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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 17,014 | $1.05M | 0.01% | +3,444+25.4% | Added |
| Royal Bank of Canada | 15,679 | $967.0K | 0.00% | −600−3.7% | Reduced |
| AQR Capital Management LLC | 14,284 | $881.0K | 0.00% | +5,562+63.8% | Added |
| 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 |
| Susquehanna International Group, LLP | 13,102 | $808.0K | 0.00% | +13,102 | New |
| Parametric Portfolio Associates LLC | 13,027 | $804.0K | 0.00% | +2,159+19.9% | Added |
| Envestnet Asset Management Inc | 13,012 | $803.0K | 0.00% | −2,878−18.1% | Reduced |
| Metropolitan Life Insurance Co | 12,873 | $794.3K | 0.01% | +2,476+23.8% | Added |
| Tower Research Capital LLC (TRC) | 12,402 | $765.0K | 0.02% | +8,566+223.3% | Added |
| Arizona State Retirement System | 12,378 | $764.0K | 0.01% | +293+2.4% | Added |
| STRS Ohio | 12,100 | $746.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,719 | $661.0K | 0.00% | +510+5.0% | Added |
| Public Employees Retirement Association of Colorado | 10,644 | $657.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,652 | $651.0K | 0.01% | +10,652 | New |
| Silvant Capital Management LLC | 10,231 | $631.0K | 0.11% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,070 | $621.0K | 0.00% | +10,070 | New |
| Jane Street Group, LLC | 9,828 | $607.0K | 0.00% | +3,469+54.6% | Added |
| Partners Group Holding AG | 9,793 | $604.0K | 0.04% | +9,793 | New |
| Victory Capital Management Inc | 9,720 | $600.0K | 0.00% | −622−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 9,559 | $590.0K | 0.01% | +89+0.9% | Added |
| US Bancorp | 9,366 | $578.0K | 0.00% | −183−1.9% | Reduced |
| First Republic Investment Management, Inc. | 9,274 | $572.0K | 0.00% | +46+0.5% | Added |
| Amalgamated Bank | 8,677 | $535.0K | 0.00% | +1,478+20.5% | Added |
| Point72 Hong Kong Ltd | 8,272 | $510.0K | 0.04% | +7,376+823.2% | Added |
| Stephens Inc | 8,203 | $506.0K | 0.01% | +24+0.3% | Added |
| WoodTrust Financial Corp | 7,650 | $472.0K | 0.11% | +3,450+82.1% | Added |
| Algert Global LLC | 7,581 | $468.0K | 0.06% | +7,581 | New |
| Los Angeles Capital Management LLC | 7,565 | $467.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,165 | $442.0K | 0.00% | +1,480+26.0% | Added |
| Avidian Wealth Solutions, LLC | 7,000 | $432.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,935 | $428.0K | 0.00% | +201+3.0% | Added |
| ProShare Advisors LLC | 6,264 | $386.0K | 0.00% | −3,626−36.7% | Reduced |
| Engineers Gate Manager LP | 6,036 | $372.0K | 0.02% | +6,036 | New |
| Prelude Capital Management, LLC | 5,705 | $352.0K | 0.02% | −159−2.7% | Reduced |
| Probity Advisors, Inc. | 5,134 | $317.0K | 0.07% | +15+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,026 | $310.0K | 0.00% | +716+16.6% | Added |
| LPL Financial LLC | 4,858 | $300.0K | 0.00% | +429+9.7% | Added |
| Zeke Capital Advisors, LLC | 4,618 | $285.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,584 | $283.0K | 0.01% | −1,709−27.2% | Reduced |
| Veritable, L.P. | 4,500 | $278.0K | 0.00% | −146−3.1% | Reduced |
| Banque Cantonale Vaudoise | 4,391 | $271.0K | 0.01% | +4,391 | New |
| Neuberger Berman Group LLC | 4,095 | $253.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,504 | $247.0K | 0.03% | +3,504 | New |
| Ameritas Investment Partners, Inc. | 3,747 | $231.0K | 0.01% | +758+25.4% | Added |
| Glenview Trust Co | 3,726 | $230.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 3,671 | $226.0K | 0.00% | +26+0.7% | Added |
| Legacy Capital Partners, Inc. | 3,410 | $210.0K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 3,350 | $207.0K | 0.00% | +155+4.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,928 | $181.0K | 0.00% | −1,477−33.5% | Reduced |
| Simplex Trading, LLC | 2,727 | $169.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,618 | $163.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,619 | $162.0K | 0.10% | +1,511+136.4% | Added |
| Nisa Investment Advisors, LLC | 2,140 | $132.0K | 0.00% | +400+23.0% | Added |
| O'Shaughnessy Asset Management, LLC | 2,121 | $131.0K | 0.00% | +332+18.6% | Added |
| FourThought Financial, LLC | 1,643 | $101.0K | 0.01% | +97+6.3% | Added |
| Fifth Third Bancorp | 1,440 | $89.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,311 | $81.0K | 0.00% | +110+9.2% | Added |
| Assetmark, Inc | 1,120 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,041 | $64.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 846 | $52.0K | 0.00% | −63−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 807 | $48.0K | 0.00% | −118−12.8% | Reduced |
| Rockefeller Capital Management L.P. | 477 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 463 | $29.0K | 0.00% | +463 | New |
| Captrust Financial Advisors | 395 | $24.0K | 0.00% | +226+133.7% | Added |
| Leonteq Securities AG | 346 | $21.3K | 0.00% | +346 | New |
| Liberty Wealth Management LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 146 | $9.00K | 0.00% | +146 | New |
| Quadrant Capital Group LLC | 140 | $9.00K | 0.00% | +140 | New |
| Private Capital Group, LLC | 115 | $7.00K | 0.00% | +45+64.3% | Added |
| 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 |
| Bellevue Asset Management, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Signaturefd, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Berman Capital Advisors, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Exane Derivatives | 11 | $679 | 0.00% | 00.0% | Unchanged |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −188,442−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −176,500−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −54,099−100.0% | Sold out |
| Friess Associates LLC | 0 | $0 | 0.00% | −39,487−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,228−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −29,849−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −27,988−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −19,541−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −11,963−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,749−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,233−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |