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Disclosery

PHR PHREESIA INC

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COM (common), issuer CIK 1412408

191 managers (193 13F filers) reported a position in PHR shares at 2024-12-31, 54,858,483 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
191
13F filers
193
New
23
Added
69
Reduced
64
Sold out
26
Shares held by filers
54,858,483

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC6,152,726$155M0.01%-544,66913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC5,594,590$141M0.18%-91,53413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,276,430$133M<0.01%+35,87213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC4,823,110$121M<0.01%+61,04813F-HRTimelineGroup
Greenhouse Funds LLLP2,873,892$72.3M3.2%+626,57913F-HRTimeline
Capital International Investorsin group Capital International Investo…2,593,063$65.2M0.01%013F-HRTimelineGroup
Champlain Investment Partners, LLC2,456,149$61.8M0.39%-47,68813F-HRTimeline
Rock Springs Capital Management LP2,040,000$51.3M1.95%-242,50013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,509,617$38M0.01%+11,98613F-HRTimelineGroup
Granahan Investment Management, LLC1,453,720$36.6M1.53%-1,92713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,442,689$36.3M<0.01%+115,10313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,378,326$34.7M-196,352Timeline
DEERFIELD MANAGEMENT COMPANY, L.P.in group DEERFIELD MANAGEMENT COMPANY,…1,271,832$32M0.61%+727,38413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,243,325$31.3M<0.01%-2,47213F-HRTimelineGroup
GW&K Investment Management, LLC1,095,949$27.6M0.23%-60,94713F-HRTimeline
T. Rowe Price Investment Management, In…893,716$22.5M0.01%-734,24913F-HRTimeline
RIVERBRIDGE PARTNERS LLC683,888$17.2M0.23%-69,34113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC653,634$16.4M0.01%+296,86313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC597,610$15M<0.01%+214,80613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP571,807$14.4M<0.01%+35,39213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC527,227$13.3M0.01%+190,79213F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP495,304$12.7M0.01%-62913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co493,448$12.4M<0.01%+46,20913F-HRTimelineGroup
ArrowMark Colorado Holdings LLC484,617$12.2M0.16%+141,41113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/438,508$11M<0.01%-14,22313F-HRTimelineGroup
Park West Asset Management LLC423,570$10.7M0.89%new13F-HRTimeline
Bellevue Group AGin group Bellevue Group AG405,693$10.2M0.2%-16,71313F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC394,352$9.92M0.07%+93,34913F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD332,697$8.37M0.02%+31,97413F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC319,327$8.03M0.24%+2,53113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY266,901$6.72M<0.01%-81,12013F-HR/ATimelineGroup
INTRINSIC EDGE CAPITAL MANAGEMENT LLC261,543$6.58M0.89%-13,78213F-HRTimeline
Nuveen Asset Management, LLCin group TIAA235,827$5.93M<0.01%+102,66213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC209,209$5.26M<0.01%+114,28013F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO196,815$4.95M0.01%+15,24113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,267$4.91M<0.01%+14,50213F-HRTimelineGroup
ExodusPoint Capital Management, LP174,971$4.4M0.05%+143,07713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC159,274$4.01M<0.01%-16,39313F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP150,958$3.8M<0.01%-14,86213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…146,118$3.68M0.01%+38,72613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145,716$3.67M<0.01%+82,24013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL145,450$3.66M0.01%-534,52413F-HRTimeline
Birchview Capital, LP114,700$2.89M2.35%013F-HR/ATimeline
NORGES BANK111,438$2.8M<0.01%+72213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC109,790$2.76M0.01%+88,16013F-HRTimelineGroup
Swiss National Bank107,900$2.71M<0.01%+1,40013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC102,738$2.58M0.46%-15,11113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…100,230$2.52M0.26%013F-HRTimelineGroup
Bullseye Asset Management LLC99,002$2.49M1.17%-1,26113F-HRTimeline
NICHOLAS COMPANY, INC.97,476$2.45M0.04%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE97,065$2.44M<0.01%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP95,085$2.39M<0.01%+76,69013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD94,339$2.37M<0.01%-1,95913F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI92,155$2.32M0.37%-4,93013F-HRTimeline
RHUMBLINE ADVISERS83,631$2.1M<0.01%+5,75613F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP82,068$2.06M<0.01%+61,89813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP80,750$2.03M0.15%+31,19713F-HRTimeline
ALGERT GLOBAL LLC77,833$1.96M0.05%+51,00613F-HR/ATimeline
Conestoga Capital Advisors, LLC77,545$1.95M0.03%-54013F-HRTimeline
Resolute Capital Asset Partners LLC75,000$1.89M1.02%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/63,491$1.6M<0.01%-5,74513F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…60,399$1.52M<0.01%-6,27713F-HRTimelineGroup
DANSKE BANK A/S60,238$1.52M<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\57,297$1.44M<0.01%+28,04713F-HR/ATimelineGroup
Boston Partnersin group Boston Trust Walden Corp57,100$1.44M<0.01%-10,31313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc56,579$1.42M<0.01%+4,87513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.56,500$1.42M<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp54,939$1.38M<0.01%+19,81213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…51,342$1.29M<0.01%-30113F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC47,224$1.19M<0.01%+7,17513F-HRTimelineGroup
Qube Research & Technologies Ltd46,417$1.17M<0.01%-41,15713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT46,411$1.17M0.01%+18,71013F-HRTimeline
WESBANCO BANK INC46,000$1.16M0.04%+20,00013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC42,977$1.08M<0.01%-23,26713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.40,249$1.01M<0.01%+35713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC38,780$976K<0.01%-7,41613F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…37,052$932K<0.01%new13F-HRTimeline
Trexquant Investment LP35,813$901K0.01%+1,52713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC35,022$881K0.01%+21,16013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…33,860$852K<0.01%+3,07913F-HRTimelineGroup
Legato Capital Management LLC30,769$774K0.1%-9,64213F-HRTimeline
Graham Capital Management, L.P.30,026$755K0.02%+10,02113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson29,631$745K<0.01%013F-HRTimelineGroup
Legacy Advisors, LLC29,010$730K0.07%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,915$728K<0.01%+9,47613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,017$705K<0.01%new13F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.27,512$692K<0.01%-2,07813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …27,164$683K<0.01%-77113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC25,598$644K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,354$638K<0.01%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO24,356$613K0.01%013F-HRTimeline
Ensign Peak Advisors, Inc22,491$566K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,445$565K<0.01%+2,00813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC22,230$559K<0.01%-127,42413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,858$525K<0.01%-3,32913F-HRTimelineGroup
Jasper Ridge Partners, L.P.20,853$525K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,134$481K0.04%+8,29013F-HRTimelineGroup
Gotham Asset Management, LLC17,947$452K<0.01%-3,25913F-HRTimeline
RBF Capital, LLC21,000$445K0.02%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND17,602$443K<0.01%013F-HR/ATimeline
Zurcher Kantonalbank (Zurich Cantonalba…16,443$414K<0.01%+2,42813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,086$405K<0.01%-19513F-HRTimelineGroup
Centiva Capital, LP16,057$404K0.02%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC15,967$402K0.04%-2,29613F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM15,928$401K<0.01%+22813F-HRTimeline
ProShare Advisors LLC15,585$392K<0.01%+5,12713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,056$379K<0.01%13F-HR/ATimelineGroup
M Holdings Securities, Inc.14,840$373K0.06%-16013F-HR/ATimeline
STATE BOARD OF ADMINISTRATION OF FLORID…14,729$371K<0.01%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC14,042$353K0.11%-28,52513F-HRTimeline
Schonfeld Strategic Advisors LLC13,670$344K<0.01%-1,14013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,064$333K<0.01%+3,49313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,787$322K<0.01%-39,56313F-HRTimelineGroup
Handelsbanken Fonder AB12,600$317K<0.01%+2,40013F-HRTimeline
Probity Advisors, Inc.12,074$304K0.06%new13F-HRTimeline
PharVision Advisers, LLC12,006$302K0.26%13F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP12,000$302K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…11,813$297K<0.01%13F-HRTimeline
Private Advisor Group, LLC11,517$290K<0.01%-25913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management11,263$283K<0.01%-30,36113F-HRTimelineGroup
Engineers Gate Manager LP11,009$277K<0.01%-2,34513F-HRTimeline
Dynamic Technology Lab Private Ltd10,850$273K0.04%-13,22913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,675$269K<0.01%new13F-HRTimelineGroup
BANTAMAC CAPITAL, LLC10,611$267K0.12%new13F-HRTimeline
STRS OHIO10,600$267K<0.01%-20,60013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,327$260K<0.01%-29413F-HRTimelineGroup
KLP KAPITALFORVALTNING AS10,300$259K<0.01%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,291$259K<0.01%-1,13113F-HRTimeline
IMC-Chicago, LLC10,050$253K0.01%new13F-HRTimeline
Bridgewater Associates, LP8,971$226K<0.01%-21,47413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,805$222K<0.01%-2,31713F-HRTimeline
LPL Financial LLC8,576$216K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,810$197K<0.01%-6,74113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,551$190K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,686$168K0.07%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,468$163K<0.01%new13F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding6,223$157K+1,995Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,660$142K<0.01%+5,15613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,606$141K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co4,521$114K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC4,256$107K<0.01%+45913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,219$106K<0.01%-1213F-HRTimelineGroup
State of Wyoming3,685$92.7K0.01%-7913F-HRTimeline
Smartleaf Asset Management LLC3,442$88.6K0.01%+2,09013F-HRTimeline
Venturi Wealth Management, LLC3,025$76.1K<0.01%new13F-HRTimeline
Quarry LP2,835$71.3K0.01%+1,92313F-HRTimeline
Amundiin group Amundi2,248$63.9K<0.01%-1,35913F-HRTimelineGroup
AlphaQuest LLC2,081$52.4K0.01%-29,21513F-HRTimeline
AMALGAMATED BANK1,811$46K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,685$42.4K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,499$37.7K<0.01%-8813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,349$33.9K0.01%13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,131$32.2K<0.01%+89613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,232$31K<0.01%-20813F-HRTimelineGroup
R Squared Ltd1,200$30.2K0.03%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,064$27K<0.01%+23513F-HRTimelineGroup
First Horizon Advisors, Inc.923$23.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC928$23K<0.01%-2,16013F-HRTimeline
COMERICA BANK841$21.2K<0.01%-17813F-HR/ATimeline
Aquatic Capital Management LLC697$17.5K<0.01%new13F-HRTimeline
Parallel Advisors, LLC642$16.2K<0.01%+2713F-HRTimeline
CWM, LLCin group CWM, LLC369$9K<0.01%+9113F-HRTimelineGroup
Washington Trust Advisors, Inc.322$8.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc206$5.18K<0.01%+10713F-HRTimeline
Avior Wealth Management, LLC177$4.45K<0.01%+12013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.133$3.35K<0.01%+1913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC122$3.07K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC100$2.52K<0.01%013F-HRTimeline
Arax Advisory Partners93$2.34K<0.01%+7013F-HRTimeline
GROUP ONE TRADING LLC92$2.31K<0.01%-1,91913F-HR/ATimeline
Covestor Ltd70$2K<0.01%+6613F-HRTimeline
Creative Planningin group Creative Planning72$1.81K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC69$1.74K<0.01%+2013F-HRTimeline
Sterling Capital Management LLC59$1.48K<0.01%+113F-HRTimeline
Creekmur Asset Management LLC56$1.41K<0.01%013F-HRTimeline
Lindbrook Capital, LLC55$1.38K<0.01%013F-HRTimeline
GAMMA Investing LLC53$1.33K<0.01%+2913F-HRTimeline
Allworth Financial LP46$1.25K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43$1.08K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40$1.01K<0.01%-213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC40$1.01K<0.01%-2013F-HRTimeline
Capital Advisors, Ltd. LLC28$1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC32$805<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23$579<0.01%+613F-HRTimelineGroup
BOKF, NAin group BOKF, NA18$480<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC18$453<0.01%013F-HRTimeline
J.Safra Asset Management Corp16$412<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8$201<0.01%-12413F-HR/ATimelineGroup
IFP Advisors, Inc0$75<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
SBI Securities Co., Ltd.1$25<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.