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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,671−100.0% | Sold out |
| Legacy Capital Partners, Inc. | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |