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, Q4 2021
Institutional positions in Phreesia, Inc. as of Dec 31, 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
- 178
- 0 vs. Q3 2021
- Shares held
- 48.6M
- −781.2K (−1.6%) vs. Q3 2021
- Total value
- $2.02B
- −$1.02B (−33.6%) vs. Q3 2021
- New holders
- 37
- 66 more added
- Sold out
- 37
- 53 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | +10 | New |
| Covestor Ltd | 9 | $0 | 0.00% | +9 | New |
| CWM, LLC | 13 | $1.00K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Bellevue Asset Management, LLC | 71 | $3.00K | 0.00% | −7−9.0% | Reduced |
| AllSquare Wealth Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 100 | $4.00K | 0.00% | +100 | New |
| TAP Consulting, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Parkside Financial Bank & Trust | 115 | $5.00K | 0.00% | +115 | New |
| Manchester Capital Management LLC | 164 | $7.00K | 0.00% | +18+12.3% | Added |
| Washington Trust Advisors, Inc. | 161 | $7.00K | 0.00% | +161 | New |
| Sageworth Trust Co | 240 | $10.0K | 0.00% | −801−76.9% | Reduced |
| Aquatic Capital Management LLC | 300 | $12.0K | 0.02% | +300 | New |
| Cassady Schiller Wealth Management, LLC | 289 | $12.0K | 0.01% | +289 | New |
| Captrust Financial Advisors | 309 | $13.0K | 0.00% | −86−21.8% | Reduced |
| Amplius Wealth Advisors, LLC | 341 | $14.0K | 0.00% | +341 | New |
| Leonteq Securities AG | 346 | $14.4K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 368 | $15.0K | 0.01% | +368 | New |
| Walleye Trading LLC | 391 | $16.0K | 0.00% | +391 | New |
| Rockefeller Capital Management L.P. | 551 | $22.0K | 0.00% | +74+15.5% | Added |
| Exane Derivatives | 654 | $27.2K | 0.01% | +643+5,845.5% | Added |
| Sageworth Trust Co of South Dakota | 797 | $33.0K | 0.05% | +797 | New |
| First Horizon Advisors, Inc. | 923 | $38.0K | 0.00% | +77+9.1% | Added |
| Assetmark, Inc | 1,205 | $50.0K | 0.00% | +85+7.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,211 | $51.0K | 0.00% | −1,717−58.6% | Reduced |
| Parallel Advisors, LLC | 1,272 | $53.0K | 0.00% | −39−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,740 | $54.0K | 0.00% | −400−18.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,319 | $55.0K | 0.00% | +512+63.4% | Added |
| Fifth Third Bancorp | 1,440 | $60.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,468 | $61.0K | 0.01% | −6,804−82.3% | Reduced |
| FourThought Financial, LLC | 1,643 | $68.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,193 | $91.0K | 0.00% | +2,193 | New |
| Great West Life Assurance Co | 2,618 | $109.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,684 | $112.0K | 0.05% | +65+2.5% | Added |
| Ameritas Investment Partners, Inc. | 3,747 | $156.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,943 | $206.0K | 0.05% | +4,943 | New |
| Probity Advisors, Inc. | 5,029 | $210.0K | 0.04% | −105−2.0% | Reduced |
| Wolverine Trading, LLC | 5,287 | $224.0K | 0.00% | +5,287 | New |
| Woodline Partners LP | 5,577 | $232.0K | 0.00% | +5,577 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $252.0K | 0.00% | +1,011+20.1% | Added |
| Versor Investments LP | 6,173 | $257.0K | 0.01% | +6,173 | New |
| Handelsbanken Fonder AB | 6,800 | $283.0K | 0.00% | +6,800 | New |
| Tudor Investment Corp Et Al | 6,964 | $290.0K | 0.01% | +6,964 | New |
| Raymond James Financial Services Advisors, Inc. | 6,980 | $291.0K | 0.00% | +45+0.6% | Added |
| Los Angeles Capital Management LLC | 7,484 | $312.0K | 0.00% | −81−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,515 | $313.0K | 0.01% | −4,887−39.4% | Reduced |
| Stifel Financial Corp | 7,653 | $319.0K | 0.00% | +7,653 | New |
| US Bancorp | 7,672 | $320.0K | 0.00% | −1,694−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 7,700 | $321.0K | 0.00% | +7,700 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,885 | $328.0K | 0.00% | −2,185−21.7% | Reduced |
| Voloridge Investment Management, LLC | 8,009 | $334.0K | 0.00% | +8,009 | New |
| Stephens Inc | 8,545 | $356.0K | 0.01% | +342+4.2% | Added |
| Envestnet Asset Management Inc | 8,677 | $361.0K | 0.00% | −4,335−33.3% | Reduced |
| Amalgamated Bank | 8,701 | $362.0K | 0.00% | +24+0.3% | Added |
| Teacher Retirement System of Texas | 8,967 | $374.0K | 0.00% | +1,802+25.2% | Added |
| Victory Capital Management Inc | 9,300 | $387.0K | 0.00% | −420−4.3% | Reduced |
| HSBC Holdings PLC | 9,455 | $396.0K | 0.00% | +9,455 | New |
| Seaport Global Advisors, LLC | 9,572 | $399.0K | 0.55% | +9,572 | New |
| Silvant Capital Management LLC | 9,613 | $400.0K | 0.07% | −618−6.0% | Reduced |
| Susquehanna International Group, LLP | 9,718 | $405.0K | 0.00% | −3,384−25.8% | Reduced |
| Partners Group Holding AG | 9,793 | $408.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,973 | $416.0K | 0.01% | +414+4.3% | Added |
| Public Employees Retirement Association of Colorado | 10,644 | $443.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,719 | $447.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,726 | $447.0K | 0.00% | +1,452+15.7% | Added |
| ProShare Advisors LLC | 10,858 | $453.0K | 0.00% | +4,594+73.3% | Added |
| Prelude Capital Management, LLC | 11,917 | $496.0K | 0.02% | +6,212+108.9% | Added |
| Algert Global LLC | 11,931 | $497.0K | 0.06% | +4,350+57.4% | Added |
| STRS Ohio | 12,100 | $504.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,237 | $510.0K | 0.00% | −141−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 12,586 | $525.0K | 0.00% | −6,570−34.3% | Reduced |
| Metropolitan Life Insurance Co | 12,873 | $536.3K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 13,592 | $566.0K | 0.02% | +9,008+196.5% | Added |
| Parametric Portfolio Associates LLC | 14,388 | $599.0K | 0.00% | +1,361+10.4% | Added |
| Synovus Financial Corp | 14,466 | $599.0K | 0.01% | +3,814+35.8% | Added |
| WoodTrust Financial Corp | 16,600 | $692.0K | 0.14% | +8,950+117.0% | Added |
| PEAK6 Investments LLC | 16,726 | $697.0K | 0.02% | +16,726 | New |
| Commerce Bank | 16,915 | $705.0K | 0.00% | +3,335+24.6% | Added |
| MetLife Investment Management | 17,014 | $708.8K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,400 | $725.0K | 0.02% | +17,400 | New |
| Two Sigma Advisers, LP | 17,700 | $737.0K | 0.00% | −85,200−82.8% | Reduced |
| Raymond James & Associates | 18,144 | $756.0K | 0.00% | −3,278−15.3% | Reduced |
| Jane Street Group, LLC | 18,595 | $775.0K | 0.00% | +8,767+89.2% | Added |
| Pictet Asset Management SA | 18,638 | $776.0K | 0.00% | +18,638 | New |
| Royal Bank of Canada | 18,755 | $782.0K | 0.00% | +3,076+19.6% | Added |
| Legacy Advisors, LLC | 19,000 | $792.0K | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 20,738 | $864.0K | 0.00% | +17,388+519.0% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $869.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,276 | $886.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 21,632 | $901.0K | 0.00% | +2,023+10.3% | Added |
| Wellington Management Group LLP | 22,301 | $929.0K | 0.00% | +67+0.3% | Added |
| Formula Growth Ltd | 23,000 | $958.0K | 0.17% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,948 | $1.05M | 0.00% | +200+0.8% | Added |
| American International Group, Inc. | 26,404 | $1.10M | 0.01% | −351−1.3% | Reduced |
| Quantbot Technologies LP | 28,060 | $1.17M | 0.09% | +28,060 | New |
| Select Equity Group, L.P. | 29,057 | $1.21M | 0.00% | +998+3.6% | Added |
| JPMorgan Chase & Co | 32,791 | $1.36M | 0.00% | +543+1.7% | Added |
| First Trust Advisors LP | 35,692 | $1.49M | 0.00% | −1,038−2.8% | Reduced |
| New York State Common Retirement Fund | 36,411 | $1.52M | 0.00% | +1,815+5.2% | Added |
| Edmond de Rothschild Holding S.A. | 36,850 | $1.53M | 0.03% | +1,451+4.1% | Added |