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, Q4 2024
Institutional positions in Phreesia, Inc. as of Dec 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
- 192
- +4 vs. Q3 2024
- Shares held
- 54.9M
- −313.4K (−0.6%) vs. Q3 2024
- Total value
- $1.38B
- +$125.8M (+10.0%) vs. Q3 2024
- New holders
- 30
- 69 more added
- Sold out
- 26
- 64 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $25 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $75 | 0.00% | 0 | New |
| Advisor Group Holdings, Inc. | 8 | $201 | 0.00% | −124−93.9% | Reduced |
| J.Safra Asset Management Corp | 16 | $412 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $453 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 18 | $480 | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 23 | $579 | 0.00% | +6+35.3% | Added |
| Farther Finance Advisors, LLC | 32 | $805 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.01K | 0.00% | −20−33.3% | Reduced |
| Huntington National Bank | 40 | $1.01K | 0.00% | −2−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 43 | $1.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.25K | 0.00% | +46 | New |
| GAMMA Investing LLC | 53 | $1.33K | 0.00% | +29+120.8% | Added |
| Lindbrook Capital, LLC | 55 | $1.38K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 56 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 59 | $1.48K | 0.00% | +1+1.7% | Added |
| Continuum Advisory, LLC | 69 | $1.74K | 0.00% | +20+40.8% | Added |
| Creative Planning | 72 | $1.81K | 0.00% | +72 | New |
| Covestor Ltd | 70 | $2.00K | 0.00% | +66+1,650.0% | Added |
| Group One Trading, L.P. | 92 | $2.31K | 0.00% | −1,919−95.4% | Reduced |
| SRS Capital Advisors, Inc. | 93 | $2.34K | 0.00% | +70+304.3% | Added |
| AllSquare Wealth Management LLC | 100 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 133 | $3.35K | 0.00% | +19+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 177 | $4.45K | 0.00% | +120+210.5% | Added |
| Versant Capital Management, Inc | 206 | $5.18K | 0.00% | +107+108.1% | Added |
| Washington Trust Advisors, Inc. | 322 | $8.10K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 369 | $9.00K | 0.00% | +91+32.7% | Added |
| Parallel Advisors, LLC | 642 | $16.2K | 0.00% | +27+4.4% | Added |
| Aquatic Capital Management LLC | 697 | $17.5K | 0.00% | +697 | New |
| Comerica Bank | 841 | $21.2K | 0.00% | −178−17.5% | Reduced |
| Simplex Trading, LLC | 928 | $23.0K | 0.00% | −2,160−69.9% | Reduced |
| First Horizon Advisors, Inc. | 923 | $23.2K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,064 | $27.0K | 0.00% | +235+28.3% | Added |
| R Squared Ltd | 1,200 | $30.2K | 0.03% | +1,200 | New |
| Fifth Third Bancorp | 1,232 | $31.0K | 0.00% | −208−14.4% | Reduced |
| Johnson Financial Group, Inc. | 1,131 | $32.2K | 0.00% | +896+381.3% | Added |
| BankPlus Trust Department | 1,349 | $33.9K | 0.01% | +1,349 | New |
| Nisa Investment Advisors, LLC | 1,499 | $37.7K | 0.00% | −88−5.5% | Reduced |
| Walleye Capital LLC | 1,500 | $37.7K | 0.00% | +1,085+261.4% | Added |
| Assetmark, Inc | 1,685 | $42.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,811 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,081 | $52.4K | 0.01% | −29,215−93.4% | Reduced |
| Amundi | 2,248 | $63.9K | 0.00% | −1,359−37.7% | Reduced |
| Quarry LP | 2,835 | $71.3K | 0.01% | +1,923+210.9% | Added |
| Venturi Wealth Management, LLC | 3,025 | $76.1K | 0.00% | +3,025 | New |
| Smartleaf Asset Management LLC | 3,442 | $88.6K | 0.01% | +2,090+154.6% | Added |
| State of Wyoming | 3,685 | $92.7K | 0.01% | −79−2.1% | Reduced |
| US Bancorp | 4,219 | $106.2K | 0.00% | −12−0.3% | Reduced |
| GWM Advisors LLC | 4,256 | $107.1K | 0.00% | +459+12.1% | Added |
| Great West Life Assurance Co | 4,521 | $114.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,723 | $118.8K | 0.00% | +910+23.9% | Added |
| Ameritas Investment Partners, Inc. | 5,606 | $141.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,660 | $142.4K | 0.00% | +5,156+1,023.0% | Added |
| BNP Paribas Arbitrage, SA | 6,468 | $162.7K | 0.00% | +6,468 | New |
| Pension & Wealth Management Advisors, Inc. | 6,686 | $168.2K | 0.07% | +6,686 | New |
| Public Employees Retirement Association of Colorado | 7,551 | $190.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,810 | $197.0K | 0.00% | −6,741−46.3% | Reduced |
| LPL Financial LLC | 8,576 | $215.8K | 0.00% | +8,576 | New |
| Mercer Global Advisors Inc | 8,805 | $221.5K | 0.00% | −2,317−20.8% | Reduced |
| Bridgewater Associates, LP | 8,971 | $225.7K | 0.00% | −21,474−70.5% | Reduced |
| IMC-Chicago, LLC | 10,050 | $252.9K | 0.01% | +10,050 | New |
| QRG Capital Management, Inc. | 10,291 | $258.9K | 0.00% | −1,131−9.9% | Reduced |
| KLP Kapitalforvaltning AS | 10,300 | $259.1K | 0.00% | +10,300 | New |
| Bank of Montreal | 10,327 | $259.8K | 0.00% | −294−2.8% | Reduced |
| STRS Ohio | 10,600 | $266.7K | 0.00% | −20,600−66.0% | Reduced |
| Options Solutions, LLC | 10,611 | $267.0K | 0.12% | +10,611 | New |
| Ameriprise Financial Inc | 10,675 | $268.6K | 0.00% | +10,675 | New |
| Dynamic Technology Lab Private Ltd | 10,850 | $273.0K | 0.04% | −13,229−54.9% | Reduced |
| Engineers Gate Manager LP | 11,009 | $277.0K | 0.00% | −2,345−17.6% | Reduced |
| Balyasny Asset Management LLC | 11,263 | $283.4K | 0.00% | −30,361−72.9% | Reduced |
| Private Advisor Group, LLC | 11,517 | $289.8K | 0.00% | −259−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,813 | $297.2K | 0.00% | +11,813 | New |
| Two Sigma Advisers, LP | 12,000 | $301.9K | 0.00% | +12,000 | New |
| PharVision Advisers, LLC | 12,006 | $302.1K | 0.26% | +12,006 | New |
| Probity Advisors, Inc. | 12,074 | $303.8K | 0.06% | +12,074 | New |
| Handelsbanken Fonder AB | 12,600 | $317.0K | 0.00% | +2,400+23.5% | Added |
| Jane Street Group, LLC | 12,787 | $321.7K | 0.00% | −39,563−75.6% | Reduced |
| HSBC Holdings PLC | 13,064 | $333.3K | 0.00% | +3,493+36.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,670 | $343.9K | 0.00% | −1,140−7.7% | Reduced |
| Sherbrooke Park Advisers LLC | 14,042 | $353.3K | 0.11% | −28,525−67.0% | Reduced |
| State Board of Administration of Florida Retirement System | 14,729 | $370.6K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 14,840 | $373.0K | 0.06% | −160−1.1% | Reduced |
| Raymond James Financial Inc | 15,056 | $378.8K | 0.00% | +15,056 | New |
| ProShare Advisors LLC | 15,585 | $392.1K | 0.00% | +5,127+49.0% | Added |
| Arizona State Retirement System | 15,928 | $400.7K | 0.00% | +228+1.5% | Added |
| CWM Advisors, LLC | 15,967 | $401.7K | 0.04% | −2,296−12.6% | Reduced |
| Centiva Capital, LP | 16,057 | $404.0K | 0.02% | +16,057 | New |
| Commerce Bank | 16,086 | $404.7K | 0.00% | −195−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,443 | $413.7K | 0.00% | +2,428+17.3% | Added |
| New York State Common Retirement Fund | 17,602 | $442.9K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 21,000 | $445.2K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 17,947 | $451.5K | 0.00% | −3,259−15.4% | Reduced |
| XTX Topco Ltd | 19,134 | $481.4K | 0.04% | +8,290+76.4% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $524.7K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,858 | $524.8K | 0.00% | −3,329−13.8% | Reduced |
| Squarepoint Ops LLC | 22,230 | $559.3K | 0.00% | −127,424−85.1% | Reduced |
| The PNC Financial Services Group, Inc. | 22,445 | $564.7K | 0.00% | +2,008+9.8% | Added |
| Ensign Peak Advisors, Inc | 22,491 | $565.9K | 0.00% | 00.0% | Unchanged |