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, Q4 2022
Institutional positions in Phreesia, Inc. as of Dec 31, 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
- 180
- 0 vs. Q3 2022
- Shares held
- 48.7M
- −19.3K (0.0%) vs. Q3 2022
- Total value
- $1.58B
- +$334.5M (+26.9%) vs. Q3 2022
- New holders
- 20
- 66 more added
- Sold out
- 20
- 65 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 13 | $0 | 0.00% | −186−93.5% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,323 | $43 | 0.00% | +1,323 | New |
| Lindbrook Capital, LLC | 11 | $356 | 0.00% | −295−96.4% | Reduced |
| Allworth Financial LP | 12 | $388 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19 | $615 | 0.00% | +19 | New |
| Quadrant Capital Group LLC | 20 | $647 | 0.00% | −19−48.7% | Reduced |
| Huntington National Bank | 27 | $873 | 0.00% | −21−43.8% | Reduced |
| Accurate Wealth Management, LLC | 26 | $886 | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | −9−24.3% | Reduced |
| IFP Advisors, Inc | 30 | $1.00K | 0.00% | +3+11.1% | Added |
| Glassman Wealth Services | 39 | $1.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $1.39K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $2.36K | 0.00% | +73 | New |
| Raleigh Capital Management Inc. | 80 | $2.59K | 0.00% | +41+105.1% | Added |
| Bellevue Asset Management, LLC | 93 | $2.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 93 | $3.01K | 0.00% | −26−21.8% | Reduced |
| AllSquare Wealth Management LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $3.24K | 0.00% | +100 | New |
| Ellevest, Inc. | 104 | $3.37K | 0.00% | +83+395.2% | Added |
| Signaturefd, LLC | 212 | $6.86K | 0.00% | +50+30.9% | Added |
| Private Trust Co NA | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 246 | $7.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 280 | $9.06K | 0.00% | +280 | New |
| Cassady Schiller Wealth Management, LLC | 289 | $9.35K | 0.01% | +289 | New |
| Leonteq Securities AG | 309 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 359 | $11.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 430 | $14.0K | 0.00% | +122+39.6% | Added |
| Tower Research Capital LLC (TRC) | 470 | $15.0K | 0.00% | −2,667−85.0% | Reduced |
| Park Place Capital Corp | 642 | $21.0K | 0.01% | +642 | New |
| Russell Investments Group, Ltd. | 748 | $24.2K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 810 | $26.0K | 0.00% | +234+40.6% | Added |
| Allspring Global Investments Holdings, LLC | 818 | $26.5K | 0.00% | −18−2.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 825 | $27.0K | 0.00% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 923 | $29.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 996 | $34.0K | 0.00% | −80−7.4% | Reduced |
| Parallel Advisors, LLC | 1,244 | $40.3K | 0.00% | +32+2.6% | Added |
| Fifth Third Bancorp | 1,290 | $41.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,384 | $44.8K | 0.01% | −40−2.8% | Reduced |
| Assetmark, Inc | 1,685 | $54.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,723 | $55.8K | 0.00% | −1,829−51.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,230 | $72.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,175 | $102.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,747 | $133.1K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,239 | $137.2K | 0.00% | −1,825−30.1% | Reduced |
| Rockefeller Capital Management L.P. | 4,462 | $144.0K | 0.00% | −62−1.4% | Reduced |
| BloombergSen Inc. | 5,500 | $178.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,391 | $206.8K | 0.00% | +6,391 | New |
| Mariner, LLC | 6,459 | $209.0K | 0.00% | +6,459 | New |
| PFS Investments Inc. | 6,565 | $212.0K | 0.00% | +6,565 | New |
| Handelsbanken Fonder AB | 6,800 | $220.0K | 0.00% | +6,800 | New |
| Keybank National Association | 6,819 | $220.7K | 0.00% | +6,819 | New |
| Amalgamated Bank | 7,133 | $231.0K | 0.00% | +102+1.5% | Added |
| US Bancorp | 7,814 | $252.9K | 0.00% | −386−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,915 | $256.1K | 0.00% | +1,878+31.1% | Added |
| Occudo Quantitative Strategies LP | 8,272 | $267.7K | 0.03% | −19,496−70.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,691 | $281.2K | 0.00% | −467−5.1% | Reduced |
| First Republic Investment Management, Inc. | 10,078 | $326.1K | 0.00% | −377−3.6% | Reduced |
| Spouting Rock Asset Management, LLC | 10,239 | $331.3K | 0.25% | −739−6.7% | Reduced |
| Atom Investors LP | 10,399 | $336.5K | 0.17% | −23,221−69.1% | Reduced |
| Public Employees Retirement Association of Colorado | 10,644 | $344.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,907 | $353.0K | 0.00% | −749−6.4% | Reduced |
| Raymond James & Associates | 10,922 | $353.4K | 0.00% | +161+1.5% | Added |
| Los Angeles Capital Management LLC | 11,647 | $376.9K | 0.00% | −1,200−9.3% | Reduced |
| Synovus Financial Corp | 12,548 | $406.1K | 0.00% | −5,942−32.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,251 | $428.8K | 0.00% | −196−1.5% | Reduced |
| Arizona State Retirement System | 14,004 | $453.2K | 0.00% | +537+4.0% | Added |
| SG Americas Securities, LLC | 14,675 | $475.0K | 0.01% | +6,379+76.9% | Added |
| Prelude Capital Management, LLC | 15,183 | $491.3K | 0.03% | +3,377+28.6% | Added |
| The PNC Financial Services Group, Inc. | 15,201 | $491.9K | 0.00% | −2,400−13.6% | Reduced |
| Moody National Bank Trust Division | 15,718 | $509.0K | 0.04% | +3,760+31.4% | Added |
| Envestnet Asset Management Inc | 15,825 | $512.1K | 0.00% | +352+2.3% | Added |
| Barclays PLC | 17,720 | $573.4K | 0.00% | +11,536+186.5% | Added |
| Great West Life Assurance Co | 17,674 | $575.0K | 0.00% | +7,503+73.8% | Added |
| State Board of Administration of Florida Retirement System | 18,709 | $605.4K | 0.00% | −11,710−38.5% | Reduced |
| Wellington Management Group LLP | 18,882 | $611.0K | 0.00% | +8,344+79.2% | Added |
| Legacy Advisors, LLC | 19,000 | $614.8K | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 19,291 | $624.3K | 0.01% | −355−1.8% | Reduced |
| XTX Topco Ltd | 19,537 | $632.2K | 0.13% | −4,873−20.0% | Reduced |
| Manufacturers Life Insurance Company, The | 19,794 | $640.5K | 0.00% | +203+1.0% | Added |
| M Holdings Securities, Inc. | 20,250 | $655.0K | 0.07% | −900−4.3% | Reduced |
| Royal Bank of Canada | 20,296 | $657.0K | 0.00% | +7,222+55.2% | Added |
| Legato Capital Management LLC | 20,353 | $658.6K | 0.13% | +20,353 | New |
| Hillsdale Investment Management Inc. | 20,400 | $660.1K | 0.06% | +20,400 | New |
| Ensign Peak Advisors, Inc | 20,640 | $667.9K | 0.00% | +4,250+25.9% | Added |
| Dynamic Technology Lab Private Ltd | 20,680 | $669.0K | 0.07% | −17,070−45.2% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $674.8K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,968 | $678.5K | 0.00% | −120,336−85.2% | Reduced |
| Capital Impact Advisors, LLC | 21,262 | $688.0K | 0.67% | +851+4.2% | Added |
| Walleye Capital LLC | 21,264 | $688.1K | 0.01% | +21,264 | New |
| Jump Financial, LLC | 21,311 | $689.6K | 0.04% | +21,311 | New |
| New York Life Investment Management LLC | 21,521 | $696.4K | 0.01% | +2,310+12.0% | Added |
| American International Group, Inc. | 23,495 | $760.3K | 0.01% | +178+0.8% | Added |
| Panagora Asset Management Inc | 23,508 | $760.7K | 0.00% | −1,341−5.4% | Reduced |
| STRS Ohio | 24,700 | $799.0K | 0.00% | −5,800−19.0% | Reduced |
| Deutsche Bank AG | 25,526 | $826.0K | 0.00% | +2,747+12.1% | Added |
| MetLife Investment Management | 26,712 | $864.4K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 27,420 | $887.3K | 0.00% | +17,690+181.8% | Added |
| Graham Capital Management, L.P. | 28,159 | $911.2K | 0.03% | +14,689+109.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,381 | $950.8K | 0.00% | 00.0% | Unchanged |