PHREESIA INC PHR
COM · Common Stock · CUSIP 71944F106 · ISIN US71944F1066
American healthcare software company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersWilmington, DE
- Founded2005
- Websitephreesia.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.1m this quarter). Holder counts are more reliable. Shares outstanding: 52.7m as of 2022-12-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $32.36. Options: 6 managers hold calls ($2.1m notional), 3 hold puts ($566.3k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 181 |
| Q4 2022 | 180 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $3.2m | $1.2m | 0.37 |
| Q4 2022 | $2.1m | $566.3k | 0.27 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +260.7k |
| Granahan Investment Management, LLC | Added | +237.0k |
| LORD, ABBETT & CO. LLC | New | +197.0k |
| JENNISON ASSOCIATES LLC | Added | +184.9k |
| BROWN ADVISORY INC | Added | +176.1k |
| JPMORGAN CHASE & CO | Added | +146.8k |
| T. Rowe Price Investment Management, Inc. | Added | +139.4k |
| Driehaus Capital Management LLC | Added | +111.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +95.3k |
| STATE STREET CORP | Added | +60.6k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -370.8k |
| Point72 Asset Management, L.P. | Reduced | -292.9k |
| AXA S.A. | Reduced | -253.8k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -208.1k |
| BlackRock Inc. | Reduced | -152.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -134.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -120.3k |
| TimesSquare Capital Management, LLC | Reduced | -114.3k |
| FRANKLIN RESOURCES INC | Reduced | -88.3k |
| PICTET ASSET MANAGEMENT SA | Sold out | -83.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $889.9k27.5k shares |
| GROUP ONE TRADING LLC | Added | $812.2k25.1k shares |
| CITADEL ADVISORS LLC | Reduced | $181.2k5.6k shares |
| PEAK6 Investments LLC | New | $110.0k3.4k shares |
| SIMPLEX TRADING, LLC | Added | $87.0k2.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $339.8k10.5k shares |
| PEAK6 Investments LLC | New | $226.5k7.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Pale Fire Capital SE 13D · may seek influence +2.0 pts · filed 2026-04-02 | 14.7% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.8% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-10-27 | 5.1% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Greenhouse Funds LLLP (4.1%, 2026-02-17), Capital International Investors (4.7%, 2026-02-13), FMR LLC (0.6%, 2026-01-08)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $1.6m | — |
| Q1 2022 | 0 | — | 1 | $72.8k | — |
| Q2 2022 | 0 | — | 3 | $227.2k | — |
| Q3 2022 | 0 | — | 3 | $174.4k | — |
| Q4 2022 | 0 | — | 5 | $2.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-20 | VanDuyn Amy Beth SVP, Human Resources | Sold | $12.7k378 shares |
| 2022-12-14 | Hoffman Allison C General Counsel & Secretary | Sold | $28.8k801 shares |
| 2022-12-13 | Linetsky David SVP, Life Sciences | Sold | $393.8k11.4k shares |
| 2022-12-13 | Hoffman Allison C General Counsel & Secretary | Sold | $106.9k3.1k shares |
| 2022-12-12 | Rasmussen Randy Chief Financial Officer | Sold | $234.9k7.4k shares |
| 2022-12-09 | Linetsky David SVP, Life Sciences | Sold | $799.2k26.8k shares |
| 2022-12-09 | Rasmussen Randy Chief Financial Officer | Sold | $301.9k9.9k shares |
| 2022-11-02 | VanDuyn Amy Beth SVP, Human Resources | Sold | $519.0k19.3k shares |
| 2022-10-18 | Davidoff Michael J. SVP, Payer Business | Sold | $27.2k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 7.9m $255.4m | Added +17.5k |
| BlackRock Inc. 0.00% of their portfolio | 4.6m $147.7m | Reduced -152.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $125.3m | Added +57.5k |
| BROWN ADVISORY INC 0.19% of their portfolio | 3.1m $100.2m | Added +176.1k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 2.7m $86.6m | Added +139.4k |
| CREDIT SUISSE AG/ 0.07% of their portfolio | 2.0m $65.6m | Added +50.8k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.92% of their portfolio | 1.4m $44.2m | Added +8.3k |
| GW&K Investment Management, LLC 0.44% of their portfolio | 1.3m $43.4m | Reduced -41.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.3m $43.4m | Reduced -88.3k |
| Rock Springs Capital Management LP 1.01% of their portfolio | 1.3m $42.1m | Unchanged |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 1.3m $41.9m | Added +184.9k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.1m $35.5m | Added +260.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $34.3m | Added +60.6k |
| RIVERBRIDGE PARTNERS LLC 0.46% of their portfolio | 946.3k $30.6m | Reduced -17.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 932.5k $30.2m | Added +43.2k |
| TimesSquare Capital Management, LLC 0.37% of their portfolio | 797.6k $25.8m | Reduced -114.3k |
| Granahan Investment Management, LLC 0.71% of their portfolio | 714.3k $23.1m | Added +237.0k |
| Bellevue Group AG 0.29% of their portfolio | 666.4k $21.6m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 608.4k $19.7m | Reduced -25.4k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 581.2k $18.8m | Reduced -41.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 516.9k $16.7m | Added +3.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 450.4k $14.6m | Reduced -370.8k |
| Driehaus Capital Management LLC 0.21% of their portfolio | 426.2k $13.8m | Added +111.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 406.8k $13.2m | Added +146.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 403.1k $13.0m | Added +95.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 384.0k $12.4m | Added +10.0k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 325.7k $10.5m | Reduced -292.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 322.8k $10.4m | Reduced -69.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 305.5k $9.9m | Reduced -43.9k |
| NORGES BANK 0.00% of their portfolio | 291.6k $9.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 290.5k $9.4m | Reduced -43.1k |
| Tamarack Advisers, LP 6.67% of their portfolio | 285.0k $9.2m | Added +25.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 271.1k $8.8m | Reduced -208.1k |
| AXA S.A. 0.03% of their portfolio | 258.3k $8.4m | Reduced -253.8k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 216.4k $7.0m | Reduced -3.5k |
| MORGAN STANLEY 0.00% of their portfolio | 215.2k $7.0m | Reduced -21.3k |
| CI INVESTMENTS INC. 0.03% of their portfolio | 212.4k $6.9m | Reduced -19.0k |
| SEGALL BRYANT & HAMILL, LLC 0.07% of their portfolio | 205.2k $6.6m | Reduced -23.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 201.1k $6.5m | Added +2.5k |
| LORD, ABBETT & CO. LLC 0.01% of their portfolio | 197.0k $6.4m | New |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 191.7k $6.2m | Reduced -2.5k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 183.4k $5.9m | Reduced -4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 180.4k $5.8m | Reduced -29.2k |
| Rhenman & Partners Asset Management AB 0.51% of their portfolio | 150.0k $4.9m | Added +25.0k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 139.9k $4.5m | Reduced -42.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 138.5k $4.5m | Added +37.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 138.1k $4.5m | Reduced -2.5k |
| Invesco Ltd. 0.00% of their portfolio | 130.5k $4.2m | Reduced -6.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 126.0k $4.1m | Reduced -63.4k |
| Swiss National Bank 0.00% of their portfolio | 119.8k $3.9m | Added +2.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 109.8k $3.6m | Reduced -21.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 109.6k $3.5m | Reduced -41.0k |
| Global IMC LLC 0.91% of their portfolio | 109.1k $3.5m | Added +45.8k |
| Bridgewater Associates, LP 0.02% of their portfolio | 105.8k $3.4m | Reduced -33.1k |
| ALGERT GLOBAL LLC 0.17% of their portfolio | 95.3k $3.1m | Added +22.6k |
| SILVERARC CAPITAL MANAGEMENT, LLC 0.95% of their portfolio | 85.4k $2.8m | Added +2.1k |
| Woodline Partners LP 0.04% of their portfolio | 83.8k $2.7m | Added +50.9k |
| Bullseye Asset Management LLC 1.45% of their portfolio | 83.0k $2.7m | Unchanged |
| Birchview Capital, LP 1.89% of their portfolio | 82.7k $2.7m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 80.4k $2.6m | Reduced -134.7k |
| Informed Momentum Co LLC 0.53% of their portfolio | 78.6k $2.5m | Added +35.5k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.39% of their portfolio | 77.0k $2.5m | Added +35.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.7k $2.5m | Added +2.2k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 71.5k $2.3m | Reduced -39.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 68.0k $2.2m | Reduced -49.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 66.8k $2.2m | Added +28.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 63.0k $2.0m | Added +943 |
| NICHOLS & PRATT ADVISERS LLP /MA 0.16% of their portfolio | 62.4k $2.0m | Added +945 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 59.4k $1.9m | Added +17.3k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 59.3k $1.9m | Reduced -28.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 54.7k $1.8m | Added +4.3k |
| ClariVest Asset Management LLC 0.08% of their portfolio | 48.2k $1.6m | Added +48.1k |
| Premier Fund Managers Ltd 0.06% of their portfolio | 46.2k $1.5m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 44.2k $1.4m | Added +1.9k |
| Conestoga Capital Advisors, LLC 0.03% of their portfolio | 43.4k $1.4m | New |
| HRT FINANCIAL LP 0.02% of their portfolio | 41.2k $1.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 38.6k $1.2m | Reduced -2.0k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 31.8k $1.0m | Added +862 |
| Jackson Creek Investment Advisors LLC 0.44% of their portfolio | 30.7k $994.0k | Reduced -1.6k |
| Trexquant Investment LP 0.03% of their portfolio | 30.5k $987.2k | Reduced -23.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 29.4k $950.8k | Unchanged |
| Graham Capital Management, L.P. 0.03% of their portfolio | 28.2k $911.2k | Added +14.7k |
| UBS Group AG 0.00% of their portfolio | 27.4k $887.3k | Added +17.7k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 26.7k $864.4k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 25.5k $826.0k | Added +2.7k |
| STRS OHIO 0.00% of their portfolio | 24.7k $799.0k | Reduced -5.8k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 23.5k $760.7k | Reduced -1.3k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 23.5k $760.3k | Added +178 |
| New York Life Investment Management LLC 0.01% of their portfolio | 21.5k $696.4k | Added +2.3k |
| Jump Financial, LLC 0.04% of their portfolio | 21.3k $689.6k | New |
| Walleye Capital LLC 0.01% of their portfolio | 21.3k $688.1k | New |
| Capital Impact Advisors, LLC 0.67% of their portfolio | 21.3k $688.0k | Added +851 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.0k $678.5k | Reduced -120.3k |
| Jasper Ridge Partners, L.P. 0.04% of their portfolio | 20.9k $674.8k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 20.7k $669.0k | Reduced -17.1k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 20.6k $667.9k | Added +4.2k |
| Hillsdale Investment Management Inc. 0.06% of their portfolio | 20.4k $660.1k | New |
| Legato Capital Management LLC 0.13% of their portfolio | 20.4k $658.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.3k $657.0k | Added +7.2k |
| M Holdings Securities, Inc. 0.07% of their portfolio | 20.2k $655.0k | Reduced -900 |