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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 19,794 | $640.5K | 0.00% | +203+1.0% | Added |
| XTX Topco Ltd | 19,537 | $632.2K | 0.13% | −4,873−20.0% | Reduced |
| Commerce Bank | 19,291 | $624.3K | 0.01% | −355−1.8% | Reduced |
| Legacy Advisors, LLC | 19,000 | $614.8K | 0.11% | 00.0% | Unchanged |
| Wellington Management Group LLP | 18,882 | $611.0K | 0.00% | +8,344+79.2% | Added |
| State Board of Administration of Florida Retirement System | 18,709 | $605.4K | 0.00% | −11,710−38.5% | Reduced |
| Great West Life Assurance Co | 17,674 | $575.0K | 0.00% | +7,503+73.8% | Added |
| Barclays PLC | 17,720 | $573.4K | 0.00% | +11,536+186.5% | Added |
| Envestnet Asset Management Inc | 15,825 | $512.1K | 0.00% | +352+2.3% | Added |
| Moody National Bank Trust Division | 15,718 | $509.0K | 0.04% | +3,760+31.4% | Added |
| The PNC Financial Services Group, Inc. | 15,201 | $491.9K | 0.00% | −2,400−13.6% | Reduced |
| Prelude Capital Management, LLC | 15,183 | $491.3K | 0.03% | +3,377+28.6% | Added |
| SG Americas Securities, LLC | 14,675 | $475.0K | 0.01% | +6,379+76.9% | Added |
| Arizona State Retirement System | 14,004 | $453.2K | 0.00% | +537+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,251 | $428.8K | 0.00% | −196−1.5% | Reduced |
| Synovus Financial Corp | 12,548 | $406.1K | 0.00% | −5,942−32.1% | Reduced |
| Los Angeles Capital Management LLC | 11,647 | $376.9K | 0.00% | −1,200−9.3% | Reduced |
| Raymond James & Associates | 10,922 | $353.4K | 0.00% | +161+1.5% | Added |
| Jane Street Group, LLC | 10,907 | $353.0K | 0.00% | −749−6.4% | Reduced |
| Public Employees Retirement Association of Colorado | 10,644 | $344.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 10,399 | $336.5K | 0.17% | −23,221−69.1% | Reduced |
| Spouting Rock Asset Management, LLC | 10,239 | $331.3K | 0.25% | −739−6.7% | Reduced |
| First Republic Investment Management, Inc. | 10,078 | $326.1K | 0.00% | −377−3.6% | Reduced |
| Oppenheimer Asset Management Inc. | 8,691 | $281.2K | 0.00% | −467−5.1% | Reduced |
| Occudo Quantitative Strategies LP | 8,272 | $267.7K | 0.03% | −19,496−70.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,915 | $256.1K | 0.00% | +1,878+31.1% | Added |
| US Bancorp | 7,814 | $252.9K | 0.00% | −386−4.7% | Reduced |
| Amalgamated Bank | 7,133 | $231.0K | 0.00% | +102+1.5% | Added |
| Keybank National Association | 6,819 | $220.7K | 0.00% | +6,819 | New |
| Handelsbanken Fonder AB | 6,800 | $220.0K | 0.00% | +6,800 | New |
| PFS Investments Inc. | 6,565 | $212.0K | 0.00% | +6,565 | New |
| Mariner, LLC | 6,459 | $209.0K | 0.00% | +6,459 | New |
| ProShare Advisors LLC | 6,391 | $206.8K | 0.00% | +6,391 | New |
| BloombergSen Inc. | 5,500 | $178.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,462 | $144.0K | 0.00% | −62−1.4% | Reduced |
| Wells Fargo & Company | 4,239 | $137.2K | 0.00% | −1,825−30.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,747 | $133.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,175 | $102.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,230 | $72.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,723 | $55.8K | 0.00% | −1,829−51.5% | Reduced |
| Assetmark, Inc | 1,685 | $54.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,384 | $44.8K | 0.01% | −40−2.8% | Reduced |
| Fifth Third Bancorp | 1,290 | $41.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,244 | $40.3K | 0.00% | +32+2.6% | Added |
| Advisor Group Holdings, Inc. | 996 | $34.0K | 0.00% | −80−7.4% | Reduced |
| First Horizon Advisors, Inc. | 923 | $29.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 825 | $27.0K | 0.00% | +1+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 818 | $26.5K | 0.00% | −18−2.2% | Reduced |
| Van Eck Associates Corp | 810 | $26.0K | 0.00% | +234+40.6% | Added |
| Russell Investments Group, Ltd. | 748 | $24.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 642 | $21.0K | 0.01% | +642 | New |
| Tower Research Capital LLC (TRC) | 470 | $15.0K | 0.00% | −2,667−85.0% | Reduced |
| CWM, LLC | 430 | $14.0K | 0.00% | +122+39.6% | Added |
| TCI Wealth Advisors, Inc. | 359 | $11.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 309 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 289 | $9.35K | 0.01% | +289 | New |
| Zions Bancorporation, N.A. | 280 | $9.06K | 0.00% | +280 | New |
| Washington Trust Advisors, Inc. | 246 | $7.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 212 | $6.86K | 0.00% | +50+30.9% | Added |
| Ellevest, Inc. | 104 | $3.37K | 0.00% | +83+395.2% | Added |
| AllSquare Wealth Management LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $3.24K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 93 | $3.01K | 0.00% | −26−21.8% | Reduced |
| Bellevue Asset Management, LLC | 93 | $2.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 80 | $2.59K | 0.00% | +41+105.1% | Added |
| Truvestments Capital LLC | 73 | $2.36K | 0.00% | +73 | New |
| SRS Capital Advisors, Inc. | 43 | $1.39K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 39 | $1.26K | 0.00% | 00.0% | Unchanged |
| 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 |
| Accurate Wealth Management, LLC | 26 | $886 | 0.00% | +26 | New |
| Huntington National Bank | 27 | $873 | 0.00% | −21−43.8% | Reduced |
| Quadrant Capital Group LLC | 20 | $647 | 0.00% | −19−48.7% | Reduced |
| Advisory Services Network, LLC | 19 | $615 | 0.00% | +19 | New |
| Allworth Financial LP | 12 | $388 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $356 | 0.00% | −295−96.4% | Reduced |
| GWM Advisors LLC | 1,323 | $43 | 0.00% | +1,323 | New |
| Ronald Blue Trust, Inc. | 13 | $0 | 0.00% | −186−93.5% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −83,456−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −79,589−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −66,662−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,901−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −48,713−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,327−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,711−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −9,613−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |