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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,242−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,846−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,019−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,295−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,757−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,673−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,375−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |