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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 21,663 | $405.0K | 0.00% | +2,800+14.8% | Added |
| Voya Investment Management LLC | 20,859 | $389.6K | 0.00% | +305+1.5% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $389.5K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 20,000 | $374.0K | 0.05% | −250−1.2% | Reduced |
| Legacy Advisors, LLC | 19,000 | $354.9K | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 18,572 | $346.9K | 0.00% | −876−4.5% | Reduced |
| Commerce Bank | 18,499 | $345.6K | 0.00% | −267−1.4% | Reduced |
| CenterBook Partners LP | 18,426 | $344.2K | 0.04% | +5,939+47.6% | Added |
| Royal Bank of Canada | 15,908 | $298.0K | 0.00% | +2,436+18.1% | Added |
| Capital Impact Advisors, LLC | 15,771 | $294.6K | 0.49% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 15,395 | $287.9K | 0.01% | −1,563−9.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,122 | $282.5K | 0.00% | +2,313+18.1% | Added |
| State Board of Administration of Florida Retirement System | 14,729 | $275.1K | 0.00% | +230+1.6% | Added |
| Keebeck Alpha, LP | 14,713 | $274.8K | 0.27% | +14,713 | New |
| Federated Hermes, Inc. | 14,643 | $273.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,539 | $271.6K | 0.00% | +302+2.1% | Added |
| UniSuper Management Pty Ltd | 14,277 | $266.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,019 | $261.9K | 0.00% | +2,104+17.7% | Added |
| QRG Capital Management, Inc. | 14,006 | $261.6K | 0.00% | +14,006 | New |
| Two Sigma Investments, LP | 13,501 | $252.2K | 0.00% | −42,599−75.9% | Reduced |
| Spouting Rock Asset Management, LLC | 13,381 | $250.0K | 0.08% | +1,895+16.5% | Added |
| The PNC Financial Services Group, Inc. | 13,018 | $243.2K | 0.00% | −1,891−12.7% | Reduced |
| Wells Fargo & Company | 12,501 | $233.5K | 0.00% | −15,430−55.2% | Reduced |
| Synovus Financial Corp | 12,447 | $232.5K | 0.00% | +3,903+45.7% | Added |
| Mercer Global Advisors Inc | 12,305 | $230.0K | 0.00% | +12,305 | New |
| Ziegler Capital Management, LLC | 12,205 | $228.0K | 0.01% | +463+3.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,433 | $213.6K | 0.00% | +3,518+44.4% | Added |
| Public Employees Retirement Association of Colorado | 8,878 | $166.0K | 0.00% | −1,766−16.6% | Reduced |
| Amalgamated Bank | 7,716 | $144.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 7,358 | $137.4K | 0.11% | +7,358 | New |
| US Bancorp | 7,261 | $135.6K | 0.00% | −150−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,131 | $133.2K | 0.00% | −178,636−96.2% | Reduced |
| SG Americas Securities, LLC | 7,073 | $132.0K | 0.00% | +7,073 | New |
| Tower Research Capital LLC (TRC) | 6,862 | $128.2K | 0.00% | +5,426+377.9% | Added |
| Ameritas Investment Partners, Inc. | 5,075 | $94.8K | 0.00% | +1,086+27.2% | Added |
| Walleye Trading LLC | 4,771 | $89.1K | 0.00% | +4,771 | New |
| Bessemer Group Inc | 3,941 | $74.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,949 | $55.1K | 0.00% | +126+4.5% | Added |
| State of Wyoming | 2,848 | $53.2K | 0.01% | +930+48.5% | Added |
| Acadian Asset Management LLC | 2,866 | $53.0K | 0.00% | +2,866 | New |
| Point72 Middle East FZE | 2,228 | $41.6K | 0.00% | +2,228 | New |
| Nisa Investment Advisors, LLC | 2,009 | $37.5K | 0.00% | −11−0.5% | Reduced |
| Simplex Trading, LLC | 1,948 | $36.0K | 0.00% | +1,252+179.9% | Added |
| Advisor Group Holdings, Inc. | 1,772 | $33.1K | 0.00% | +1,083+157.2% | Added |
| Assetmark, Inc | 1,689 | $31.6K | 0.00% | +4+0.2% | Added |
| Fifth Third Bancorp | 1,290 | $24.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,282 | $24.0K | 0.00% | +825+180.5% | Added |
| Parallel Advisors, LLC | 1,011 | $18.9K | 0.00% | −28−2.7% | Reduced |
| First Horizon Advisors, Inc. | 923 | $17.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 899 | $17.0K | 0.00% | −2−0.2% | Reduced |
| Comerica Bank | 867 | $16.2K | 0.00% | +867 | New |
| Van Eck Associates Corp | 779 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 642 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 289 | $5.40K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 246 | $4.60K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 231 | $4.32K | 0.00% | −16,411−98.6% | Reduced |
| Private Trust Co NA | 195 | $3.64K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 180 | $3.36K | 0.00% | +70+63.6% | Added |
| 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 |
| Bellevue Asset Management, LLC | 93 | $1.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $1.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 78 | $1.46K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 69 | $1.29K | 0.00% | +12+21.1% | Added |
| Signaturefd, LLC | 64 | $1.20K | 0.00% | −134−67.7% | Reduced |
| Central Trust Co | 55 | $1.03K | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $804 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 40 | $732 | 0.00% | +40 | New |
| Glassman Wealth Services | 39 | $729 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 34 | $635 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $560 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $225 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10 | $187 | 0.00% | −10−50.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | −148−100.0% | Reduced |
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −345,132−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −293,348−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −230,856−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −154,637−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −79,808−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −42,301−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,150−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −29,481−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −22,983−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −20,181−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −12,794−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,582−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −11,473−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,922−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,689−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,515−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,276−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −9,248−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −8,775−100.0% | Sold out |