Skip to main content

Phreesia, Inc.

PHR
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001412408

In the last 90 days, Phreesia, Inc. insiders filed 0 open-market purchases and 4 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $598.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Phreesia, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
188
No complete 13F data for Q4 2020
Shares held
41.9M
No complete 13F data for Q4 2020
Total value
$2.18B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PHR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 188 institutions
Q1 2021: 188 institutionsQ2 2021: 186 institutionsQ3 2021: 179 institutionsQ4 2021: 178 institutionsQ1 2022: 175 institutionsQ2 2022: 164 institutionsQ3 2022: 181 institutionsQ4 2022: 180 institutionsQ1 2023: 207 institutionsQ2 2023: 193 institutionsQ3 2023: 176 institutionsQ4 2023: 187 institutionsQ1 2024: 190 institutionsQ2 2024: 176 institutionsQ3 2024: 191 institutionsQ4 2024: 192 institutionsQ1 2025: 223 institutionsQ2 2025: 224 institutionsQ3 2025: 235 institutionsQ4 2025: 231 institutionsQ1 2026: 246 institutionsQ2 2026: 227 institutions
Value heldQ1 2021: $2.18B
Q1 2021: $2.18BQ2 2021: $2.93BQ3 2021: $3.05BQ4 2021: $2.02BQ1 2022: $1.32BQ2 2022: $1.26BQ3 2022: $1.24BQ4 2022: $1.58BQ1 2023: $1.62BQ2 2023: $1.58BQ3 2023: $975.1MQ4 2023: $1.20BQ1 2024: $1.25BQ2 2024: $1.14BQ3 2024: $1.26BQ4 2024: $1.38BQ1 2025: $1.44BQ2 2025: $1.67BQ3 2025: $1.42BQ4 2025: $981.3MQ1 2026: $496.0MQ2 2026: $598.3M
Institutions holding PHR and their total value by quarter
QuarterHoldersValue
Q2 2026227$598.3M
Q1 2026246$496.0M
Q4 2025231$981.3M
Q3 2025235$1.42B
Q2 2025224$1.67B
Q1 2025223$1.44B
Q4 2024192$1.38B
Q3 2024191$1.26B
Q2 2024176$1.14B
Q1 2024190$1.25B
Q4 2023187$1.20B
Q3 2023176$975.1M
Q2 2023193$1.58B
Q1 2023207$1.62B
Q4 2022180$1.58B
Q3 2022181$1.24B
Q2 2022164$1.26B
Q1 2022175$1.32B
Q4 2021178$2.02B
Q3 2021179$3.05B
Q2 2021186$2.93B
Q1 2021188$2.18B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Phreesia, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PHR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Exane Derivatives11$5730.00%––
Manchester Financial Inc38$2.00K0.00%––
TCI Wealth Advisors, Inc.33$2.00K0.00%––
Wealthcare Advisory Partners LLC30$2.00K0.00%––
Meridian Wealth Partners, LLC46$2.00K0.00%––
Allred Capital Management, LLC45$2.35K0.00%––
Private Capital Group, LLC70$4.00K0.00%––
Bellevue Asset Management, LLC86$4.00K0.00%––
International Assets Investment Management, LLC82$4.00K0.00%––
Alpha DNA Investment Management LLC130$6.00K0.01%––
Geneos Wealth Management Inc.142$7.00K0.00%––
Captrust Financial Advisors156$8.00K0.00%––
Liberty Wealth Management LLC200$13.0K0.01%––
Ameritas Investment Company, LLC280$14.6K0.00%––
Rockefeller Capital Management L.P.477$24.0K0.00%––
NWK Group, Inc.690$36.0K0.02%––
First Horizon Advisors, Inc.824$42.0K0.00%––
Fifth Third Bancorp994$52.0K0.00%––
Sageworth Trust Co1,041$54.0K0.00%––
Assetmark, Inc1,075$56.0K0.00%––
Parallel Advisors, LLC1,201$63.0K0.00%––
Advisor Group Holdings, Inc.1,339$70.0K0.00%––
Nisa Investment Advisors, LLC1,450$76.0K0.00%––
FourThought Financial, LLC1,565$81.0K0.01%––
Altshuler Shaham Ltd1,739$91.0K0.00%––
O'Shaughnessy Asset Management, LLC1,789$93.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,988$104.0K0.00%––
Great West Life Assurance Co2,082$108.0K0.00%––
Capital Impact Advisors, LLC2,703$141.0K0.05%––
Ameritas Investment Partners, Inc.2,784$145.0K0.01%––
Citigroup Inc3,199$167.0K0.00%––
PEAK6 Investments LLC3,375$176.0K0.00%––
FORA Capital, LLC3,927$205.0K0.07%––
Neuberger Berman Group LLC4,025$210.0K0.00%––
Probity Advisors, Inc.4,615$240.0K0.05%––
Zeke Capital Advisors, LLC4,618$241.0K0.02%––
Caxton Associates LP4,673$243.0K0.02%––
Amalgamated Bank4,744$247.0K0.01%––
Trexquant Investment LP4,757$248.0K0.02%––
Legal & General Group Plc4,790$249.0K0.00%––
Spouting Rock Asset Management, LLC4,835$252.0K0.08%––
Glenmede Trust Co NA5,115$265.0K0.00%––
Veritable, L.P.5,190$270.0K0.00%––
Diversified Trust Co5,359$279.0K0.01%––
First Republic Investment Management, Inc.5,915$308.0K0.00%––
Tower Research Capital LLC (TRC)6,288$327.0K0.01%––
Verition Fund Management LLC6,295$328.0K0.01%––
US Bancorp6,592$343.0K0.00%––
Oppenheimer Asset Management Inc.6,736$351.0K0.01%––
The PNC Financial Services Group, Inc.6,952$362.0K0.00%––
Tudor Investment Corp Et Al6,984$364.0K0.01%––
Principal Financial Group Inc7,270$379.0K0.00%––
Los Angeles Capital Management LLC7,445$388.0K0.00%––
Stephens Inc8,014$418.0K0.01%––
State Board of Administration of Florida Retirement System8,014$418.0K0.00%––
Arizona State Retirement System8,738$455.0K0.00%––
ProShare Advisors LLC8,992$468.0K0.00%––
Walleye Capital LLC9,019$470.0K0.03%––
Raymond James Financial Services Advisors, Inc.9,032$471.0K0.00%––
Metropolitan Life Insurance Co9,160$477.2K0.01%––
Aigen Investment Management, LP9,558$498.0K0.07%––
Victory Capital Management Inc9,729$507.0K0.00%––
Blueshift Asset Management, LLC9,846$513.0K0.05%––
Avidian Wealth Solutions, LLC10,000$521.0K0.04%––
Silvant Capital Management LLC10,231$533.0K0.09%––
Jane Street Group, LLC10,255$534.0K0.00%––
Qube Research & Technologies Ltd10,242$534.0K0.01%––
Parametric Portfolio Associates LLC10,384$541.0K0.00%––
Commerce Bank11,890$619.0K0.00%––
AQR Capital Management LLC11,939$622.0K0.00%––
American Century Companies Inc11,963$623.0K0.00%––
STRS Ohio12,100$630.0K0.00%––
Formula Growth Ltd13,000$677.0K0.10%––
Marshall Wace North America L.P.13,182$686.0K0.00%––
Truist Financial Corp13,319$693.0K0.00%––
MetLife Investment Management13,570$707.0K0.01%––
UBS Group AG13,727$715.0K0.00%––
Royal Bank of Canada13,804$718.0K0.00%––
AlphaCrest Capital Management LLC14,000$729.0K0.04%––
PDT Partners, LLC14,060$733.0K0.05%––
ExodusPoint Capital Management, LP14,526$757.0K0.02%––
Quantbot Technologies LP14,617$761.0K0.07%––
Voya Investment Management LLC14,699$766.0K0.00%––
Winton Group Ltd15,272$796.0K0.05%––
HRT Financial LP15,589$812.0K0.01%––
Calamos Advisors LLC15,667$816.0K0.00%––
Envestnet Asset Management Inc15,833$825.0K0.00%––
SEI Investments Co16,535$861.0K0.00%––
Harel Insurance Investments & Financial Services Ltd.7,736$875.0K0.02%––
Squarepoint Ops LLC16,800$875.0K0.01%––
Gsa Capital Partners LLP18,453$961.0K0.16%––
Raymond James & Associates18,776$978.0K0.00%––
Manufacturers Life Insurance Company, The18,873$983.0K0.00%––
Man Group plc19,174$1.00M0.00%––
Baird Financial Group, Inc.19,445$1.01M0.00%––
American International Group, Inc.19,609$1.02M0.00%––
Nichols & Pratt Advisers LLP20,125$1.05M0.08%––
Norges Bank20,200$1.05M0.00%––
SG Americas Securities, LLC20,387$1.06M0.01%––
Jasper Ridge Partners, L.P.20,853$1.09M0.05%––