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, Q2 2025
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 224
- +2 vs. Q1 2025
- Shares held
- 58.6M
- +2.09M (+3.7%) vs. Q1 2025
- Total value
- $1.67B
- +$222.8M (+15.4%) vs. Q1 2025
- New holders
- 37
- 92 more added
- Sold out
- 35
- 65 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −43−87.8% | Reduced |
| Avion Wealth | 21 | $0 | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $56 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $114 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $143 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 9 | $256 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $797 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 28 | $797 | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $1.17K | 0.00% | +3+7.9% | Added |
| IFP Advisors, Inc | 46 | $1.31K | 0.00% | +46 | New |
| Parkside Financial Bank & Trust | 64 | $1.82K | 0.00% | +44+220.0% | Added |
| Steward Partners Investment Advisory, LLC | 83 | $2.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 89 | $2.53K | 0.00% | +68+323.8% | Added |
| Signaturefd, LLC | 91 | $2.59K | 0.00% | +73+405.6% | Added |
| SRS Capital Advisors, Inc. | 93 | $2.65K | 0.00% | −23−19.8% | Reduced |
| J.Safra Asset Management Corp | 97 | $2.76K | 0.00% | −1−1.0% | Reduced |
| AllSquare Wealth Management LLC | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 115 | $3.27K | 0.00% | +50+76.9% | Added |
| Bellevue Asset Management, LLC | 122 | $3.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 134 | $3.81K | 0.00% | +88+191.3% | Added |
| Sterling Capital Management LLC | 137 | $3.90K | 0.00% | +78+132.2% | Added |
| Advisor Group Holdings, Inc. | 147 | $4.17K | 0.00% | +143+3,575.0% | Added |
| Park Place Capital Corp | 150 | $4.27K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 188 | $5.35K | 0.00% | +188 | New |
| Kozak & Associates, Inc. | 200 | $5.79K | 0.00% | +200 | New |
| Skopos Labs, Inc. | 204 | $5.81K | 0.00% | +204 | New |
| Versant Capital Management, Inc | 206 | $5.86K | 0.00% | −185−47.3% | Reduced |
| Danske Bank A/S | 208 | $5.92K | 0.00% | −55,888−99.6% | Reduced |
| GAMMA Investing LLC | 216 | $6.15K | 0.00% | −6−2.7% | Reduced |
| Washington Trust Advisors, Inc. | 322 | $9.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 557 | $15.9K | 0.00% | +389+231.5% | Added |
| EverSource Wealth Advisors, LLC | 608 | $17.3K | 0.00% | +526+641.5% | Added |
| Parallel Advisors, LLC | 631 | $18.0K | 0.00% | −16−2.5% | Reduced |
| Fifth Third Bancorp | 680 | $19.4K | 0.00% | −552−44.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 700 | $19.9K | 0.00% | +700 | New |
| Comerica Bank | 802 | $22.8K | 0.00% | +27+3.5% | Added |
| BankPlus Trust Department | 903 | $25.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 923 | $26.3K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,133 | $32.0K | 0.00% | +69+6.5% | Added |
| Nisa Investment Advisors, LLC | 1,659 | $47.2K | 0.00% | +64+4.0% | Added |
| Assetmark, Inc | 1,698 | $48.3K | 0.00% | +13+0.8% | Added |
| KBC Group NV | 1,881 | $54.0K | 0.00% | −1,023−35.2% | Reduced |
| Amalgamated Bank | 1,917 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,167 | $61.7K | 0.01% | −577−21.0% | Reduced |
| Meeder Asset Management Inc | 2,702 | $76.9K | 0.00% | +2,702 | New |
| Smartleaf Asset Management LLC | 2,816 | $80.2K | 0.01% | −2,451−46.5% | Reduced |
| Simplex Trading, LLC | 2,875 | $81.0K | 0.00% | +2,875 | New |
| NBC Securities, Inc. | 3,032 | $86.0K | 0.01% | +3,032 | New |
| Farther Finance Advisors, LLC | 3,032 | $86.3K | 0.00% | +3,000+9,375.0% | Added |
| Group One Trading, L.P. | 3,563 | $101.4K | 0.00% | +3,200+881.5% | Added |
| US Bancorp | 3,747 | $106.6K | 0.00% | −697−15.7% | Reduced |
| CWM, LLC | 3,779 | $108.0K | 0.00% | −261−6.5% | Reduced |
| Great West Life Assurance Co | 4,521 | $129.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4,579 | $130.3K | 0.04% | −197−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,606 | $159.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,610 | $159.7K | 0.00% | +4,313+332.5% | Added |
| SG Americas Securities, LLC | 6,040 | $172.0K | 0.00% | −12,029−66.6% | Reduced |
| Pathstone Holdings, LLC | 7,262 | $206.7K | 0.00% | −3,880−34.8% | Reduced |
| Pictet Asset Management Holding SA | 7,350 | $209.2K | 0.00% | +7,350 | New |
| Dark Forest Capital Management LP | 7,373 | $209.8K | 0.01% | −3,602−32.8% | Reduced |
| Guggenheim Capital LLC | 7,402 | $210.7K | 0.00% | +7,402 | New |
| OP Asset Management Ltd | 7,426 | $211.3K | 0.00% | −10,797−59.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $215.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,713 | $219.5K | 0.06% | +7,713 | New |
| RSM US Wealth Management LLC | 7,781 | $221.4K | 0.00% | −456−5.5% | Reduced |
| David Loasby | 8,453 | $222.7K | 0.02% | +8,453 | New |
| Petrus Trust Company, LTA | 7,999 | $227.7K | 0.02% | −17,366−68.5% | Reduced |
| Atria Investments LLC | 8,015 | $228.1K | 0.00% | −24−0.3% | Reduced |
| Quest Partners LLC | 8,353 | $237.7K | 0.02% | +137+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 8,637 | $245.8K | 0.02% | +8,637 | New |
| Gotham Asset Management, LLC | 8,761 | $249.3K | 0.00% | −6,541−42.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,803 | $250.5K | 0.00% | +792+9.9% | Added |
| Prudential Financial Inc | 10,460 | $256.4K | 0.00% | +10,460 | New |
| RBF Capital, LLC | 9,048 | $257.5K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,107 | $259.2K | 0.00% | −2,797−23.5% | Reduced |
| Private Advisor Group, LLC | 9,592 | $273.0K | 0.00% | +942+10.9% | Added |
| Globeflex Capital L P | 10,070 | $286.6K | 0.02% | +3,866+62.3% | Added |
| Centiva Capital, LP | 10,250 | $291.7K | 0.02% | −953−8.5% | Reduced |
| Options Solutions, LLC | 10,739 | $305.6K | 0.11% | −11,596−51.9% | Reduced |
| Bank of Montreal | 11,277 | $320.9K | 0.00% | +950+9.2% | Added |
| Fox Run Management, L.L.C. | 11,339 | $322.7K | 0.05% | +11,339 | New |
| STRS Ohio | 11,400 | $324.4K | 0.00% | +800+7.5% | Added |
| M Holdings Securities, Inc. | 11,500 | $327.0K | 0.06% | −1,500−11.5% | Reduced |
| State of Tennessee, Treasury Department | 11,590 | $329.9K | 0.00% | +11,590 | New |
| ProShare Advisors LLC | 11,594 | $330.0K | 0.00% | −538−4.4% | Reduced |
| LGL Partners, LLC | 12,487 | $335.2K | 0.15% | −14,862−54.3% | Reduced |
| Mach-1 Financial Group, Inc. | 11,789 | $335.5K | 0.10% | +11,789 | New |
| Summit Global Investments | 12,260 | $349.0K | 0.02% | +12,260 | New |
| BNP Paribas Arbitrage, SA | 12,284 | $349.6K | 0.00% | +6,902+128.2% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $352.9K | 0.00% | +2,100+20.4% | Added |
| Handelsbanken Fonder AB | 12,600 | $359.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,847 | $365.6K | 0.00% | +1,034+8.8% | Added |
| Probity Advisors, Inc. | 13,211 | $376.0K | 0.07% | +1,168+9.7% | Added |
| Magnetar Financial LLC | 13,686 | $389.5K | 0.00% | −5,117−27.2% | Reduced |
| CWM Advisors, LLC | 13,811 | $393.1K | 0.04% | +225+1.7% | Added |
| Raymond James Financial Inc | 14,049 | $399.8K | 0.00% | +375+2.7% | Added |
| Virtus ETF Advisers LLC | 14,181 | $403.6K | 0.25% | +5,004+54.5% | Added |
| Teacher Retirement System of Texas | 14,556 | $414.3K | 0.00% | +6,486+80.4% | Added |