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 ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 55.6m as of 2023-12-01, 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 ≈ $23.13. Options: 10 managers hold calls ($12.6m notional), 13 hold puts ($20.7m).
Trends to Q4 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 |
| Q4 2023 | 188 |
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 |
| Q4 2023 | 114 | 76 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $2.5m | $3.1m | 1.26 |
| Q2 2023 | $12.7m | $2.5m | 0.20 |
| Q3 2023 | $2.9m | $3.4m | 1.15 |
| Q4 2023 | $12.6m | $20.7m | 1.64 |
Biggest buyers
| BROWN ADVISORY INC | Added | +716.4k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | +553.0k |
| Greenhouse Funds LLLP | New | +473.1k |
| Rock Springs Capital Management LP | Added | +430.3k |
| T. Rowe Price Investment Management, Inc. | Added | +331.7k |
| MORGAN STANLEY | Added | +321.2k |
| ArrowMark Colorado Holdings LLC | New | +301.0k |
| BlackRock Inc. | Added | +280.2k |
| Ophir Asset Management Pty Ltd | Added | +213.8k |
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +209.8k |
Biggest sellers
| JENNISON ASSOCIATES LLC | Reduced | -2.2m |
| LOOMIS SAYLES & CO L P | Sold out | -815.6k |
| CI INVESTMENTS INC. | Sold out | -477.3k |
| Point72 Asset Management, L.P. | Reduced | -350.1k |
| Tamarack Advisers, LP | Sold out | -215.0k |
| D. E. Shaw & Co., Inc. | Reduced | -183.1k |
| FMR LLC | Reduced | -164.5k |
| Bellevue Group AG | Reduced | -157.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -143.5k |
| GW&K Investment Management, LLC | Reduced | -142.1k |
Biggest calls
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $6.9m300.0k shares |
| PEAK6 Investments LLC | New | $2.2m96.4k shares |
| CITADEL ADVISORS LLC | Added | $1.2m50.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $993.1k42.9k shares |
| GROUP ONE TRADING LLC | Added | $321.8k13.9k shares |
| Walleye Trading LLC | Reduced | $307.9k13.3k shares |
| SIMPLEX TRADING, LLC | Added | $275.0k11.9k shares |
| CSS LLC/IL | New | $231.5k10.0k shares |
| Walleye Capital LLC | Reduced | $141.2k6.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.7m160.6k shares |
| NOMURA HOLDINGS INC | New | $3.6m153.5k shares |
| BANK OF AMERICA CORP /DE/ | New | $3.1m135.0k shares |
| PEAK6 Investments LLC | New | $2.0m88.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m83.8k shares |
| JANE STREET GROUP, LLC | New | $1.7m71.4k shares |
| Caption Management, LLC | New | $1.5m65.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m52.9k shares |
| Crawford Fund Management, LLC | First filing | $1.0m43.5k shares |
| GROUP ONE TRADING LLC | New | $615.8k26.6k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 8 | $203.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-19 | Gunzburg Janet Principal Accounting Officer | Sold | $2.8k118 shares |
| 2023-12-19 | Linetsky David SVP, Life Sciences · By Spouse | Sold | $59325 shares |
| 2023-12-18 | Linetsky David SVP, Life Sciences · By Spouse | Sold | $5.4k234 shares |
| 2023-12-18 | Linetsky David SVP, Life Sciences · By Spouse | Sold | $2.3k100 shares |
| 2023-11-01 | Gunzburg Janet Principal Accounting Officer | Sold | $4.0k298 shares |
| 2023-10-16 | Indig Chaim Chief Executive Officer, director | Sold | $54.7k3.3k shares |
| 2023-10-16 | Linetsky David SVP, Life Sciences | Sold | $34.5k2.1k shares |
| 2023-10-16 | Roberts Evan Chief Operating Officer | Sold | $32.7k2.0k shares |
| 2023-10-16 | Hoffman Allison C General Counsel & Secretary | Sold | $21.5k1.3k shares |
| 2023-10-16 | Davidoff Michael J. SVP, Payer Business | Sold | $19.9k1.2k shares |
| 2023-10-16 | Gandhi Balaji Chief Financial Officer | Sold | $14.3k861 shares |
| 2023-10-16 | VanDuyn Amy Beth SVP, Human Resources | Sold | $11.0k665 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 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 7.7m $178.1m | Reduced -164.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.6m $107.1m | Added +194.0k |
| BlackRock Inc. 0.00% of their portfolio | 4.3m $98.4m | Added +280.2k |
| BROWN ADVISORY INC 0.13% of their portfolio | 4.0m $91.5m | Added +716.4k |
| Rock Springs Capital Management LP 1.26% of their portfolio | 2.2m $51.1m | Added +430.3k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 1.8m $41.9m | Added +331.7k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 1.8m $41.2m | Added +2.7k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.5m $34.4m | Added +193.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.3m $30.6m | Added +26.8k |
| GW&K Investment Management, LLC 0.26% of their portfolio | 1.2m $28.0m | Reduced -142.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $26.7m | Added +41.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $25.9m | Added +76.9k |
| Ophir Asset Management Pty Ltd 5.05% of their portfolio | 1.1m $25.5m | Added +213.8k |
| Granahan Investment Management, LLC 0.81% of their portfolio | 1.1m $24.5m | Reduced -26.9k |
| TimesSquare Capital Management, LLC 0.30% of their portfolio | 868.9k $20.1m | Added +94.8k |
| RIVERBRIDGE PARTNERS LLC 0.24% of their portfolio | 844.6k $19.6m | Reduced -27.1k |
| Capital International Investors 0.00% of their portfolio | 807.6k $18.7m | Unchanged |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.69% of their portfolio | 553.0k $12.8m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 549.7k $12.7m | Added +11.4k |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 527.8k $12.2m | Added +49.3k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 520.9k $12.1m | Added +3.4k |
| MORGAN STANLEY 0.00% of their portfolio | 496.1k $11.5m | Added +321.2k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 488.7k $11.3m | Added +64.7k |
| Greenhouse Funds LLLP 0.74% of their portfolio | 473.1k $11.0m | New |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 460.6k $10.7m | Added +1.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 428.2k $9.9m | Added +96.5k |
| Bellevue Group AG 0.15% of their portfolio | 421.6k $9.8m | Reduced -157.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 412.8k $9.6m | Added +15.3k |
| Weiss Multi-Strategy Advisers LLC 0.23% of their portfolio | 398.5k $9.2m | Added +170.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 373.2k $8.6m | Added +209.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 365.9k $8.5m | Reduced -83.9k |
| Candriam S.C.A. 0.06% of their portfolio | 363.4k $8.4m | Added +19.3k |
| NORGES BANK 0.00% of their portfolio | 354.2k $8.2m | Unchanged |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 354.1k $8.2m | Added +5.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 321.9k $7.5m | Reduced -3.8k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 315.1k $7.3m | Reduced -350.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 312.4k $7.2m | Added +90.2k |
| ArrowMark Colorado Holdings LLC 0.08% of their portfolio | 301.0k $7.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 300.4k $7.0m | Reduced -16.6k |
| Woodline Partners LP 0.07% of their portfolio | 292.8k $6.8m | Reduced -101.3k |
| Polar Asset Management Partners Inc. 0.18% of their portfolio | 286.8k $6.6m | Reduced -28.7k |
| AXA S.A. 0.01% of their portfolio | 284.4k $6.6m | Added +27.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 265.8k $6.2m | Added +149.5k |
| Birchview Capital, LP 2.08% of their portfolio | 229.4k $5.3m | Added +64.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 207.5k $4.8m | Added +12.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 189.8k $4.4m | Reduced -139.2k |
| 272 Capital LP 1.09% of their portfolio | 181.2k $3.2m | Added +7.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 178.8k $4.1m | Reduced -143.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 169.4k $3.9m | Added +142.0k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 168.0k $3.9m | Added +111.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 159.6k $3.7m | Reduced -183.1k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 123.2k $2.9m | Added +48.1k |
| Squarepoint Ops LLC 0.01% of their portfolio | 123.1k $2.9m | Added +44.6k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 108.8k $2.5m | Added +31.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.09% of their portfolio | 106.5k $2.5m | Added +21.5k |
| Swiss National Bank 0.00% of their portfolio | 103.3k $2.4m | Reduced -8.9k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 100.7k $2.3m | Reduced -28.8k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 99.9k $2.3m | Added +22.3k |
| Bullseye Asset Management LLC 1.09% of their portfolio | 98.0k $2.3m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 94.0k $2.2m | Added +1.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 88.7k $2.1m | Added +100 |
| BARCLAYS PLC 0.00% of their portfolio | 88.5k $2.0m | Added +70.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 81.2k $1.9m | New |
| PDT Partners, LLC 0.20% of their portfolio | 80.0k $1.9m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 79.0k $1.8m | Reduced -16.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 77.7k $1.8m | Added +2.0k |
| Conestoga Capital Advisors, LLC 0.03% of their portfolio | 77.3k $1.8m | Added +14.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 74.6k $1.7m | Added +26.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 71.6k $1.7m | Reduced -61.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 67.5k $1.6m | New |
| UBS Group AG 0.00% of their portfolio | 67.1k $1.6m | Added +27.0k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.27% of their portfolio | 58.7k $1.4m | Reduced -993 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.5k $1.3m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.4k $1.3m | Reduced -1.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 53.9k $1.2m | Added +6.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 52.3k $1.2m | Added +3.5k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 52.1k $1.2m | Added +15.4k |
| MOODY NATIONAL BANK TRUST DIVISION 0.09% of their portfolio | 50.1k $1.2m | Added +8.0k |
| DIKER MANAGEMENT LLC 0.96% of their portfolio | 50.0k $1.2m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 47.4k $1.1m | Reduced -47 |
| ClariVest Asset Management LLC 0.06% of their portfolio | 45.3k $1.0m | Added +4.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 39.4k $911.8k | Added +8.0k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 38.8k $897.7k | Reduced -2.2m |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.17% of their portfolio | 37.8k $876.0k | Added +16.1k |
| Invesco Ltd. 0.00% of their portfolio | 36.4k $843.6k | Reduced -6.4k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 33.4k $773.4k | Added +3.6k |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 31.7k $734.9k | New |
| NICHOLS & PRATT ADVISERS LLP /MA 0.05% of their portfolio | 31.4k $726.7k | Reduced -6.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 31.0k $718.0k | Added +17.5k |
| Legacy Advisors, LLC 0.09% of their portfolio | 29.0k $671.6k | Added +10.0k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 28.5k $660.4k | New |
| Legato Capital Management LLC 0.08% of their portfolio | 27.6k $640.0k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 26.9k $621.9k | Reduced -479 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 26.7k $618.4k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 26.3k $609.8k | Added +591 |
| STRS OHIO 0.00% of their portfolio | 26.0k $601.0k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 25.8k $596.8k | Reduced -280 |
| CenterBook Partners LP 0.07% of their portfolio | 23.2k $536.0k | Added +4.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 23.0k $532.0k | Added +7.1k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 22.9k $529.9k | Added +750 |