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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 17,602 | $442.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,443 | $413.7K | 0.00% | +2,428+17.3% | Added |
| Commerce Bank | 16,086 | $404.7K | 0.00% | −195−1.2% | Reduced |
| Centiva Capital, LP | 16,057 | $404.0K | 0.02% | +16,057 | New |
| CWM Advisors, LLC | 15,967 | $401.7K | 0.04% | −2,296−12.6% | Reduced |
| Arizona State Retirement System | 15,928 | $400.7K | 0.00% | +228+1.5% | Added |
| ProShare Advisors LLC | 15,585 | $392.1K | 0.00% | +5,127+49.0% | Added |
| Raymond James Financial Inc | 15,056 | $378.8K | 0.00% | +15,056 | New |
| M Holdings Securities, Inc. | 14,840 | $373.0K | 0.06% | −160−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 14,729 | $370.6K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 14,042 | $353.3K | 0.11% | −28,525−67.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,670 | $343.9K | 0.00% | −1,140−7.7% | Reduced |
| HSBC Holdings PLC | 13,064 | $333.3K | 0.00% | +3,493+36.5% | Added |
| Jane Street Group, LLC | 12,787 | $321.7K | 0.00% | −39,563−75.6% | Reduced |
| Handelsbanken Fonder AB | 12,600 | $317.0K | 0.00% | +2,400+23.5% | Added |
| Probity Advisors, Inc. | 12,074 | $303.8K | 0.06% | +12,074 | New |
| PharVision Advisers, LLC | 12,006 | $302.1K | 0.26% | +12,006 | New |
| Two Sigma Advisers, LP | 12,000 | $301.9K | 0.00% | +12,000 | New |
| Police & Firemen's Retirement System of New Jersey | 11,813 | $297.2K | 0.00% | +11,813 | New |
| Private Advisor Group, LLC | 11,517 | $289.8K | 0.00% | −259−2.2% | Reduced |
| Balyasny Asset Management LLC | 11,263 | $283.4K | 0.00% | −30,361−72.9% | Reduced |
| Engineers Gate Manager LP | 11,009 | $277.0K | 0.00% | −2,345−17.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,850 | $273.0K | 0.04% | −13,229−54.9% | Reduced |
| Ameriprise Financial Inc | 10,675 | $268.6K | 0.00% | +10,675 | New |
| Options Solutions, LLC | 10,611 | $267.0K | 0.12% | +10,611 | New |
| STRS Ohio | 10,600 | $266.7K | 0.00% | −20,600−66.0% | Reduced |
| Bank of Montreal | 10,327 | $259.8K | 0.00% | −294−2.8% | Reduced |
| KLP Kapitalforvaltning AS | 10,300 | $259.1K | 0.00% | +10,300 | New |
| QRG Capital Management, Inc. | 10,291 | $258.9K | 0.00% | −1,131−9.9% | Reduced |
| IMC-Chicago, LLC | 10,050 | $252.9K | 0.01% | +10,050 | New |
| Bridgewater Associates, LP | 8,971 | $225.7K | 0.00% | −21,474−70.5% | Reduced |
| Mercer Global Advisors Inc | 8,805 | $221.5K | 0.00% | −2,317−20.8% | Reduced |
| LPL Financial LLC | 8,576 | $215.8K | 0.00% | +8,576 | New |
| Royal Bank of Canada | 7,810 | $197.0K | 0.00% | −6,741−46.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $190.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6,686 | $168.2K | 0.07% | +6,686 | New |
| BNP Paribas Arbitrage, SA | 6,468 | $162.7K | 0.00% | +6,468 | New |
| Tower Research Capital LLC (TRC) | 5,660 | $142.4K | 0.00% | +5,156+1,023.0% | Added |
| Ameritas Investment Partners, Inc. | 5,606 | $141.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,723 | $118.8K | 0.00% | +910+23.9% | Added |
| Great West Life Assurance Co | 4,521 | $114.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,256 | $107.1K | 0.00% | +459+12.1% | Added |
| US Bancorp | 4,219 | $106.2K | 0.00% | −12−0.3% | Reduced |
| State of Wyoming | 3,685 | $92.7K | 0.01% | −79−2.1% | Reduced |
| Smartleaf Asset Management LLC | 3,442 | $88.6K | 0.01% | +2,090+154.6% | Added |
| Venturi Wealth Management, LLC | 3,025 | $76.1K | 0.00% | +3,025 | New |
| Quarry LP | 2,835 | $71.3K | 0.01% | +1,923+210.9% | Added |
| Amundi | 2,248 | $63.9K | 0.00% | −1,359−37.7% | Reduced |
| Quest Partners LLC | 2,081 | $52.4K | 0.01% | −29,215−93.4% | Reduced |
| Amalgamated Bank | 1,811 | $46.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,685 | $42.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,500 | $37.7K | 0.00% | +1,085+261.4% | Added |
| Nisa Investment Advisors, LLC | 1,499 | $37.7K | 0.00% | −88−5.5% | Reduced |
| BankPlus Trust Department | 1,349 | $33.9K | 0.01% | +1,349 | New |
| Johnson Financial Group, Inc. | 1,131 | $32.2K | 0.00% | +896+381.3% | Added |
| Fifth Third Bancorp | 1,232 | $31.0K | 0.00% | −208−14.4% | Reduced |
| R Squared Ltd | 1,200 | $30.2K | 0.03% | +1,200 | New |
| Van Eck Associates Corp | 1,064 | $27.0K | 0.00% | +235+28.3% | Added |
| First Horizon Advisors, Inc. | 923 | $23.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 928 | $23.0K | 0.00% | −2,160−69.9% | Reduced |
| Comerica Bank | 841 | $21.2K | 0.00% | −178−17.5% | Reduced |
| Aquatic Capital Management LLC | 697 | $17.5K | 0.00% | +697 | New |
| Parallel Advisors, LLC | 642 | $16.2K | 0.00% | +27+4.4% | Added |
| CWM, LLC | 369 | $9.00K | 0.00% | +91+32.7% | Added |
| Washington Trust Advisors, Inc. | 322 | $8.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 206 | $5.18K | 0.00% | +107+108.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 177 | $4.45K | 0.00% | +120+210.5% | Added |
| Cullen/Frost Bankers, Inc. | 133 | $3.35K | 0.00% | +19+16.7% | Added |
| Bellevue Asset Management, LLC | 122 | $3.07K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 93 | $2.34K | 0.00% | +70+304.3% | Added |
| Group One Trading, L.P. | 92 | $2.31K | 0.00% | −1,919−95.4% | Reduced |
| Covestor Ltd | 70 | $2.00K | 0.00% | +66+1,650.0% | Added |
| Creative Planning | 72 | $1.81K | 0.00% | +72 | New |
| Continuum Advisory, LLC | 69 | $1.74K | 0.00% | +20+40.8% | Added |
| Sterling Capital Management LLC | 59 | $1.48K | 0.00% | +1+1.7% | Added |
| Creekmur Asset Management LLC | 56 | $1.41K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.38K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 53 | $1.33K | 0.00% | +29+120.8% | Added |
| Allworth Financial LP | 46 | $1.25K | 0.00% | +46 | New |
| Northwestern Mutual Wealth Management Co | 43 | $1.08K | 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 |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $805 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $579 | 0.00% | +6+35.3% | Added |
| Bokf, NA | 18 | $480 | 0.00% | +18 | New |
| Signaturefd, LLC | 18 | $453 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $412 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $201 | 0.00% | −124−93.9% | Reduced |
| IFP Advisors, Inc | 0 | $75 | 0.00% | 0 | New |
| SBI Securities Co., Ltd. | 1 | $25 | 0.00% | +1 | New |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −868,409−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −307,864−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −75,303−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,467−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −41,849−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −39,731−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −32,960−100.0% | Sold out |