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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 19,211 | $489.0K | 0.01% | +1,520+8.6% | Added |
| Capital Impact Advisors, LLC | 20,411 | $488.0K | 0.49% | +1,904+10.3% | Added |
| Legacy Advisors, LLC | 19,000 | $484.0K | 0.11% | 00.0% | Unchanged |
| Synovus Financial Corp | 18,490 | $467.0K | 0.01% | +217+1.2% | Added |
| The PNC Financial Services Group, Inc. | 17,601 | $448.0K | 0.00% | +138+0.8% | Added |
| Ensign Peak Advisors, Inc | 16,390 | $418.0K | 0.00% | −190−1.1% | Reduced |
| NinePointTwo Capital | 15,937 | $406.0K | 0.16% | −792−4.7% | Reduced |
| Envestnet Asset Management Inc | 15,473 | $394.0K | 0.00% | +3,852+33.1% | Added |
| 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 |
| Aquatic Capital Management LLC | 13,400 | $341.0K | 0.03% | +13,400 | New |
| Royal Bank of Canada | 13,074 | $333.0K | 0.00% | −20,729−61.3% | Reduced |
| PDT Partners, LLC | 12,957 | $330.0K | 0.05% | +12,957 | New |
| Los Angeles Capital Management LLC | 12,847 | $327.0K | 0.00% | +4,226+49.0% | Added |
| 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 |
| 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 |
| Jane Street Group, LLC | 11,656 | $297.0K | 0.00% | +11,656 | New |
| Spouting Rock Asset Management, LLC | 10,978 | $280.0K | 0.22% | +75+0.7% | Added |
| Raymond James & Associates | 10,761 | $274.0K | 0.00% | −209−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,644 | $271.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 10,538 | $269.0K | 0.00% | +10,538 | New |
| First Republic Investment Management, Inc. | 10,455 | $266.0K | 0.00% | −1,885−15.3% | Reduced |
| Great West Life Assurance Co | 10,171 | $258.0K | 0.00% | +7,553+288.5% | Added |
| UBS Group AG | 9,730 | $248.0K | 0.00% | +1,943+25.0% | Added |
| Silvant Capital Management LLC | 9,613 | $245.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,158 | $233.0K | 0.00% | −571−5.9% | Reduced |
| SG Americas Securities, LLC | 8,296 | $211.0K | 0.00% | −14,857−64.2% | Reduced |
| US Bancorp | 8,200 | $209.0K | 0.00% | −70−0.8% | Reduced |
| Amalgamated Bank | 7,031 | $179.0K | 0.00% | +57+0.8% | Added |
| Barclays PLC | 6,184 | $158.0K | 0.00% | +613+11.0% | Added |
| 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 |
| Quantbot Technologies LP | 5,997 | $152.0K | 0.01% | +5,997 | New |
| BloombergSen Inc. | 5,500 | $140.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,524 | $115.0K | 0.00% | +3,887+610.2% | Added |
| Ameritas Investment Partners, Inc. | 3,747 | $95.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,668 | $95.0K | 0.00% | +3,668 | New |
| Citigroup Inc | 3,552 | $91.0K | 0.00% | −1,584−30.8% | Reduced |
| Metropolitan Life Insurance Co | 3,175 | $80.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,137 | $80.0K | 0.00% | +1,445+85.4% | Added |
| FourThought Financial, LLC | 3,081 | $79.0K | 0.01% | +434+16.4% | Added |
| Nisa Investment Advisors, LLC | 2,230 | $61.0K | 0.00% | +36+1.6% | Added |
| Assetmark, Inc | 1,685 | $43.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,424 | $36.0K | 0.02% | +220+18.3% | Added |
| Fifth Third Bancorp | 1,290 | $33.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,212 | $31.0K | 0.00% | −10−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,076 | $28.0K | 0.00% | +53+5.2% | Added |
| Nomura Holdings Inc | 1,052 | $27.0K | 0.00% | +1,052 | New |
| First Horizon Advisors, Inc. | 923 | $23.0K | 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 |
| Russell Investments Group, Ltd. | 748 | $19.0K | 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 |
| TCI Wealth Advisors, Inc. | 359 | $9.00K | 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 |
| Leonteq Securities AG | 309 | $7.87K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 257 | $7.00K | 0.00% | +257 | New |
| Washington Trust Advisors, Inc. | 246 | $6.00K | 0.00% | +30+13.9% | Added |
| Private Trust Co NA | 205 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 199 | $5.00K | 0.00% | +199 | New |
| Signaturefd, LLC | 162 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bellevue Asset Management, LLC | 93 | $2.00K | 0.00% | +10+12.0% | Added |
| ClariVest Asset Management LLC | 71 | $2.00K | 0.00% | +71 | New |
| 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 |
| Allworth Financial LP | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,207,228−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −456,830−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −440,609−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −63,074−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −29,157−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −8,326−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,194−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |