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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 98 | $2.50K | 0.00% | +82+512.5% | Added |
| Steward Partners Investment Advisory, LLC | 83 | $2.12K | 0.00% | +83 | New |
| EverSource Wealth Advisors, LLC | 82 | $2.10K | 0.00% | +59+256.5% | Added |
| Continuum Advisory, LLC | 65 | $1.66K | 0.00% | −4−5.8% | Reduced |
| Rothschild Investment LLC | 65 | $1.66K | 0.00% | +25+62.5% | Added |
| Sterling Capital Management LLC | 59 | $1.51K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $1.10K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $1.00K | 0.00% | −21−30.0% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $972 | 0.00% | −2−5.0% | Reduced |
| Farther Finance Advisors, LLC | 32 | $815 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $716 | 0.00% | +28 | New |
| True Wealth Design, LLC | 21 | $537 | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 20 | $512 | 0.00% | +20 | New |
| Bokf, NA | 18 | $460 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $460 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $384 | 0.00% | +15 | New |
| CoreCap Advisors, LLC | 9 | $230 | 0.00% | +9 | New |
| Advisor Group Holdings, Inc. | 4 | $102 | 0.00% | −4−50.0% | Reduced |
| SBI Securities Co., Ltd. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −261,543−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −174,971−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −54,939−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,134−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,850−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,971−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |