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, Q3 2022
Institutional positions in Phreesia, Inc. as of Sep 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
- 181
- +19 vs. Q2 2022
- Shares held
- 48.7M
- −1.81M (−3.6%) vs. Q2 2022
- Total value
- $1.24B
- −$22.2M (−1.8%) vs. Q2 2022
- New holders
- 35
- 71 more added
- Sold out
- 16
- 44 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Quadrant Capital Group LLC | 39 | $1.00K | 0.00% | −51−56.7% | Reduced |
| SRS Capital Advisors, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $1.00K | 0.00% | +9+32.1% | Added |
| IFP Advisors, Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 48 | $1.00K | 0.00% | +48 | New |
| Ellevest, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 39 | $1.00K | 0.00% | +39 | New |
| Bellevue Asset Management, LLC | 93 | $2.00K | 0.00% | +10+12.0% | Added |
| ClariVest Asset Management LLC | 71 | $2.00K | 0.00% | +71 | New |
| Manchester Capital Management LLC | 119 | $3.00K | 0.00% | +11+10.2% | Added |
| AllSquare Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 205 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 199 | $5.00K | 0.00% | +199 | New |
| Washington Trust Advisors, Inc. | 246 | $6.00K | 0.00% | +30+13.9% | Added |
| Brown Brothers Harriman & Co | 257 | $7.00K | 0.00% | +257 | New |
| Leonteq Securities AG | 309 | $7.87K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 308 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 306 | $8.00K | 0.00% | +297+3,300.0% | Added |
| TCI Wealth Advisors, Inc. | 359 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 607 | $15.0K | 0.00% | −4,080−87.0% | Reduced |
| Van Eck Associates Corp | 576 | $15.0K | 0.00% | +576 | New |
| Russell Investments Group, Ltd. | 748 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 824 | $21.0K | 0.00% | −115−12.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 836 | $21.0K | 0.00% | +375+81.3% | Added |
| First Horizon Advisors, Inc. | 923 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,052 | $27.0K | 0.00% | +1,052 | New |
| Advisor Group Holdings, Inc. | 1,076 | $28.0K | 0.00% | +53+5.2% | Added |
| Parallel Advisors, LLC | 1,212 | $31.0K | 0.00% | −10−0.8% | Reduced |
| Fifth Third Bancorp | 1,290 | $33.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,424 | $36.0K | 0.02% | +220+18.3% | Added |
| Assetmark, Inc | 1,685 | $43.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,230 | $61.0K | 0.00% | +36+1.6% | Added |
| FourThought Financial, LLC | 3,081 | $79.0K | 0.01% | +434+16.4% | Added |
| Tower Research Capital LLC (TRC) | 3,137 | $80.0K | 0.00% | +1,445+85.4% | Added |
| Metropolitan Life Insurance Co | 3,175 | $80.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,552 | $91.0K | 0.00% | −1,584−30.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,747 | $95.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,668 | $95.0K | 0.00% | +3,668 | New |
| Rockefeller Capital Management L.P. | 4,524 | $115.0K | 0.00% | +3,887+610.2% | Added |
| BloombergSen Inc. | 5,500 | $140.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,997 | $152.0K | 0.01% | +5,997 | New |
| Wells Fargo & Company | 6,064 | $154.0K | 0.00% | −1,796−22.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,037 | $154.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,184 | $158.0K | 0.00% | +613+11.0% | Added |
| Amalgamated Bank | 7,031 | $179.0K | 0.00% | +57+0.8% | Added |
| US Bancorp | 8,200 | $209.0K | 0.00% | −70−0.8% | Reduced |
| SG Americas Securities, LLC | 8,296 | $211.0K | 0.00% | −14,857−64.2% | Reduced |
| Oppenheimer Asset Management Inc. | 9,158 | $233.0K | 0.00% | −571−5.9% | Reduced |
| Silvant Capital Management LLC | 9,613 | $245.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 9,730 | $248.0K | 0.00% | +1,943+25.0% | Added |
| Great West Life Assurance Co | 10,171 | $258.0K | 0.00% | +7,553+288.5% | Added |
| First Republic Investment Management, Inc. | 10,455 | $266.0K | 0.00% | −1,885−15.3% | Reduced |
| Wellington Management Group LLP | 10,538 | $269.0K | 0.00% | +10,538 | New |
| Public Employees Retirement Association of Colorado | 10,644 | $271.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,761 | $274.0K | 0.00% | −209−1.9% | Reduced |
| Spouting Rock Asset Management, LLC | 10,978 | $280.0K | 0.22% | +75+0.7% | Added |
| Jane Street Group, LLC | 11,656 | $297.0K | 0.00% | +11,656 | New |
| Prelude Capital Management, LLC | 11,806 | $301.0K | 0.02% | +3,752+46.6% | Added |
| Fox Run Management, L.L.C. | 11,797 | $301.0K | 0.12% | +11,797 | New |
| Principal Financial Group Inc | 11,984 | $305.0K | 0.00% | +1,263+11.8% | Added |
| Moody National Bank Trust Division | 11,958 | $305.0K | 0.03% | +11,958 | New |
| Los Angeles Capital Management LLC | 12,847 | $327.0K | 0.00% | +4,226+49.0% | Added |
| PDT Partners, LLC | 12,957 | $330.0K | 0.05% | +12,957 | New |
| Royal Bank of Canada | 13,074 | $333.0K | 0.00% | −20,729−61.3% | Reduced |
| Aquatic Capital Management LLC | 13,400 | $341.0K | 0.03% | +13,400 | New |
| Raymond James Financial Services Advisors, Inc. | 13,447 | $343.0K | 0.00% | +140+1.1% | Added |
| Arizona State Retirement System | 13,467 | $343.0K | 0.00% | +275+2.1% | Added |
| Graham Capital Management, L.P. | 13,470 | $343.0K | 0.01% | +13,470 | New |
| Envestnet Asset Management Inc | 15,473 | $394.0K | 0.00% | +3,852+33.1% | Added |
| NinePointTwo Capital | 15,937 | $406.0K | 0.16% | −792−4.7% | Reduced |
| Ensign Peak Advisors, Inc | 16,390 | $418.0K | 0.00% | −190−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 17,601 | $448.0K | 0.00% | +138+0.8% | Added |
| Synovus Financial Corp | 18,490 | $467.0K | 0.01% | +217+1.2% | Added |
| Legacy Advisors, LLC | 19,000 | $484.0K | 0.11% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 20,411 | $488.0K | 0.49% | +1,904+10.3% | Added |
| New York Life Investment Management LLC | 19,211 | $489.0K | 0.01% | +1,520+8.6% | Added |
| Manufacturers Life Insurance Company, The | 19,591 | $499.2K | 0.00% | −36,384−65.0% | Reduced |
| Commerce Bank | 19,646 | $501.0K | 0.00% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 20,853 | $531.0K | 0.04% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 21,150 | $539.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,711 | $553.0K | 0.00% | +10,076+86.6% | Added |
| Deutsche Bank AG | 22,779 | $580.0K | 0.00% | −5,049−18.1% | Reduced |
| American International Group, Inc. | 23,317 | $594.0K | 0.00% | +329+1.4% | Added |
| XTX Topco Ltd | 24,410 | $622.0K | 0.15% | +24,410 | New |
| Panagora Asset Management Inc | 24,849 | $633.0K | 0.00% | +15,417+163.5% | Added |
| Schonfeld Strategic Advisors LLC | 26,000 | $662.0K | 0.01% | +26,000 | New |
| MetLife Investment Management | 26,712 | $680.6K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 27,768 | $708.0K | 0.06% | +5,882+26.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,381 | $749.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 30,327 | $773.0K | 0.00% | +30,327 | New |
| State Board of Administration of Florida Retirement System | 30,419 | $775.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 30,500 | $777.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 30,889 | $787.0K | 0.01% | +30,889 | New |
| Jackson Creek Investment Advisors LLC | 32,313 | $823.0K | 0.39% | +32,313 | New |
| Woodline Partners LP | 32,976 | $840.0K | 0.01% | −19,779−37.5% | Reduced |