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, Q1 2025
Institutional positions in Phreesia, Inc. as of Mar 31, 2025. 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
- 223
- +32 vs. Q4 2024
- Shares held
- 56.5M
- +1.87M (+3.4%) vs. Q4 2024
- Total value
- $1.44B
- +$69.9M (+5.1%) vs. Q4 2024
- New holders
- 50
- 75 more added
- Sold out
- 18
- 64 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $102 | 0.00% | −4−50.0% | Reduced |
| CoreCap Advisors, LLC | 9 | $230 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 15 | $384 | 0.00% | +15 | New |
| Bokf, NA | 18 | $460 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $460 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $512 | 0.00% | +20 | New |
| True Wealth Design, LLC | 21 | $537 | 0.00% | +21 | New |
| Ronald Blue Trust, Inc. | 28 | $716 | 0.00% | +28 | New |
| Farther Finance Advisors, LLC | 32 | $815 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $972 | 0.00% | −2−5.0% | Reduced |
| Covestor Ltd | 49 | $1.00K | 0.00% | −21−30.0% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $1.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.13K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 59 | $1.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 65 | $1.66K | 0.00% | −4−5.8% | Reduced |
| Rothschild Investment LLC | 65 | $1.66K | 0.00% | +25+62.5% | Added |
| EverSource Wealth Advisors, LLC | 82 | $2.10K | 0.00% | +59+256.5% | Added |
| Steward Partners Investment Advisory, LLC | 83 | $2.12K | 0.00% | +83 | New |
| J.Safra Asset Management Corp | 98 | $2.50K | 0.00% | +82+512.5% | Added |
| AllSquare Wealth Management LLC | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $2.96K | 0.00% | +23+24.7% | Added |
| Bellevue Asset Management, LLC | 122 | $3.12K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 150 | $3.83K | 0.00% | +150 | New |
| Cullen/Frost Bankers, Inc. | 168 | $4.29K | 0.00% | +35+26.3% | Added |
| Mather Group, LLC. | 175 | $4.47K | 0.00% | +175 | New |
| GAMMA Investing LLC | 222 | $5.67K | 0.00% | +169+318.9% | Added |
| Larson Financial Group LLC | 241 | $6.16K | 0.00% | +241 | New |
| Washington Trust Advisors, Inc. | 322 | $8.23K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 363 | $9.28K | 0.00% | +271+294.6% | Added |
| Versant Capital Management, Inc | 391 | $9.99K | 0.00% | +185+89.8% | Added |
| Global Financial Private Client, LLC | 548 | $14.0K | 0.01% | +548 | New |
| Parallel Advisors, LLC | 647 | $16.5K | 0.00% | +5+0.8% | Added |
| Comerica Bank | 775 | $19.8K | 0.00% | −66−7.8% | Reduced |
| BankPlus Trust Department | 903 | $23.1K | 0.01% | −446−33.1% | Reduced |
| First Horizon Advisors, Inc. | 923 | $23.6K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,064 | $27.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,164 | $30.9K | 0.01% | +1,164 | New |
| Fifth Third Bancorp | 1,232 | $31.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,297 | $33.2K | 0.00% | −4,363−77.1% | Reduced |
| Johnson Financial Group, Inc. | 1,462 | $37.4K | 0.00% | +331+29.3% | Added |
| Nisa Investment Advisors, LLC | 1,595 | $40.8K | 0.00% | +96+6.4% | Added |
| Assetmark, Inc | 1,685 | $43.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,734 | $44.3K | 0.01% | +1,734 | New |
| Coldstream Capital Management Inc | 1,849 | $47.3K | 0.00% | +1,849 | New |
| Amalgamated Bank | 1,917 | $49.0K | 0.00% | +106+5.9% | Added |
| Amundi | 2,248 | $55.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,744 | $70.1K | 0.02% | −91−3.2% | Reduced |
| KBC Group NV | 2,904 | $74.0K | 0.00% | +2,904 | New |
| State of Wyoming | 3,988 | $101.9K | 0.01% | +303+8.2% | Added |
| CWM, LLC | 4,040 | $103.0K | 0.00% | +3,671+994.9% | Added |
| US Bancorp | 4,444 | $113.6K | 0.00% | +225+5.3% | Added |
| Great West Life Assurance Co | 4,521 | $116.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4,776 | $122.1K | 0.05% | −1,910−28.6% | Reduced |
| Smartleaf Asset Management LLC | 5,267 | $136.9K | 0.01% | +1,825+53.0% | Added |
| BNP Paribas Arbitrage, SA | 5,382 | $137.6K | 0.00% | −1,086−16.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,606 | $143.3K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 6,204 | $158.6K | 0.01% | +6,204 | New |
| Public Employees Retirement Association of Colorado | 7,551 | $193.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,891 | $201.7K | 0.02% | +7,891 | New |
| Oppenheimer Asset Management Inc. | 8,011 | $204.8K | 0.00% | +8,011 | New |
| Atria Investments LLC | 8,039 | $205.5K | 0.00% | +8,039 | New |
| Teacher Retirement System of Texas | 8,070 | $206.3K | 0.00% | +8,070 | New |
| Quest Partners LLC | 8,216 | $210.0K | 0.02% | +6,135+294.8% | Added |
| RSM US Wealth Management LLC | 8,237 | $210.5K | 0.00% | +8,237 | New |
| LPL Financial LLC | 8,326 | $212.8K | 0.00% | −250−2.9% | Reduced |
| PharVision Advisers, LLC | 8,622 | $220.4K | 0.31% | −3,384−28.2% | Reduced |
| Private Advisor Group, LLC | 8,650 | $221.1K | 0.00% | −2,867−24.9% | Reduced |
| RBF Capital, LLC | 9,048 | $231.3K | 0.01% | −11,952−56.9% | Reduced |
| Virtus ETF Advisers LLC | 9,177 | $234.6K | 0.15% | +9,177 | New |
| Creative Planning | 9,262 | $236.7K | 0.00% | +9,190+12,763.9% | Added |
| Campbell & CO Investment Adviser LLC | 10,049 | $256.9K | 0.02% | +10,049 | New |
| KLP Kapitalforvaltning AS | 10,300 | $263.3K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,327 | $264.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,569 | $270.1K | 0.00% | +1,764+20.0% | Added |
| STRS Ohio | 10,600 | $270.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,975 | $280.5K | 0.01% | +10,975 | New |
| Brevan Howard Capital Management LP | 11,055 | $282.6K | 0.01% | +11,055 | New |
| QRG Capital Management, Inc. | 11,118 | $284.2K | 0.00% | +827+8.0% | Added |
| Pathstone Holdings, LLC | 11,142 | $284.8K | 0.00% | +11,142 | New |
| Centiva Capital, LP | 11,203 | $286.3K | 0.02% | −4,854−30.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,813 | $301.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,904 | $304.3K | 0.00% | +11,904 | New |
| Probity Advisors, Inc. | 12,043 | $307.8K | 0.06% | −31−0.3% | Reduced |
| ProShare Advisors LLC | 12,132 | $310.1K | 0.00% | −3,453−22.2% | Reduced |
| Caxton Associates LLP | 12,355 | $315.8K | 0.01% | +12,355 | New |
| Sherbrooke Park Advisers LLC | 12,412 | $317.3K | 0.15% | −1,630−11.6% | Reduced |
| CIBC World Markets Corp | 12,435 | $317.8K | 0.00% | +12,435 | New |
| Handelsbanken Fonder AB | 12,600 | $322.0K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 13,000 | $332.0K | 0.06% | −1,840−12.4% | Reduced |
| Mariner, LLC | 13,351 | $341.3K | 0.00% | +13,351 | New |
| CWM Advisors, LLC | 13,586 | $347.3K | 0.04% | −2,381−14.9% | Reduced |
| Raymond James Financial Inc | 13,674 | $349.5K | 0.00% | −1,382−9.2% | Reduced |
| HSBC Holdings PLC | 14,241 | $356.2K | 0.00% | +1,177+9.0% | Added |
| State Board of Administration of Florida Retirement System | 14,729 | $376.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 15,302 | $391.1K | 0.00% | −2,645−14.7% | Reduced |
| GWM Advisors LLC | 15,437 | $394.6K | 0.00% | +11,181+262.7% | Added |
| Arizona State Retirement System | 15,839 | $404.8K | 0.00% | −89−0.6% | Reduced |