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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −30,698−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −29,739−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −29,146−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −25,580−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18,967−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,284−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −9,194−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,708−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,404−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,661−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |