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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.

Q4 2021 vs. Q3 2021

How the institutions holding Phreesia, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of PHR: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders17911780
Shares49.3M2448.6M−781.2K (−1.6%)
Value$3.05B$1.00K$2.02B−$1.02B (−33.6%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Phreesia, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to PHR in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC638,315$26.6M0.03%
Park West Asset Management LLC600,000$25.0M0.73%
Echo Street Capital Management LLC340,574$14.2M0.10%
AXA S.A.276,844$11.5M0.03%
Marshall Wace, LLP116,520$4.86M0.01%
Renaissance Technologies LLC105,597$4.40M0.01%
Ergoteles LLC47,283$1.97M0.08%
Quantbot Technologies LP28,060$1.17M0.09%
Pictet Asset Management SA18,638$776.0K0.00%
Walleye Capital LLC17,400$725.0K0.02%
PEAK6 Investments LLC16,726$697.0K0.02%
Seaport Global Advisors, LLC9,572$399.0K0.55%
HSBC Holdings PLC9,455$396.0K0.00%
Voloridge Investment Management, LLC8,009$334.0K0.00%
Ensign Peak Advisors, Inc7,700$321.0K0.00%
Stifel Financial Corp7,653$319.0K0.00%
Tudor Investment Corp Et Al6,964$290.0K0.01%
Handelsbanken Fonder AB6,800$283.0K0.00%
Versor Investments LP6,173$257.0K0.01%
Woodline Partners LP5,577$232.0K0.00%
Wolverine Trading, LLC5,287$224.0K0.00%
Y-Intercept (Hong Kong) Ltd4,943$206.0K0.05%
Group One Trading, L.P.2,193$91.0K0.00%
Sageworth Trust Co of South Dakota797$33.0K0.05%
Walleye Trading LLC391$16.0K0.00%
Dark Forest Capital Management LP368$15.0K0.01%
Amplius Wealth Advisors, LLC341$14.0K0.00%
Aquatic Capital Management LLC300$12.0K0.02%
Cassady Schiller Wealth Management, LLC289$12.0K0.01%
Washington Trust Advisors, Inc.161$7.00K0.00%
Parkside Financial Bank & Trust115$5.00K0.00%
Ford Financial Group, LLC100$4.00K0.00%
TAP Consulting, LLC90$4.00K0.00%
CWM, LLC13$1.00K0.00%
SRS Capital Advisors, Inc.36$1.00K0.00%
Glassman Wealth Services10$00.00%
Covestor Ltd9$00.00%

Sold out (37)

Institutions that held Phreesia, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (1)

Institutions that held Phreesia, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Berman Capital Advisors, LLC24$1.00K