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, Q1 2024
Institutional positions in Phreesia, Inc. as of Mar 31, 2024. 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
- 190
- +4 vs. Q4 2023
- Shares held
- 52.2M
- +348.4K (+0.7%) vs. Q4 2023
- Total value
- $1.25B
- +$50.9M (+4.2%) vs. Q4 2023
- New holders
- 29
- 64 more added
- Sold out
- 25
- 65 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $120 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 15 | $359 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17 | $407 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $431 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 20 | $479 | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $598 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 32 | $739 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $1.00K | 0.00% | +60 | New |
| Versant Capital Management, Inc | 42 | $1.00K | 0.00% | −22−34.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 43 | $1.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 70 | $1.68K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 84 | $2.00K | 0.00% | −246−74.5% | Reduced |
| AllSquare Wealth Management LLC | 100 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $2.92K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 175 | $4.05K | 0.00% | +175 | New |
| Advisor Group Holdings, Inc. | 192 | $4.59K | 0.00% | −1,086−85.0% | Reduced |
| CWM, LLC | 223 | $5.00K | 0.00% | −325−59.3% | Reduced |
| Washington Trust Advisors, Inc. | 322 | $7.71K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 462 | $11.1K | 0.00% | +97+26.6% | Added |
| Parallel Advisors, LLC | 615 | $14.7K | 0.00% | −400−39.4% | Reduced |
| Park Place Capital Corp | 653 | $15.6K | 0.01% | +468+253.0% | Added |
| First Horizon Advisors, Inc. | 923 | $22.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,004 | $22.7K | 0.00% | −828−45.2% | Reduced |
| Comerica Bank | 975 | $23.3K | 0.00% | +326+50.2% | Added |
| Tower Research Capital LLC (TRC) | 985 | $23.6K | 0.00% | −5,732−85.3% | Reduced |
| Van Eck Associates Corp | 1,164 | $28.0K | 0.00% | +68+6.2% | Added |
| CIBC Private Wealth Group, LLC | 1,485 | $34.3K | 0.00% | +1,485 | New |
| Fifth Third Bancorp | 1,440 | $34.5K | 0.00% | +150+11.6% | Added |
| Nisa Investment Advisors, LLC | 1,571 | $37.6K | 0.00% | +77+5.2% | Added |
| Assetmark, Inc | 1,685 | $40.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,700 | $40.7K | 0.10% | +1,700 | New |
| Amalgamated Bank | 1,700 | $41.0K | 0.00% | −5,863−77.5% | Reduced |
| Walleye Capital LLC | 1,744 | $41.7K | 0.00% | −5,469−75.8% | Reduced |
| Group One Trading, L.P. | 2,842 | $68.0K | 0.00% | +2,842 | New |
| Metropolitan Life Insurance Co | 2,949 | $70.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,059 | $73.2K | 0.01% | −197−6.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,049 | $96.9K | 0.03% | +4,049 | New |
| US Bancorp | 4,609 | $110.3K | 0.00% | −1,745−27.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,486 | $131.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,069 | $169.2K | 0.15% | +7,069 | New |
| Public Employees Retirement Association of Colorado | 8,232 | $197.0K | 0.00% | −646−7.3% | Reduced |
| Brevan Howard Capital Management LP | 8,395 | $200.9K | 0.02% | +8,395 | New |
| Quadrature Capital Ltd | 8,433 | $202.0K | 0.00% | +8,433 | New |
| Vident Advisory, LLC | 8,850 | $211.8K | 0.00% | −155−1.7% | Reduced |
| Citigroup Inc | 8,921 | $213.5K | 0.00% | +1,238+16.1% | Added |
| Royal Bank of Canada | 9,477 | $226.0K | 0.00% | −13,513−58.8% | Reduced |
| ProShare Advisors LLC | 9,522 | $227.9K | 0.00% | +751+8.6% | Added |
| Wolverine Trading, LLC | 9,548 | $228.5K | 0.00% | +9,548 | New |
| Prelude Capital Management, LLC | 9,838 | $235.4K | 0.02% | −23,571−70.6% | Reduced |
| Keebeck Alpha, LP | 10,248 | $245.2K | 0.16% | −2,761−21.2% | Reduced |
| Los Angeles Capital Management LLC | 10,456 | $250.2K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 10,681 | $255.6K | 0.01% | +10,681 | New |
| Bank of Montreal | 10,646 | $258.8K | 0.00% | −78−0.7% | Reduced |
| AQR Capital Management LLC | 11,126 | $266.2K | 0.00% | +11,126 | New |
| PEAK6 Investments LLC | 11,450 | $274.0K | 0.01% | +11,450 | New |
| Sherbrooke Park Advisers LLC | 11,503 | $275.3K | 0.05% | +11,503 | New |
| Private Advisor Group, LLC | 11,801 | $282.4K | 0.00% | +420+3.7% | Added |
| Raymond James & Associates | 11,895 | $284.6K | 0.00% | +2,127+21.8% | Added |
| Nichols & Pratt Advisers LLP | 12,365 | $295.9K | 0.02% | −19,025−60.6% | Reduced |
| Nebula Research & Development LLC | 12,477 | $298.6K | 0.06% | −8,321−40.0% | Reduced |
| Mercer Global Advisors Inc | 12,656 | $303.0K | 0.00% | +3,793+42.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,757 | $305.3K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 13,227 | $316.5K | 0.00% | +2,739+26.1% | Added |
| Balyasny Asset Management LLC | 13,294 | $318.1K | 0.00% | +13,294 | New |
| Petrus Trust Company, LTA | 13,546 | $324.2K | 0.03% | −4,445−24.7% | Reduced |
| Premier Fund Managers Ltd | 13,466 | $328.0K | 0.01% | +816+6.5% | Added |
| Select Equity Group, L.P. | 13,830 | $331.0K | 0.00% | +13,830 | New |
| XTX Topco Ltd | 14,251 | $341.0K | 0.05% | +14,251 | New |
| Arizona State Retirement System | 14,525 | $347.6K | 0.00% | −137−0.9% | Reduced |
| New York Life Investment Management LLC | 15,046 | $360.1K | 0.00% | +15,046 | New |
| The PNC Financial Services Group, Inc. | 16,434 | $393.3K | 0.00% | +6,617+67.4% | Added |
| Commerce Bank | 16,891 | $404.2K | 0.00% | +120+0.7% | Added |
| M Holdings Securities, Inc. | 17,500 | $419.0K | 0.07% | −2,500−12.5% | Reduced |
| Trust Point Inc. | 17,611 | $421.4K | 0.03% | +7,300+70.8% | Added |
| Wells Fargo & Company | 17,637 | $422.1K | 0.00% | +1,457+9.0% | Added |
| Voya Investment Management LLC | 17,812 | $426.2K | 0.00% | −3,319−15.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,803 | $450.0K | 0.00% | +876+4.9% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $499.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 20,862 | $499.2K | 0.20% | +20,706+13,273.1% | Added |
| Segall Bryant & Hamill, LLC | 20,965 | $501.7K | 0.01% | +20,965 | New |
| RBF Capital, LLC | 21,000 | $502.5K | 0.03% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 21,666 | $518.5K | 0.67% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 21,791 | $521.5K | 0.00% | −1,099−4.8% | Reduced |
| Great West Life Assurance Co | 21,931 | $525.0K | 0.00% | +268+1.2% | Added |
| CenterBook Partners LP | 21,946 | $525.2K | 0.04% | −1,209−5.2% | Reduced |
| Bessemer Group Inc | 22,143 | $530.0K | 0.00% | +16,773+312.3% | Added |
| STRS Ohio | 24,400 | $583.0K | 0.00% | −1,600−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 18,709 | $604.1K | 0.00% | +3,980+27.0% | Added |
| Jefferies Financial Group Inc. | 25,769 | $616.7K | 0.01% | +25,769 | New |
| American International Group, Inc. | 26,118 | $625.0K | 0.00% | −224−0.9% | Reduced |
| Envestnet Asset Management Inc | 26,256 | $628.3K | 0.00% | +3,960+17.8% | Added |
| MetLife Investment Management | 26,712 | $639.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,754 | $640.2K | 0.00% | +973+3.8% | Added |
| M&T Bank Corp | 27,302 | $653.4K | 0.00% | +4,522+19.9% | Added |
| Deutsche Bank AG | 27,618 | $660.9K | 0.00% | +755+2.8% | Added |