PHREESIA INC

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PHR·71944F106·US·equity·Healthcare - Health Information Services-Activist

PHR (PHREESIA INC) is held by 126 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($97.2M), BlackRock, Inc. ($95.4M), Capital International Investors ($48.2M). Net institutional sentiment: Mixed.

126

Holders

Avg rating(9 Elite)

$716.5M

Total Value

55% (144)

Fund Consensus

73 buying - 60 selling

Smart Money Verdict

View all

50Mixed MomentumSplit Signals

Institutional (13F)49

Insider (Form 4)50

Activist (13D/13G)52

Congressional (STOCK Act)50

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See how PHR's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

41

★★★★

Strong

41

★★★

Solid

29

★★

Below

24

★

Weak

Held by 126 funds

9 elite

Who's Trading

InsiderMGMunson Gillian

13F: Dec 31, 2025Insider & Congress: Updated regularly

Positions (144)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Increased	5.7M(+0.7%)	$97.2M	0.0%	-46.62%	30
BlackRock, Inc.	Decreased	5.6M(-1.0%)	$95.4M	0.0%	-51.73%	0
Capital International Investors	Decreased	2.9M(-9.0%)	$48.2M	0.0%	-53.11%	0
FRANKLIN RESOURCES INC	Increased	2M(+28.8%)	$33.8M	0.0%	-48.66%	36
NUNuveen, LLC	Increased	1.9M(+12.7%)	$31.7M	0.0%	-51.52%	32
CIChamplain Investment Partners, LLC	Decreased	1.6M(-39.9%)	$27.2M	0.3%	-46.65%	0
MILLENNIUM MANAGEMENT LLC	Increased	1.6M(+47.6%)	$26.6M	0.0%	-42.44%	39
STATE STREET CORP	Increased	1.5M(+1.6%)	$24.6M	0.0%	-47.00%	29
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.3M(+0.4%)	$22.5M	0.0%	-66.22%	29
AMERICAN CENTURY COMPANIES INC	Increased	1M(+2.3%)	$17.6M	0.0%	-52.31%	29
GOLDMAN SACHS GROUP INC	Increased	912,903(+26.7%)	$15.4M	0.0%	-47.58%	35
JACOBS LEVY EQUITY MANAGEMENT, INC	New	899,098	$15.2M	0.1%	-27.36%	39
SCHRODER INVESTMENT MANAGEMENT GROUP	Increased	857,204(+7.3%)	$14.6M	0.0%	-45.94%	30
Qube Research & Technologies Ltd	Increased	853,971(+17.0%)	$14.4M	0.0%	-48.96%	33
AMERIPRISE FINANCIAL INC	Increased	846,461(+153.4%)	$14.3M	0.0%	-37.30%	45
NANOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	813,196	$13.8M	0.0%	-27.36%	39
DIMENSIONAL FUND ADVISORS LP	Increased	628,280(+142.6%)	$10.6M	0.0%	-44.47%	45
NORTHERN TRUST CORP	Decreased	520,000(-7.2%)	$8.8M	0.0%	-63.35%	0
BROWN ADVISORY INC	Decreased	510,858(-38.0%)	$8.6M	0.0%	-52.35%	0
MORGAN STANLEY	Increased	507,786(+35.3%)	$8.6M	0.0%	-45.26%	36
JPMORGAN CHASE & CO	Increased	507,220(+807.7%)	$8.6M	0.0%	-31.23%	44
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	487,511(-8.2%)	$8.2M	0.0%	-66.01%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Increased	474,146(+0.1%)	$8M	0.1%	-62.08%	27
AQR CAPITAL MANAGEMENT LLC	Increased	437,094(+140.9%)	$7.4M	0.0%	-40.79%	44
BANK OF AMERICA CORP /DE/	Decreased	412,613(-17.7%)	$7M	0.0%	-52.02%	0
FMR LLC	Decreased	362,971(-90.7%)	$6.1M	0.0%	-51.92%	0
TITUDOR INVESTMENT CORP ET AL	Increased	336,663(+89.8%)	$5.7M	0.0%	-39.56%	43
JANE STREET GROUP, LLC	Increased	313,944(+1079.2%)	$5.3M	0.0%	-29.65%	44
PANAGORA ASSET MANAGEMENT INC	Increased	305,064(+19.7%)	$5.2M	0.0%	-51.84%	32
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	298,042(+291.1%)	$5M	0.0%	-33.84%	43
Squarepoint Ops LLC	Increased	291,132(+24.9%)	$4.9M	0.0%	-47.44%	33
ExodusPoint Capital Management, LP	Increased	286,259(+278.1%)	$4.8M	0.0%	-36.66%	43
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	269,268(-28.4%)	$4.6M	0.0%	-53.57%	0
KLKING LUTHER CAPITAL MANAGEMENT CORP	Increased	268,314(+172.6%)	$4.5M	0.0%	-40.95%	43
Russell Investments Group, Ltd.	Increased	266,834(+78.5%)	$4.5M	0.0%	-41.18%	41
NONOMURA HOLDINGS INC	New	251,236	$4.3M	0.0%	-27.36%	37
Point72 Asset Management, L.P.	Decreased	235,615(-50.9%)	$4M	0.0%	-47.47%	0
Bank of New York Mellon Corp	Increased	215,299(+3.9%)	$3.6M	0.0%	-71.41%	28
UBS Group AG	Increased	214,987(+8.3%)	$3.6M	0.0%	-53.73%	29
Connor, Clark & Lunn Investment Management Ltd.	Increased	211,410(+21.8%)	$3.6M	0.0%	-50.24%	32
Woodline Partners LP	New	191,042	$3.2M	0.0%	-27.36%	37
Boston Partners	Increased	170,072(+28.6%)	$2.9M	0.0%	-48.68%	33
Allianz Asset Management GmbH	Increased	167,587(+0.3%)	$2.8M	0.0%	-55.39%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	147,537(+202.2%)	$2.5M	0.0%	-38.13%	42
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	136,856	$2.3M	0.0%	-48.87%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	130,630(-65.2%)	$2.2M	0.0%	-52.65%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	121,519(-7.8%)	$2.1M	0.0%	-47.95%	0
Swiss National Bank	Increased	118,200(+2.5%)	$2M	0.0%	-67.59%	27
SEI INVESTMENTS CO	Decreased	114,062(-32.5%)	$1.9M	0.0%	-51.71%	0
BARCLAYS PLC	Increased	113,941(+23.4%)	$1.9M	0.0%	-47.00%	31
WELLS FARGO & COMPANY/MN	Increased	106,063(+68.2%)	$1.8M	0.0%	-40.58%	38
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	91,072(-94.5%)	$1.5M	0.0%	-48.40%	0
RHUMBLINE ADVISERS	Decreased	84,562(-3.0%)	$1.4M	0.0%	-59.69%	0
Invesco Ltd.	Increased	82,176(+13.1%)	$1.4M	0.0%	-52.13%	29
CITADEL ADVISORS LLC	Increased	74,601(+93.7%)	$1.3M	0.0%	-40.38%	40
MOMOORE CAPITAL MANAGEMENT, LP	New	67,763	$1.1M	0.0%	-27.36%	35
DEUTSCHE BANK AG\	Increased	66,288(+2.4%)	$1.1M	0.0%	-53.79%	26
ALLIANCEBERNSTEIN L.P.	Decreased	62,500(-0.3%)	$1.1M	0.0%	-61.47%	0
EGEngineers Gate Manager LP	Increased	58,226(+58.9%)	$985,184	0.0%	-41.47%	36
VIRGINIA RETIREMENT SYSTEMS ET Al	Increased	58,030(+147.2%)	$981,868	0.0%	-39.80%	40
Legal & General Group Plc	Decreased	57,914(-18.4%)	$979,905	0.0%	-67.80%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	55,544(-0.0%)	$939,804	0.0%	-62.79%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	54,123(-4.9%)	$915,761	0.0%	-42.10%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	52,657(+42.3%)	$890,957	0.0%	-46.99%	33
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	New	51,980	$879,502	0.0%	-27.36%	34
FIRST TRUST ADVISORS LP	Decreased	50,912(-70.9%)	$861,431	0.0%	-51.90%	0
ZACKS INVESTMENT MANAGEMENT	Decreased	49,712(-15.6%)	$841,131	0.0%	-49.20%	0
MACKENZIE FINANCIAL CORP	Increased	47,882(+222.2%)	$813,826	0.0%	-37.57%	40
HSBC HOLDINGS PLC	Increased	46,558(+96.2%)	$785,899	0.0%	-40.17%	40
Brevan Howard Capital Management LP	Increased	44,414(+19.8%)	$751,485	0.0%	-51.20%	29
Man Group plc	New	43,666	$738,829	0.0%	-27.36%	34
XTX Topco Ltd	Increased	42,180(+109.5%)	$713,686	0.0%	-44.67%	40
BANK OF MONTREAL /CAN/	Increased	36,841(+231.4%)	$623,349	0.0%	-37.29%	39
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	36,231	$613,029	0.0%	-50.12%	0
Verition Fund Management LLC	Decreased	35,276(-9.3%)	$596,870	0.0%	-56.58%	0
Freestone Grove Partners LP	New	33,720	$570,542	0.0%	-27.36%	34
MetLife Investment Management, LLC	Unchanged	33,423	$565,517	0.0%	-56.58%	0
Cerity Partners LLC	New	31,000	$524,520	0.0%	-27.36%	33
Jefferies Financial Group Inc.	New	26,500	$448,380	0.0%	-27.36%	33
Quadrature Capital Ltd	New	26,428	$447,162	0.0%	-27.36%	33
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	25,472(-4.4%)	$430,986	0.0%	-55.60%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	24,543(+13.4%)	$415,268	0.0%	-49.82%	27
JANUS HENDERSON GROUP PLC	Unchanged	24,531	$414,697	0.0%	-76.27%	0
ZKZurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	20,375	$344,745	0.0%	-58.78%	0
MWMARSHALL WACE, LLP	Decreased	20,317(-85.2%)	$343,763	0.0%	-55.04%	0
RAYMOND JAMES FINANCIAL INC	Decreased	20,042(-16.2%)	$339,111	0.0%	-50.27%	0
TWO SIGMA ADVISERS, LP	Increased	19,700(+4.8%)	$333,324	0.0%	-54.63%	25
Arizona State Retirement System	Decreased	16,898(-4.0%)	$285,914	0.0%	-67.84%	0
Magnetar Financial LLC	Increased	16,366(+82.9%)	$276,913	0.0%	-43.61%	36
COMMERCE BANK	Increased	16,361(+12.5%)	$276,827	0.0%	-61.99%	26
Police & Firemen's Retirement System of New Jersey	Unchanged	15,645	$264,713	0.0%	-51.53%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	15,609(-36.2%)	$264,104	0.0%	-54.38%	0
IEQ CAPITAL, LLC	New	15,403	$260,619	0.0%	-27.36%	32
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	14,729	$249,215	0.0%	-62.87%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	New	13,673	$231,347	0.0%	-27.36%	32
BLAIR WILLIAM & CO/IL	Decreased	13,007(-47.5%)	$220,074	0.0%	-54.91%	0
Bridgewater Associates, LP	Decreased	12,805(-82.3%)	$216,661	0.0%	-47.47%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	12,757(-51.0%)	$215,848	0.0%	-61.05%	0
KLP KAPITALFORVALTNING AS	Unchanged	12,400	$209,808	0.0%	-52.78%	0
SIMPLEX TRADING, LLC	Increased	11,448(+92.2%)	$193,700	0.0%	-42.90%	36
ProShare Advisors LLC	Increased	10,458(+6.8%)	$176,950	0.0%	-46.87%	24
Walleye Capital LLC	New	9,928	$167,982	0.0%	-27.36%	31
State of Tennessee, Department of Treasury	New	11,938	$160,328	0.0%	-27.36%	31
ROYAL BANK OF CANADA	Decreased	6,998(-93.7%)	$118,000	0.0%	-48.56%	0
AOAsset Management One Co., Ltd.	Increased	6,578(+244.4%)	$111,826	0.0%	-34.63%	35
Ensign Peak Advisors, Inc	Decreased	4,591(-77.4%)	$77,680	0.0%	-63.30%	0
CITIGROUP INC	Decreased	3,115(-94.4%)	$52,705	0.0%	-49.51%	0
Rockefeller Capital Management L.P.	Increased	2,755(+354.6%)	$46,671	0.0%	-33.01%	33
US BANCORP \DE\	Decreased	2,299(-34.9%)	$38,899	0.0%	-75.71%	0
OSAIC HOLDINGS, INC.	Decreased	2,166(-50.5%)	$36,647	0.0%	-47.84%	0
Farther Finance Advisors, LLC	Increased	2,064(+24.6%)	$34,923	0.0%	-52.75%	24
ASSETMARK, INC	Increased	1,935(+14.0%)	$32,740	0.0%	-51.58%	22
NISA INVESTMENT ADVISORS, LLC	Decreased	1,294(-22.0%)	$21,894	0.0%	-59.60%	0
FEDERATED HERMES, INC.	Decreased	847(-36.8%)	$14,331	0.0%	-47.47%	0
FIFTH THIRD BANCORP	Unchanged	682	$11,539	0.0%	-76.87%	0
CBCULLEN/FROST BANKERS, INC.	Decreased	542(-4.8%)	$9,177	0.0%	-54.16%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	360	$8,158	0.0%	-27.36%	25
COMERICA BANK	Decreased	308(-49.6%)	$5,206	0.0%	-41.50%	0
Steward Partners Investment Advisory, LLC	Decreased	241(-13.3%)	$4,078	0.0%	-49.06%	0
CIBC Private Wealth Group LLC	New	200	$3,384	0.0%	-27.36%	21
Allworth Financial LP	Decreased	99(-39.3%)	$1,676	0.0%	-53.90%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	70,383(+8.6%)	$1,191	0.0%	-55.09%	12
MAI Capital Management	New	53	$897	0.0%	-27.36%	17
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	19(-75.0%)	$321	0.0%	-47.47%	0
HUNTINGTON NATIONAL BANK	Unchanged	1	$17	0.0%	-46.73%	0
NewEdge Advisors, LLC	Unchanged	1	$17	0.0%	-50.88%	0
Optiver Holding B.V.	Exited	0(-100.0%)	$6,303	0.0%	-27.69%	0
Creative Planning	Exited	0(-100.0%)	$217,983	0.0%	-27.69%	0
Corient Private Wealth LLC	Exited	0(-100.0%)	$485,196	0.0%	-27.69%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$290,331	0.0%	-27.69%	0
OMERS ADMINISTRATION Corp	Exited	0(-100.0%)	$489,216	0.0%	-27.69%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$3,047	0.0%	-27.69%	0
Quantinno Capital Management LP	Exited	0(-100.0%)	$220,500	0.0%	-27.69%	0
Trexquant Investment LP	Exited	0(-100.0%)	$1.1M	0.0%	-32.82%	0
NATIONAL BANK OF CANADA /FI/	Exited	0(-100.0%)	$1,176	0.0%	-27.69%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$4,116	0.0%	-27.69%	0
STRS OHIO	Exited	0(-100.0%)	$627,984	0.0%	-39.16%	0
Mariner, LLC	Exited	0(-100.0%)	$371,052	0.0%	-36.34%	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$209,610	0.0%	-28.12%	0
LOOMIS SAYLES & CO L P	Exited	0(-100.0%)	$27.5M	0.0%	-40.22%	0
APARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Exited	0(-100.0%)	$1.2M	0.0%	-40.22%	0
IMC-Chicago, LLC	Exited	0(-100.0%)	$259,990	0.0%	-27.69%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$18.4M	0.0%	-29.23%	0
GROUP ONE TRADING LLC	Exited	0(-100.0%)	$70,466	0.0%	-39.56%	0