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, Q2 2023
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 193
- −13 vs. Q1 2023
- Shares held
- 50.9M
- +630.0K (+1.3%) vs. Q1 2023
- Total value
- $1.58B
- −$44.9M (−2.8%) vs. Q1 2023
- New holders
- 19
- 59 more added
- Sold out
- 32
- 76 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $341 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $373 | 0.00% | −28−70.0% | Reduced |
| Quadrant Capital Group LLC | 20 | $621 | 0.00% | −270−93.1% | Reduced |
| Bell Investment Advisors, Inc | 23 | $714 | 0.00% | +23 | New |
| IFP Advisors, Inc | 30 | $752 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $961 | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $1.05K | 0.00% | +3+9.7% | Added |
| Glassman Wealth Services | 39 | $1.21K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $1.33K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 57 | $1.77K | 0.00% | −100,011−99.9% | Reduced |
| GWM Advisors LLC | 78 | $2.42K | 0.00% | −1,237−94.1% | Reduced |
| Manchester Capital Management LLC | 78 | $2.42K | 0.00% | −15−16.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 93 | $2.88K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 716 | $3.10K | 0.00% | +616+616.0% | Added |
| Hillsdale Investment Management Inc. | 110 | $3.41K | 0.00% | −20,290−99.5% | Reduced |
| Raleigh Capital Management Inc. | 148 | $4.60K | 0.00% | +46+45.1% | Added |
| Private Trust Co NA | 195 | $6.05K | 0.00% | −10−4.9% | Reduced |
| Signaturefd, LLC | 198 | $6.14K | 0.00% | −11−5.3% | Reduced |
| Washington Trust Advisors, Inc. | 246 | $7.63K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 250 | $7.75K | 0.00% | +250 | New |
| Cassady Schiller Wealth Management, LLC | 289 | $8.96K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 457 | $14.0K | 0.00% | +27+6.3% | Added |
| Park Place Capital Corp | 642 | $19.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 696 | $21.0K | 0.00% | +696 | New |
| Advisor Group Holdings, Inc. | 689 | $21.4K | 0.00% | −318−31.6% | Reduced |
| Van Eck Associates Corp | 779 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 901 | $28.0K | 0.00% | +33+3.8% | Added |
| First Horizon Advisors, Inc. | 923 | $28.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,039 | $32.2K | 0.00% | −4−0.4% | Reduced |
| Arcadia Investment Management Corp | 1,200 | $37.2K | 0.01% | +1,200 | New |
| Fifth Third Bancorp | 1,290 | $40.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,300 | $40.3K | 0.00% | +1,300 | New |
| Tower Research Capital LLC (TRC) | 1,436 | $44.5K | 0.00% | −4,973−77.6% | Reduced |
| Assetmark, Inc | 1,685 | $52.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,918 | $59.5K | 0.02% | +493+34.6% | Added |
| Nisa Investment Advisors, LLC | 2,020 | $62.6K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 2,800 | $86.8K | 0.01% | −2,600−48.1% | Reduced |
| Metropolitan Life Insurance Co | 2,823 | $87.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,012 | $114.4K | 0.00% | −541−8.3% | Reduced |
| Bessemer Group Inc | 3,941 | $122.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,989 | $123.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,528 | $202.4K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 6,638 | $205.8K | 0.00% | −65−1.0% | Reduced |
| ProShare Advisors LLC | 6,643 | $206.0K | 0.00% | +6,643 | New |
| Handelsbanken Fonder AB | 6,800 | $211.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,809 | $211.1K | 0.04% | −9,511−58.3% | Reduced |
| Dark Forest Capital Management LP | 7,182 | $222.7K | 0.02% | +2,660+58.8% | Added |
| US Bancorp | 7,411 | $229.8K | 0.00% | −361−4.6% | Reduced |
| Amalgamated Bank | 7,716 | $239.0K | 0.00% | +1,612+26.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,915 | $245.4K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,544 | $264.9K | 0.00% | −784−8.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,775 | $272.1K | 0.00% | −101−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,932 | $277.0K | 0.03% | −28,668−76.2% | Reduced |
| Stephens Inc | 9,248 | $286.8K | 0.01% | +9,248 | New |
| WoodTrust Financial Corp | 9,250 | $287.0K | 0.05% | +9,250 | New |
| Campbell & CO Investment Adviser LLC | 9,276 | $287.6K | 0.05% | +9,276 | New |
| PEAK6 Investments LLC | 9,763 | $302.8K | 0.03% | +9,763 | New |
| HRT Financial LP | 10,515 | $326.0K | 0.00% | +10,515 | New |
| Public Employees Retirement Association of Colorado | 10,644 | $330.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 10,689 | $331.5K | 0.00% | +3,870+56.8% | Added |
| Raymond James & Associates | 10,922 | $338.7K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 11,010 | $341.0K | 0.01% | +1,101+11.1% | Added |
| First Republic Investment Management, Inc. | 11,473 | $355.8K | 0.00% | −920−7.4% | Reduced |
| Spouting Rock Asset Management, LLC | 11,486 | $356.2K | 0.13% | +323+2.9% | Added |
| Petrus Trust Company, LTA | 11,582 | $359.2K | 0.04% | −4,333−27.2% | Reduced |
| Ziegler Capital Management, LLC | 11,742 | $364.1K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,915 | $369.5K | 0.00% | +11,915 | New |
| CenterBook Partners LP | 12,487 | $387.2K | 0.05% | +12,487 | New |
| Los Angeles Capital Management LLC | 12,794 | $396.7K | 0.00% | +1,904+17.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,809 | $397.2K | 0.00% | −26−0.2% | Reduced |
| Royal Bank of Canada | 13,472 | $418.0K | 0.00% | −5,291−28.2% | Reduced |
| Arizona State Retirement System | 14,237 | $441.5K | 0.00% | −223−1.5% | Reduced |
| UniSuper Management Pty Ltd | 14,277 | $442.7K | 0.01% | +14,277 | New |
| State Board of Administration of Florida Retirement System | 14,499 | $449.6K | 0.00% | −4,210−22.5% | Reduced |
| Federated Hermes, Inc. | 14,643 | $454.1K | 0.00% | −93,857−86.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,909 | $462.3K | 0.00% | +344+2.4% | Added |
| Diker Management LLC | 15,000 | $465.1K | 0.39% | +15,000 | New |
| Capital Impact Advisors, LLC | 15,771 | $489.1K | 0.54% | +781+5.2% | Added |
| Susquehanna International Group, LLP | 15,832 | $490.9K | 0.00% | −41,975−72.6% | Reduced |
| Envestnet Asset Management Inc | 16,503 | $511.8K | 0.00% | −760−4.4% | Reduced |
| Citigroup Inc | 16,642 | $516.1K | 0.00% | +15,255+1,099.9% | Added |
| Cubist Systematic Strategies, LLC | 16,937 | $525.2K | 0.01% | −156,759−90.2% | Reduced |
| Quadrature Capital Ltd | 16,958 | $525.5K | 0.01% | +1,624+10.6% | Added |
| Commerce Bank | 18,766 | $581.9K | 0.00% | −275−1.4% | Reduced |
| Great West Life Assurance Co | 18,863 | $588.0K | 0.00% | +1,189+6.7% | Added |
| Legacy Advisors, LLC | 19,000 | $589.2K | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 19,448 | $603.1K | 0.00% | −5,786−22.9% | Reduced |
| Teacher Retirement System of Texas | 20,181 | $626.0K | 0.00% | +993+5.2% | Added |
| M Holdings Securities, Inc. | 20,250 | $628.0K | 0.13% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 20,545 | $637.1K | 0.00% | +710+3.6% | Added |
| Voya Investment Management LLC | 20,554 | $637.4K | 0.00% | +77+0.4% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $646.7K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 21,008 | $651.5K | 0.05% | +6,048+40.4% | Added |
| PDT Partners, LLC | 21,800 | $676.0K | 0.09% | +7,097+48.3% | Added |
| Premier Fund Managers Ltd | 22,983 | $686.0K | 0.03% | −10,230−30.8% | Reduced |
| Ensign Peak Advisors, Inc | 22,140 | $686.6K | 0.00% | +1,500+7.3% | Added |