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 ($713.5k this quarter). Holder counts are more reliable. Shares outstanding: 58.1m as of 2024-11-29, 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 ≈ $25.16. Options: 13 managers hold calls ($10.9m notional), 12 hold puts ($8.4m).
Trends to Q4 2024
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 |
| Q1 2024 | 191 |
| Q2 2024 | 177 |
| Q3 2024 | 192 |
| Q4 2024 | 193 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 113 | 72 |
| Q2 2023 | 77 | 109 |
| Q3 2023 | 87 | 95 |
| Q4 2023 | 114 | 76 |
| Q1 2024 | 93 | 91 |
| Q2 2024 | 86 | 89 |
| Q3 2024 | 102 | 66 |
| Q4 2024 | 92 | 90 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $5.6m | $11.8m | 2.09 |
| Q2 2024 | $4.5m | $13.5m | 2.98 |
| Q3 2024 | $10.6m | $15.7m | 1.48 |
| Q4 2024 | $10.9m | $8.4m | 0.77 |
Biggest buyers
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +727.4k |
| Greenhouse Funds LLLP | Added | +626.6k |
| Park West Asset Management LLC | New | +423.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +296.9k |
| GOLDMAN SACHS GROUP INC | Added | +214.8k |
| CITADEL ADVISORS LLC | Added | +190.8k |
| ExodusPoint Capital Management, LP | Added | +143.1k |
| ArrowMark Colorado Holdings LLC | Added | +141.4k |
| STATE STREET CORP | Added | +115.1k |
| BARCLAYS PLC | Added | +114.3k |
Biggest sellers
| TimesSquare Capital Management, LLC | Sold out | -868.4k |
| T. Rowe Price Investment Management, Inc. | Reduced | -734.2k |
| FMR LLC | Reduced | -544.7k |
| BLAIR WILLIAM & CO/IL | Reduced | -534.5k |
| NEUBERGER BERMAN GROUP LLC | Sold out | -307.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -267.9k |
| Rock Springs Capital Management LP | Reduced | -242.5k |
| Squarepoint Ops LLC | Reduced | -127.4k |
| BROWN ADVISORY INC | Reduced | -91.5k |
| MORGAN STANLEY | Reduced | -81.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m112.8k shares |
| Caption Management, LLC | Reduced | $2.2m85.8k shares |
| Jefferies Financial Group Inc. | Added | $1.9m75.5k shares |
| JANE STREET GROUP, LLC | Added | $1.0m40.2k shares |
| GROUP ONE TRADING LLC | Added | $802.6k31.9k shares |
| PEAK6 LLC | First filing | $490.6k19.5k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $470.5k18.7k shares |
| Walleye Capital LLC | Reduced | $339.7k13.5k shares |
| CITADEL ADVISORS LLC | Reduced | $322.0k12.8k shares |
| IMC-Chicago, LLC | New | $294.4k11.7k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $2.0m81.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m54.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m51.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.1m43.3k shares |
| Crawford Fund Management, LLC | Reduced | $918.3k36.5k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $792.5k31.5k shares |
| GROUP ONE TRADING LLC | Reduced | $369.9k14.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $244.0k9.7k shares |
| Walleye Trading LLC | Unchanged | $231.5k9.2k shares |
| Walleye Capital LLC | Reduced | $40.3k1.6k 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 2024
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 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 | — |
| Q1 2024 | 0 | — | 8 | $5.5m | $650.4k |
| Q2 2024 | 0 | — | 7 | $1.5m | $462.0k |
| Q3 2024 | 0 | — | 9 | $1.2m | $284.5k |
| Q4 2024 | 0 | — | 8 | $3.1m | $2.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-18 | Hoffman Allison C General Counsel & Secretary | Sold plan | $87.0k3.5k shares |
| 2024-12-18 | Linetsky David SVP, Life Sciences · By Spouse | Sold | $60924 shares |
| 2024-12-17 | Linetsky David SVP, Life Sciences · By Spouse | Sold | $1.5k61 shares |
| 2024-12-16 | Weintraub Michael Director | Sold plan | $21.7k861 shares |
| 2024-12-16 | Linetsky David SVP, Life Sciences · By Spouse | Sold | $87135 shares |
| 2024-12-13 | Weintraub Michael Director | Sold plan | $514.9k20.6k shares |
| 2024-12-11 | Weintraub Michael Director | Sold plan | $466.2k18.6k shares |
| 2024-12-11 | Linetsky David SVP, Life Sciences | Sold plan | $294.5k11.9k shares |
| 2024-12-10 | Roberts Evan Chief Operating Officer | Sold plan | $602.2k25.0k shares |
| 2024-12-03 | VanDuyn Amy Beth SVP, Human Resources | Sold plan | $532.6k25.4k shares |
| 2024-12-02 | Weintraub Michael Director | Sold plan | $318.3k15.2k shares |
| 2024-10-18 | Linetsky David SVP, Life Sciences | Sold plan | $22.5k1.1k shares |
| 2024-10-16 | Hui Yvonne Principal Accounting Officer | Sold plan | $9.0k423 shares |
| 2024-10-15 | Indig Chaim Chief Executive Officer, director | Sold | $65.0k3.1k shares |
| 2024-10-15 | Hui Yvonne Principal Accounting Officer | Sold plan | $58.4k2.8k shares |
| 2024-10-15 | Linetsky David SVP, Life Sciences | Sold | $42.3k2.0k shares |
| 2024-10-15 | Roberts Evan Chief Operating Officer | Sold | $38.8k1.8k shares |
| 2024-10-15 | Hoffman Allison C General Counsel & Secretary | Sold | $25.5k1.2k shares |
| 2024-10-15 | Gandhi Balaji Chief Financial Officer | Sold | $18.2k864 shares |
| 2024-10-15 | VanDuyn Amy Beth SVP, Human Resources | Sold | $13.1k624 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 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 6.2m $154.8m | Reduced -544.7k |
| BROWN ADVISORY INC 0.18% of their portfolio | 5.6m $140.8m | Reduced -91.5k |
| BlackRock, Inc. 0.00% of their portfolio | 5.3m $132.8m | Added +35.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.8m $121.3m | Added +61.0k |
| Greenhouse Funds LLLP 3.20% of their portfolio | 2.9m $72.3m | Added +626.6k |
| Capital International Investors 0.01% of their portfolio | 2.6m $65.2m | Unchanged |
| Champlain Investment Partners, LLC 0.39% of their portfolio | 2.5m $61.8m | Reduced -47.7k |
| Rock Springs Capital Management LP 1.95% of their portfolio | 2.0m $51.3m | Reduced -242.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.5m $38.0m | Added +12.0k |
| Granahan Investment Management, LLC 1.53% of their portfolio | 1.5m $36.6m | Reduced -1.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $36.3m | Added +115.1k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.61% of their portfolio | 1.3m $32.0m | Added +727.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.3m $31.9m | Reduced -267.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $31.3m | Reduced -2.5k |
| GW&K Investment Management, LLC 0.23% of their portfolio | 1.1m $27.6m | Reduced -60.9k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 893.7k $22.5m | Reduced -734.2k |
| RIVERBRIDGE PARTNERS LLC 0.23% of their portfolio | 683.9k $17.2m | Reduced -69.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 653.6k $16.4m | Added +296.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 597.6k $15.0m | Added +214.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 571.8k $14.4m | Added +35.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 527.2k $13.3m | Added +190.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 495.3k $12.7m | Reduced -629 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 493.4k $12.4m | Added +46.2k |
| ArrowMark Colorado Holdings LLC 0.16% of their portfolio | 484.6k $12.2m | Added +141.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 438.5k $11.0m | Reduced -14.2k |
| Park West Asset Management LLC 0.89% of their portfolio | 423.6k $10.7m | New |
| Bellevue Group AG 0.20% of their portfolio | 405.7k $10.2m | Reduced -16.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 394.4k $9.9m | Added +93.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 332.7k $8.4m | Added +32.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 319.3k $8.0m | Added +2.5k |
| MORGAN STANLEY 0.00% of their portfolio | 266.9k $6.7m | Reduced -81.1k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.89% of their portfolio | 261.5k $6.6m | Reduced -13.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 235.8k $5.9m | Added +102.7k |
| Birchview Capital, LP 2.35% of their portfolio | 229.4k $5.8m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 209.2k $5.3m | Added +114.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 196.8k $5.0m | Added +15.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 195.3k $4.9m | Added +14.5k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 175.0k $4.4m | Added +143.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 159.3k $4.0m | Reduced -16.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 151.0k $3.8m | Reduced -14.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 146.1k $3.7m | Added +38.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 145.7k $3.7m | Added +18.8k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 145.4k $3.7m | Reduced -534.5k |
| NORGES BANK 0.00% of their portfolio | 111.4k $2.8m | Added +722 |
| UBS Group AG 0.00% of their portfolio | 111.2k $2.8m | Added +71.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 109.8k $2.8m | Added +88.2k |
| Swiss National Bank 0.00% of their portfolio | 107.9k $2.7m | Added +1.4k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.46% of their portfolio | 102.7k $2.6m | Reduced -15.1k |
| MOODY NATIONAL BANK TRUST DIVISION 0.26% of their portfolio | 100.2k $2.5m | Unchanged |
| Bullseye Asset Management LLC 1.17% of their portfolio | 99.0k $2.5m | Reduced -1.3k |
| NICHOLAS COMPANY, INC. 0.04% of their portfolio | 97.5k $2.5m | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 97.1k $2.4m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 95.1k $2.4m | Added +76.7k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 94.3k $2.4m | Reduced -2.0k |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.37% of their portfolio | 92.2k $2.3m | Reduced -4.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 83.6k $2.1m | Added +5.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 82.1k $2.1m | Added +61.9k |
| GSA CAPITAL PARTNERS LLP 0.15% of their portfolio | 80.8k $2.0m | Added +31.2k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 77.8k $2.0m | Added +51.0k |
| Conestoga Capital Advisors, LLC 0.03% of their portfolio | 77.5k $2.0m | Reduced -540 |
| Resolute Capital Asset Partners LLC 1.02% of their portfolio | 75.0k $1.9m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.5k $1.6m | Reduced -5.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 60.4k $1.5m | Reduced -6.3k |
| DANSKE BANK A/S 0.00% of their portfolio | 60.2k $1.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 57.3k $1.4m | Added +28.0k |
| Boston Partners 0.00% of their portfolio | 57.1k $1.4m | Reduced -10.3k |
| Legal & General Group Plc 0.00% of their portfolio | 56.6k $1.4m | Added +4.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.5k $1.4m | Unchanged |
| M&T Bank Corp 0.00% of their portfolio | 54.9k $1.4m | Added +19.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.3k $1.3m | Reduced -301 |
| CITIGROUP INC 0.00% of their portfolio | 47.2k $1.2m | Added +7.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 46.4k $1.2m | Reduced -41.2k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 46.4k $1.2m | Added +18.7k |
| WESBANCO BANK INC 0.04% of their portfolio | 46.0k $1.2m | Added +20.0k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 43.0k $1.1m | Reduced -23.3k |
| Invesco Ltd. 0.00% of their portfolio | 40.2k $1.0m | Added +357 |
| BESSEMER GROUP INC 0.00% of their portfolio | 38.8k $976.0k | Reduced -7.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 37.1k $932.2k | New |
| Trexquant Investment LP 0.01% of their portfolio | 35.8k $901.1k | Added +1.5k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 35.0k $881.2k | Added +21.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 33.9k $851.9k | Added +3.1k |
| Legato Capital Management LLC 0.10% of their portfolio | 30.8k $774.1k | Reduced -9.6k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 30.0k $755.5k | Added +10.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 29.6k $745.1k | Unchanged |
| Legacy Advisors, LLC 0.07% of their portfolio | 29.0k $729.9k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.9k $727.5k | Added +9.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 28.0k $704.9k | New |
| Corebridge Financial, Inc. 0.00% of their portfolio | 27.5k $692.2k | Reduced -2.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.2k $683.4k | Reduced -771 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 25.6k $644.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 25.4k $637.9k | New |
| DIVERSIFIED TRUST CO 0.01% of their portfolio | 24.4k $612.8k | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 22.5k $565.9k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 22.4k $564.7k | Added +2.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 22.2k $559.3k | Reduced -127.4k |
| RBF Capital, LLC 0.02% of their portfolio | 21.0k $445.2k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.9k $524.8k | Reduced -3.3k |
| Jasper Ridge Partners, L.P. 0.02% of their portfolio | 20.9k $524.7k | Unchanged |
| XTX Topco Ltd 0.04% of their portfolio | 19.1k $481.4k | Added +8.3k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 17.9k $451.5k | Reduced -3.3k |