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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −30,441−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −28,369−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −28,321−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −17,887−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,684−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −15,458−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,958−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −13,326−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −12,244−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |