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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 21,946 | $525.2K | 0.04% | −1,209−5.2% | Reduced |
| Great West Life Assurance Co | 21,931 | $525.0K | 0.00% | +268+1.2% | Added |
| Ensign Peak Advisors, Inc | 21,791 | $521.5K | 0.00% | −1,099−4.8% | Reduced |
| Capital Impact Advisors, LLC | 21,666 | $518.5K | 0.67% | 00.0% | Unchanged |
| RBF Capital, LLC | 21,000 | $502.5K | 0.03% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 20,965 | $501.7K | 0.01% | +20,965 | New |
| Quarry LP | 20,862 | $499.2K | 0.20% | +20,706+13,273.1% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $499.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 18,803 | $450.0K | 0.00% | +876+4.9% | Added |
| Voya Investment Management LLC | 17,812 | $426.2K | 0.00% | −3,319−15.7% | Reduced |
| Wells Fargo & Company | 17,637 | $422.1K | 0.00% | +1,457+9.0% | Added |
| Trust Point Inc. | 17,611 | $421.4K | 0.03% | +7,300+70.8% | Added |
| M Holdings Securities, Inc. | 17,500 | $419.0K | 0.07% | −2,500−12.5% | Reduced |
| Commerce Bank | 16,891 | $404.2K | 0.00% | +120+0.7% | Added |
| The PNC Financial Services Group, Inc. | 16,434 | $393.3K | 0.00% | +6,617+67.4% | Added |
| New York Life Investment Management LLC | 15,046 | $360.1K | 0.00% | +15,046 | New |
| Arizona State Retirement System | 14,525 | $347.6K | 0.00% | −137−0.9% | Reduced |
| XTX Topco Ltd | 14,251 | $341.0K | 0.05% | +14,251 | New |
| Select Equity Group, L.P. | 13,830 | $331.0K | 0.00% | +13,830 | New |
| Premier Fund Managers Ltd | 13,466 | $328.0K | 0.01% | +816+6.5% | Added |
| Petrus Trust Company, LTA | 13,546 | $324.2K | 0.03% | −4,445−24.7% | Reduced |
| Balyasny Asset Management LLC | 13,294 | $318.1K | 0.00% | +13,294 | New |
| QRG Capital Management, Inc. | 13,227 | $316.5K | 0.00% | +2,739+26.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,757 | $305.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,656 | $303.0K | 0.00% | +3,793+42.8% | Added |
| Nebula Research & Development LLC | 12,477 | $298.6K | 0.06% | −8,321−40.0% | Reduced |
| Nichols & Pratt Advisers LLP | 12,365 | $295.9K | 0.02% | −19,025−60.6% | Reduced |
| Raymond James & Associates | 11,895 | $284.6K | 0.00% | +2,127+21.8% | Added |
| Private Advisor Group, LLC | 11,801 | $282.4K | 0.00% | +420+3.7% | Added |
| Sherbrooke Park Advisers LLC | 11,503 | $275.3K | 0.05% | +11,503 | New |
| PEAK6 Investments LLC | 11,450 | $274.0K | 0.01% | +11,450 | New |
| AQR Capital Management LLC | 11,126 | $266.2K | 0.00% | +11,126 | New |
| Bank of Montreal | 10,646 | $258.8K | 0.00% | −78−0.7% | Reduced |
| Diversified Trust Co | 10,681 | $255.6K | 0.01% | +10,681 | New |
| Los Angeles Capital Management LLC | 10,456 | $250.2K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,248 | $245.2K | 0.16% | −2,761−21.2% | Reduced |
| Prelude Capital Management, LLC | 9,838 | $235.4K | 0.02% | −23,571−70.6% | Reduced |
| Wolverine Trading, LLC | 9,548 | $228.5K | 0.00% | +9,548 | New |
| ProShare Advisors LLC | 9,522 | $227.9K | 0.00% | +751+8.6% | Added |
| Royal Bank of Canada | 9,477 | $226.0K | 0.00% | −13,513−58.8% | Reduced |
| Citigroup Inc | 8,921 | $213.5K | 0.00% | +1,238+16.1% | Added |
| Vident Advisory, LLC | 8,850 | $211.8K | 0.00% | −155−1.7% | Reduced |
| Quadrature Capital Ltd | 8,433 | $202.0K | 0.00% | +8,433 | New |
| Brevan Howard Capital Management LP | 8,395 | $200.9K | 0.02% | +8,395 | New |
| Public Employees Retirement Association of Colorado | 8,232 | $197.0K | 0.00% | −646−7.3% | Reduced |
| EntryPoint Capital, LLC | 7,069 | $169.2K | 0.15% | +7,069 | New |
| Ameritas Investment Partners, Inc. | 5,486 | $131.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,609 | $110.3K | 0.00% | −1,745−27.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,049 | $96.9K | 0.03% | +4,049 | New |
| State of Wyoming | 3,059 | $73.2K | 0.01% | −197−6.1% | Reduced |
| Metropolitan Life Insurance Co | 2,949 | $70.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,842 | $68.0K | 0.00% | +2,842 | New |
| Walleye Capital LLC | 1,744 | $41.7K | 0.00% | −5,469−75.8% | Reduced |
| Amalgamated Bank | 1,700 | $41.0K | 0.00% | −5,863−77.5% | Reduced |
| nVerses Capital, LLC | 1,700 | $40.7K | 0.10% | +1,700 | New |
| Assetmark, Inc | 1,685 | $40.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,571 | $37.6K | 0.00% | +77+5.2% | Added |
| Fifth Third Bancorp | 1,440 | $34.5K | 0.00% | +150+11.6% | Added |
| CIBC Private Wealth Group, LLC | 1,485 | $34.3K | 0.00% | +1,485 | New |
| Van Eck Associates Corp | 1,164 | $28.0K | 0.00% | +68+6.2% | Added |
| Tower Research Capital LLC (TRC) | 985 | $23.6K | 0.00% | −5,732−85.3% | Reduced |
| Comerica Bank | 975 | $23.3K | 0.00% | +326+50.2% | Added |
| Amundi | 1,004 | $22.7K | 0.00% | −828−45.2% | Reduced |
| First Horizon Advisors, Inc. | 923 | $22.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 653 | $15.6K | 0.01% | +468+253.0% | Added |
| Parallel Advisors, LLC | 615 | $14.7K | 0.00% | −400−39.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 462 | $11.1K | 0.00% | +97+26.6% | Added |
| Washington Trust Advisors, Inc. | 322 | $7.71K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 223 | $5.00K | 0.00% | −325−59.3% | Reduced |
| Advisor Group Holdings, Inc. | 192 | $4.59K | 0.00% | −1,086−85.0% | Reduced |
| Mather Group, LLC. | 175 | $4.05K | 0.00% | +175 | New |
| Bellevue Asset Management, LLC | 122 | $2.92K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.39K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 84 | $2.00K | 0.00% | −246−74.5% | Reduced |
| GWM Advisors LLC | 70 | $1.68K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $1.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $1.00K | 0.00% | −22−34.4% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $1.00K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 32 | $739 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $598 | 0.00% | +25 | New |
| Quest Partners LLC | 20 | $479 | 0.00% | +20 | New |
| Signaturefd, LLC | 18 | $431 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17 | $407 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $359 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $120 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −1,099,505−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −520,872−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −398,488−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −292,822−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −159,631−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −181,187−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −106,511−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −67,462−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −31,743−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,015−100.0% | Sold out |