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, Q1 2022
Institutional positions in Phreesia, Inc. as of Mar 31, 2022. 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
- 175
- −3 vs. Q4 2021
- Shares held
- 49.9M
- +1.37M (+2.8%) vs. Q4 2021
- Total value
- $1.32B
- −$705.9M (−34.9%) vs. Q4 2021
- New holders
- 30
- 80 more added
- Sold out
- 33
- 50 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | +1+11.1% | Added |
| TCWP LLC | 13 | $0 | 0.00% | +13 | New |
| Exane Derivatives | 20 | $527 | 0.00% | −634−96.9% | Reduced |
| Rockefeller Capital Management L.P. | 63 | $1.00K | 0.00% | −488−88.6% | Reduced |
| CWM, LLC | 38 | $1.00K | 0.00% | +25+192.3% | Added |
| SRS Capital Advisors, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 41 | $1.00K | 0.00% | +41 | New |
| IFP Advisors, Inc | 27 | $1.00K | 0.00% | +27 | New |
| Providence Capital Advisors, LLC | 42 | $1.00K | 0.00% | +42 | New |
| Bellevue Asset Management, LLC | 60 | $2.00K | 0.00% | −11−15.5% | Reduced |
| AllSquare Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 146 | $4.00K | 0.01% | −651−81.7% | Reduced |
| Washington Trust Advisors, Inc. | 161 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 154 | $4.00K | 0.00% | +154 | New |
| Manchester Capital Management LLC | 254 | $7.00K | 0.00% | +90+54.9% | Added |
| Signaturefd, LLC | 261 | $7.00K | 0.00% | +261 | New |
| Dark Forest Capital Management LP | 323 | $8.00K | 0.00% | −45−12.2% | Reduced |
| Leonteq Securities AG | 346 | $9.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 393 | $10.0K | 0.00% | +393 | New |
| Captrust Financial Advisors | 560 | $15.0K | 0.00% | +251+81.2% | Added |
| CIBC Private Wealth Group, LLC | 850 | $22.0K | 0.00% | +850 | New |
| Advisor Group Holdings, Inc. | 995 | $27.0K | 0.00% | −324−24.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,021 | $27.0K | 0.00% | −190−15.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,150 | $30.0K | 0.00% | −6,365−84.7% | Reduced |
| Assetmark, Inc | 1,185 | $31.0K | 0.00% | −20−1.7% | Reduced |
| Aquatic Capital Management LLC | 1,200 | $32.0K | 0.05% | +900+300.0% | Added |
| Parallel Advisors, LLC | 1,258 | $37.0K | 0.00% | −14−1.1% | Reduced |
| Fifth Third Bancorp | 1,440 | $38.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,930 | $51.0K | 0.01% | +287+17.5% | Added |
| State of Wyoming | 2,127 | $56.0K | 0.03% | −557−20.8% | Reduced |
| Great West Life Assurance Co | 2,618 | $73.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,175 | $83.7K | 0.00% | −9,698−75.3% | Reduced |
| BloombergSen Inc. | 3,500 | $92.0K | 0.01% | +3,500 | New |
| Ameritas Investment Partners, Inc. | 3,747 | $99.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,205 | $111.0K | 0.00% | −36,798−89.7% | Reduced |
| UBS Group AG | 4,322 | $114.0K | 0.00% | −16,416−79.2% | Reduced |
| Point72 Hong Kong Ltd | 5,381 | $142.0K | 0.01% | +3,913+266.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $159.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,394 | $169.0K | 0.00% | +4,201+191.6% | Added |
| Russell Investments Group, Ltd. | 7,500 | $197.0K | 0.00% | +7,500 | New |
| US Bancorp | 7,761 | $205.0K | 0.00% | +89+1.2% | Added |
| Amalgamated Bank | 8,102 | $214.0K | 0.00% | −599−6.9% | Reduced |
| Amalgamated Financial Corp. | 8,102 | $214.0K | 0.00% | +8,102 | New |
| Bayesian Capital Management, LP | 8,174 | $215.0K | 0.03% | +8,174 | New |
| Prelude Capital Management, LLC | 8,281 | $218.0K | 0.01% | −3,636−30.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,427 | $222.0K | 0.00% | +1,447+20.7% | Added |
| Spearhead Capital Advisors, LLC | 8,469 | $223.0K | 0.03% | +8,469 | New |
| ProShare Advisors LLC | 9,317 | $245.0K | 0.00% | −1,541−14.2% | Reduced |
| Raymond James & Associates | 9,351 | $246.0K | 0.00% | −8,793−48.5% | Reduced |
| Teacher Retirement System of Texas | 9,492 | $250.0K | 0.00% | +525+5.9% | Added |
| Silvant Capital Management LLC | 9,613 | $253.0K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,668 | $255.0K | 0.00% | −26,024−72.9% | Reduced |
| Envestnet Asset Management Inc | 9,692 | $255.0K | 0.00% | +1,015+11.7% | Added |
| Nisa Investment Advisors, LLC | 9,900 | $261.0K | 0.00% | +8,160+469.0% | Added |
| Birchview Capital, LP | 10,000 | $264.0K | 0.19% | +10,000 | New |
| Oppenheimer Asset Management Inc. | 10,057 | $265.0K | 0.00% | +84+0.8% | Added |
| Aigen Investment Management, LP | 10,062 | $265.0K | 0.05% | +10,062 | New |
| Public Employees Retirement Association of Colorado | 10,644 | $281.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,719 | $283.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 11,148 | $294.0K | 0.00% | +422+3.9% | Added |
| Royal Bank of Canada | 11,284 | $297.0K | 0.00% | −7,471−39.8% | Reduced |
| HSBC Holdings PLC | 11,096 | $300.0K | 0.00% | +1,641+17.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,408 | $301.0K | 0.00% | +3,523+44.7% | Added |
| Susquehanna International Group, LLP | 12,068 | $318.0K | 0.00% | +2,350+24.2% | Added |
| Versor Investments LP | 12,223 | $322.0K | 0.01% | +6,050+98.0% | Added |
| Arizona State Retirement System | 12,377 | $326.0K | 0.00% | +140+1.1% | Added |
| Stephens Inc | 12,927 | $341.0K | 0.01% | +4,382+51.3% | Added |
| Quadrature Capital Ltd | 12,950 | $341.0K | 0.01% | +12,950 | New |
| IndexIQ Advisors LLC | 13,766 | $363.0K | 0.01% | +13,766 | New |
| WoodTrust Financial Corp | 14,350 | $379.0K | 0.08% | −2,250−13.6% | Reduced |
| The PNC Financial Services Group, Inc. | 16,059 | $424.0K | 0.00% | +3,473+27.6% | Added |
| Ensign Peak Advisors, Inc | 16,580 | $437.0K | 0.00% | +8,880+115.3% | Added |
| NinePointTwo Capital | 16,729 | $440.0K | 0.12% | +16,729 | New |
| Commerce Bank | 16,856 | $444.0K | 0.00% | −59−0.3% | Reduced |
| Synovus Financial Corp | 18,141 | $481.0K | 0.01% | +3,675+25.4% | Added |
| Bleichroeder LP | 18,470 | $487.0K | 0.09% | +18,470 | New |
| Legacy Advisors, LLC | 19,000 | $501.0K | 0.10% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,547 | $515.0K | 0.00% | −56,089−74.2% | Reduced |
| M Holdings Securities, Inc. | 19,565 | $516.0K | 0.04% | +19,565 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $550.0K | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 21,700 | $572.0K | 0.00% | −601−2.7% | Reduced |
| AlphaCrest Capital Management LLC | 21,777 | $574.0K | 0.03% | +8,185+60.2% | Added |
| Quantbot Technologies LP | 23,108 | $609.0K | 0.05% | −4,952−17.6% | Reduced |
| American International Group, Inc. | 24,668 | $650.0K | 0.00% | −1,736−6.6% | Reduced |
| MetLife Investment Management | 26,712 | $704.1K | 0.00% | +9,698+57.0% | Added |
| SEI Investments Co | 28,161 | $742.0K | 0.00% | +6,529+30.2% | Added |
| STRS Ohio | 28,800 | $759.0K | 0.00% | +16,700+138.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,381 | $774.0K | 0.00% | +8,105+38.1% | Added |
| Dimensional Fund Advisors LP | 29,688 | $785.0K | 0.00% | +29,688 | New |
| SG Americas Securities, LLC | 30,106 | $794.0K | 0.01% | −13,118−30.3% | Reduced |
| Invesco Ltd. | 32,334 | $852.0K | 0.00% | −821,823−96.2% | Reduced |
| PEAK6 Investments LLC | 35,069 | $924.0K | 0.03% | +18,343+109.7% | Added |
| Jump Financial, LLC | 35,788 | $943.0K | 0.04% | +35,788 | New |
| New York State Common Retirement Fund | 36,437 | $960.0K | 0.00% | +26+0.1% | Added |
| Parametric Portfolio Associates LLC | 36,576 | $964.0K | 0.00% | +22,188+154.2% | Added |
| Edmond de Rothschild Holding S.A. | 37,650 | $992.0K | 0.02% | +800+2.2% | Added |
| Dynamic Technology Lab Private Ltd | 37,850 | $998.0K | 0.12% | +37,850 | New |
| Legal & General Group Plc | 38,535 | $1.02M | 0.00% | +303+0.8% | Added |
| Barclays PLC | 40,310 | $1.06M | 0.00% | +40,310 | New |
| Two Sigma Advisers, LP | 43,500 | $1.15M | 0.00% | +25,800+145.8% | Added |