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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 26,712 | $862.5K | 0.01% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 25,580 | $826.0K | 0.12% | +25,580 | New |
| Barclays PLC | 25,234 | $814.8K | 0.00% | +7,514+42.4% | Added |
| American International Group, Inc. | 23,972 | $774.1K | 0.01% | +477+2.0% | Added |
| STRS Ohio | 24,000 | $774.0K | 0.00% | −700−2.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,769 | $767.5K | 0.00% | −5,612−19.1% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $673.3K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,640 | $666.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,477 | $661.2K | 0.00% | −491−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 20,400 | $658.7K | 0.06% | 00.0% | Unchanged |
| Legato Capital Management LLC | 20,353 | $657.2K | 0.12% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 20,250 | $654.0K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,835 | $640.5K | 0.00% | +41+0.2% | Added |
| Teacher Retirement System of Texas | 19,188 | $620.0K | 0.00% | +19,188 | New |
| Commerce Bank | 19,041 | $614.8K | 0.00% | −250−1.3% | Reduced |
| Legacy Advisors, LLC | 19,000 | $613.5K | 0.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,967 | $612.4K | 0.00% | −4,541−19.3% | Reduced |
| Royal Bank of Canada | 18,763 | $607.0K | 0.00% | −1,533−7.6% | Reduced |
| State Board of Administration of Florida Retirement System | 18,709 | $604.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 17,674 | $572.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,263 | $557.4K | 0.00% | +1,438+9.1% | Added |
| XTX Topco Ltd | 16,320 | $527.0K | 0.11% | −3,217−16.5% | Reduced |
| Petrus Trust Company, LTA | 15,915 | $513.9K | 0.06% | +15,915 | New |
| Quadrature Capital Ltd | 15,334 | $495.3K | 0.01% | +15,334 | New |
| Capital Impact Advisors, LLC | 14,990 | $484.0K | 0.59% | −6,272−29.5% | Reduced |
| Prelude Capital Management, LLC | 14,960 | $483.1K | 0.03% | −223−1.5% | Reduced |
| PDT Partners, LLC | 14,703 | $474.8K | 0.06% | +14,703 | New |
| The PNC Financial Services Group, Inc. | 14,565 | $470.3K | 0.00% | −636−4.2% | Reduced |
| Arizona State Retirement System | 14,460 | $466.9K | 0.00% | +456+3.3% | Added |
| Squarepoint Ops LLC | 14,214 | $459.0K | 0.00% | +14,214 | New |
| Wells Fargo & Company | 13,658 | $441.0K | 0.00% | +9,419+222.2% | Added |
| Kula Investments, LLC | 13,001 | $419.8K | 0.10% | +13,001 | New |
| Raymond James Financial Services Advisors, Inc. | 12,835 | $414.4K | 0.00% | −416−3.1% | Reduced |
| First Republic Investment Management, Inc. | 12,393 | $400.2K | 0.00% | +2,315+23.0% | Added |
| Ziegler Capital Management, LLC | 11,742 | $379.1K | 0.01% | +11,742 | New |
| Spouting Rock Asset Management, LLC | 11,163 | $360.5K | 0.13% | +924+9.0% | Added |
| Raymond James & Associates | 10,922 | $352.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,890 | $351.6K | 0.00% | −757−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,644 | $344.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,284 | $332.0K | 0.00% | −4,391−29.9% | Reduced |
| Man Group plc | – | $310.0K | 0.00% | – | New |
| PFS Investments Inc. | 9,909 | $302.0K | 0.01% | +3,344+50.9% | Added |
| Synovus Financial Corp | 9,328 | $301.2K | 0.00% | −3,220−25.7% | Reduced |
| Numerai GP LLC | 9,194 | $296.9K | 0.10% | +9,194 | New |
| Oppenheimer Asset Management Inc. | 8,876 | $286.6K | 0.00% | +185+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,915 | $255.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,772 | $251.0K | 0.00% | −42−0.5% | Reduced |
| Captrust Financial Advisors | 7,708 | $248.9K | 0.00% | +7,708 | New |
| Aigen Investment Management, LP | 7,404 | $239.1K | 0.03% | +7,404 | New |
| Mariner, LLC | 7,372 | $238.0K | 0.00% | +913+14.1% | Added |
| Keybank National Association | 6,819 | $220.2K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,800 | $220.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 6,703 | $216.4K | 0.00% | +6,703 | New |
| Gotham Asset Management, LLC | 6,661 | $215.1K | 0.01% | +6,661 | New |
| Rockefeller Capital Management L.P. | 6,553 | $211.0K | 0.00% | +2,091+46.9% | Added |
| CI Private Wealth, LLC | 6,528 | $210.8K | 0.00% | +6,528 | New |
| Atom Investors LP | 6,415 | $207.1K | 0.11% | −3,984−38.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,409 | $207.0K | 0.01% | +5,939+1,263.6% | Added |
| Amalgamated Bank | 6,104 | $197.0K | 0.00% | −1,029−14.4% | Reduced |
| BloombergSen Inc. | 5,400 | $174.4K | 0.01% | −100−1.8% | Reduced |
| Dark Forest Capital Management LP | 4,522 | $146.0K | 0.03% | +4,522 | New |
| Ameritas Investment Partners, Inc. | 3,989 | $128.8K | 0.01% | +242+6.5% | Added |
| Bessemer Group Inc | 3,941 | $127.0K | 0.00% | +3,941 | New |
| Point72 Middle East FZE | 3,294 | $106.4K | 0.01% | +3,294 | New |
| Metropolitan Life Insurance Co | 2,823 | $91.2K | 0.00% | −352−11.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,020 | $65.0K | 0.00% | −210−9.4% | Reduced |
| Assetmark, Inc | 1,685 | $54.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,425 | $46.0K | 0.01% | +41+3.0% | Added |
| Citigroup Inc | 1,387 | $44.8K | 0.00% | −336−19.5% | Reduced |
| Acadian Asset Management LLC | 1,349 | $43.0K | 0.00% | +1,349 | New |
| GWM Advisors LLC | 1,315 | $42.5K | 0.00% | −8−0.6% | Reduced |
| Fifth Third Bancorp | 1,290 | $41.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,043 | $33.7K | 0.00% | −201−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,007 | $32.5K | 0.00% | +11+1.1% | Added |
| First Horizon Advisors, Inc. | 923 | $29.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 868 | $28.0K | 0.00% | +43+5.2% | Added |
| Van Eck Associates Corp | 779 | $25.0K | 0.00% | −31−3.8% | Reduced |
| Park Place Capital Corp | 642 | $20.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 430 | $14.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 395 | $12.8K | 0.00% | +395 | New |
| TCI Wealth Advisors, Inc. | 359 | $11.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $9.69K | 0.01% | +300 | New |
| Quarry LP | 298 | $9.62K | 0.01% | +298 | New |
| Quadrant Capital Group LLC | 290 | $9.37K | 0.00% | +270+1,350.0% | Added |
| Cassady Schiller Wealth Management, LLC | 289 | $9.33K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 286 | $9.23K | 0.00% | −23−7.4% | Reduced |
| Washington Trust Advisors, Inc. | 246 | $7.94K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 209 | $6.75K | 0.00% | −3−1.4% | Reduced |
| Private Trust Co NA | 205 | $6.62K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 171 | $5.52K | 0.00% | +171 | New |
| Ameritas Advisory Services, LLC | 150 | $4.99K | 0.00% | +150 | New |
| Raleigh Capital Management Inc. | 102 | $3.29K | 0.00% | +22+27.5% | Added |
| 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 |
| Manchester Capital Management LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89 | $2.87K | 0.00% | +89 | New |
| SRS Capital Advisors, Inc. | 43 | $1.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $1.29K | 0.00% | +28+233.3% | Added |
| Glassman Wealth Services | 39 | $1.26K | 0.00% | 00.0% | Unchanged |