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.
Q4 2022 vs. Q3 2022
How the institutions holding Phreesia, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 181 | 1 | 180 | 0 |
| Shares | 48.7M | 3.08K | 48.7M | −19.3K (0.0%) |
| Value | $1.24B | $79.0K | $1.58B | +$334.5M (+26.9%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Phreesia, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lord, Abbett & Co. LLC | 98,480 | $3.19M | 0.01% |
| Conestoga Capital Advisors, LLC | 43,385 | $1.40M | 0.03% |
| HRT Financial LP | 41,235 | $1.33M | 0.02% |
| Jump Financial, LLC | 21,311 | $689.6K | 0.04% |
| Walleye Capital LLC | 21,264 | $688.1K | 0.01% |
| Hillsdale Investment Management Inc. | 20,400 | $660.1K | 0.06% |
| Legato Capital Management LLC | 20,353 | $658.6K | 0.13% |
| Keybank National Association | 6,819 | $220.7K | 0.00% |
| Handelsbanken Fonder AB | 6,800 | $220.0K | 0.00% |
| PFS Investments Inc. | 6,565 | $212.0K | 0.00% |
| Mariner, LLC | 6,459 | $209.0K | 0.00% |
| ProShare Advisors LLC | 6,391 | $206.8K | 0.00% |
| Park Place Capital Corp | 642 | $21.0K | 0.01% |
| Cassady Schiller Wealth Management, LLC | 289 | $9.35K | 0.01% |
| Zions Bancorporation, N.A. | 280 | $9.06K | 0.00% |
| Pension & Wealth Management Advisors, Inc. | 100 | $3.24K | 0.00% |
| Truvestments Capital LLC | 73 | $2.36K | 0.00% |
| Accurate Wealth Management, LLC | 26 | $886 | 0.00% |
| Advisory Services Network, LLC | 19 | $615 | 0.00% |
| GWM Advisors LLC | 1,323 | $43 | 0.00% |
Sold out (20)
Institutions that held Phreesia, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Pictet Asset Management SA | 83,456 | $2.13M |
| Fred Alger Management, LLC | 79,589 | $2.03M |
| BNP Paribas Arbitrage, SA | 66,662 | $1.70M |
| ExodusPoint Capital Management, LP | 50,901 | $1.30M |
| Squarepoint Ops LLC | 48,713 | $1.24M |
| Qube Research & Technologies Ltd | 30,327 | $773.0K |
| Schonfeld Strategic Advisors LLC | 26,000 | $662.0K |
| Susquehanna International Group, LLP | 21,711 | $553.0K |
| NinePointTwo Capital | 15,937 | $406.0K |
| Aquatic Capital Management LLC | 13,400 | $341.0K |
| PDT Partners, LLC | 12,957 | $330.0K |
| Principal Financial Group Inc | 11,984 | $305.0K |
| Fox Run Management, L.L.C. | 11,797 | $301.0K |
| Silvant Capital Management LLC | 9,613 | $245.0K |
| Quantbot Technologies LP | 5,997 | $152.0K |
| Amundi | 3,668 | $95.0K |
| Nomura Holdings Inc | 1,052 | $27.0K |
| Simplex Trading, LLC | 607 | $15.0K |
| Brown Brothers Harriman & Co | 257 | $7.00K |
| Bogart Wealth, LLC | 40 | $1.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Phreesia, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| FourThought Financial, LLC | 3,081 | $79.0K |