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.
Q3 2023 vs. Q2 2023
How the institutions holding Phreesia, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 193 | 1 | 176 | −16 |
| Shares | 50.9M | 11.0K | 52.2M | +1.35M (+2.7%) |
| Value | $1.58B | $341.0K | $975.1M | −$601.7M (−38.2%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Phreesia, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Point72 Asset Management, L.P. | 665,203 | $12.4M | 0.04% |
| Woodline Partners LP | 394,082 | $7.36M | 0.09% |
| Schroder Investment Management Group | 348,730 | $6.51M | 0.01% |
| Polar Asset Management Partners Inc. | 315,500 | $5.89M | 0.14% |
| Weiss Multi-Strategy Advisers LLC | 227,864 | $4.26M | 0.10% |
| B. Riley Asset Management, LLC | 173,579 | $3.24M | 1.29% |
| Walleye Capital LLC | 97,192 | $1.82M | 0.03% |
| Boothbay Fund Management, LLC | 85,030 | $1.59M | 0.06% |
| Renaissance Technologies LLC | 60,000 | $1.12M | 0.00% |
| Keebeck Alpha, LP | 14,713 | $274.8K | 0.27% |
| QRG Capital Management, Inc. | 14,006 | $261.6K | 0.00% |
| Mercer Global Advisors Inc | 12,305 | $230.0K | 0.00% |
| Counterpoint Mutual Funds LLC | 7,358 | $137.4K | 0.11% |
| SG Americas Securities, LLC | 7,073 | $132.0K | 0.00% |
| Walleye Trading LLC | 4,771 | $89.1K | 0.00% |
| Acadian Asset Management LLC | 2,866 | $53.0K | 0.00% |
| Point72 Middle East FZE | 2,228 | $41.6K | 0.00% |
| Comerica Bank | 867 | $16.2K | 0.00% |
| Central Trust Co | 55 | $1.03K | 0.00% |
| Headinvest, LLC | 40 | $732 | 0.00% |
Sold out (36)
Institutions that held Phreesia, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (1)
Institutions that held Phreesia, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| PFS Investments Inc. | 11,010 | $341.0K |