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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 16,279 | $998.0K | 0.00% | +2,475+17.9% | Added |
| Winton Group Ltd | 16,036 | $983.0K | 0.05% | +764+5.0% | Added |
| Envestnet Asset Management Inc | 15,890 | $974.0K | 0.00% | +57+0.4% | Added |
| Calamos Advisors LLC | 15,285 | $937.0K | 0.00% | −382−2.4% | Reduced |
| Man Group plc | 14,994 | $919.0K | 0.00% | −4,180−21.8% | Reduced |
| Voya Investment Management LLC | 14,637 | $897.0K | 0.00% | −62−0.4% | Reduced |
| Commerce Bank | 14,590 | $895.0K | 0.01% | +2,700+22.7% | Added |
| Citigroup Inc | 14,275 | $875.0K | 0.00% | +11,076+346.2% | Added |
| MetLife Investment Management | 13,570 | $831.8K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,010 | $798.0K | 0.14% | +3,452+36.1% | Added |
| 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 |
| American Century Companies Inc | 11,963 | $733.0K | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 10,868 | $666.0K | 0.00% | +484+4.7% | Added |
| Public Employees Retirement Association of Colorado | 10,644 | $652.0K | 0.00% | +10,644 | New |
| Metropolitan Life Insurance Co | 10,397 | $637.3K | 0.01% | +1,237+13.5% | Added |
| Victory Capital Management Inc | 10,342 | $634.0K | 0.00% | +613+6.3% | Added |
| Silvant Capital Management LLC | 10,231 | $627.0K | 0.10% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,209 | $626.0K | 0.00% | +2,195+27.4% | Added |
| SG Americas Securities, LLC | 10,054 | $616.0K | 0.00% | −10,333−50.7% | Reduced |
| ProShare Advisors LLC | 9,890 | $606.0K | 0.00% | +898+10.0% | Added |
| US Bancorp | 9,549 | $585.0K | 0.00% | +2,957+44.9% | Added |
| Oppenheimer Asset Management Inc. | 9,470 | $581.0K | 0.01% | +2,734+40.6% | Added |
| First Republic Investment Management, Inc. | 9,228 | $566.0K | 0.00% | +3,313+56.0% | Added |
| AQR Capital Management LLC | 8,722 | $535.0K | 0.00% | −3,217−26.9% | Reduced |
| Stephens Inc | 8,179 | $501.0K | 0.01% | +165+2.1% | Added |
| Los Angeles Capital Management LLC | 7,565 | $464.0K | 0.00% | +120+1.6% | Added |
| Amalgamated Bank | 7,199 | $441.0K | 0.00% | +2,455+51.7% | Added |
| Avidian Wealth Solutions, LLC | 7,000 | $429.0K | 0.03% | −3,000−30.0% | Reduced |
| Spouting Rock Asset Management, LLC | 6,803 | $417.0K | 0.13% | +1,968+40.7% | Added |
| Quadrature Capital Ltd | 6,749 | $414.0K | 0.02% | −16,013−70.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,734 | $413.0K | 0.00% | −2,298−25.4% | Reduced |
| Legal & General Group Plc | 6,401 | $393.0K | 0.00% | +1,611+33.6% | Added |
| Jane Street Group, LLC | 6,359 | $390.0K | 0.00% | −3,896−38.0% | Reduced |
| AlphaCrest Capital Management LLC | 6,293 | $386.0K | 0.02% | −7,707−55.1% | Reduced |
| Occudo Quantitative Strategies LP | 6,233 | $382.0K | 0.06% | +6,233 | New |
| Centiva Capital, LP | 6,167 | $378.0K | 0.03% | +6,167 | New |
| Prelude Capital Management, LLC | 5,864 | $359.0K | 0.02% | −20,990−78.2% | Reduced |
| Teacher Retirement System of Texas | 5,685 | $348.0K | 0.00% | +5,685 | New |
| Old Mission Capital LLC | 5,427 | $333.0K | 0.01% | +5,427 | New |
| Probity Advisors, Inc. | 5,119 | $314.0K | 0.07% | +504+10.9% | Added |
| Veritable, L.P. | 4,646 | $285.0K | 0.00% | −544−10.5% | Reduced |
| Zeke Capital Advisors, LLC | 4,618 | $283.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 4,609 | $282.0K | 0.00% | −8,573−65.0% | Reduced |
| LPL Financial LLC | 4,429 | $271.0K | 0.00% | +4,429 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,405 | $270.0K | 0.01% | −3,331−43.1% | Reduced |
| HSBC Holdings PLC | 4,345 | $265.0K | 0.00% | +4,345 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,310 | $264.0K | 0.00% | +2,322+116.8% | Added |
| WoodTrust Financial Corp | 4,200 | $258.0K | 0.07% | +4,200 | New |
| Neuberger Berman Group LLC | 4,095 | $252.0K | 0.00% | +70+1.7% | Added |
| Tower Research Capital LLC (TRC) | 3,836 | $235.0K | 0.01% | −2,452−39.0% | Reduced |
| Glenview Trust Co | 3,726 | $228.0K | 0.01% | +3,726 | New |
| Truist Financial Corp | 3,645 | $223.0K | 0.00% | −9,674−72.6% | Reduced |
| Vident Investment Advisory, LLC | 3,554 | $218.0K | 0.01% | +3,554 | New |
| 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 |
| UBS Group AG | 3,195 | $196.0K | 0.00% | −10,532−76.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,989 | $183.0K | 0.01% | +205+7.4% | 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 |
| Great West Life Assurance Co | 2,618 | $160.0K | 0.00% | +536+25.7% | Added |
| Pinz Capital Management, LP | 2,000 | $123.0K | 0.04% | +2,000 | New |
| O'Shaughnessy Asset Management, LLC | 1,789 | $110.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,740 | $107.0K | 0.00% | +290+20.0% | Added |
| FourThought Financial, LLC | 1,546 | $94.0K | 0.01% | −19−1.2% | Reduced |
| Fifth Third Bancorp | 1,440 | $88.0K | 0.00% | +446+44.9% | Added |
| Parallel Advisors, LLC | 1,201 | $74.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,120 | $69.0K | 0.00% | +45+4.2% | Added |
| State of Wyoming | 1,108 | $68.0K | 0.04% | +1,108 | 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 |
| 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 |
| Advisory Services Network, LLC | 710 | $44.0K | 0.00% | +710 | New |
| Quantbot Technologies LP | 541 | $33.0K | 0.00% | −14,076−96.3% | Reduced |
| Rockefeller Capital Management L.P. | 477 | $29.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 169 | $10.0K | 0.00% | +13+8.3% | Added |
| TCI Wealth Advisors, Inc. | 100 | $6.00K | 0.00% | +67+203.0% | Added |
| Ford Financial Group, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Bellevue Asset Management, LLC | 78 | $5.00K | 0.00% | −8−9.3% | Reduced |
| Private Capital Group, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 69 | $4.00K | 0.00% | +69 | New |
| Exane Derivatives | 11 | $722 | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 7 | $0 | 0.00% | −1,276,719−100.0% | Reduced |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −601,835−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −242,642−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −61,725−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,965−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −41,431−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −25,720−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −24,959−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −22,460−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −21,380−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,453−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,589−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,526−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,060−100.0% | Sold out |