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, Q4 2023
Institutional positions in Phreesia, Inc. as of Dec 31, 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
- 187
- +11 vs. Q3 2023
- Shares held
- 51.9M
- −274.0K (−0.5%) vs. Q3 2023
- Total value
- $1.20B
- +$226.0M (+23.2%) vs. Q3 2023
- New holders
- 37
- 78 more added
- Sold out
- 26
- 50 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $0 | 0.00% | +21 | New |
| Huntington National Bank | 1 | $23 | 0.00% | −33−97.1% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $348 | 0.00% | −28−65.1% | Reduced |
| Signaturefd, LLC | 18 | $417 | 0.00% | −46−71.9% | Reduced |
| GAMMA Investing LLC | 17 | $433 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 32 | $741 | 0.00% | +32 | New |
| Northwestern Mutual Wealth Management Co | 43 | $995 | 0.00% | +43 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.27K | 0.00% | +55 | New |
| Central Trust Co | 55 | $1.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $1.48K | 0.00% | +64 | New |
| GWM Advisors LLC | 70 | $1.62K | 0.00% | −8−10.3% | Reduced |
| Glassman Wealth Services | 85 | $1.97K | 0.00% | +46+117.9% | Added |
| AllSquare Wealth Management LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $2.82K | 0.00% | +29+31.2% | Added |
| Quarry LP | 156 | $3.61K | 0.00% | +156 | New |
| Park Place Capital Corp | 185 | $4.28K | 0.00% | −457−71.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 289 | $6.69K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $7.46K | 0.00% | +76+30.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 330 | $8.00K | 0.00% | −569−63.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 365 | $8.45K | 0.00% | −6,766−94.9% | Reduced |
| CWM, LLC | 548 | $13.0K | 0.00% | −734−57.3% | Reduced |
| Comerica Bank | 649 | $15.0K | 0.00% | −218−25.1% | Reduced |
| First Horizon Advisors, Inc. | 923 | $21.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,015 | $23.5K | 0.00% | +4+0.4% | Added |
| Van Eck Associates Corp | 1,096 | $25.0K | 0.00% | +317+40.7% | Added |
| Advisor Group Holdings, Inc. | 1,278 | $29.1K | 0.00% | −494−27.9% | Reduced |
| Fifth Third Bancorp | 1,290 | $29.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,494 | $34.6K | 0.00% | −515−25.6% | Reduced |
| Assetmark, Inc | 1,685 | $39.0K | 0.00% | −4−0.2% | Reduced |
| Amundi | 1,832 | $42.1K | 0.00% | +1,832 | New |
| Metropolitan Life Insurance Co | 2,949 | $68.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,256 | $75.4K | 0.01% | +408+14.3% | Added |
| Point72 Middle East FZE | 3,677 | $85.1K | 0.01% | +1,449+65.0% | Added |
| Russell Investments Group, Ltd. | 3,838 | $88.8K | 0.00% | +3,769+5,462.3% | Added |
| Bessemer Group Inc | 5,370 | $124.0K | 0.00% | +1,429+36.3% | Added |
| Ameritas Investment Partners, Inc. | 5,486 | $127.0K | 0.00% | +411+8.1% | Added |
| US Bancorp | 6,354 | $147.1K | 0.00% | −907−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,717 | $155.5K | 0.00% | −145−2.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,965 | $161.2K | 0.10% | +6,865+6,865.0% | Added |
| Walleye Capital LLC | 7,213 | $167.0K | 0.00% | −89,979−92.6% | Reduced |
| SG Americas Securities, LLC | 7,244 | $168.0K | 0.00% | +171+2.4% | Added |
| Amalgamated Bank | 7,563 | $175.0K | 0.00% | −153−2.0% | Reduced |
| Citigroup Inc | 7,683 | $177.9K | 0.00% | +7,452+3,226.0% | Added |
| ProShare Advisors LLC | 8,771 | $203.0K | 0.00% | +8,771 | New |
| Mercer Global Advisors Inc | 8,863 | $205.0K | 0.00% | −3,442−28.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,878 | $206.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,005 | $208.5K | 0.01% | +9,005 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,229 | $213.7K | 0.00% | +9,229 | New |
| Acadian Asset Management LLC | 9,651 | $223.0K | 0.00% | +6,785+236.7% | Added |
| Raymond James & Associates | 9,768 | $226.1K | 0.00% | +9,768 | New |
| The PNC Financial Services Group, Inc. | 9,817 | $227.3K | 0.00% | −3,201−24.6% | Reduced |
| Trust Point Inc. | 10,311 | $238.7K | 0.02% | +10,311 | New |
| Los Angeles Capital Management LLC | 10,456 | $242.1K | 0.00% | +10,456 | New |
| QRG Capital Management, Inc. | 10,488 | $242.8K | 0.00% | −3,518−25.1% | Reduced |
| Trexquant Investment LP | 10,755 | $249.0K | 0.01% | +10,755 | New |
| Bank of Montreal | 10,724 | $256.3K | 0.00% | +10,724 | New |
| Private Advisor Group, LLC | 11,381 | $263.5K | 0.00% | +11,381 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,757 | $295.3K | 0.00% | +1,324+11.6% | Added |
| Premier Fund Managers Ltd | 12,650 | $299.0K | 0.01% | +12,650 | New |
| Keebeck Alpha, LP | 13,009 | $301.2K | 0.24% | −1,704−11.6% | Reduced |
| Gotham Asset Management, LLC | 13,638 | $315.7K | 0.01% | +13,638 | New |
| Aristides Capital LLC | 13,940 | $322.7K | 0.16% | +13,940 | New |
| UniSuper Management Pty Ltd | 14,277 | $330.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,662 | $339.4K | 0.00% | +123+0.8% | Added |
| State Board of Administration of Florida Retirement System | 14,729 | $341.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,443 | $357.0K | 0.04% | +15,443 | New |
| Simplex Trading, LLC | 15,949 | $369.0K | 0.01% | +14,001+718.7% | Added |
| Wells Fargo & Company | 16,180 | $374.6K | 0.00% | +3,679+29.4% | Added |
| Fox Run Management, L.L.C. | 16,340 | $378.3K | 0.10% | +16,340 | New |
| WoodTrust Financial Corp | 16,500 | $382.0K | 0.07% | +16,500 | New |
| Commerce Bank | 16,771 | $388.2K | 0.00% | −1,728−9.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,927 | $415.0K | 0.00% | +2,805+18.5% | Added |
| Petrus Trust Company, LTA | 17,991 | $416.5K | 0.04% | +17,991 | New |
| Caption Management, LLC | 18,500 | $428.3K | 0.05% | +18,500 | New |
| Landscape Capital Management, L.L.C. | 19,382 | $448.7K | 0.04% | +19,382 | New |
| M Holdings Securities, Inc. | 20,000 | $463.0K | 0.05% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 20,798 | $481.5K | 0.15% | +20,798 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $482.7K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 21,000 | $486.1K | 0.03% | +21,000 | New |
| Voya Investment Management LLC | 21,131 | $489.2K | 0.00% | +272+1.3% | Added |
| Great West Life Assurance Co | 21,663 | $498.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 21,666 | $501.6K | 0.66% | +5,895+37.4% | Added |
| Envestnet Asset Management Inc | 22,296 | $516.2K | 0.00% | −8,906−28.5% | Reduced |
| Susquehanna International Group, LLP | 22,499 | $520.9K | 0.00% | −16,153−41.8% | Reduced |
| M&T Bank Corp | 22,780 | $527.0K | 0.00% | +22,780 | New |
| Ensign Peak Advisors, Inc | 22,890 | $529.9K | 0.00% | +750+3.4% | Added |
| Royal Bank of Canada | 22,990 | $532.0K | 0.00% | +7,082+44.5% | Added |
| CenterBook Partners LP | 23,155 | $536.0K | 0.07% | +4,729+25.7% | Added |
| Manufacturers Life Insurance Company, The | 25,781 | $596.8K | 0.00% | −280−1.1% | Reduced |
| STRS Ohio | 26,000 | $601.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,342 | $609.8K | 0.00% | +591+2.3% | Added |
| MetLife Investment Management | 26,712 | $618.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,863 | $621.9K | 0.00% | −479−1.8% | Reduced |
| Legato Capital Management LLC | 27,644 | $640.0K | 0.08% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 28,528 | $660.4K | 0.02% | +28,528 | New |
| Legacy Advisors, LLC | 29,010 | $671.6K | 0.09% | +10,010+52.7% | Added |
| Two Sigma Investments, LP | 31,015 | $718.0K | 0.00% | +17,514+129.7% | Added |
| Nichols & Pratt Advisers LLP | 31,390 | $726.7K | 0.05% | −6,225−16.5% | Reduced |