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, Q1 2023
Institutional positions in Phreesia, Inc. as of Mar 31, 2023. 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
- 207
- +27 vs. Q4 2022
- Shares held
- 50.2M
- +1.52M (+3.1%) vs. Q4 2022
- Total value
- $1.62B
- +$45.9M (+2.9%) vs. Q4 2022
- New holders
- 44
- 68 more added
- Sold out
- 17
- 57 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $355 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19 | $614 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $752 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 29 | $936 | 0.00% | −75−72.1% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 31 | $1.00K | 0.00% | +4+14.8% | Added |
| Glassman Wealth Services | 39 | $1.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $1.29K | 0.00% | +28+233.3% | Added |
| SRS Capital Advisors, Inc. | 43 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89 | $2.87K | 0.00% | +89 | New |
| Bellevue Asset Management, LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $3.23K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 102 | $3.29K | 0.00% | +22+27.5% | Added |
| Ameritas Advisory Services, LLC | 150 | $4.99K | 0.00% | +150 | New |
| HighMark Wealth Management LLC | 171 | $5.52K | 0.00% | +171 | New |
| Private Trust Co NA | 205 | $6.62K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 209 | $6.75K | 0.00% | −3−1.4% | Reduced |
| Washington Trust Advisors, Inc. | 246 | $7.94K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 286 | $9.23K | 0.00% | −23−7.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 289 | $9.33K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 290 | $9.37K | 0.00% | +270+1,350.0% | Added |
| Quarry LP | 298 | $9.62K | 0.01% | +298 | New |
| Optimum Investment Advisors | 300 | $9.69K | 0.01% | +300 | New |
| TCI Wealth Advisors, Inc. | 359 | $11.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 395 | $12.8K | 0.00% | +395 | New |
| CWM, LLC | 430 | $14.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 642 | $20.7K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 779 | $25.0K | 0.00% | −31−3.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 868 | $28.0K | 0.00% | +43+5.2% | Added |
| First Horizon Advisors, Inc. | 923 | $29.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,007 | $32.5K | 0.00% | +11+1.1% | Added |
| Parallel Advisors, LLC | 1,043 | $33.7K | 0.00% | −201−16.2% | Reduced |
| Fifth Third Bancorp | 1,290 | $41.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,315 | $42.5K | 0.00% | −8−0.6% | Reduced |
| Acadian Asset Management LLC | 1,349 | $43.0K | 0.00% | +1,349 | New |
| Citigroup Inc | 1,387 | $44.8K | 0.00% | −336−19.5% | Reduced |
| State of Wyoming | 1,425 | $46.0K | 0.01% | +41+3.0% | Added |
| Assetmark, Inc | 1,685 | $54.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,020 | $65.0K | 0.00% | −210−9.4% | Reduced |
| Metropolitan Life Insurance Co | 2,823 | $91.2K | 0.00% | −352−11.1% | Reduced |
| Point72 Middle East FZE | 3,294 | $106.4K | 0.01% | +3,294 | New |
| Bessemer Group Inc | 3,941 | $127.0K | 0.00% | +3,941 | New |
| Ameritas Investment Partners, Inc. | 3,989 | $128.8K | 0.01% | +242+6.5% | Added |
| Dark Forest Capital Management LP | 4,522 | $146.0K | 0.03% | +4,522 | New |
| BloombergSen Inc. | 5,400 | $174.4K | 0.01% | −100−1.8% | Reduced |
| Amalgamated Bank | 6,104 | $197.0K | 0.00% | −1,029−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,409 | $207.0K | 0.01% | +5,939+1,263.6% | Added |
| Atom Investors LP | 6,415 | $207.1K | 0.11% | −3,984−38.3% | Reduced |
| CI Private Wealth, LLC | 6,528 | $210.8K | 0.00% | +6,528 | New |
| Rockefeller Capital Management L.P. | 6,553 | $211.0K | 0.00% | +2,091+46.9% | Added |
| Gotham Asset Management, LLC | 6,661 | $215.1K | 0.01% | +6,661 | New |
| Stifel Financial Corp | 6,703 | $216.4K | 0.00% | +6,703 | New |
| Handelsbanken Fonder AB | 6,800 | $220.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 6,819 | $220.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,372 | $238.0K | 0.00% | +913+14.1% | Added |
| Aigen Investment Management, LP | 7,404 | $239.1K | 0.03% | +7,404 | New |
| Captrust Financial Advisors | 7,708 | $248.9K | 0.00% | +7,708 | New |
| US Bancorp | 7,772 | $251.0K | 0.00% | −42−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,915 | $255.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,876 | $286.6K | 0.00% | +185+2.1% | Added |
| Numerai GP LLC | 9,194 | $296.9K | 0.10% | +9,194 | New |
| Synovus Financial Corp | 9,328 | $301.2K | 0.00% | −3,220−25.7% | Reduced |
| PFS Investments Inc. | 9,909 | $302.0K | 0.01% | +3,344+50.9% | Added |
| Man Group plc | – | $310.0K | 0.00% | – | New |
| SG Americas Securities, LLC | 10,284 | $332.0K | 0.00% | −4,391−29.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,644 | $344.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,890 | $351.6K | 0.00% | −757−6.5% | Reduced |
| Raymond James & Associates | 10,922 | $352.7K | 0.00% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 11,163 | $360.5K | 0.13% | +924+9.0% | Added |
| Ziegler Capital Management, LLC | 11,742 | $379.1K | 0.01% | +11,742 | New |
| First Republic Investment Management, Inc. | 12,393 | $400.2K | 0.00% | +2,315+23.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,835 | $414.4K | 0.00% | −416−3.1% | Reduced |
| Kula Investments, LLC | 13,001 | $419.8K | 0.10% | +13,001 | New |
| Wells Fargo & Company | 13,658 | $441.0K | 0.00% | +9,419+222.2% | Added |
| Squarepoint Ops LLC | 14,214 | $459.0K | 0.00% | +14,214 | New |
| Arizona State Retirement System | 14,460 | $466.9K | 0.00% | +456+3.3% | Added |
| The PNC Financial Services Group, Inc. | 14,565 | $470.3K | 0.00% | −636−4.2% | Reduced |
| PDT Partners, LLC | 14,703 | $474.8K | 0.06% | +14,703 | New |
| Prelude Capital Management, LLC | 14,960 | $483.1K | 0.03% | −223−1.5% | Reduced |
| Capital Impact Advisors, LLC | 14,990 | $484.0K | 0.59% | −6,272−29.5% | Reduced |
| Quadrature Capital Ltd | 15,334 | $495.3K | 0.01% | +15,334 | New |
| Petrus Trust Company, LTA | 15,915 | $513.9K | 0.06% | +15,915 | New |
| XTX Topco Ltd | 16,320 | $527.0K | 0.11% | −3,217−16.5% | Reduced |
| Envestnet Asset Management Inc | 17,263 | $557.4K | 0.00% | +1,438+9.1% | Added |
| Great West Life Assurance Co | 17,674 | $572.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,709 | $604.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,763 | $607.0K | 0.00% | −1,533−7.6% | Reduced |
| Panagora Asset Management Inc | 18,967 | $612.4K | 0.00% | −4,541−19.3% | Reduced |
| Legacy Advisors, LLC | 19,000 | $613.5K | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 19,041 | $614.8K | 0.00% | −250−1.3% | Reduced |
| Teacher Retirement System of Texas | 19,188 | $620.0K | 0.00% | +19,188 | New |
| Manufacturers Life Insurance Company, The | 19,835 | $640.5K | 0.00% | +41+0.2% | Added |
| M Holdings Securities, Inc. | 20,250 | $654.0K | 0.07% | 00.0% | Unchanged |
| Legato Capital Management LLC | 20,353 | $657.2K | 0.12% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 20,400 | $658.7K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,477 | $661.2K | 0.00% | −491−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 20,640 | $666.5K | 0.00% | 00.0% | Unchanged |