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 ($3.8m this quarter). Holder counts are more reliable. Shares outstanding: 55.2m as of 2023-09-01, 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 ≈ $18.68. Options: 10 managers hold calls ($2.9m notional), 6 hold puts ($3.4m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 181 |
| Q4 2022 | 180 |
| Q1 2023 | 206 |
| Q2 2023 | 194 |
| Q3 2023 | 178 |
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 |
| Q3 2023 | 87 | 95 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $2.1m | $566.3k | 0.27 |
| Q1 2023 | $2.5m | $3.1m | 1.26 |
| Q2 2023 | $12.7m | $2.5m | 0.20 |
| Q3 2023 | $2.9m | $3.4m | 1.15 |
Biggest buyers
| Point72 Asset Management, L.P. | New | +665.2k |
| FMR LLC | Added | +624.5k |
| Rock Springs Capital Management LP | Added | +471.4k |
| Woodline Partners LP | New | +394.1k |
| Ophir Asset Management Pty Ltd | Added | +352.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +348.7k |
| Polar Asset Management Partners Inc. | New | +315.5k |
| Candriam S.C.A. | Added | +274.2k |
| Weiss Multi-Strategy Advisers LLC | New | +227.9k |
| BLAIR WILLIAM & CO/IL | Added | +201.3k |
Biggest sellers
| LORD, ABBETT & CO. LLC | Sold out | -690.3k |
| BlackRock Inc. | Reduced | -458.2k |
| CITADEL ADVISORS LLC | Reduced | -358.2k |
| JENNISON ASSOCIATES LLC | Reduced | -333.9k |
| Driehaus Capital Management LLC | Sold out | -293.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Sold out | -230.9k |
| T. Rowe Price Investment Management, Inc. | Reduced | -222.1k |
| Allspring Global Investments Holdings, LLC | Reduced | -178.6k |
| D. E. Shaw & Co., Inc. | Reduced | -156.3k |
| NEUBERGER BERMAN GROUP LLC | Sold out | -154.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $521.2k27.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $485.7k26.0k shares |
| CITIGROUP INC | New | $476.3k25.5k shares |
| Squarepoint Ops LLC | New | $373.6k20.0k shares |
| Walleye Trading LLC | New | $328.8k17.6k shares |
| Walleye Capital LLC | Reduced | $226.0k12.1k shares |
| GROUP ONE TRADING LLC | Added | $222.3k11.9k shares |
| JANE STREET GROUP, LLC | New | $218.6k11.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $80.0k4.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.8m94.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m76.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $119.0k6.4k shares |
| Walleye Capital LLC | Added | $41.1k2.2k shares |
| Walleye Trading LLC | New | $14.9k800 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 8 | $716.8k | $355.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-18 | Linetsky David SVP, Life Sciences · By spouse | Sold | $2.6k130 shares |
| 2023-09-18 | Gunzburg Janet Principal Accounting Officer | Sold | $2.5k125 shares |
| 2023-09-14 | Davidoff Michael J. SVP, Payer Business | Sold plan | $59.5k3.0k shares |
| 2023-09-14 | Hoffman Allison C General Counsel & Secretary | Sold plan | $44.6k2.2k shares |
| 2023-09-14 | VanDuyn Amy Beth SVP, Human Resources | Sold plan | $40.3k2.0k shares |
| 2023-09-13 | Indig Chaim Chief Executive Officer, director | Sold | $133.3k6.6k shares |
| 2023-09-13 | Gandhi Balaji Chief Financial Officer | Sold | $80.5k4.0k shares |
| 2023-09-13 | Roberts Evan Chief Operating Officer | Sold | $79.5k3.9k shares |
| 2023-09-13 | Davidoff Michael J. SVP, Payer Business | Sold plan | $73.3k3.6k shares |
| 2023-09-13 | Hoffman Allison C General Counsel & Secretary | Sold plan | $66.2k3.3k shares |
| 2023-09-13 | Linetsky David SVP, Life Sciences | Sold | $41.9k2.1k shares |
| 2023-09-13 | VanDuyn Amy Beth SVP, Human Resources | Sold plan | $37.1k1.8k shares |
| 2023-09-13 | Gunzburg Janet Principal Accounting Officer | Sold | $19.0k934 shares |
| 2023-09-13 | Linetsky David SVP, Life Sciences | Sold | $2.4k119 shares |
| 2023-07-21 | Davidoff Michael J. SVP, Payer Business | Sold plan | $34.1k1.1k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 7.9m $146.8m | Added +624.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.4m $82.8m | Added +2.2k |
| BlackRock Inc. 0.00% of their portfolio | 4.0m $74.2m | Reduced -458.2k |
| BROWN ADVISORY INC 0.10% of their portfolio | 3.2m $60.4m | Added +2.8k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 2.2m $41.8m | Reduced -333.9k |
| Rock Springs Capital Management LP 0.89% of their portfolio | 1.8m $33.2m | Added +471.4k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 1.8m $33.2m | Reduced -104.8k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 1.5m $27.6m | Reduced -222.1k |
| GW&K Investment Management, LLC 0.25% of their portfolio | 1.4m $25.2m | Reduced -2.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.3m $24.2m | Added +41.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.3m $24.1m | Added +31.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $20.8m | Added +20.0k |
| Granahan Investment Management, LLC 0.72% of their portfolio | 1.1m $20.3m | Added +144.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $19.5m | Added +24.3k |
| Ophir Asset Management Pty Ltd 3.90% of their portfolio | 885.7k $16.5m | Added +352.4k |
| RIVERBRIDGE PARTNERS LLC 0.22% of their portfolio | 871.7k $16.3m | Reduced -26.7k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 815.6k $15.2m | Reduced -96.3k |
| Capital International Investors 0.00% of their portfolio | 807.6k $15.1m | Unchanged |
| TimesSquare Capital Management, LLC 0.23% of their portfolio | 774.1k $14.5m | Added +55.8k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 665.2k $12.4m | New |
| Bellevue Group AG 0.17% of their portfolio | 579.0k $10.8m | Reduced -59.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 538.3k $10.1m | Reduced -756 |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 517.5k $9.7m | Added +76.7k |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 478.4k $8.9m | Added +201.3k |
| CI INVESTMENTS INC. 0.05% of their portfolio | 477.3k $8.9m | Added +29.5k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 459.0k $8.6m | Reduced -1.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 449.8k $8.4m | Added +6.7k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 424.0k $7.9m | Added +156.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 397.5k $7.4m | Added +4.2k |
| Woodline Partners LP 0.09% of their portfolio | 394.1k $7.4m | New |
| NORGES BANK 0.00% of their portfolio | 354.2k $6.6m | Added +86.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 348.7k $6.5m | New |
| Candriam S.C.A. 0.05% of their portfolio | 344.2k $6.4m | Added +274.2k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 342.7k $6.4m | Reduced -156.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 331.7k $6.2m | Reduced -197 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 329.0k $6.1m | Added +59.5k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 325.8k $6.1m | Added +11.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 322.2k $6.0m | Reduced -74.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 316.9k $5.9m | Reduced -27.2k |
| Polar Asset Management Partners Inc. 0.14% of their portfolio | 315.5k $5.9m | New |
| AXA S.A. 0.02% of their portfolio | 257.1k $4.8m | Reduced -9.7k |
| Weiss Multi-Strategy Advisers LLC 0.10% of their portfolio | 227.9k $4.3m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 222.1k $4.1m | Reduced -37.1k |
| Tamarack Advisers, LP 8.01% of their portfolio | 215.0k $4.0m | Reduced -75.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 195.3k $3.6m | Added +9.5k |
| MORGAN STANLEY 0.00% of their portfolio | 174.8k $3.3m | Reduced -97.5k |
| 272 Capital LP 1.29% of their portfolio | 173.6k $3.2m | New |
| Birchview Capital, LP 1.31% of their portfolio | 165.4k $3.1m | Added +82.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 163.4k $3.1m | Added +64.5k |
| SEGALL BRYANT & HAMILL, LLC 0.03% of their portfolio | 137.2k $2.6m | Reduced -30.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 132.7k $2.5m | Reduced -12.5k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 129.4k $2.4m | Reduced -8.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 123.9k $2.3m | Reduced -4.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 119.8k $2.2m | Reduced -19.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 116.2k $2.2m | Reduced -358.2k |
| Swiss National Bank 0.00% of their portfolio | 112.2k $2.1m | Added +1.9k |
| Bullseye Asset Management LLC 1.02% of their portfolio | 98.0k $1.8m | Added +15.0k |
| Walleye Capital LLC 0.03% of their portfolio | 97.2k $1.8m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 96.0k $1.8m | Reduced -3.5k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 92.5k $1.7m | Reduced -65.6k |
| MCKINLEY CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 88.8k $1.7m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 88.6k $1.7m | Reduced -43.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio | 85.0k $1.6m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 78.5k $1.5m | Added +23.5k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 77.6k $1.4m | Added +8.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 76.9k $1.4m | Reduced -2.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 75.7k $1.4m | Reduced -1.2k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 75.1k $1.4m | Added +58.2k |
| Conestoga Capital Advisors, LLC 0.02% of their portfolio | 62.8k $1.2m | Added +19.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 60.0k $1.1m | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.18% of their portfolio | 59.7k $1.1m | Reduced -33.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 56.5k $1.1m | Reduced -5.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.5k $1.1m | Unchanged |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 56.4k $1.1m | Reduced -2.5k |
| DIKER MANAGEMENT LLC 0.83% of their portfolio | 50.0k $934.0k | Added +35.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.8k $911.9k | Added +5.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 47.7k $893.0k | Reduced -16.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 47.7k $890.4k | Added +3.1k |
| Legal & General Group Plc 0.00% of their portfolio | 47.4k $886.3k | Reduced -377 |
| Invesco Ltd. 0.00% of their portfolio | 42.8k $799.8k | Added +3.7k |
| MOODY NATIONAL BANK TRUST DIVISION 0.05% of their portfolio | 42.0k $785.4k | Added +12.4k |
| ClariVest Asset Management LLC 0.04% of their portfolio | 41.2k $769.0k | Added +24 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 40.1k $749.4k | Reduced -33.1k |
| UBS Group AG 0.00% of their portfolio | 40.1k $748.9k | Reduced -6.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 38.7k $722.0k | Added +22.8k |
| NICHOLS & PRATT ADVISERS LLP /MA 0.05% of their portfolio | 37.6k $702.6k | Reduced -23.6k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 36.8k $686.8k | Added +888 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 31.4k $586.7k | Added +7.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 31.2k $582.9k | Added +14.7k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 29.8k $557.6k | Added +8.8k |
| Legato Capital Management LLC 0.07% of their portfolio | 27.6k $516.4k | Reduced -721 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 27.4k $511.3k | Reduced -3.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 27.3k $510.7k | Added +3.8k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 26.7k $499.0k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 26.1k $486.8k | Added +5.5k |
| STRS OHIO 0.00% of their portfolio | 26.0k $485.0k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 25.8k $481.0k | Added +1.2k |
| XTX Topco Ltd 0.08% of their portfolio | 23.7k $442.3k | Added +16.9k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 22.1k $413.6k | Unchanged |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.09% of their portfolio | 21.7k $405.4k | Added +20.5k |