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, Q3 2024
Institutional positions in Phreesia, Inc. as of Sep 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
- 191
- +16 vs. Q2 2024
- Shares held
- 55.2M
- +6.29M (+12.9%) vs. Q2 2024
- Total value
- $1.26B
- +$218.4M (+21.1%) vs. Q2 2024
- New holders
- 34
- 71 more added
- Sold out
- 18
- 48 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $364 | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 17 | $387 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $410 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $525 | 0.00% | −20−46.5% | Reduced |
| GAMMA Investing LLC | 24 | $547 | 0.00% | −277−92.0% | Reduced |
| Capital Performance Advisors LLP | 31 | $706 | 0.00% | +31 | New |
| Farther Finance Advisors, LLC | 32 | $729 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 42 | $957 | 0.00% | +41+4,100.0% | Added |
| Northwestern Mutual Wealth Management Co | 43 | $980 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $1.03K | 0.00% | +49 | New |
| Lindbrook Capital, LLC | 55 | $1.25K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 56 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1.30K | 0.00% | +42+280.0% | Added |
| Sterling Capital Management LLC | 58 | $1.32K | 0.00% | +58 | New |
| Rothschild Investment LLC | 60 | $1.37K | 0.00% | +35+140.0% | Added |
| Versant Capital Management, Inc | 99 | $2.26K | 0.00% | −6−5.7% | Reduced |
| AllSquare Wealth Management LLC | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 114 | $2.60K | 0.00% | +114 | New |
| Bellevue Asset Management, LLC | 122 | $2.78K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 132 | $3.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 185 | $4.22K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 203 | $4.30K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 235 | $5.36K | 0.00% | +235 | New |
| CWM, LLC | 278 | $6.00K | 0.00% | +21+8.2% | Added |
| Washington Trust Advisors, Inc. | 322 | $7.34K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 418 | $8.86K | 0.00% | +110+35.7% | Added |
| Walleye Capital LLC | 415 | $9.46K | 0.00% | +171+70.1% | Added |
| Tower Research Capital LLC (TRC) | 504 | $11.5K | 0.00% | −16,978−97.1% | Reduced |
| Parallel Advisors, LLC | 615 | $14.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 829 | $15.0K | 0.00% | −335−28.8% | Reduced |
| Quarry LP | 912 | $20.8K | 0.01% | +912 | New |
| First Horizon Advisors, Inc. | 923 | $21.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,019 | $23.2K | 0.00% | +203+24.9% | Added |
| Smartleaf Asset Management LLC | 1,352 | $30.7K | 0.00% | +1,006+290.8% | Added |
| Fifth Third Bancorp | 1,440 | $32.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,485 | $33.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,587 | $36.2K | 0.00% | −28−1.7% | Reduced |
| Assetmark, Inc | 1,685 | $38.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,811 | $41.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,000 | $45.6K | 0.00% | +2,000 | New |
| Group One Trading, L.P. | 2,011 | $45.8K | 0.00% | +269+15.4% | Added |
| International Assets Investment Management, LLC | 1,459 | $64.0K | 0.00% | +1,395+2,179.7% | Added |
| Simplex Trading, LLC | 3,088 | $70.0K | 0.00% | +3,088 | New |
| Amundi | 3,607 | $77.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,600 | $82.0K | 0.00% | −4,936−57.8% | Reduced |
| State of Wyoming | 3,764 | $85.8K | 0.01% | +324+9.4% | Added |
| GWM Advisors LLC | 3,797 | $86.5K | 0.00% | +3,797 | New |
| Walleye Trading LLC | 3,813 | $86.9K | 0.00% | +3,813 | New |
| US Bancorp | 4,231 | $96.4K | 0.00% | −336−7.4% | Reduced |
