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 |
|---|---|---|---|---|---|
| Commerce Bank | 16,915 | $705.0K | 0.00% | +3,335+24.6% | Added |
| PEAK6 Investments LLC | 16,726 | $697.0K | 0.02% | +16,726 | New |
| WoodTrust Financial Corp | 16,600 | $692.0K | 0.14% | +8,950+117.0% | 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 |
| AlphaCrest Capital Management LLC | 13,592 | $566.0K | 0.02% | +9,008+196.5% | Added |
| Metropolitan Life Insurance Co | 12,873 | $536.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,586 | $525.0K | 0.00% | −6,570−34.3% | Reduced |
| Arizona State Retirement System | 12,237 | $510.0K | 0.00% | −141−1.1% | Reduced |
| STRS Ohio | 12,100 | $504.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 11,931 | $497.0K | 0.06% | +4,350+57.4% | Added |
| Prelude Capital Management, LLC | 11,917 | $496.0K | 0.02% | +6,212+108.9% | Added |
| ProShare Advisors LLC | 10,858 | $453.0K | 0.00% | +4,594+73.3% | Added |
| 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 |
| Public Employees Retirement Association of Colorado | 10,644 | $443.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,973 | $416.0K | 0.01% | +414+4.3% | Added |
| Partners Group Holding AG | 9,793 | $408.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,718 | $405.0K | 0.00% | −3,384−25.8% | Reduced |
| Silvant Capital Management LLC | 9,613 | $400.0K | 0.07% | −618−6.0% | Reduced |
| Seaport Global Advisors, LLC | 9,572 | $399.0K | 0.55% | +9,572 | New |
| HSBC Holdings PLC | 9,455 | $396.0K | 0.00% | +9,455 | New |
| Victory Capital Management Inc | 9,300 | $387.0K | 0.00% | −420−4.3% | Reduced |
| Teacher Retirement System of Texas | 8,967 | $374.0K | 0.00% | +1,802+25.2% | Added |
| Amalgamated Bank | 8,701 | $362.0K | 0.00% | +24+0.3% | Added |
| Envestnet Asset Management Inc | 8,677 | $361.0K | 0.00% | −4,335−33.3% | Reduced |
| Stephens Inc | 8,545 | $356.0K | 0.01% | +342+4.2% | Added |
| Voloridge Investment Management, LLC | 8,009 | $334.0K | 0.00% | +8,009 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,885 | $328.0K | 0.00% | −2,185−21.7% | Reduced |
| Ensign Peak Advisors, Inc | 7,700 | $321.0K | 0.00% | +7,700 | New |
| US Bancorp | 7,672 | $320.0K | 0.00% | −1,694−18.1% | Reduced |
| Stifel Financial Corp | 7,653 | $319.0K | 0.00% | +7,653 | New |
| Tower Research Capital LLC (TRC) | 7,515 | $313.0K | 0.01% | −4,887−39.4% | Reduced |
| Los Angeles Capital Management LLC | 7,484 | $312.0K | 0.00% | −81−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,980 | $291.0K | 0.00% | +45+0.6% | Added |
| Tudor Investment Corp Et Al | 6,964 | $290.0K | 0.01% | +6,964 | New |
| Handelsbanken Fonder AB | 6,800 | $283.0K | 0.00% | +6,800 | New |
| Versor Investments LP | 6,173 | $257.0K | 0.01% | +6,173 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $252.0K | 0.00% | +1,011+20.1% | Added |
| Woodline Partners LP | 5,577 | $232.0K | 0.00% | +5,577 | New |
| Wolverine Trading, LLC | 5,287 | $224.0K | 0.00% | +5,287 | New |
| Probity Advisors, Inc. | 5,029 | $210.0K | 0.04% | −105−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,943 | $206.0K | 0.05% | +4,943 | New |
| Ameritas Investment Partners, Inc. | 3,747 | $156.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,684 | $112.0K | 0.05% | +65+2.5% | Added |
| Great West Life Assurance Co | 2,618 | $109.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,193 | $91.0K | 0.00% | +2,193 | New |
| FourThought Financial, LLC | 1,643 | $68.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,468 | $61.0K | 0.01% | −6,804−82.3% | Reduced |
| Fifth Third Bancorp | 1,440 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,319 | $55.0K | 0.00% | +512+63.4% | Added |
| Nisa Investment Advisors, LLC | 1,740 | $54.0K | 0.00% | −400−18.7% | Reduced |
| Parallel Advisors, LLC | 1,272 | $53.0K | 0.00% | −39−3.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,211 | $51.0K | 0.00% | −1,717−58.6% | Reduced |
| Assetmark, Inc | 1,205 | $50.0K | 0.00% | +85+7.6% | Added |
| First Horizon Advisors, Inc. | 923 | $38.0K | 0.00% | +77+9.1% | Added |
| Sageworth Trust Co of South Dakota | 797 | $33.0K | 0.05% | +797 | New |
| Exane Derivatives | 654 | $27.2K | 0.01% | +643+5,845.5% | Added |
| Rockefeller Capital Management L.P. | 551 | $22.0K | 0.00% | +74+15.5% | Added |
| Walleye Trading LLC | 391 | $16.0K | 0.00% | +391 | New |
| Dark Forest Capital Management LP | 368 | $15.0K | 0.01% | +368 | New |
| Leonteq Securities AG | 346 | $14.4K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 341 | $14.0K | 0.00% | +341 | New |
| Captrust Financial Advisors | 309 | $13.0K | 0.00% | −86−21.8% | Reduced |
| Aquatic Capital Management LLC | 300 | $12.0K | 0.02% | +300 | New |
| Cassady Schiller Wealth Management, LLC | 289 | $12.0K | 0.01% | +289 | New |
| Sageworth Trust Co | 240 | $10.0K | 0.00% | −801−76.9% | Reduced |
| Manchester Capital Management LLC | 164 | $7.00K | 0.00% | +18+12.3% | Added |
| Washington Trust Advisors, Inc. | 161 | $7.00K | 0.00% | +161 | New |
| Parkside Financial Bank & Trust | 115 | $5.00K | 0.00% | +115 | New |
| 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 |
| Bellevue Asset Management, LLC | 71 | $3.00K | 0.00% | −7−9.0% | Reduced |
| CWM, LLC | 13 | $1.00K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Glassman Wealth Services | 10 | $0 | 0.00% | +10 | New |
| Covestor Ltd | 9 | $0 | 0.00% | +9 | New |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −463,911−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −332,238−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −213,444−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −126,587−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −68,399−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −55,643−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −41,035−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,118−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −34,826−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −28,945−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −17,470−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,392−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,247−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −14,284−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,577−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |