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, Q2 2024
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 176
- −13 vs. Q1 2024
- Shares held
- 54.0M
- +3.55M (+7.0%) vs. Q1 2024
- Total value
- $1.14B
- −$63.7M (−5.3%) vs. Q1 2024
- New holders
- 23
- 64 more added
- Sold out
- 36
- 53 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $318 | 0.00% | −10−40.0% | Reduced |
| Signaturefd, LLC | 18 | $382 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $424 | 0.00% | +17 | New |
| Rothschild Investment LLC | 25 | $530 | 0.00% | +20+400.0% | Added |
| Farther Finance Advisors, LLC | 32 | $661 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $912 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $912 | 0.00% | +28+186.7% | Added |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 56 | $1.19K | 0.00% | +56 | New |
| International Assets Investment Management, LLC | 64 | $1.36K | 0.00% | +64 | New |
| AllSquare Wealth Management LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $2.23K | 0.00% | +63+150.0% | Added |
| Bellevue Asset Management, LLC | 122 | $2.59K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 132 | $2.80K | 0.00% | −60−31.3% | Reduced |
| Park Place Capital Corp | 185 | $3.92K | 0.00% | −468−71.7% | Reduced |
| Clearstead Advisors, LLC | 186 | $3.94K | 0.00% | +186 | New |
| Mather Group, LLC. | 175 | $4.19K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 203 | $4.30K | 0.00% | −30,166−99.3% | Reduced |
| CWM, LLC | 257 | $5.00K | 0.00% | +34+15.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 231 | $5.00K | 0.00% | +147+175.0% | Added |
| Walleye Capital LLC | 244 | $5.17K | 0.00% | −1,500−86.0% | Reduced |
| GAMMA Investing LLC | 301 | $6.38K | 0.00% | +284+1,670.6% | Added |
| Washington Trust Advisors, Inc. | 322 | $6.83K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 346 | $7.32K | 0.00% | +346 | New |
| Ronald Blue Trust, Inc. | 308 | $7.37K | 0.00% | +308 | New |
| Quest Partners LLC | 573 | $12.1K | 0.00% | +553+2,765.0% | Added |
| Parallel Advisors, LLC | 615 | $13.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 816 | $17.3K | 0.00% | −159−16.3% | Reduced |
| First Horizon Advisors, Inc. | 923 | $19.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,093 | $23.2K | 0.00% | −2,956−73.0% | Reduced |
| Van Eck Associates Corp | 1,164 | $25.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,485 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,440 | $30.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,615 | $34.2K | 0.00% | +44+2.8% | Added |
| Assetmark, Inc | 1,685 | $35.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,742 | $36.9K | 0.00% | −1,100−38.7% | Reduced |
| Amalgamated Bank | 1,811 | $38.0K | 0.00% | +111+6.5% | Added |
| nVerses Capital, LLC | 3,000 | $63.6K | 0.04% | +1,300+76.5% | Added |
| State of Wyoming | 3,440 | $72.9K | 0.01% | +381+12.5% | Added |
| Amundi | 3,607 | $74.0K | 0.00% | +2,603+259.3% | Added |
| US Bancorp | 4,567 | $96.8K | 0.00% | −42−0.9% | Reduced |
| Cubist Systematic Strategies, LLC | 4,700 | $99.6K | 0.00% | −99,921−95.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,990 | $105.8K | 0.00% | −496−9.0% | Reduced |
| Point72 Asset Management, L.P. | 5,000 | $106.0K | 0.00% | −66,300−93.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $160.0K | 0.00% | −681−8.3% | Reduced |
| Caption Management, LLC | 8,145 | $172.7K | 0.02% | −36,855−81.9% | Reduced |
| PEAK6 Investments LLC | 8,536 | $181.0K | 0.01% | −2,914−25.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 9,505 | $201.5K | 0.08% | +9,505 | New |
| Gsa Capital Partners LLP | 9,560 | $203.0K | 0.01% | +9,560 | New |
