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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 18,141 | $481.0K | 0.01% | +3,675+25.4% | Added |
| Commerce Bank | 16,856 | $444.0K | 0.00% | −59−0.3% | Reduced |
| NinePointTwo Capital | 16,729 | $440.0K | 0.12% | +16,729 | New |
| Ensign Peak Advisors, Inc | 16,580 | $437.0K | 0.00% | +8,880+115.3% | Added |
| The PNC Financial Services Group, Inc. | 16,059 | $424.0K | 0.00% | +3,473+27.6% | Added |
| WoodTrust Financial Corp | 14,350 | $379.0K | 0.08% | −2,250−13.6% | Reduced |
| IndexIQ Advisors LLC | 13,766 | $363.0K | 0.01% | +13,766 | New |
| 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 |
| Arizona State Retirement System | 12,377 | $326.0K | 0.00% | +140+1.1% | Added |
| Versor Investments LP | 12,223 | $322.0K | 0.01% | +6,050+98.0% | Added |
| Susquehanna International Group, LLP | 12,068 | $318.0K | 0.00% | +2,350+24.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,408 | $301.0K | 0.00% | +3,523+44.7% | Added |
| HSBC Holdings PLC | 11,096 | $300.0K | 0.00% | +1,641+17.4% | Added |
| Royal Bank of Canada | 11,284 | $297.0K | 0.00% | −7,471−39.8% | Reduced |
| First Republic Investment Management, Inc. | 11,148 | $294.0K | 0.00% | +422+3.9% | Added |
| State Board of Administration of Florida Retirement System | 10,719 | $283.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,644 | $281.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Birchview Capital, LP | 10,000 | $264.0K | 0.19% | +10,000 | New |
| Nisa Investment Advisors, LLC | 9,900 | $261.0K | 0.00% | +8,160+469.0% | Added |
| 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 |
| Silvant Capital Management LLC | 9,613 | $253.0K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,492 | $250.0K | 0.00% | +525+5.9% | Added |
| Raymond James & Associates | 9,351 | $246.0K | 0.00% | −8,793−48.5% | Reduced |
| ProShare Advisors LLC | 9,317 | $245.0K | 0.00% | −1,541−14.2% | Reduced |
| Spearhead Capital Advisors, LLC | 8,469 | $223.0K | 0.03% | +8,469 | New |
| Raymond James Financial Services Advisors, Inc. | 8,427 | $222.0K | 0.00% | +1,447+20.7% | Added |
| Prelude Capital Management, LLC | 8,281 | $218.0K | 0.01% | −3,636−30.5% | Reduced |
| Bayesian Capital Management, LP | 8,174 | $215.0K | 0.03% | +8,174 | New |
| Amalgamated Bank | 8,102 | $214.0K | 0.00% | −599−6.9% | Reduced |
| Amalgamated Financial Corp. | 8,102 | $214.0K | 0.00% | +8,102 | New |
| US Bancorp | 7,761 | $205.0K | 0.00% | +89+1.2% | Added |
| Russell Investments Group, Ltd. | 7,500 | $197.0K | 0.00% | +7,500 | New |
| Group One Trading, L.P. | 6,394 | $169.0K | 0.00% | +4,201+191.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $159.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,381 | $142.0K | 0.01% | +3,913+266.6% | Added |
| UBS Group AG | 4,322 | $114.0K | 0.00% | −16,416−79.2% | Reduced |
| Citigroup Inc | 4,205 | $111.0K | 0.00% | −36,798−89.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,747 | $99.0K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 3,500 | $92.0K | 0.01% | +3,500 | New |
| Metropolitan Life Insurance Co | 3,175 | $83.7K | 0.00% | −9,698−75.3% | Reduced |
| Great West Life Assurance Co | 2,618 | $73.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,127 | $56.0K | 0.03% | −557−20.8% | Reduced |
| FourThought Financial, LLC | 1,930 | $51.0K | 0.01% | +287+17.5% | Added |
| Fifth Third Bancorp | 1,440 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,258 | $37.0K | 0.00% | −14−1.1% | Reduced |
| Aquatic Capital Management LLC | 1,200 | $32.0K | 0.05% | +900+300.0% | Added |
| Assetmark, Inc | 1,185 | $31.0K | 0.00% | −20−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,150 | $30.0K | 0.00% | −6,365−84.7% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 850 | $22.0K | 0.00% | +850 | New |
| Captrust Financial Advisors | 560 | $15.0K | 0.00% | +251+81.2% | Added |
| Northwestern Mutual Wealth Management Co | 393 | $10.0K | 0.00% | +393 | New |
| Leonteq Securities AG | 346 | $9.12K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 323 | $8.00K | 0.00% | −45−12.2% | Reduced |
| Manchester Capital Management LLC | 254 | $7.00K | 0.00% | +90+54.9% | Added |
| Signaturefd, LLC | 261 | $7.00K | 0.00% | +261 | New |
| 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 |
| AllSquare Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 60 | $2.00K | 0.00% | −11−15.5% | 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 |
| Exane Derivatives | 20 | $527 | 0.00% | −634−96.9% | Reduced |
| Covestor Ltd | 10 | $0 | 0.00% | +1+11.1% | Added |
| TCWP LLC | 13 | $0 | 0.00% | +13 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −702,560−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −557,207−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −509,643−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −480,950−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −253,143−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −116,635−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −90,480−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −47,283−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −41,376−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −39,149−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −29,057−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,931−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −9,572−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,484−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,964−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,287−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −923−100.0% | Sold out |