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.
Q3 2021 vs. Q2 2021
How the institutions holding Phreesia, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 186 | 179 | −7 |
| Shares | 47.7M | 49.3M | +1.61M (+3.4%) |
| Value | $2.93B | $3.05B | +$118.5M (+4.0%) |
New holders (22)
Institutions that held Phreesia, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lord, Abbett & Co. LLC | 682,259 | $42.1M | 0.10% |
| Ci Investments Inc. | 368,780 | $22.8M | 0.08% |
| Jump Financial, LLC | 37,118 | $2.29M | 0.17% |
| Blueshift Asset Management, LLC | 17,247 | $1.06M | 0.06% |
| Susquehanna International Group, LLP | 13,102 | $808.0K | 0.00% |
| Synovus Financial Corp | 10,652 | $651.0K | 0.01% |
| Connor, Clark & Lunn Investment Management Ltd. | 10,070 | $621.0K | 0.00% |
| Partners Group Holding AG | 9,793 | $604.0K | 0.04% |
| Algert Global LLC | 7,581 | $468.0K | 0.06% |
| Engineers Gate Manager LP | 6,036 | $372.0K | 0.02% |
| Banque Cantonale Vaudoise | 4,391 | $271.0K | 0.01% |
| We Are One Seven, LLC | 3,504 | $247.0K | 0.03% |
| Clearstead Advisors, LLC | 463 | $29.0K | 0.00% |
| Leonteq Securities AG | 346 | $21.3K | 0.00% |
| Manchester Capital Management LLC | 146 | $9.00K | 0.00% |
| Quadrant Capital Group LLC | 140 | $9.00K | 0.00% |
| Bessemer Group Inc | 95 | $6.00K | 0.00% |
| Agf Investments Inc. | 93 | $6.00K | 0.00% |
| AllSquare Wealth Management LLC | 100 | $6.00K | 0.00% |
| Meridian Wealth Partners, LLC | 46 | $3.00K | 0.00% |
| Signaturefd, LLC | 28 | $2.00K | 0.00% |
| Berman Capital Advisors, LLC | 24 | $1.00K | 0.00% |
Sold out (29)
Institutions that held Phreesia, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.