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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −13,381−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −12,447−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −12,205−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,358−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | 0 | Sold out |