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 |
|---|---|---|---|---|---|
| Huntington National Bank | 31 | $1.00K | 0.00% | +4+14.8% | Added |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 29 | $936 | 0.00% | −75−72.1% | Reduced |
| IFP Advisors, Inc | 30 | $752 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19 | $614 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $355 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −1,366,329−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −325,653−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −109,091−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −85,390−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −83,844−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −78,638−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −41,235−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −30,506−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −21,521−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,311−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,264−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −18,882−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |