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, Q3 2021
Institutional positions in Phreesia, Inc. as of Sep 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
- 179
- −7 vs. Q2 2021
- Shares held
- 49.3M
- +1.61M (+3.4%) vs. Q2 2021
- Total value
- $3.05B
- +$118.5M (+4.0%) vs. Q2 2021
- New holders
- 22
- 76 more added
- Sold out
- 29
- 55 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exane Derivatives | 11 | $679 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Signaturefd, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Meridian Wealth Partners, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Bellevue Asset Management, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $6.00K | 0.00% | +95 | New |
| Agf Investments Inc. | 93 | $6.00K | 0.00% | +93 | New |
| AllSquare Wealth Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Private Capital Group, LLC | 115 | $7.00K | 0.00% | +45+64.3% | Added |
| Manchester Capital Management LLC | 146 | $9.00K | 0.00% | +146 | New |
| Quadrant Capital Group LLC | 140 | $9.00K | 0.00% | +140 | New |
| Liberty Wealth Management LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 346 | $21.3K | 0.00% | +346 | New |
| Captrust Financial Advisors | 395 | $24.0K | 0.00% | +226+133.7% | Added |
| Rockefeller Capital Management L.P. | 477 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 463 | $29.0K | 0.00% | +463 | New |
| Advisor Group Holdings, Inc. | 807 | $48.0K | 0.00% | −118−12.8% | Reduced |
| First Horizon Advisors, Inc. | 846 | $52.0K | 0.00% | −63−6.9% | Reduced |
| Sageworth Trust Co | 1,041 | $64.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,120 | $69.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,311 | $81.0K | 0.00% | +110+9.2% | Added |
| Fifth Third Bancorp | 1,440 | $89.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,643 | $101.0K | 0.01% | +97+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,121 | $131.0K | 0.00% | +332+18.6% | Added |
| Nisa Investment Advisors, LLC | 2,140 | $132.0K | 0.00% | +400+23.0% | Added |
| State of Wyoming | 2,619 | $162.0K | 0.10% | +1,511+136.4% | Added |
| Great West Life Assurance Co | 2,618 | $163.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,727 | $169.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,928 | $181.0K | 0.00% | −1,477−33.5% | Reduced |
| UBS Group AG | 3,350 | $207.0K | 0.00% | +155+4.9% | Added |
| Legacy Capital Partners, Inc. | 3,410 | $210.0K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 3,671 | $226.0K | 0.00% | +26+0.7% | Added |
| Glenview Trust Co | 3,726 | $230.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,747 | $231.0K | 0.01% | +758+25.4% | Added |
| We Are One Seven, LLC | 3,504 | $247.0K | 0.03% | +3,504 | New |
| Neuberger Berman Group LLC | 4,095 | $253.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,391 | $271.0K | 0.01% | +4,391 | New |
| Veritable, L.P. | 4,500 | $278.0K | 0.00% | −146−3.1% | Reduced |
| AlphaCrest Capital Management LLC | 4,584 | $283.0K | 0.01% | −1,709−27.2% | Reduced |
| Zeke Capital Advisors, LLC | 4,618 | $285.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 4,858 | $300.0K | 0.00% | +429+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,026 | $310.0K | 0.00% | +716+16.6% | Added |
| Probity Advisors, Inc. | 5,134 | $317.0K | 0.07% | +15+0.3% | Added |
| Prelude Capital Management, LLC | 5,705 | $352.0K | 0.02% | −159−2.7% | Reduced |
| Engineers Gate Manager LP | 6,036 | $372.0K | 0.02% | +6,036 | New |
| ProShare Advisors LLC | 6,264 | $386.0K | 0.00% | −3,626−36.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,935 | $428.0K | 0.00% | +201+3.0% | Added |
| Avidian Wealth Solutions, LLC | 7,000 | $432.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,165 | $442.0K | 0.00% | +1,480+26.0% | Added |
| Los Angeles Capital Management LLC | 7,565 | $467.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 7,581 | $468.0K | 0.06% | +7,581 | New |
| WoodTrust Financial Corp | 7,650 | $472.0K | 0.11% | +3,450+82.1% | Added |
| Stephens Inc | 8,203 | $506.0K | 0.01% | +24+0.3% | Added |
| Point72 Hong Kong Ltd | 8,272 | $510.0K | 0.04% | +7,376+823.2% | Added |
| Amalgamated Bank | 8,677 | $535.0K | 0.00% | +1,478+20.5% | Added |
| First Republic Investment Management, Inc. | 9,274 | $572.0K | 0.00% | +46+0.5% | Added |
| US Bancorp | 9,366 | $578.0K | 0.00% | −183−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 9,559 | $590.0K | 0.01% | +89+0.9% | Added |
| Victory Capital Management Inc | 9,720 | $600.0K | 0.00% | −622−6.0% | Reduced |
| Partners Group Holding AG | 9,793 | $604.0K | 0.04% | +9,793 | New |
| Jane Street Group, LLC | 9,828 | $607.0K | 0.00% | +3,469+54.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,070 | $621.0K | 0.00% | +10,070 | New |
| Silvant Capital Management LLC | 10,231 | $631.0K | 0.11% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,652 | $651.0K | 0.01% | +10,652 | New |
| Public Employees Retirement Association of Colorado | 10,644 | $657.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,719 | $661.0K | 0.00% | +510+5.0% | Added |
| STRS Ohio | 12,100 | $746.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,378 | $764.0K | 0.01% | +293+2.4% | Added |
| Tower Research Capital LLC (TRC) | 12,402 | $765.0K | 0.02% | +8,566+223.3% | Added |
| Metropolitan Life Insurance Co | 12,873 | $794.3K | 0.01% | +2,476+23.8% | Added |
| Envestnet Asset Management Inc | 13,012 | $803.0K | 0.00% | −2,878−18.1% | Reduced |
| Parametric Portfolio Associates LLC | 13,027 | $804.0K | 0.00% | +2,159+19.9% | Added |
| Susquehanna International Group, LLP | 13,102 | $808.0K | 0.00% | +13,102 | New |
| Winton Group Ltd | 13,577 | $838.0K | 0.05% | −2,459−15.3% | Reduced |
| Commerce Bank | 13,580 | $838.0K | 0.01% | −1,010−6.9% | Reduced |
| AQR Capital Management LLC | 14,284 | $881.0K | 0.00% | +5,562+63.8% | Added |
| Royal Bank of Canada | 15,679 | $967.0K | 0.00% | −600−3.7% | Reduced |
| MetLife Investment Management | 17,014 | $1.05M | 0.01% | +3,444+25.4% | Added |
| SG Americas Securities, LLC | 17,180 | $1.06M | 0.01% | +7,126+70.9% | Added |
| Blueshift Asset Management, LLC | 17,247 | $1.06M | 0.06% | +17,247 | New |
| Squarepoint Ops LLC | 17,392 | $1.07M | 0.01% | −36,360−67.6% | Reduced |
| Man Group plc | 17,470 | $1.08M | 0.00% | +2,476+16.5% | Added |
| Legacy Advisors, LLC | 19,000 | $1.17M | 0.47% | −1,999−9.5% | Reduced |
| The PNC Financial Services Group, Inc. | 19,156 | $1.18M | 0.00% | +436+2.3% | Added |
| SEI Investments Co | 19,609 | $1.21M | 0.00% | +1,688+9.4% | Added |
| Ghisallo Capital Management LLC | 20,000 | $1.23M | 0.05% | −32,110−61.6% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $1.29M | 0.06% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,276 | $1.31M | 0.00% | −5,391−20.2% | Reduced |
| Raymond James & Associates | 21,422 | $1.32M | 0.00% | +2,647+14.1% | Added |
| Wellington Management Group LLP | 22,234 | $1.37M | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 23,000 | $1.42M | 0.21% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,748 | $1.53M | 0.00% | +3,288+15.3% | Added |
| American International Group, Inc. | 26,755 | $1.65M | 0.01% | +5,394+25.3% | Added |
| Select Equity Group, L.P. | 28,059 | $1.73M | 0.01% | −15,241−35.2% | Reduced |
| Citadel Advisors LLC | 28,151 | $1.74M | 0.00% | −47,467−62.8% | Reduced |
| Calamos Advisors LLC | 28,945 | $1.79M | 0.01% | +13,660+89.4% | Added |
| JPMorgan Chase & Co | 32,248 | $1.99M | 0.00% | +8,300+34.7% | Added |
| New York State Common Retirement Fund | 34,596 | $2.13M | 0.00% | +1,617+4.9% | Added |
| Capital Impact Advisors, LLC | 34,826 | $2.15M | 0.85% | −7,220−17.2% | Reduced |