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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,499−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,382−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,340−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,949−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,443−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −14,277−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −13,940−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,651−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |