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, Q3 2023
Institutional positions in Phreesia, Inc. as of Sep 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
- 176
- −16 vs. Q2 2023
- Shares held
- 52.2M
- +1.35M (+2.7%) vs. Q2 2023
- Total value
- $975.1M
- −$601.7M (−38.2%) vs. Q2 2023
- New holders
- 20
- 67 more added
- Sold out
- 36
- 58 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | −148−100.0% | Reduced |
| Quadrant Capital Group LLC | 10 | $187 | 0.00% | −10−50.0% | Reduced |
| Allworth Financial LP | 12 | $225 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $560 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $635 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 39 | $729 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 40 | $732 | 0.00% | +40 | New |
| SRS Capital Advisors, Inc. | 43 | $804 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $1.03K | 0.00% | +55 | New |
| Signaturefd, LLC | 64 | $1.20K | 0.00% | −134−67.7% | Reduced |
| Russell Investments Group, Ltd. | 69 | $1.29K | 0.00% | +12+21.1% | Added |
| GWM Advisors LLC | 78 | $1.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 93 | $1.74K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $1.87K | 0.00% | −616−86.0% | Reduced |
| AllSquare Wealth Management LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 180 | $3.36K | 0.00% | +70+63.6% | Added |
| Private Trust Co NA | 195 | $3.64K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 231 | $4.32K | 0.00% | −16,411−98.6% | Reduced |
| Washington Trust Advisors, Inc. | 246 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 289 | $5.40K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 642 | $12.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 779 | $15.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 867 | $16.2K | 0.00% | +867 | New |
| Harel Insurance Investments & Financial Services Ltd. | 899 | $17.0K | 0.00% | −2−0.2% | Reduced |
| First Horizon Advisors, Inc. | 923 | $17.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,011 | $18.9K | 0.00% | −28−2.7% | Reduced |
| CWM, LLC | 1,282 | $24.0K | 0.00% | +825+180.5% | Added |
| Fifth Third Bancorp | 1,290 | $24.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,689 | $31.6K | 0.00% | +4+0.2% | Added |
| Advisor Group Holdings, Inc. | 1,772 | $33.1K | 0.00% | +1,083+157.2% | Added |
| Simplex Trading, LLC | 1,948 | $36.0K | 0.00% | +1,252+179.9% | Added |
| Nisa Investment Advisors, LLC | 2,009 | $37.5K | 0.00% | −11−0.5% | Reduced |
| Point72 Middle East FZE | 2,228 | $41.6K | 0.00% | +2,228 | New |
| Acadian Asset Management LLC | 2,866 | $53.0K | 0.00% | +2,866 | New |
| State of Wyoming | 2,848 | $53.2K | 0.01% | +930+48.5% | Added |
| Metropolitan Life Insurance Co | 2,949 | $55.1K | 0.00% | +126+4.5% | Added |
| Bessemer Group Inc | 3,941 | $74.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,771 | $89.1K | 0.00% | +4,771 | New |
| Ameritas Investment Partners, Inc. | 5,075 | $94.8K | 0.00% | +1,086+27.2% | Added |
| Tower Research Capital LLC (TRC) | 6,862 | $128.2K | 0.00% | +5,426+377.9% | Added |
| SG Americas Securities, LLC | 7,073 | $132.0K | 0.00% | +7,073 | New |
| Allspring Global Investments Holdings, LLC | 7,131 | $133.2K | 0.00% | −178,636−96.2% | Reduced |
| US Bancorp | 7,261 | $135.6K | 0.00% | −150−2.0% | Reduced |
| Counterpoint Mutual Funds LLC | 7,358 | $137.4K | 0.11% | +7,358 | New |
| Amalgamated Bank | 7,716 | $144.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,878 | $166.0K | 0.00% | −1,766−16.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,433 | $213.6K | 0.00% | +3,518+44.4% | Added |
| Ziegler Capital Management, LLC | 12,205 | $228.0K | 0.01% | +463+3.9% | Added |
| Mercer Global Advisors Inc | 12,305 | $230.0K | 0.00% | +12,305 | New |
| Synovus Financial Corp | 12,447 | $232.5K | 0.00% | +3,903+45.7% | Added |
| Wells Fargo & Company | 12,501 | $233.5K | 0.00% | −15,430−55.2% | Reduced |
| The PNC Financial Services Group, Inc. | 13,018 | $243.2K | 0.00% | −1,891−12.7% | Reduced |
| Spouting Rock Asset Management, LLC | 13,381 | $250.0K | 0.08% | +1,895+16.5% | Added |
| Two Sigma Investments, LP | 13,501 | $252.2K | 0.00% | −42,599−75.9% | Reduced |
| QRG Capital Management, Inc. | 14,006 | $261.6K | 0.00% | +14,006 | New |
| AQR Capital Management LLC | 14,019 | $261.9K | 0.00% | +2,104+17.7% | Added |
| UniSuper Management Pty Ltd | 14,277 | $266.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,539 | $271.6K | 0.00% | +302+2.1% | Added |
| Federated Hermes, Inc. | 14,643 | $273.5K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 14,713 | $274.8K | 0.27% | +14,713 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $275.1K | 0.00% | +230+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,122 | $282.5K | 0.00% | +2,313+18.1% | Added |
| Quadrature Capital Ltd | 15,395 | $287.9K | 0.01% | −1,563−9.2% | Reduced |
| Capital Impact Advisors, LLC | 15,771 | $294.6K | 0.49% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,908 | $298.0K | 0.00% | +2,436+18.1% | Added |
| CenterBook Partners LP | 18,426 | $344.2K | 0.04% | +5,939+47.6% | Added |
| Commerce Bank | 18,499 | $345.6K | 0.00% | −267−1.4% | Reduced |
| Barclays PLC | 18,572 | $346.9K | 0.00% | −876−4.5% | Reduced |
| Legacy Advisors, LLC | 19,000 | $354.9K | 0.06% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 20,000 | $374.0K | 0.05% | −250−1.2% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $389.5K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,859 | $389.6K | 0.00% | +305+1.5% | Added |
| Great West Life Assurance Co | 21,663 | $405.0K | 0.00% | +2,800+14.8% | Added |
| Arcadia Investment Management Corp | 21,700 | $405.4K | 0.09% | +20,500+1,708.3% | Added |
| Ensign Peak Advisors, Inc | 22,140 | $413.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 23,677 | $442.3K | 0.08% | +16,868+247.7% | Added |
| American International Group, Inc. | 25,751 | $481.0K | 0.00% | +1,163+4.7% | Added |
| STRS Ohio | 26,000 | $485.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,061 | $486.8K | 0.00% | +5,516+26.8% | Added |
| MetLife Investment Management | 26,712 | $499.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,342 | $510.7K | 0.00% | +3,831+16.3% | Added |
| Voloridge Investment Management, LLC | 27,372 | $511.3K | 0.00% | −3,762−12.1% | Reduced |
| Legato Capital Management LLC | 27,644 | $516.4K | 0.07% | −721−2.5% | Reduced |
| Prelude Capital Management, LLC | 29,848 | $557.6K | 0.05% | +8,840+42.1% | Added |
| Envestnet Asset Management Inc | 31,202 | $582.9K | 0.00% | +14,699+89.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 31,410 | $586.7K | 0.00% | +7,641+32.1% | Added |
| Putnam Investments LLC | 36,768 | $686.8K | 0.00% | +888+2.5% | Added |
| Nichols & Pratt Advisers LLP | 37,615 | $702.6K | 0.05% | −23,585−38.5% | Reduced |
| Susquehanna International Group, LLP | 38,652 | $722.0K | 0.00% | +22,820+144.1% | Added |
| UBS Group AG | 40,091 | $748.9K | 0.00% | −6,358−13.7% | Reduced |
| First Trust Advisors LP | 40,118 | $749.4K | 0.00% | −33,146−45.2% | Reduced |
| ClariVest Asset Management LLC | 41,225 | $769.0K | 0.04% | +24+0.1% | Added |
| Moody National Bank Trust Division | 42,046 | $785.4K | 0.05% | +12,364+41.7% | Added |
| Invesco Ltd. | 42,814 | $799.8K | 0.00% | +3,680+9.4% | Added |
| Legal & General Group Plc | 47,448 | $886.3K | 0.00% | −377−0.8% | Reduced |
| New York State Common Retirement Fund | 47,665 | $890.4K | 0.00% | +3,101+7.0% | Added |
| Price T Rowe Associates Inc | 47,727 | $893.0K | 0.00% | −16,194−25.3% | Reduced |