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.
Q2 2023 vs. Q1 2023
How the institutions holding Phreesia, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 207 | 1 | 193 | −13 |
| Shares | 50.2M | 13.0K | 50.9M | +630.0K (+1.3%) |
| Value | $1.62B | $419.8K | $1.58B | −$44.9M (−2.8%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Phreesia, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Loomis Sayles & Co L P | 911,936 | $28.3M | 0.05% |
| Thrivent Financial for Lutherans | 440,762 | $13.7M | 0.03% |
| Candriam Luxembourg S.C.A. | 70,000 | $2.17M | 0.02% |
| Diker Management LLC | 15,000 | $465.1K | 0.39% |
| UniSuper Management Pty Ltd | 14,277 | $442.7K | 0.01% |
| CenterBook Partners LP | 12,487 | $387.2K | 0.05% |
| AQR Capital Management LLC | 11,915 | $369.5K | 0.00% |
| HRT Financial LP | 10,515 | $326.0K | 0.00% |
| PEAK6 Investments LLC | 9,763 | $302.8K | 0.03% |
| Campbell & CO Investment Adviser LLC | 9,276 | $287.6K | 0.05% |
| WoodTrust Financial Corp | 9,250 | $287.0K | 0.05% |
| Stephens Inc | 9,248 | $286.8K | 0.01% |
| ProShare Advisors LLC | 6,643 | $206.0K | 0.00% |
| Group One Trading, L.P. | 1,300 | $40.3K | 0.00% |
| Arcadia Investment Management Corp | 1,200 | $37.2K | 0.01% |
| Simplex Trading, LLC | 696 | $21.0K | 0.00% |
| O'Dell Group, LLC | 250 | $7.75K | 0.00% |
| Versant Capital Management, Inc | 31 | $961 | 0.00% |
| Bell Investment Advisors, Inc | 23 | $714 | 0.00% |
Sold out (32)
Institutions that held Phreesia, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
Not filed for Q2 2023 yet (1)
Institutions that held Phreesia, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Kula Investments, LLC | 13,001 | $419.8K |