| Raymond James & Associates | 9,612 | $203.8K | 0.00% | −2,283−19.2% | Reduced |
| Point72 (DIFC) Ltd | 9,882 | $209.5K | 0.02% | +9,882 | New |
| Handelsbanken Fonder AB | 10,200 | $216.0K | 0.00% | +10,200 | New |
| Occudo Quantitative Strategies LP | 10,361 | $219.7K | 0.04% | +10,361 | New |
| Los Angeles Capital Management LLC | 10,456 | $221.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,646 | $231.1K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,997 | $233.1K | 0.00% | −2,230−16.9% | Reduced |
| Citigroup Inc | 11,204 | $237.5K | 0.00% | +2,283+25.6% | Added |
| Mercer Global Advisors Inc | 11,410 | $241.9K | 0.00% | −1,246−9.8% | Reduced |
| Private Advisor Group, LLC | 11,535 | $244.5K | 0.00% | −266−2.3% | Reduced |
| Royal Bank of Canada | 12,741 | $270.0K | 0.00% | +3,264+34.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,757 | $270.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,785 | $271.0K | 0.02% | +4,390+52.3% | Added |
| D. E. Shaw & Co., Inc. | 13,160 | $279.0K | 0.00% | +13,160 | New |
| HighTower Advisors, LLC | 13,709 | $290.0K | 0.00% | +13,709 | New |
| HSBC Holdings PLC | 13,736 | $301.0K | 0.00% | +13,736 | New |
| Schonfeld Strategic Advisors LLC | 14,485 | $307.1K | 0.00% | +14,485 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $312.3K | 0.00% | −3,980−21.3% | Reduced |
| Arizona State Retirement System | 14,797 | $313.7K | 0.00% | +272+1.9% | Added |
| Select Equity Group, L.P. | 15,858 | $336.2K | 0.00% | +2,028+14.7% | Added |
| Commerce Bank | 16,891 | $358.1K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 17,280 | $366.3K | 0.03% | −331−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 17,372 | $368.0K | 0.00% | +17,372 | New |
| Tower Research Capital LLC (TRC) | 17,482 | $370.6K | 0.01% | +16,497+1,674.8% | Added |
| M Holdings Securities, Inc. | 17,500 | $371.0K | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 17,610 | $373.3K | 0.00% | −202−1.1% | Reduced |
| Wells Fargo & Company | 17,735 | $376.0K | 0.00% | +98+0.6% | Added |
| Great West Life Assurance Co | 17,746 | $376.0K | 0.00% | −4,185−19.1% | Reduced |
| New York State Common Retirement Fund | 20,647 | $437.7K | 0.00% | −45,873−69.0% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $442.1K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 21,000 | $445.2K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,345 | $452.5K | 0.00% | +4,911+29.9% | Added |
| Campbell & CO Investment Adviser LLC | 21,455 | $454.8K | 0.04% | +21,455 | New |
| Diversified Trust Co | 21,574 | $457.4K | 0.01% | +10,893+102.0% | Added |
| Ensign Peak Advisors, Inc | 22,491 | $476.8K | 0.00% | +700+3.2% | Added |
| Deutsche Bank AG | 22,525 | $477.5K | 0.00% | −5,093−18.4% | Reduced |
| Envestnet Asset Management Inc | 23,945 | $507.6K | 0.00% | −2,311−8.8% | Reduced |
| UBS Group AG | 24,056 | $510.0K | 0.00% | −29,532−55.1% | Reduced |
| Gotham Asset Management, LLC | 25,963 | $550.4K | 0.01% | −12,578−32.6% | Reduced |
| Manufacturers Life Insurance Company, The | 27,030 | $573.0K | 0.00% | +276+1.0% | Added |
| STRS Ohio | 27,200 | $576.6K | 0.00% | +2,800+11.5% | Added |
| Corebridge Financial, Inc. | 27,402 | $580.9K | 0.00% | +27,402 | New |
| Legato Capital Management LLC | 27,644 | $586.1K | 0.08% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 29,010 | $615.0K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 29,631 | $628.0K | 0.00% | −7,470−20.1% | Reduced |
| MetLife Investment Management | 29,661 | $628.8K | 0.00% | +2,949+11.0% | Added |
| WoodTrust Financial Corp | 31,000 | $658.0K | 0.10% | 00.0% | Unchanged |
| Jennison Associates LLC | 31,285 | $663.2K | 0.00% | +1,552+5.2% | Added |