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, Q2 2022
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 164
- −8 vs. Q1 2022
- Shares held
- 50.6M
- +677.0K (+1.4%) vs. Q1 2022
- Total value
- $1.26B
- −$51.2M (−3.9%) vs. Q1 2022
- New holders
- 23
- 65 more added
- Sold out
- 31
- 57 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −392−99.7% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Massmutual Trust Co FSB | 9 | $0 | 0.00% | +9 | New |
| Allworth Financial LP | 12 | $0 | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 9 | $0 | 0.00% | +9 | New |
| Exane Derivatives | 20 | $500 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $1.00K | 0.00% | +7+19.4% | Added |
| IFP Advisors, Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | +28 | New |
| Glassman Wealth Services | 39 | $1.00K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 21 | $1.00K | 0.00% | +21 | New |
| Bellevue Asset Management, LLC | 83 | $2.00K | 0.00% | +23+38.3% | Added |
| Quadrant Capital Group LLC | 90 | $2.00K | 0.00% | +90 | New |
| Manchester Capital Management LLC | 108 | $3.00K | 0.00% | −146−57.5% | Reduced |
| AllSquare Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $4.00K | 0.00% | −99−37.9% | Reduced |
| Private Capital Group, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 146 | $4.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 216 | $5.00K | 0.00% | +55+34.2% | Added |
| Private Trust Co NA | 205 | $5.00K | 0.00% | +205 | New |
| Leonteq Securities AG | 309 | $7.73K | 0.00% | −37−10.7% | Reduced |
| CWM, LLC | 308 | $8.00K | 0.00% | +270+710.5% | Added |
| TCI Wealth Advisors, Inc. | 359 | $9.00K | 0.00% | +359 | New |
| Allspring Global Investments Holdings, LLC | 461 | $11.0K | 0.00% | −445,850−99.9% | Reduced |
| Rockefeller Capital Management L.P. | 637 | $15.0K | 0.00% | +574+911.1% | Added |
| Russell Investments Group, Ltd. | 748 | $18.0K | 0.00% | −6,752−90.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 939 | $23.0K | 0.00% | −82−8.0% | Reduced |
| First Horizon Advisors, Inc. | 923 | $23.0K | 0.00% | +923 | New |
| Advisor Group Holdings, Inc. | 1,023 | $26.0K | 0.00% | +28+2.8% | Added |
| State of Wyoming | 1,204 | $30.0K | 0.02% | −923−43.4% | Reduced |
| Parallel Advisors, LLC | 1,222 | $31.0K | 0.00% | −36−2.9% | Reduced |
| Fifth Third Bancorp | 1,290 | $32.0K | 0.00% | −150−10.4% | Reduced |
| Captrust Financial Advisors | 1,426 | $36.0K | 0.00% | +866+154.6% | Added |
| Assetmark, Inc | 1,685 | $42.0K | 0.00% | +500+42.2% | Added |
| Tower Research Capital LLC (TRC) | 1,692 | $42.0K | 0.00% | +542+47.1% | Added |
| Nisa Investment Advisors, LLC | 2,194 | $55.0K | 0.00% | −7,706−77.8% | Reduced |
| Great West Life Assurance Co | 2,618 | $66.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,647 | $66.0K | 0.01% | +717+37.2% | Added |
| Point72 Hong Kong Ltd | 3,087 | $77.0K | 0.00% | −2,294−42.6% | Reduced |
| Metropolitan Life Insurance Co | 3,175 | $79.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,747 | $93.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,687 | $117.0K | 0.00% | +4,687 | New |
| Citigroup Inc | 5,136 | $129.0K | 0.00% | +931+22.1% | Added |
| BloombergSen Inc. | 5,500 | $138.0K | 0.01% | +2,000+57.1% | Added |
| Barclays PLC | 5,571 | $140.0K | 0.00% | −34,739−86.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $151.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,974 | $174.0K | 0.00% | −1,128−13.9% | Reduced |
| UBS Group AG | 7,787 | $195.0K | 0.00% | +3,465+80.2% | Added |
| Wells Fargo & Company | 7,860 | $197.0K | 0.00% | −163,338−95.4% | Reduced |
| Prelude Capital Management, LLC | 8,054 | $201.0K | 0.01% | −227−2.7% | Reduced |
| Winton Group Ltd | 8,194 | $205.0K | 0.01% | +8,194 | New |
| US Bancorp | 8,270 | $207.0K | 0.00% | +509+6.6% | Added |
| Spearhead Capital Advisors, LLC | 8,326 | $208.0K | 0.03% | −143−1.7% | Reduced |
| Los Angeles Capital Management LLC | 8,621 | $216.0K | 0.00% | +8,621 | New |
| Panagora Asset Management Inc | 9,432 | $236.0K | 0.00% | +9,432 | New |
| Silvant Capital Management LLC | 9,613 | $240.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,729 | $243.0K | 0.00% | −328−3.3% | Reduced |
| Caption Management, LLC | 10,000 | $250.0K | 0.02% | +10,000 | New |
| Public Employees Retirement Association of Colorado | 10,644 | $266.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,721 | $268.0K | 0.00% | −37,111−77.6% | Reduced |
| Spouting Rock Asset Management, LLC | 10,903 | $273.0K | 0.18% | +10,903 | New |
| Raymond James & Associates | 10,970 | $274.0K | 0.00% | +1,619+17.3% | Added |
| HSBC Holdings PLC | 11,445 | $287.0K | 0.00% | +349+3.1% | Added |
| Susquehanna International Group, LLP | 11,635 | $291.0K | 0.00% | −433−3.6% | Reduced |
| Envestnet Asset Management Inc | 11,621 | $291.0K | 0.00% | +1,929+19.9% | Added |
| PEAK6 Investments LLC | 9,763 | $302.8K | 0.01% | −25,306−72.2% | Reduced |
| First Republic Investment Management, Inc. | 12,340 | $309.0K | 0.00% | +1,192+10.7% | Added |
| First Trust Advisors LP | 12,870 | $322.0K | 0.00% | +3,202+33.1% | Added |
| Arizona State Retirement System | 13,192 | $330.0K | 0.00% | +815+6.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,307 | $333.0K | 0.00% | +4,880+57.9% | Added |
| Ensign Peak Advisors, Inc | 16,580 | $415.0K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 16,729 | $418.0K | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,463 | $436.0K | 0.00% | +1,404+8.7% | Added |
| New York Life Investment Management LLC | 17,691 | $442.0K | 0.01% | +17,691 | New |
| Synovus Financial Corp | 18,273 | $454.0K | 0.01% | +132+0.7% | Added |
| Capital Impact Advisors, LLC | 18,507 | $463.0K | 0.43% | +18,507 | New |
| Legacy Advisors, LLC | 19,000 | $475.0K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 19,646 | $491.0K | 0.00% | +2,790+16.6% | Added |
| Atom Investors LP | 19,878 | $497.0K | 0.22% | +19,878 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $522.0K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 21,150 | $529.0K | 0.05% | +1,585+8.1% | Added |
| Occudo Quantitative Strategies LP | 21,886 | $547.0K | 0.04% | +21,886 | New |
| American International Group, Inc. | 22,988 | $575.0K | 0.00% | −1,680−6.8% | Reduced |
| SG Americas Securities, LLC | 23,153 | $579.0K | 0.01% | −6,953−23.1% | Reduced |
| SEI Investments Co | 25,672 | $642.0K | 0.00% | −2,489−8.8% | Reduced |
| MetLife Investment Management | 26,712 | $668.1K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,828 | $696.0K | 0.00% | −23,727−46.0% | Reduced |
| TD Asset Management Inc | 29,157 | $729.0K | 0.00% | −71,201−70.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,381 | $735.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 30,419 | $761.0K | 0.00% | +19,700+183.8% | Added |
| STRS Ohio | 30,500 | $762.0K | 0.00% | +1,700+5.9% | Added |
| Invesco Ltd. | 33,384 | $834.0K | 0.00% | +1,050+3.2% | Added |
| Royal Bank of Canada | 33,803 | $845.0K | 0.00% | +22,519+199.6% | Added |
| New York State Common Retirement Fund | 36,388 | $910.0K | 0.00% | −49−0.1% | Reduced |
| UBS Asset Management Americas Inc | 40,548 | $1.01M | 0.00% | −9,858−19.6% | Reduced |
| Dimensional Fund Advisors LP | 45,213 | $1.13M | 0.00% | +15,525+52.3% | Added |
| Prudential Financial Inc | 45,745 | $1.14M | 0.00% | −28,200−38.1% | Reduced |
| Legal & General Group Plc | 52,707 | $1.32M | 0.00% | +14,172+36.8% | Added |
| Woodline Partners LP | 52,755 | $1.32M | 0.02% | −37,428−41.5% | Reduced |
| Manufacturers Life Insurance Company, The | 55,975 | $1.40M | 0.00% | −26,289−32.0% | Reduced |