PHR — Phreesia, Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.
- Congress trades
- 14
- all time
- Members · 12m
- 2
- 0 buys · 3 sells · by trade date
- Latest filing
- 09-10
- 2026-09-10
- Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
- 0
- every row filed inside 45 days
- 13F holders
- 250
- all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress · disclosure timeline
By trade date · 24 months · 4 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.
Members active in PHR
12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).| Member | Rows | Net disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point. | Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join. |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. D–CA-31 | 2 | −$30.0K to −$2.0K | 2 |
| Josh Gottheimer D–NJ-5 | 1 | −$15.0K to −$1.0K | 2 |
2 members
| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2026-09-10 | Gilbert Ray Cisneros, Jr. D–CA-31 | SELL | Traded 08-26 +15d | $1K–$15K | ||
| 2026-09-10 | Gilbert Ray Cisneros, Jr. D–CA-31 | SELL partial (partial sale) | Traded 08-25 +16d | $1K–$15K | ||
| 2026-04-08 | Josh Gottheimer D–NJ-5 | SELL JT (jointly owned) | Traded 03-05 +34d | $1K–$15K | ||
| 2025-11-18 | Gilbert Ray Cisneros, Jr. D–CA-31 | BUY | Traded 10-09 +40d | $1K–$15K | ||
| 2023-11-11 | Josh Gottheimer D–NJ-5 | BUY JT (jointly owned) | Traded 10-16 +26d | $1K–$15K | ||
| 2023-10-15 | Josh Gottheimer D–NJ-5 | SELL partial · JT (partial sale, jointly owned) | Traded 09-15 +30d | $1K–$15K | ||
| 2022-01-10 | Josh Gottheimer D–NJ-5 | BUY JT (jointly owned) | Traded 2021-12-15 +26d | $1K–$15K | ||
| 2021-01-11 | Cisneros, Gilbert — | SELL partial (partial sale) | Traded 2020-12-23 +19d | $1K–$15K | ||
| 2021-01-07 | Josh Gottheimer D–NJ-5 | SELL partial · JT (partial sale, jointly owned) | Traded 2020-12-21 +17d | $1K–$15K | ||
| 2020-11-05 | Gilbert Ray Cisneros, Jr. D–CA-31 | BUY | Traded 10-27 +9d | $1K–$15K |
13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only
| # | Filer | Value | Securities | Flags | derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§ |
|---|---|---|---|---|---|
| 1 | Pale Fire Capital SE | $72.5M | 1 | derived ·§ EDGAR ↗ | |
| 2 | BlackRock, Inc. | $49.6M | 1 | derived ·§ EDGAR ↗ | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $27.9M | 1 | derived ·§ EDGAR ↗ | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $20.8M | 1 | derived ·§ EDGAR ↗ | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $15.5M | 1 | derived ·§ EDGAR ↗ | |
| 6 | STATE STREET CORP | $12.4M | 1 | derived ·§ EDGAR ↗ | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $11.5M | 1 | derived ·§ EDGAR ↗ | |
| 8 | Prosight Management, LP | $9.2M | 1 | derived ·§ EDGAR ↗ | |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | $9.0M | 1 | derived ·§ EDGAR ↗ | |
| 10 | AMERICAN CENTURY COMPANIES INC | $8.5M | 1 | derived ·§ EDGAR ↗ | |
| 11 | Nuveen, LLC | $8.4M | 1 | derived ·§ EDGAR ↗ | |
| 12 | BANK OF AMERICA CORP /DE/ | $8.4M | 1 | derived ·§ EDGAR ↗ | |
| 13 | Granahan Investment Management, LLC | $8.3M | 1 | derived ·§ EDGAR ↗ | |
| 14 | Whetstone Capital Advisors, LLC | $8.0M | 1 | derived ·§ EDGAR ↗ | |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $6.5M | 1 | derived ·§ EDGAR ↗ | |
| 16 | OP Asset Management Ltd | $6.5M | 1 | derived ·§ EDGAR ↗ | |
| 17 | FRANKLIN RESOURCES INC | $6.2M | 1 | derived ·§ EDGAR ↗ | |
| 18 | CITADEL ADVISORS LLC | $6.1M | 1 | derived ·§ EDGAR ↗ | |
| 19 | MORGAN STANLEY | $6.1M | 1 | derived ·§ EDGAR ↗ | |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | $5.9M | 1 | derived ·§ EDGAR ↗ | |
| 21 | Rock Springs Capital Management LP | $5.0M | 1 | derived ·§ EDGAR ↗ | |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | $4.9M | 1 | derived ·§ EDGAR ↗ | |
| 23 | NORTHERN TRUST CORP | $4.3M | 1 | derived ·§ EDGAR ↗ | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $4.1M | 1 | derived ·§ EDGAR ↗ | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.0M | 1 | derived ·§ EDGAR ↗ |
Show all 250 holders
| # | Filer | Value | Securities | Flags | Src·§ |
|---|
All 193 13F filers reporting this share class are listed. Method ↗
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Congress ↔ notable managers · PHR
Congress · last 90 days
- Buyers
- 0 — —
- Sellers
- 1 Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
filed 2026-07-31 → 2026-10-29 · statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Moore Capital Management $2.4M held
- Trimming
- 2 Caxton Associates, Bridgewater Associates $136K held
by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PHREESIA INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-10 | Gilbert Ray Cisneros, Jr. Congress | SELL | $1K–$15K |
| 2026-09-10 | Gilbert Ray Cisneros, Jr. Congress | SELL | $1K–$15K |
| 2026-05-15 | Moore Capital Management 13F | ADD | +224,145 sh |
| 2026-05-15 | Bridgewater Associates 13F | EXIT | −12,805 sh |
| 2026-05-14 | Caxton Associates 13F | TRIM | −10,354 sh |
5 newest, by filing date · 13F rows are quarter-end snapshots, not trades
Congress vs filers
12 monthsCongress net (rows)0 buy / 3 sell
Congress net ($ bound)−$45.0K to −$3.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.