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, Q2 2021
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 186
- −2 vs. Q1 2021
- Shares held
- 47.7M
- +5.81M (+13.9%) vs. Q1 2021
- Total value
- $2.93B
- +$743.3M (+34.0%) vs. Q1 2021
- New holders
- 32
- 86 more added
- Sold out
- 34
- 48 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $598.3M |
| Q1 2026 | 246 | $496.0M |
| Q4 2025 | 231 | $981.3M |
| Q3 2025 | 235 | $1.42B |
| Q2 2025 | 224 | $1.67B |
| Q1 2025 | 223 | $1.44B |
| Q4 2024 | 192 | $1.38B |
| Q3 2024 | 191 | $1.26B |
| Q2 2024 | 176 | $1.14B |
| Q1 2024 | 190 | $1.25B |
| Q4 2023 | 187 | $1.20B |
| Q3 2023 | 176 | $975.1M |
| Q2 2023 | 193 | $1.58B |
| Q1 2023 | 207 | $1.62B |
| Q4 2022 | 180 | $1.58B |
| Q3 2022 | 181 | $1.24B |
| Q2 2022 | 164 | $1.26B |
| Q1 2022 | 175 | $1.32B |
| Q4 2021 | 178 | $2.02B |
| Q3 2021 | 179 | $3.05B |
| Q2 2021 | 186 | $2.93B |
| Q1 2021 | 188 | $2.18B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 7 | $0 | 0.00% | −1,276,719−100.0% | Reduced |
| Exane Derivatives | 11 | $722 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 69 | $4.00K | 0.00% | +69 | New |
| Bellevue Asset Management, LLC | 78 | $5.00K | 0.00% | −8−9.3% | Reduced |
| TCI Wealth Advisors, Inc. | 100 | $6.00K | 0.00% | +67+203.0% | Added |
| Ford Financial Group, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Captrust Financial Advisors | 169 | $10.0K | 0.00% | +13+8.3% | Added |
| Liberty Wealth Management LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 477 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 541 | $33.0K | 0.00% | −14,076−96.3% | Reduced |
| Advisory Services Network, LLC | 710 | $44.0K | 0.00% | +710 | New |
| Advisor Group Holdings, Inc. | 925 | $55.0K | 0.00% | −414−30.9% | Reduced |
| First Horizon Advisors, Inc. | 909 | $55.0K | 0.00% | +85+10.3% | Added |
| Point72 Hong Kong Ltd | 896 | $55.0K | 0.00% | +896 | New |
| Sageworth Trust Co | 1,041 | $64.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,045 | $64.0K | 0.00% | +1,045 | New |
| State of Wyoming | 1,108 | $68.0K | 0.04% | +1,108 | New |
| Assetmark, Inc | 1,120 | $69.0K | 0.00% | +45+4.2% | Added |
| Parallel Advisors, LLC | 1,201 | $74.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,440 | $88.0K | 0.00% | +446+44.9% | Added |
| FourThought Financial, LLC | 1,546 | $94.0K | 0.01% | −19−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,740 | $107.0K | 0.00% | +290+20.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,789 | $110.0K | 0.00% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 2,000 | $123.0K | 0.04% | +2,000 | New |
| Great West Life Assurance Co | 2,618 | $160.0K | 0.00% | +536+25.7% | Added |
| Panagora Asset Management Inc | 2,726 | $167.0K | 0.00% | −157,502−98.3% | Reduced |
| Simplex Trading, LLC | 2,727 | $167.0K | 0.01% | +2,727 | New |
| Ameritas Investment Partners, Inc. | 2,989 | $183.0K | 0.01% | +205+7.4% | Added |
| UBS Group AG | 3,195 | $196.0K | 0.00% | −10,532−76.7% | Reduced |
| Legacy Capital Partners, Inc. | 3,410 | $209.0K | 0.07% | +3,410 | New |
| Quantamental Technologies LLC | 3,407 | $209.0K | 0.18% | +3,407 | New |
| Vident Investment Advisory, LLC | 3,554 | $218.0K | 0.01% | +3,554 | New |
| Truist Financial Corp | 3,645 | $223.0K | 0.00% | −9,674−72.6% | Reduced |
| Glenview Trust Co | 3,726 | $228.0K | 0.01% | +3,726 | New |
| Tower Research Capital LLC (TRC) | 3,836 | $235.0K | 0.01% | −2,452−39.0% | Reduced |
| Neuberger Berman Group LLC | 4,095 | $252.0K | 0.00% | +70+1.7% | Added |
| WoodTrust Financial Corp | 4,200 | $258.0K | 0.07% | +4,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,310 | $264.0K | 0.00% | +2,322+116.8% | Added |
| HSBC Holdings PLC | 4,345 | $265.0K | 0.00% | +4,345 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,405 | $270.0K | 0.01% | −3,331−43.1% | Reduced |
| LPL Financial LLC | 4,429 | $271.0K | 0.00% | +4,429 | New |
| Marshall Wace North America L.P. | 4,609 | $282.0K | 0.00% | −8,573−65.0% | Reduced |
| Zeke Capital Advisors, LLC | 4,618 | $283.0K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 4,646 | $285.0K | 0.00% | −544−10.5% | Reduced |
| Probity Advisors, Inc. | 5,119 | $314.0K | 0.07% | +504+10.9% | Added |
| Old Mission Capital LLC | 5,427 | $333.0K | 0.01% | +5,427 | New |
| Teacher Retirement System of Texas | 5,685 | $348.0K | 0.00% | +5,685 | New |
| Prelude Capital Management, LLC | 5,864 | $359.0K | 0.02% | −20,990−78.2% | Reduced |
| Centiva Capital, LP | 6,167 | $378.0K | 0.03% | +6,167 | New |
| Occudo Quantitative Strategies LP | 6,233 | $382.0K | 0.06% | +6,233 | New |
| AlphaCrest Capital Management LLC | 6,293 | $386.0K | 0.02% | −7,707−55.1% | Reduced |
| Jane Street Group, LLC | 6,359 | $390.0K | 0.00% | −3,896−38.0% | Reduced |
| Legal & General Group Plc | 6,401 | $393.0K | 0.00% | +1,611+33.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,734 | $413.0K | 0.00% | −2,298−25.4% | Reduced |
| Quadrature Capital Ltd | 6,749 | $414.0K | 0.02% | −16,013−70.3% | Reduced |
| Spouting Rock Asset Management, LLC | 6,803 | $417.0K | 0.13% | +1,968+40.7% | Added |
| Avidian Wealth Solutions, LLC | 7,000 | $429.0K | 0.03% | −3,000−30.0% | Reduced |
| Amalgamated Bank | 7,199 | $441.0K | 0.00% | +2,455+51.7% | Added |
| Los Angeles Capital Management LLC | 7,565 | $464.0K | 0.00% | +120+1.6% | Added |
| Stephens Inc | 8,179 | $501.0K | 0.01% | +165+2.1% | Added |
| AQR Capital Management LLC | 8,722 | $535.0K | 0.00% | −3,217−26.9% | Reduced |
| First Republic Investment Management, Inc. | 9,228 | $566.0K | 0.00% | +3,313+56.0% | Added |
| Oppenheimer Asset Management Inc. | 9,470 | $581.0K | 0.01% | +2,734+40.6% | Added |
| US Bancorp | 9,549 | $585.0K | 0.00% | +2,957+44.9% | Added |
| ProShare Advisors LLC | 9,890 | $606.0K | 0.00% | +898+10.0% | Added |
| SG Americas Securities, LLC | 10,054 | $616.0K | 0.00% | −10,333−50.7% | Reduced |
| State Board of Administration of Florida Retirement System | 10,209 | $626.0K | 0.00% | +2,195+27.4% | Added |
| Silvant Capital Management LLC | 10,231 | $627.0K | 0.10% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,342 | $634.0K | 0.00% | +613+6.3% | Added |
| Metropolitan Life Insurance Co | 10,397 | $637.3K | 0.01% | +1,237+13.5% | Added |
| Public Employees Retirement Association of Colorado | 10,644 | $652.0K | 0.00% | +10,644 | New |
| Parametric Portfolio Associates LLC | 10,868 | $666.0K | 0.00% | +484+4.7% | Added |
| American Century Companies Inc | 11,963 | $733.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 12,100 | $741.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,085 | $741.0K | 0.01% | +3,347+38.3% | Added |
| Aigen Investment Management, LP | 13,010 | $798.0K | 0.14% | +3,452+36.1% | Added |
| MetLife Investment Management | 13,570 | $831.8K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 14,275 | $875.0K | 0.00% | +11,076+346.2% | Added |
| Commerce Bank | 14,590 | $895.0K | 0.01% | +2,700+22.7% | Added |
| Voya Investment Management LLC | 14,637 | $897.0K | 0.00% | −62−0.4% | Reduced |
| Man Group plc | 14,994 | $919.0K | 0.00% | −4,180−21.8% | Reduced |
| Calamos Advisors LLC | 15,285 | $937.0K | 0.00% | −382−2.4% | Reduced |
| Envestnet Asset Management Inc | 15,890 | $974.0K | 0.00% | +57+0.4% | Added |
| Winton Group Ltd | 16,036 | $983.0K | 0.05% | +764+5.0% | Added |
| Royal Bank of Canada | 16,279 | $998.0K | 0.00% | +2,475+17.9% | Added |
| SEI Investments Co | 17,921 | $1.10M | 0.00% | +1,386+8.4% | Added |
| The PNC Financial Services Group, Inc. | 18,720 | $1.15M | 0.00% | +11,768+169.3% | Added |
| Raymond James & Associates | 18,775 | $1.15M | 0.00% | −10.0% | Reduced |
| Sante Capital Fund, LP | 19,541 | $1.20M | 0.49% | +19,541 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $1.28M | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 20,999 | $1.29M | 0.52% | 00.0% | Unchanged |
| American International Group, Inc. | 21,361 | $1.31M | 0.01% | +1,752+8.9% | Added |
| Manufacturers Life Insurance Company, The | 21,460 | $1.31M | 0.00% | +2,587+13.7% | Added |
| Wellington Management Group LLP | 22,234 | $1.36M | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 23,000 | $1.41M | 0.19% | +10,000+76.9% | Added |
| JPMorgan Chase & Co | 23,948 | $1.47M | 0.00% | −8,675−26.6% | Reduced |
| State of Wisconsin Investment Board | 24,300 | $1.49M | 0.00% | +24,300 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,667 | $1.64M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 27,988 | $1.72M | 0.00% | +8,543+43.9% | Added |