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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 20,250 | $628.0K | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 20,181 | $626.0K | 0.00% | +993+5.2% | Added |
| Barclays PLC | 19,448 | $603.1K | 0.00% | −5,786−22.9% | Reduced |
| Legacy Advisors, LLC | 19,000 | $589.2K | 0.09% | 00.0% | Unchanged |
| Great West Life Assurance Co | 18,863 | $588.0K | 0.00% | +1,189+6.7% | Added |
| Commerce Bank | 18,766 | $581.9K | 0.00% | −275−1.4% | Reduced |
| Quadrature Capital Ltd | 16,958 | $525.5K | 0.01% | +1,624+10.6% | Added |
| Cubist Systematic Strategies, LLC | 16,937 | $525.2K | 0.01% | −156,759−90.2% | Reduced |
| Citigroup Inc | 16,642 | $516.1K | 0.00% | +15,255+1,099.9% | Added |
| Envestnet Asset Management Inc | 16,503 | $511.8K | 0.00% | −760−4.4% | Reduced |
| Susquehanna International Group, LLP | 15,832 | $490.9K | 0.00% | −41,975−72.6% | Reduced |
| Capital Impact Advisors, LLC | 15,771 | $489.1K | 0.54% | +781+5.2% | Added |
| Diker Management LLC | 15,000 | $465.1K | 0.39% | +15,000 | New |
| The PNC Financial Services Group, Inc. | 14,909 | $462.3K | 0.00% | +344+2.4% | Added |
| Federated Hermes, Inc. | 14,643 | $454.1K | 0.00% | −93,857−86.5% | Reduced |
| State Board of Administration of Florida Retirement System | 14,499 | $449.6K | 0.00% | −4,210−22.5% | Reduced |
| UniSuper Management Pty Ltd | 14,277 | $442.7K | 0.01% | +14,277 | New |
| Arizona State Retirement System | 14,237 | $441.5K | 0.00% | −223−1.5% | Reduced |
| Royal Bank of Canada | 13,472 | $418.0K | 0.00% | −5,291−28.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,809 | $397.2K | 0.00% | −26−0.2% | Reduced |
| Los Angeles Capital Management LLC | 12,794 | $396.7K | 0.00% | +1,904+17.5% | Added |
| CenterBook Partners LP | 12,487 | $387.2K | 0.05% | +12,487 | New |
| AQR Capital Management LLC | 11,915 | $369.5K | 0.00% | +11,915 | New |
| Ziegler Capital Management, LLC | 11,742 | $364.1K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 11,582 | $359.2K | 0.04% | −4,333−27.2% | Reduced |
| Spouting Rock Asset Management, LLC | 11,486 | $356.2K | 0.13% | +323+2.9% | Added |
| First Republic Investment Management, Inc. | 11,473 | $355.8K | 0.00% | −920−7.4% | Reduced |
| PFS Investments Inc. | 11,010 | $341.0K | 0.01% | +1,101+11.1% | Added |
| Raymond James & Associates | 10,922 | $338.7K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 10,689 | $331.5K | 0.00% | +3,870+56.8% | Added |
| Public Employees Retirement Association of Colorado | 10,644 | $330.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,515 | $326.0K | 0.00% | +10,515 | New |
| PEAK6 Investments LLC | 9,763 | $302.8K | 0.03% | +9,763 | New |
| Campbell & CO Investment Adviser LLC | 9,276 | $287.6K | 0.05% | +9,276 | New |
| WoodTrust Financial Corp | 9,250 | $287.0K | 0.05% | +9,250 | New |
| Stephens Inc | 9,248 | $286.8K | 0.01% | +9,248 | New |
| Dynamic Technology Lab Private Ltd | 8,932 | $277.0K | 0.03% | −28,668−76.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,775 | $272.1K | 0.00% | −101−1.1% | Reduced |
| Synovus Financial Corp | 8,544 | $264.9K | 0.00% | −784−8.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,915 | $245.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,716 | $239.0K | 0.00% | +1,612+26.4% | Added |
| US Bancorp | 7,411 | $229.8K | 0.00% | −361−4.6% | Reduced |
| Dark Forest Capital Management LP | 7,182 | $222.7K | 0.02% | +2,660+58.8% | Added |
| XTX Topco Ltd | 6,809 | $211.1K | 0.04% | −9,511−58.3% | Reduced |
| Handelsbanken Fonder AB | 6,800 | $211.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,643 | $206.0K | 0.00% | +6,643 | New |
| Stifel Financial Corp | 6,638 | $205.8K | 0.00% | −65−1.0% | Reduced |
| CI Private Wealth, LLC | 6,528 | $202.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,989 | $123.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,941 | $122.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,012 | $114.4K | 0.00% | −541−8.3% | Reduced |
| Metropolitan Life Insurance Co | 2,823 | $87.5K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 2,800 | $86.8K | 0.01% | −2,600−48.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,020 | $62.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,918 | $59.5K | 0.02% | +493+34.6% | Added |
| Assetmark, Inc | 1,685 | $52.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,436 | $44.5K | 0.00% | −4,973−77.6% | Reduced |
| Group One Trading, L.P. | 1,300 | $40.3K | 0.00% | +1,300 | New |
| Fifth Third Bancorp | 1,290 | $40.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,200 | $37.2K | 0.01% | +1,200 | New |
| Parallel Advisors, LLC | 1,039 | $32.2K | 0.00% | −4−0.4% | Reduced |
| First Horizon Advisors, Inc. | 923 | $28.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 901 | $28.0K | 0.00% | +33+3.8% | Added |
| Van Eck Associates Corp | 779 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 689 | $21.4K | 0.00% | −318−31.6% | Reduced |
| Simplex Trading, LLC | 696 | $21.0K | 0.00% | +696 | New |
| Park Place Capital Corp | 642 | $19.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 457 | $14.0K | 0.00% | +27+6.3% | Added |
| Cassady Schiller Wealth Management, LLC | 289 | $8.96K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 250 | $7.75K | 0.00% | +250 | New |
| Washington Trust Advisors, Inc. | 246 | $7.63K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 198 | $6.14K | 0.00% | −11−5.3% | Reduced |
| Private Trust Co NA | 195 | $6.05K | 0.00% | −10−4.9% | Reduced |
| Raleigh Capital Management Inc. | 148 | $4.60K | 0.00% | +46+45.1% | Added |
| Hillsdale Investment Management Inc. | 110 | $3.41K | 0.00% | −20,290−99.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 716 | $3.10K | 0.00% | +616+616.0% | Added |
| AllSquare Wealth Management LLC | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 93 | $2.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89 | $2.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 57 | $1.77K | 0.00% | −100,011−99.9% | Reduced |
| SRS Capital Advisors, Inc. | 43 | $1.33K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 39 | $1.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $1.05K | 0.00% | +3+9.7% | Added |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $961 | 0.00% | +31 | New |
| IFP Advisors, Inc | 30 | $752 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $714 | 0.00% | +23 | New |
| Quadrant Capital Group LLC | 20 | $621 | 0.00% | −270−93.1% | Reduced |
| Allworth Financial LP | 12 | $373 | 0.00% | −28−70.0% | Reduced |
| Lindbrook Capital, LLC | 11 | $341 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −151,769−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −83,946−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −56,269−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −45,871−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |