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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 21,630 | $491.0K | 0.00% | +21,630 | New |
| Gotham Asset Management, LLC | 21,206 | $483.3K | 0.01% | −4,757−18.3% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $475.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,437 | $465.8K | 0.00% | −908−4.3% | Reduced |
| First Trust Advisors LP | 20,170 | $459.7K | 0.00% | −59,721−74.8% | Reduced |
| Graham Capital Management, L.P. | 20,005 | $455.9K | 0.02% | −17,637−46.9% | Reduced |
| RBF Capital, LLC | 21,000 | $445.2K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,439 | $443.0K | 0.00% | +1,704+9.6% | Added |
| Marshall Wace, LLP | 18,395 | $419.2K | 0.00% | −21,615−54.0% | Reduced |
| CWM Advisors, LLC | 18,263 | $416.2K | 0.04% | +18,263 | New |
| Trust Point Inc. | 17,887 | $407.6K | 0.03% | +607+3.5% | Added |
| New York State Common Retirement Fund | 17,602 | $401.1K | 0.00% | −3,045−14.7% | Reduced |
| Raymond James & Associates | 17,196 | $391.9K | 0.00% | +7,584+78.9% | Added |
| Commerce Bank | 16,281 | $371.0K | 0.00% | −610−3.6% | Reduced |
| Arizona State Retirement System | 15,700 | $357.8K | 0.00% | +903+6.1% | Added |
| Verition Fund Management LLC | 15,684 | $357.4K | 0.00% | +15,684 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,458 | $352.3K | 0.00% | −23,928−60.8% | Reduced |
| M Holdings Securities, Inc. | 15,000 | $342.0K | 0.09% | −2,500−14.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,810 | $337.5K | 0.00% | +325+2.2% | Added |
| State Board of Administration of Florida Retirement System | 14,729 | $335.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,551 | $331.0K | 0.00% | +1,810+14.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,015 | $319.4K | 0.00% | +1,258+9.9% | Added |
| HighTower Advisors, LLC | 13,958 | $319.0K | 0.00% | +249+1.8% | Added |
| Intech Investment Management LLC | 13,862 | $315.9K | 0.00% | +13,862 | New |
| Renaissance Technologies LLC | 13,600 | $309.9K | 0.00% | +13,600 | New |
| Engineers Gate Manager LP | 13,354 | $304.3K | 0.01% | +13,354 | New |
| Corton Capital Inc. | 13,326 | $303.7K | 0.15% | +13,326 | New |
| Petrus Trust Company, LTA | 12,244 | $279.0K | 0.03% | +12,244 | New |
| Private Advisor Group, LLC | 11,776 | $268.4K | 0.00% | +241+2.1% | Added |
| QRG Capital Management, Inc. | 11,422 | $260.3K | 0.00% | +425+3.9% | Added |
| Mercer Global Advisors Inc | 11,122 | $248.7K | 0.00% | −288−2.5% | Reduced |
| XTX Topco Ltd | 10,844 | $247.1K | 0.02% | +10,844 | New |
| Magnetar Financial LLC | 10,722 | $244.4K | 0.01% | +10,722 | New |
| Bank of Montreal | 10,621 | $241.3K | 0.00% | −25−0.2% | Reduced |
| ProShare Advisors LLC | 10,458 | $238.3K | 0.00% | +10,458 | New |
| Handelsbanken Fonder AB | 10,200 | $232.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,571 | $218.1K | 0.00% | −4,165−30.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $172.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,606 | $127.8K | 0.00% | +616+12.3% | Added |
| Great West Life Assurance Co | 4,521 | $103.0K | 0.00% | −13,225−74.5% | Reduced |
| US Bancorp | 4,231 | $96.4K | 0.00% | −336−7.4% | Reduced |
| Walleye Trading LLC | 3,813 | $86.9K | 0.00% | +3,813 | New |
| GWM Advisors LLC | 3,797 | $86.5K | 0.00% | +3,797 | New |
| State of Wyoming | 3,764 | $85.8K | 0.01% | +324+9.4% | Added |
| PEAK6 Investments LLC | 3,600 | $82.0K | 0.00% | −4,936−57.8% | Reduced |
| Amundi | 3,607 | $77.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,088 | $70.0K | 0.00% | +3,088 | New |
| International Assets Investment Management, LLC | 1,459 | $64.0K | 0.00% | +1,395+2,179.7% | Added |
| Group One Trading, L.P. | 2,011 | $45.8K | 0.00% | +269+15.4% | Added |
| Jefferies Financial Group Inc. | 2,000 | $45.6K | 0.00% | +2,000 | New |
| Amalgamated Bank | 1,811 | $41.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,685 | $38.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,587 | $36.2K | 0.00% | −28−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,485 | $33.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,440 | $32.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,352 | $30.7K | 0.00% | +1,006+290.8% | Added |
| Comerica Bank | 1,019 | $23.2K | 0.00% | +203+24.9% | Added |
| First Horizon Advisors, Inc. | 923 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 912 | $20.8K | 0.01% | +912 | New |
| Van Eck Associates Corp | 829 | $15.0K | 0.00% | −335−28.8% | Reduced |
| Parallel Advisors, LLC | 615 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 504 | $11.5K | 0.00% | −16,978−97.1% | Reduced |
| Walleye Capital LLC | 415 | $9.46K | 0.00% | +171+70.1% | Added |
| Ronald Blue Trust, Inc. | 418 | $8.86K | 0.00% | +110+35.7% | Added |
| Washington Trust Advisors, Inc. | 322 | $7.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 278 | $6.00K | 0.00% | +21+8.2% | Added |
| Johnson Financial Group, Inc. | 235 | $5.36K | 0.00% | +235 | New |
| ClariVest Asset Management LLC | 203 | $4.30K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 185 | $4.22K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 132 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 114 | $2.60K | 0.00% | +114 | New |
| AllSquare Wealth Management LLC | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $2.26K | 0.00% | −6−5.7% | Reduced |
| Rothschild Investment LLC | 60 | $1.37K | 0.00% | +35+140.0% | Added |
| Sterling Capital Management LLC | 58 | $1.32K | 0.00% | +58 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1.30K | 0.00% | +42+280.0% | Added |
| Creekmur Asset Management LLC | 56 | $1.28K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.25K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 49 | $1.03K | 0.00% | +49 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $980 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 42 | $957 | 0.00% | +41+4,100.0% | Added |
| Farther Finance Advisors, LLC | 32 | $729 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 31 | $706 | 0.00% | +31 | New |
| GAMMA Investing LLC | 24 | $547 | 0.00% | −277−92.0% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $525 | 0.00% | −20−46.5% | Reduced |
| Signaturefd, LLC | 18 | $410 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $387 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $364 | 0.00% | +16 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 0 | $0 | 0.00% | −142,188−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −85,088−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −31,285−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −15,858−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,160−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,785−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,456−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,361−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −9,882−100.0% | Sold out |