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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,643−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,528−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| BloombergSen Inc. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |