 0.00% | No change | 24,531 | $415K |
| PharVision Advisers, LLC | 0.19% | Add +47.6% | 21,636 | $366K |
| Jasper Ridge Partners, L.P. | 0.01% | No change | 20,853 | $353K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 20,375 | $345K |
| Marshall Wace, LLP | 0.00% | Reduce -85.2% | 20,317 | $344K |
| Raymond James Financial Inc. | 0.00% | Reduce -16.2% | 20,042 | $339K |
| Polymer Capital Management (US) LLC | 0.04% | New | 19,816 | $335K |
| Two Sigma Advisers, LP | 0.00% | Add +4.8% | 19,700 | $333K |
| Arizona State Retirement System | 0.00% | Reduce -4.0% | 16,898 | $286K |
| Magnetar Financial LLC | 0.00% | Add +82.9% | 16,366 | $277K |
| Commerce Bank | 0.00% | Add +12.5% | 16,361 | $277K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 15,645 | $265K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -36.2% | 15,609 | $264K |
| McMillan Office, Inc. | 0.03% | — | 15,495 | $262K |
| Ieq Capital, LLC | 0.00% | New | 15,403 | $261K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,729 | $249K |
| Massachusetts Financial Services Co. | 0.00% | New | 13,673 | $231K |
| Blair William & Co. | 0.00% | Reduce -47.5% | 13,007 | $220K |
| Bridgewater Associates | 0.00% | Reduce -82.3% | 12,805 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -51.0% | 12,757 | $216K |
| Prelude Capital Management, LLC | 0.02% | New | 12,667 | $214K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,600 | $213K |
| LGL Partners, LLC | 0.09% | No change | 12,487 | $211K |
| Summit Global Investments | 0.01% | Add +1.4% | 12,426 | $210K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,400 | $210K |
| OP Asset Management Ltd | 0.00% | Add +66.4% | 12,356 | $209K |
| AlphaQuest LLC | 0.01% | Reduce -61.0% | 11,529 | $195K |
| Simplex Trading, LLC | 0.01% | Add +92.2% | 11,448 | $194K |
| Probity Advisors, Inc. | 0.03% | Reduce -16.3% | 11,132 | $188K |
| Alpine Global Management, LLC | 0.04% | New | 10,573 | $179K |
| ProShare Advisors LLC | 0.00% | Add +6.8% | 10,458 | $177K |
| Mach-1 Financial Group, LLC | 0.04% | New | 10,379 | $176K |
| Globeflex Capital L P | 0.03% | No change | 10,070 | $170K |
| Walleye Capital LLC | 0.00% | New | 9,928 | $168K |
| State of Tennessee, Department of Treasury | 0.00% | New | 11,938 | $160K |
| Virtus Advisers, LLC | 0.08% | Reduce -34.5% | 9,281 | $157K |
| BankPlus Trust Department | 0.04% | No change | 8,880 | $150K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,551 | $128K |
| Royal Bank of Canada | 0.00% | Reduce -93.7% | 6,998 | $118K |
| Cwm, LLC | 0.00% | Add +106.0% | 6,888 | $117K |
| Asset Management One Co., Ltd. | 0.00% | Add +244.4% | 6,578 | $112K |
| State of Wyoming | 0.01% | New | 5,879 | $99K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -15.7% | 5,436 | $93K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Reduce -38.0% | 5,127 | $87K |
| Anchor Investment Management, LLC | 0.01% | No change | 5,000 | $85K |
| Garner Asset Management Corp | 0.03% | New | 4,799 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,782 | $81K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -77.4% | 4,591 | $78K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 4,521 | $76K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,538 | $59K |
| KBC Group NV | 0.00% | Add +83.4% | 3,449 | $58K |
| Citigroup Inc. | 0.00% | Reduce -94.4% | 3,115 | $53K |
| Rockefeller Capital Management L.P. | 0.00% | Add +354.6% | 2,755 | $47K |
| Van Eck Associates Corp. | 0.00% | Add +78.7% | 2,502 | $42K |
| US Bancorp \de | 0.00% | Reduce -34.9% | 2,299 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +25.9% | 2,289 | $39K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.5% | 2,166 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.6% | 2,064 | $35K |
| Assetmark, Inc. | 0.00% | Add +14.0% | 1,935 | $33K |
| Amalgamated Bank | 0.00% | Reduce -6.2% | 1,798 | $30K |
| Quarry LP | 0.00% | Reduce -43.6% | 1,461 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -22.0% | 1,294 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 912 | $15K |
| Federated Hermes, Inc. | 0.00% | Reduce -36.8% | 847 | $14K |
| Parallel Advisors, LLC | 0.00% | Add +13.9% | 719 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 700 | $12K |
| Fifth Third Bancorp | 0.00% | No change | 682 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -4.8% | 542 | $9K |
| Los Angeles Capital Management LLC | 0.00% | New | 360 | $8K |
| Essential Partners LLC | 0.00% | Add +36.2% | 440 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +173.4% | 380 | $6K |
| Aventus Investment Advisors, Inc. | 0.00% | New | 320 | $5K |
| Comerica Bank | 0.00% | Reduce -49.6% | 308 | $5K |
| Vision Retirement, LLC | 0.00% | — | 300 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +46.8% | 298 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.0% | 268 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.3% | 241 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 200 | $3K |
| IFP Advisors, Inc | 0.00% | Add +265.3% | 179 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +16.0% | 167 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -38.0% | 103 | $2K |
| Clayton Financial Group LLC | 0.00% | No change | 100 | $2K |
| Allworth Financial LP | 0.00% | Reduce -39.3% | 99 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 71 | $1K |
| MAI Capital Management | 0.00% | New | 53 | $897 |
| True Wealth Design, LLC | 0.00% | Reduce -51.7% | 43 | $728 |
| GAMMA Investing LLC | 0.00% | Reduce -88.0% | 39 | $660 |
| Versant Capital Management, Inc | 0.00% | Reduce -84.5% | 32 | $541 |
| Sunbelt Securities, Inc. | 0.00% | Add +357.1% | 32 | $541 |
| Blue Trust, Inc. | 0.00% | No change | 28 | $474 |
| Arax Advisory Partners | 0.00% | Reduce -98.8% | 23 | $390 |
| Golden State Wealth Management, LLC | 0.00% | New | 20 | $338 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -75.0% | 19 | $321 |
| Signaturefd, LLC | 0.00% | Reduce -80.2% | 18 | $305 |
| Ancora Advisors LLC | 0.00% | Reduce -39.3% | 17 | $288 |
| SJS Investment Consulting Inc. | 0.00% | New | 11 | $187 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.4% | 11 | $186 |
| Huntington National Bank | 0.00% | No change | 1 | $17 |
| NewEdge Advisors, LLC | 0.00% | No change | 1 | $17 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $15 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $0 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is PHR's weight in each manager's 13F, not the share of Phreesia Inc. the manager owns.