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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 17,482 | $370.6K | 0.01% | +16,497+1,674.8% | Added |
| ExodusPoint Capital Management, LP | 17,372 | $368.0K | 0.00% | +17,372 | New |
| Trust Point Inc. | 17,280 | $366.3K | 0.03% | −331−1.9% | Reduced |
| Commerce Bank | 16,891 | $358.1K | 0.00% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 15,858 | $336.2K | 0.00% | +2,028+14.7% | Added |
| Arizona State Retirement System | 14,797 | $313.7K | 0.00% | +272+1.9% | Added |
| State Board of Administration of Florida Retirement System | 14,729 | $312.3K | 0.00% | −3,980−21.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,485 | $307.1K | 0.00% | +14,485 | New |
| HSBC Holdings PLC | 13,736 | $301.0K | 0.00% | +13,736 | New |
| HighTower Advisors, LLC | 13,709 | $290.0K | 0.00% | +13,709 | New |
| D. E. Shaw & Co., Inc. | 13,160 | $279.0K | 0.00% | +13,160 | New |
| Brevan Howard Capital Management LP | 12,785 | $271.0K | 0.02% | +4,390+52.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,757 | $270.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,741 | $270.0K | 0.00% | +3,264+34.4% | Added |
| Private Advisor Group, LLC | 11,535 | $244.5K | 0.00% | −266−2.3% | Reduced |
| Mercer Global Advisors Inc | 11,410 | $241.9K | 0.00% | −1,246−9.8% | Reduced |
| Citigroup Inc | 11,204 | $237.5K | 0.00% | +2,283+25.6% | Added |
| QRG Capital Management, Inc. | 10,997 | $233.1K | 0.00% | −2,230−16.9% | Reduced |
| Bank of Montreal | 10,646 | $231.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,456 | $221.7K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,361 | $219.7K | 0.04% | +10,361 | New |
| Handelsbanken Fonder AB | 10,200 | $216.0K | 0.00% | +10,200 | New |
| Point72 (DIFC) Ltd | 9,882 | $209.5K | 0.02% | +9,882 | New |
| Raymond James & Associates | 9,612 | $203.8K | 0.00% | −2,283−19.2% | Reduced |
| Gsa Capital Partners LLP | 9,560 | $203.0K | 0.01% | +9,560 | New |
| Lombard Odier Asset Management (USA) Corp | 9,505 | $201.5K | 0.08% | +9,505 | New |
| PEAK6 Investments LLC | 8,536 | $181.0K | 0.01% | −2,914−25.4% | Reduced |
| Caption Management, LLC | 8,145 | $172.7K | 0.02% | −36,855−81.9% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $160.0K | 0.00% | −681−8.3% | Reduced |
| Point72 Asset Management, L.P. | 5,000 | $106.0K | 0.00% | −66,300−93.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,990 | $105.8K | 0.00% | −496−9.0% | Reduced |
| Cubist Systematic Strategies, LLC | 4,700 | $99.6K | 0.00% | −99,921−95.5% | Reduced |
| US Bancorp | 4,567 | $96.8K | 0.00% | −42−0.9% | Reduced |
| Amundi | 3,607 | $74.0K | 0.00% | +2,603+259.3% | Added |
| State of Wyoming | 3,440 | $72.9K | 0.01% | +381+12.5% | Added |
| nVerses Capital, LLC | 3,000 | $63.6K | 0.04% | +1,300+76.5% | Added |
| Amalgamated Bank | 1,811 | $38.0K | 0.00% | +111+6.5% | Added |
| Group One Trading, L.P. | 1,742 | $36.9K | 0.00% | −1,100−38.7% | Reduced |
| Assetmark, Inc | 1,685 | $35.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,615 | $34.2K | 0.00% | +44+2.8% | Added |
| Fifth Third Bancorp | 1,440 | $30.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,485 | $30.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,164 | $25.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,093 | $23.2K | 0.00% | −2,956−73.0% | Reduced |
| First Horizon Advisors, Inc. | 923 | $19.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 816 | $17.3K | 0.00% | −159−16.3% | Reduced |
| Parallel Advisors, LLC | 615 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 573 | $12.1K | 0.00% | +553+2,765.0% | Added |
| Ronald Blue Trust, Inc. | 308 | $7.37K | 0.00% | +308 | New |
| Smartleaf Asset Management LLC | 346 | $7.32K | 0.00% | +346 | New |
| Washington Trust Advisors, Inc. | 322 | $6.83K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 301 | $6.38K | 0.00% | +284+1,670.6% | Added |
| Walleye Capital LLC | 244 | $5.17K | 0.00% | −1,500−86.0% | 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 |
| ClariVest Asset Management LLC | 203 | $4.30K | 0.00% | −30,166−99.3% | Reduced |
| Mather Group, LLC. | 175 | $4.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 186 | $3.94K | 0.00% | +186 | New |
| Park Place Capital Corp | 185 | $3.92K | 0.00% | −468−71.7% | Reduced |
| Advisor Group Holdings, Inc. | 132 | $2.80K | 0.00% | −60−31.3% | Reduced |
| Bellevue Asset Management, LLC | 122 | $2.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $2.23K | 0.00% | +63+150.0% | Added |
| AllSquare Wealth Management LLC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 64 | $1.36K | 0.00% | +64 | New |
| Creekmur Asset Management LLC | 56 | $1.19K | 0.00% | +56 | New |
| Lindbrook Capital, LLC | 55 | $1.17K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 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 |
| Farther Finance Advisors, LLC | 32 | $661 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $530 | 0.00% | +20+400.0% | Added |
| EverSource Wealth Advisors, LLC | 17 | $424 | 0.00% | +17 | New |
| Signaturefd, LLC | 18 | $382 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $318 | 0.00% | −10−40.0% | Reduced |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −713,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −547,725−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −224,491−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −201,500−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −177,939−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −132,581−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −89,802−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −39,074−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −33,374−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,118−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,769−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −21,666−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −20,965−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −20,862−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −18,803−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −15,046−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,251−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −13,466−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −13,546−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −13,294−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,477−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |