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 ($4.0m this quarter). Holder counts are more reliable. Shares outstanding: 53.7m as of 2023-05-29, 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 ≈ $31.01. Options: 7 managers hold calls ($12.7m notional), 8 hold puts ($2.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 181 |
| Q4 2022 | 180 |
| Q1 2023 | 206 |
| Q2 2023 | 194 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 81 | 86 |
| Q1 2023 | 113 | 72 |
| Q2 2023 | 77 | 109 |
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 |
| Q1 2023 | $2.5m | $3.1m | 1.26 |
| Q2 2023 | $12.7m | $2.5m | 0.20 |
Biggest buyers
| JENNISON ASSOCIATES LLC | Added | +1.2m |
| LOOMIS SAYLES & CO L P | New | +911.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +868.1k |
| VANGUARD GROUP INC | Added | +447.3k |
| Thrivent Financial for Lutherans | New | +440.8k |
| TimesSquare Capital Management, LLC | Added | +248.3k |
| CITADEL ADVISORS LLC | Added | +248.2k |
| CI INVESTMENTS INC. | Added | +158.3k |
| JANE STREET GROUP, LLC | Added | +98.7k |
| LORD, ABBETT & CO. LLC | Added | +75.6k |
Biggest sellers
| FMR LLC | Reduced | -7.0m |
| T. Rowe Price Investment Management, Inc. | Reduced | -994.2k |
| Granahan Investment Management, LLC | Reduced | -544.5k |
| Nuveen Asset Management, LLC | Reduced | -362.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | -333.3k |
| Engle Capital Management, L.P. | Sold out | -325.0k |
| Cubist Systematic Strategies, LLC | Reduced | -156.8k |
| PRINCIPAL FINANCIAL GROUP INC | Sold out | -151.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -126.7k |
| Driehaus Capital Management LLC | Reduced | -122.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.9m352.6k shares |
| CITADEL ADVISORS LLC | Added | $976.8k31.5k shares |
| Walleye Capital LLC | New | $455.8k14.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $235.0k7.6k shares |
| GROUP ONE TRADING LLC | Reduced | $74.4k2.4k shares |
| PEAK6 Investments LLC | Reduced | $9.3k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m38.4k shares |
| CITADEL ADVISORS LLC | Added | $579.9k18.7k shares |
| WELLS FARGO & COMPANY/MN | New | $310.1k10.0k shares |
| PEAK6 Investments LLC | Reduced | $204.7k6.6k shares |
| SIMPLEX TRADING, LLC | New | $201.0k6.5k shares |
| Walleye Capital LLC | New | $27.9k900 shares |
| GROUP ONE TRADING LLC | Reduced | $6.2k200 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 6 | $2.4m | — |
| Q2 2023 | 0 | — | 7 | $1.1m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-10 | Munson Gillian Director | Sold plan | $106.9k3.6k shares |
| 2023-04-21 | Davidoff Michael J. SVP, Payer Business | Sold plan | $35.6k1.1k shares |
| 2023-04-18 | Roberts Evan Chief Operating Officer | Sold plan | $239.1k7.5k shares |
| 2023-04-17 | Roberts Evan Chief Operating Officer | Sold plan | $83.2k2.6k shares |
| 2023-04-17 | Gandhi Balaji Chief Financial Officer | Sold plan | $67.3k2.1k shares |
| 2023-04-17 | VanDuyn Amy Beth SVP, Human Resources | Sold | $18.1k570 shares |
| 2023-04-14 | Hoffman Allison C General Counsel & Secretary | Sold plan | $103.0k3.3k shares |
| 2023-04-12 | Roberts Evan Chief Operating Officer | Sold plan | $6.4k200 shares |
| 2023-04-11 | Davidoff Michael J. SVP, Payer Business | Sold plan | $107.1k3.5k shares |
| 2023-04-03 | Smith Mark Douglas Director | Sold plan | $215.4k7.0k shares |
| 2023-04-03 | VanDuyn Amy Beth SVP, Human Resources | Sold plan | $91.7k3.0k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 7.2m $224.3m | Reduced -7.0m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.4m $137.4m | Added +447.3k |
| BlackRock Inc. 0.00% of their portfolio | 4.4m $137.4m | Reduced -65.0k |
| BROWN ADVISORY INC 0.16% of their portfolio | 3.2m $100.2m | Added +3.7k |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 2.6m $79.8m | Added +1.2m |
| CREDIT SUISSE AG/ 0.06% of their portfolio | 1.9m $58.3m | Reduced -60.6k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 1.7m $52.8m | Reduced -994.2k |
| GW&K Investment Management, LLC 0.40% of their portfolio | 1.4m $42.0m | Reduced -15.7k |
| Rock Springs Capital Management LP 0.96% of their portfolio | 1.3m $40.5m | Added +2.5k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.3m $39.1m | Reduced -1.1k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.3m $38.9m | Added +868.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $33.9m | Added +11.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $31.6m | Added +41.8k |
| Granahan Investment Management, LLC 0.90% of their portfolio | 942.8k $29.2m | Reduced -544.5k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 911.9k $28.3m | New |
| RIVERBRIDGE PARTNERS LLC 0.35% of their portfolio | 898.4k $27.9m | Reduced -18.4k |
| Capital International Investors 0.01% of their portfolio | 807.6k $25.0m | Unchanged |
| TimesSquare Capital Management, LLC 0.32% of their portfolio | 718.3k $22.3m | Added +248.3k |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 690.3k $21.4m | Added +75.6k |
| Bellevue Group AG 0.28% of their portfolio | 638.7k $19.8m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 539.1k $16.7m | Added +22.5k |
| Ophir Asset Management Pty Ltd 3.45% of their portfolio | 533.3k $16.5m | Reduced -27.3k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 499.0k $15.5m | Reduced -38.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 474.4k $14.7m | Added +248.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 460.3k $14.3m | Reduced -25 |
| CI INVESTMENTS INC. 0.07% of their portfolio | 447.8k $13.9m | Added +158.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 443.1k $13.7m | Added +22.3k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 440.8k $13.7m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 396.5k $12.3m | Reduced -5.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 393.2k $12.2m | Added +8.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 344.1k $10.7m | Reduced -46.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 331.9k $10.3m | Added +49.7k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 314.7k $9.8m | Reduced -85 |
| Driehaus Capital Management LLC 0.11% of their portfolio | 293.3k $9.1m | Reduced -122.3k |
| Tamarack Advisers, LP 6.83% of their portfolio | 290.0k $9.0m | Reduced -30.0k |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 277.1k $8.6m | Added +73.0k |
| MORGAN STANLEY 0.00% of their portfolio | 272.4k $8.4m | Reduced -5.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 269.5k $8.4m | Reduced -126.7k |
| NORGES BANK 0.00% of their portfolio | 268.0k $8.3m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 267.3k $8.3m | Reduced -235 |
| AXA S.A. 0.03% of their portfolio | 266.8k $8.3m | Reduced -2.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 259.3k $8.0m | Reduced -362.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.36% of their portfolio | 230.9k $7.2m | Reduced -333.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 185.8k $5.8m | Reduced -1.5k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 185.8k $5.8m | Added +14.4k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 167.3k $5.2m | Reduced -39.2k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 158.1k $4.9m | Reduced -33.2k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 154.6k $4.8m | Added +39.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 145.2k $4.5m | Added +51.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 139.0k $4.3m | Added +70.3k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 137.8k $4.3m | Added +78 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 131.7k $4.1m | Added +98.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 128.8k $4.0m | Reduced -2.8k |
| Swiss National Bank 0.00% of their portfolio | 110.3k $3.4m | Added +2.6k |
| Bridgewater Associates, LP 0.02% of their portfolio | 99.5k $3.1m | Reduced -5.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 98.9k $3.1m | Reduced -5.6k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.40% of their portfolio | 93.2k $2.9m | Added +8.8k |
| MCKINLEY CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 88.8k $2.8m | Reduced -11.6k |
| Bullseye Asset Management LLC 1.29% of their portfolio | 83.0k $2.6m | Unchanged |
| Birchview Capital, LP 1.92% of their portfolio | 82.7k $2.6m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 79.8k $2.5m | Added +14.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 79.7k $2.5m | Added +247 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.9k $2.4m | Reduced -3.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 73.3k $2.3m | Reduced -25.0k |
| Candriam S.C.A. 0.02% of their portfolio | 70.0k $2.2m | New |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 69.1k $2.1m | Reduced -84.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.9k $2.0m | Reduced -70.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 61.6k $1.9m | Reduced -726 |
| NICHOLS & PRATT ADVISERS LLP /MA 0.14% of their portfolio | 61.2k $1.9m | Reduced -220 |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 58.9k $1.8m | Added +22.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.5k $1.8m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 56.1k $1.7m | Reduced -111.6k |
| Squarepoint Ops LLC 0.01% of their portfolio | 55.1k $1.7m | Added +40.9k |
| Legal & General Group Plc 0.00% of their portfolio | 47.8k $1.5m | Added +827 |
| UBS Group AG 0.00% of their portfolio | 46.4k $1.4m | Added +16.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 44.6k $1.4m | Reduced -18.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 43.7k $1.4m | Unchanged |
| Conestoga Capital Advisors, LLC 0.02% of their portfolio | 43.4k $1.3m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 42.3k $1.3m | Added +3.1k |
| ClariVest Asset Management LLC 0.06% of their portfolio | 41.2k $1.3m | Reduced -7.0k |
| Invesco Ltd. 0.00% of their portfolio | 39.1k $1.2m | Reduced -107.1k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 35.9k $1.1m | Reduced -1.1k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 31.1k $966.0k | Reduced -5.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 31.1k $965.5k | Reduced -2.0k |
| MOODY NATIONAL BANK TRUST DIVISION 0.06% of their portfolio | 29.7k $920.4k | Reduced -15.8k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 29.5k $914.2k | Reduced -249 |
| Legato Capital Management LLC 0.12% of their portfolio | 28.4k $879.6k | Added +8.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 27.9k $866.2k | Added +14.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 26.7k $828.3k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 26.0k $806.0k | Reduced -46.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 24.6k $762.5k | Added +616 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 23.8k $737.1k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 23.5k $729.1k | Reduced -10.7k |
| Premier Fund Managers Ltd 0.03% of their portfolio | 23.0k $686.0k | Reduced -10.2k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 22.1k $686.6k | Added +1.5k |
| PDT Partners, LLC 0.09% of their portfolio | 21.8k $676.0k | Added +7.1k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 21.0k $651.5k | Added +6.0k |
| Jasper Ridge Partners, L.P. 0.03% of their portfolio | 20.9k $646.7k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 20.6k $637.4k | Added +77 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.5k $637.1k | Added +710 |