| Great West Life Assurance Co | 4,521 | $103.0K | 0.00% | −13,225−74.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,606 | $127.8K | 0.00% | +616+12.3% | Added |
| Public Employees Retirement Association of Colorado | 7,551 | $172.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,571 | $218.1K | 0.00% | −4,165−30.3% | Reduced |
| Handelsbanken Fonder AB | 10,200 | $232.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,458 | $238.3K | 0.00% | +10,458 | New |
| Bank of Montreal | 10,621 | $241.3K | 0.00% | −25−0.2% | Reduced |
| Magnetar Financial LLC | 10,722 | $244.4K | 0.01% | +10,722 | New |
| XTX Topco Ltd | 10,844 | $247.1K | 0.02% | +10,844 | New |
| Mercer Global Advisors Inc | 11,122 | $248.7K | 0.00% | −288−2.5% | Reduced |
| QRG Capital Management, Inc. | 11,422 | $260.3K | 0.00% | +425+3.9% | Added |
| Private Advisor Group, LLC | 11,776 | $268.4K | 0.00% | +241+2.1% | Added |
| Petrus Trust Company, LTA | 12,244 | $279.0K | 0.03% | +12,244 | New |
| Corton Capital Inc. | 13,326 | $303.7K | 0.15% | +13,326 | New |
| Engineers Gate Manager LP | 13,354 | $304.3K | 0.01% | +13,354 | New |
| Renaissance Technologies LLC | 13,600 | $309.9K | 0.00% | +13,600 | New |
| Intech Investment Management LLC | 13,862 | $315.9K | 0.00% | +13,862 | New |
| HighTower Advisors, LLC | 13,958 | $319.0K | 0.00% | +249+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,015 | $319.4K | 0.00% | +1,258+9.9% | Added |
| Royal Bank of Canada | 14,551 | $331.0K | 0.00% | +1,810+14.2% | Added |
| State Board of Administration of Florida Retirement System | 14,729 | $335.7K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 14,810 | $337.5K | 0.00% | +325+2.2% | Added |
| M Holdings Securities, Inc. | 15,000 | $342.0K | 0.09% | −2,500−14.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,458 | $352.3K | 0.00% | −23,928−60.8% | Reduced |
| Verition Fund Management LLC | 15,684 | $357.4K | 0.00% | +15,684 | New |
| Arizona State Retirement System | 15,700 | $357.8K | 0.00% | +903+6.1% | Added |
| Commerce Bank | 16,281 | $371.0K | 0.00% | −610−3.6% | Reduced |
| Raymond James & Associates | 17,196 | $391.9K | 0.00% | +7,584+78.9% | Added |
| New York State Common Retirement Fund | 17,602 | $401.1K | 0.00% | −3,045−14.7% | Reduced |
| Trust Point Inc. | 17,887 | $407.6K | 0.03% | +607+3.5% | Added |
| CWM Advisors, LLC | 18,263 | $416.2K | 0.04% | +18,263 | New |
| Marshall Wace, LLP | 18,395 | $419.2K | 0.00% | −21,615−54.0% | Reduced |
| Wells Fargo & Company | 19,439 | $443.0K | 0.00% | +1,704+9.6% | Added |
| RBF Capital, LLC | 21,000 | $445.2K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 20,005 | $455.9K | 0.02% | −17,637−46.9% | Reduced |
| First Trust Advisors LP | 20,170 | $459.7K | 0.00% | −59,721−74.8% | Reduced |
| The PNC Financial Services Group, Inc. | 20,437 | $465.8K | 0.00% | −908−4.3% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $475.2K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 21,206 | $483.3K | 0.01% | −4,757−18.3% | Reduced |
| Acadian Asset Management LLC | 21,630 | $491.0K | 0.00% | +21,630 | New |
| Ensign Peak Advisors, Inc | 22,491 | $512.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 24,079 | $549.0K | 0.06% | +24,079 | New |
| Envestnet Asset Management Inc | 24,187 | $551.2K | 0.00% | +242+1.0% | Added |
| Diversified Trust Co | 24,356 | $555.1K | 0.01% | +2,782+12.9% | Added |
| Wesbanco Bank Inc | 26,000 | $592.5K | 0.02% | +26,000 | New |
| Algert Global LLC | 26,827 | $611.4K | 0.02% | −18,640−41.0% | Reduced |
| Zacks Investment Management | 27,701 | $631.3K | 0.01% | +27,701 | New |
| Manufacturers Life Insurance Company, The | 27,935 | $636.6K | 0.00% | +905+3.3% | Added |
| Man Group plc | 28,321 | $645.4K | 0.00% | +28,321 | New |