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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 22,780 | $527.0K | 0.00% | +22,780 | New |
| Susquehanna International Group, LLP | 22,499 | $520.9K | 0.00% | −16,153−41.8% | Reduced |
| Envestnet Asset Management Inc | 22,296 | $516.2K | 0.00% | −8,906−28.5% | Reduced |
| Capital Impact Advisors, LLC | 21,666 | $501.6K | 0.66% | +5,895+37.4% | Added |
| Great West Life Assurance Co | 21,663 | $498.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 21,131 | $489.2K | 0.00% | +272+1.3% | Added |
| RBF Capital, LLC | 21,000 | $486.1K | 0.03% | +21,000 | New |
| Jasper Ridge Partners, L.P. | 20,853 | $482.7K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 20,798 | $481.5K | 0.15% | +20,798 | New |
| M Holdings Securities, Inc. | 20,000 | $463.0K | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,382 | $448.7K | 0.04% | +19,382 | New |
| Caption Management, LLC | 18,500 | $428.3K | 0.05% | +18,500 | New |
| Petrus Trust Company, LTA | 17,991 | $416.5K | 0.04% | +17,991 | New |
| Raymond James Financial Services Advisors, Inc. | 17,927 | $415.0K | 0.00% | +2,805+18.5% | Added |
| Commerce Bank | 16,771 | $388.2K | 0.00% | −1,728−9.3% | Reduced |
| WoodTrust Financial Corp | 16,500 | $382.0K | 0.07% | +16,500 | New |
| Fox Run Management, L.L.C. | 16,340 | $378.3K | 0.10% | +16,340 | New |
| Wells Fargo & Company | 16,180 | $374.6K | 0.00% | +3,679+29.4% | Added |
| Simplex Trading, LLC | 15,949 | $369.0K | 0.01% | +14,001+718.7% | Added |
| Dynamic Technology Lab Private Ltd | 15,443 | $357.0K | 0.04% | +15,443 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $341.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,662 | $339.4K | 0.00% | +123+0.8% | Added |
| UniSuper Management Pty Ltd | 14,277 | $330.5K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 13,940 | $322.7K | 0.16% | +13,940 | New |
| Gotham Asset Management, LLC | 13,638 | $315.7K | 0.01% | +13,638 | New |
| Keebeck Alpha, LP | 13,009 | $301.2K | 0.24% | −1,704−11.6% | Reduced |
| Premier Fund Managers Ltd | 12,650 | $299.0K | 0.01% | +12,650 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,757 | $295.3K | 0.00% | +1,324+11.6% | Added |
| Private Advisor Group, LLC | 11,381 | $263.5K | 0.00% | +11,381 | New |
| Bank of Montreal | 10,724 | $256.3K | 0.00% | +10,724 | New |
| Trexquant Investment LP | 10,755 | $249.0K | 0.01% | +10,755 | New |
| QRG Capital Management, Inc. | 10,488 | $242.8K | 0.00% | −3,518−25.1% | Reduced |
| Los Angeles Capital Management LLC | 10,456 | $242.1K | 0.00% | +10,456 | New |
| Trust Point Inc. | 10,311 | $238.7K | 0.02% | +10,311 | New |
| The PNC Financial Services Group, Inc. | 9,817 | $227.3K | 0.00% | −3,201−24.6% | Reduced |
| Raymond James & Associates | 9,768 | $226.1K | 0.00% | +9,768 | New |
| Acadian Asset Management LLC | 9,651 | $223.0K | 0.00% | +6,785+236.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,229 | $213.7K | 0.00% | +9,229 | New |
| Vident Advisory, LLC | 9,005 | $208.5K | 0.01% | +9,005 | New |
| Public Employees Retirement Association of Colorado | 8,878 | $206.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,863 | $205.0K | 0.00% | −3,442−28.0% | Reduced |
| ProShare Advisors LLC | 8,771 | $203.0K | 0.00% | +8,771 | New |
| Citigroup Inc | 7,683 | $177.9K | 0.00% | +7,452+3,226.0% | Added |
| Amalgamated Bank | 7,563 | $175.0K | 0.00% | −153−2.0% | Reduced |
| SG Americas Securities, LLC | 7,244 | $168.0K | 0.00% | +171+2.4% | Added |
| Walleye Capital LLC | 7,213 | $167.0K | 0.00% | −89,979−92.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,965 | $161.2K | 0.10% | +6,865+6,865.0% | Added |
| Tower Research Capital LLC (TRC) | 6,717 | $155.5K | 0.00% | −145−2.1% | Reduced |
| US Bancorp | 6,354 | $147.1K | 0.00% | −907−12.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,486 | $127.0K | 0.00% | +411+8.1% | Added |
| Bessemer Group Inc | 5,370 | $124.0K | 0.00% | +1,429+36.3% | Added |
| Russell Investments Group, Ltd. | 3,838 | $88.8K | 0.00% | +3,769+5,462.3% | Added |
| Point72 Middle East FZE | 3,677 | $85.1K | 0.01% | +1,449+65.0% | Added |
| State of Wyoming | 3,256 | $75.4K | 0.01% | +408+14.3% | Added |
| Metropolitan Life Insurance Co | 2,949 | $68.3K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,832 | $42.1K | 0.00% | +1,832 | New |
| Assetmark, Inc | 1,685 | $39.0K | 0.00% | −4−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,494 | $34.6K | 0.00% | −515−25.6% | Reduced |
| Fifth Third Bancorp | 1,290 | $29.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,278 | $29.1K | 0.00% | −494−27.9% | Reduced |
| Van Eck Associates Corp | 1,096 | $25.0K | 0.00% | +317+40.7% | Added |
| Parallel Advisors, LLC | 1,015 | $23.5K | 0.00% | +4+0.4% | Added |
| First Horizon Advisors, Inc. | 923 | $21.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 649 | $15.0K | 0.00% | −218−25.1% | Reduced |
| CWM, LLC | 548 | $13.0K | 0.00% | −734−57.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 365 | $8.45K | 0.00% | −6,766−94.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 330 | $8.00K | 0.00% | −569−63.3% | Reduced |
| Washington Trust Advisors, Inc. | 322 | $7.46K | 0.00% | +76+30.9% | Added |
| Cassady Schiller Wealth Management, LLC | 289 | $6.69K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 185 | $4.28K | 0.00% | −457−71.2% | Reduced |
| Quarry LP | 156 | $3.61K | 0.00% | +156 | New |
| Bellevue Asset Management, LLC | 122 | $2.82K | 0.00% | +29+31.2% | Added |
| AllSquare Wealth Management LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 85 | $1.97K | 0.00% | +46+117.9% | Added |
| GWM Advisors LLC | 70 | $1.62K | 0.00% | −8−10.3% | Reduced |
| Versant Capital Management, Inc | 64 | $1.48K | 0.00% | +64 | New |
| Central Trust Co | 55 | $1.27K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.27K | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $995 | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 32 | $741 | 0.00% | +32 | New |
| GAMMA Investing LLC | 17 | $433 | 0.00% | +17 | New |
| Signaturefd, LLC | 18 | $417 | 0.00% | −46−71.9% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $348 | 0.00% | −28−65.1% | Reduced |
| Huntington National Bank | 1 | $23 | 0.00% | −33−97.1% | Reduced |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $0 | 0.00% | +21 | New |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −815,608−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −477,265−100.0% | Sold out |
| Tamarack Advisers, LP | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −137,213−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −123,948−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −119,791−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −88,760−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −40,118−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,677−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,395−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −14,643−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −14,019−100.0% | Sold out |