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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 11,621 | $291.0K | 0.00% | +1,929+19.9% | Added |
| HSBC Holdings PLC | 11,445 | $287.0K | 0.00% | +349+3.1% | Added |
| Raymond James & Associates | 10,970 | $274.0K | 0.00% | +1,619+17.3% | Added |
| Spouting Rock Asset Management, LLC | 10,903 | $273.0K | 0.18% | +10,903 | New |
| Principal Financial Group Inc | 10,721 | $268.0K | 0.00% | −37,111−77.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,644 | $266.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 10,000 | $250.0K | 0.02% | +10,000 | New |
| Oppenheimer Asset Management Inc. | 9,729 | $243.0K | 0.00% | −328−3.3% | Reduced |
| Silvant Capital Management LLC | 9,613 | $240.0K | 0.06% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,432 | $236.0K | 0.00% | +9,432 | New |
| Los Angeles Capital Management LLC | 8,621 | $216.0K | 0.00% | +8,621 | New |
| Spearhead Capital Advisors, LLC | 8,326 | $208.0K | 0.03% | −143−1.7% | Reduced |
| US Bancorp | 8,270 | $207.0K | 0.00% | +509+6.6% | Added |
| Winton Group Ltd | 8,194 | $205.0K | 0.01% | +8,194 | New |
| Prelude Capital Management, LLC | 8,054 | $201.0K | 0.01% | −227−2.7% | Reduced |
| Wells Fargo & Company | 7,860 | $197.0K | 0.00% | −163,338−95.4% | Reduced |
| UBS Group AG | 7,787 | $195.0K | 0.00% | +3,465+80.2% | Added |
| Amalgamated Bank | 6,974 | $174.0K | 0.00% | −1,128−13.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $151.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,571 | $140.0K | 0.00% | −34,739−86.2% | Reduced |
| BloombergSen Inc. | 5,500 | $138.0K | 0.01% | +2,000+57.1% | Added |
| Citigroup Inc | 5,136 | $129.0K | 0.00% | +931+22.1% | Added |
| Simplex Trading, LLC | 4,687 | $117.0K | 0.00% | +4,687 | New |
| Ameritas Investment Partners, Inc. | 3,747 | $93.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,175 | $79.4K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,087 | $77.0K | 0.00% | −2,294−42.6% | 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 |
| Nisa Investment Advisors, LLC | 2,194 | $55.0K | 0.00% | −7,706−77.8% | Reduced |
| 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 |
| Captrust Financial Advisors | 1,426 | $36.0K | 0.00% | +866+154.6% | Added |
| Fifth Third Bancorp | 1,290 | $32.0K | 0.00% | −150−10.4% | Reduced |
| Parallel Advisors, LLC | 1,222 | $31.0K | 0.00% | −36−2.9% | Reduced |
| State of Wyoming | 1,204 | $30.0K | 0.02% | −923−43.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,023 | $26.0K | 0.00% | +28+2.8% | Added |
| 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 |
| Russell Investments Group, Ltd. | 748 | $18.0K | 0.00% | −6,752−90.0% | Reduced |
| Rockefeller Capital Management L.P. | 637 | $15.0K | 0.00% | +574+911.1% | Added |
| Allspring Global Investments Holdings, LLC | 461 | $11.0K | 0.00% | −445,850−99.9% | Reduced |
| TCI Wealth Advisors, Inc. | 359 | $9.00K | 0.00% | +359 | New |
| CWM, LLC | 308 | $8.00K | 0.00% | +270+710.5% | Added |
| Leonteq Securities AG | 309 | $7.73K | 0.00% | −37−10.7% | Reduced |
| Washington Trust Advisors, Inc. | 216 | $5.00K | 0.00% | +55+34.2% | Added |
| Private Trust Co NA | 205 | $5.00K | 0.00% | +205 | New |
| 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 |
| 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 |
| Bellevue Asset Management, LLC | 83 | $2.00K | 0.00% | +23+38.3% | Added |
| Quadrant Capital Group LLC | 90 | $2.00K | 0.00% | +90 | New |
| 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 |
| Exane Derivatives | 20 | $500 | 0.00% | 00.0% | Unchanged |
| 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 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −402,112−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −178,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −130,312−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −79,829−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −79,572−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −73,394−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −50,347−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,529−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,850−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −37,650−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −35,788−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,108−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −21,777−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −18,470−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −12,927−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,223−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,408−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,492−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −9,317−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,174−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |