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