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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 24,531 | $698.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 24,244 | $690.0K | 0.00% | −19,329−44.4% | Reduced |
| Royal Bank of Canada | 23,554 | $671.0K | 0.00% | −565−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 22,491 | $640.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,540 | $613.0K | 0.00% | −7,341−25.4% | Reduced |
| Jasper Ridge Partners, L.P. | 20,853 | $593.5K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 20,714 | $589.5K | 0.00% | +12,388+148.8% | Added |
| The PNC Financial Services Group, Inc. | 19,983 | $568.7K | 0.00% | +540+2.8% | Added |
| HSBC Holdings PLC | 19,711 | $556.2K | 0.00% | +5,470+38.4% | Added |
| Mariner, LLC | 19,130 | $544.4K | 0.00% | +5,779+43.3% | Added |
| XTX Topco Ltd | 18,899 | $537.9K | 0.02% | +18,899 | New |
| Virginia Retirement Systems Et Al | 18,880 | $537.3K | 0.00% | +1,900+11.2% | Added |
| Winton Group Ltd | 18,281 | $520.3K | 0.03% | +18,281 | New |
| Polen Capital Management LLC | 17,363 | $494.2K | 0.00% | +17,363 | New |
| Sherbrooke Park Advisers LLC | 17,306 | $492.5K | 0.21% | +4,894+39.4% | Added |
| New York State Common Retirement Fund | 16,547 | $470.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,443 | $468.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,295 | $463.8K | 0.00% | +456+2.9% | Added |
| Mackenzie Financial Corp | 16,209 | $461.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,000 | $455.4K | 0.00% | +16,000 | New |
| Keybank National Association | 15,495 | $441.0K | 0.00% | +15,495 | New |
| Commerce Bank | 15,326 | $436.2K | 0.00% | −590−3.7% | Reduced |
| GWM Advisors LLC | 14,945 | $425.3K | 0.00% | −492−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 14,729 | $419.2K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,556 | $414.3K | 0.00% | +6,486+80.4% | Added |
| Virtus ETF Advisers LLC | 14,181 | $403.6K | 0.25% | +5,004+54.5% | Added |
| Raymond James Financial Inc | 14,049 | $399.8K | 0.00% | +375+2.7% | Added |
| CWM Advisors, LLC | 13,811 | $393.1K | 0.04% | +225+1.7% | Added |
| Magnetar Financial LLC | 13,686 | $389.5K | 0.00% | −5,117−27.2% | Reduced |
| Probity Advisors, Inc. | 13,211 | $376.0K | 0.07% | +1,168+9.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,847 | $365.6K | 0.00% | +1,034+8.8% | Added |
| Handelsbanken Fonder AB | 12,600 | $359.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,400 | $352.9K | 0.00% | +2,100+20.4% | Added |
| BNP Paribas Arbitrage, SA | 12,284 | $349.6K | 0.00% | +6,902+128.2% | Added |
| Summit Global Investments | 12,260 | $349.0K | 0.02% | +12,260 | New |
| Mach-1 Financial Group, Inc. | 11,789 | $335.5K | 0.10% | +11,789 | New |
| LGL Partners, LLC | 12,487 | $335.2K | 0.15% | −14,862−54.3% | Reduced |
| ProShare Advisors LLC | 11,594 | $330.0K | 0.00% | −538−4.4% | Reduced |
| State of Tennessee, Treasury Department | 11,590 | $329.9K | 0.00% | +11,590 | New |
| M Holdings Securities, Inc. | 11,500 | $327.0K | 0.06% | −1,500−11.5% | Reduced |
| STRS Ohio | 11,400 | $324.4K | 0.00% | +800+7.5% | Added |
| Fox Run Management, L.L.C. | 11,339 | $322.7K | 0.05% | +11,339 | New |
| Bank of Montreal | 11,277 | $320.9K | 0.00% | +950+9.2% | Added |
| Options Solutions, LLC | 10,739 | $305.6K | 0.11% | −11,596−51.9% | Reduced |
| Centiva Capital, LP | 10,250 | $291.7K | 0.02% | −953−8.5% | Reduced |
| Globeflex Capital L P | 10,070 | $286.6K | 0.02% | +3,866+62.3% | Added |
| Private Advisor Group, LLC | 9,592 | $273.0K | 0.00% | +942+10.9% | Added |
| Ieq Capital, LLC | 9,107 | $259.2K | 0.00% | −2,797−23.5% | Reduced |
| RBF Capital, LLC | 9,048 | $257.5K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,460 | $256.4K | 0.00% | +10,460 | New |
| Oppenheimer Asset Management Inc. | 8,803 | $250.5K | 0.00% | +792+9.9% | Added |
| Gotham Asset Management, LLC | 8,761 | $249.3K | 0.00% | −6,541−42.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,637 | $245.8K | 0.02% | +8,637 | New |
| Quest Partners LLC | 8,353 | $237.7K | 0.02% | +137+1.7% | Added |
| Atria Investments LLC | 8,015 | $228.1K | 0.00% | −24−0.3% | Reduced |
| Petrus Trust Company, LTA | 7,999 | $227.7K | 0.02% | −17,366−68.5% | Reduced |
| David Loasby | 8,453 | $222.7K | 0.02% | +8,453 | New |
| RSM US Wealth Management LLC | 7,781 | $221.4K | 0.00% | −456−5.5% | Reduced |
| Bridgefront Capital, LLC | 7,713 | $219.5K | 0.06% | +7,713 | New |
| Public Employees Retirement Association of Colorado | 7,551 | $215.0K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 7,426 | $211.3K | 0.00% | −10,797−59.2% | Reduced |
| Guggenheim Capital LLC | 7,402 | $210.7K | 0.00% | +7,402 | New |
| Dark Forest Capital Management LP | 7,373 | $209.8K | 0.01% | −3,602−32.8% | Reduced |
| Pictet Asset Management Holding SA | 7,350 | $209.2K | 0.00% | +7,350 | New |
| Pathstone Holdings, LLC | 7,262 | $206.7K | 0.00% | −3,880−34.8% | Reduced |
| SG Americas Securities, LLC | 6,040 | $172.0K | 0.00% | −12,029−66.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,610 | $159.7K | 0.00% | +4,313+332.5% | Added |
| Ameritas Investment Partners, Inc. | 5,606 | $159.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4,579 | $130.3K | 0.04% | −197−4.1% | Reduced |
| Great West Life Assurance Co | 4,521 | $129.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,779 | $108.0K | 0.00% | −261−6.5% | Reduced |
| US Bancorp | 3,747 | $106.6K | 0.00% | −697−15.7% | Reduced |
| Group One Trading, L.P. | 3,563 | $101.4K | 0.00% | +3,200+881.5% | Added |
| Farther Finance Advisors, LLC | 3,032 | $86.3K | 0.00% | +3,000+9,375.0% | Added |
| NBC Securities, Inc. | 3,032 | $86.0K | 0.01% | +3,032 | New |
| Simplex Trading, LLC | 2,875 | $81.0K | 0.00% | +2,875 | New |
| Smartleaf Asset Management LLC | 2,816 | $80.2K | 0.01% | −2,451−46.5% | Reduced |
| Meeder Asset Management Inc | 2,702 | $76.9K | 0.00% | +2,702 | New |
| Quarry LP | 2,167 | $61.7K | 0.01% | −577−21.0% | Reduced |
| Amalgamated Bank | 1,917 | $55.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,881 | $54.0K | 0.00% | −1,023−35.2% | Reduced |
| Assetmark, Inc | 1,698 | $48.3K | 0.00% | +13+0.8% | Added |
| Nisa Investment Advisors, LLC | 1,659 | $47.2K | 0.00% | +64+4.0% | Added |
| Van Eck Associates Corp | 1,133 | $32.0K | 0.00% | +69+6.5% | Added |
| First Horizon Advisors, Inc. | 923 | $26.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 903 | $25.7K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 802 | $22.8K | 0.00% | +27+3.5% | Added |
| Strategic Wealth Partners, Ltd. | 700 | $19.9K | 0.00% | +700 | New |
| Fifth Third Bancorp | 680 | $19.4K | 0.00% | −552−44.8% | Reduced |
| Parallel Advisors, LLC | 631 | $18.0K | 0.00% | −16−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 608 | $17.3K | 0.00% | +526+641.5% | Added |
| Cullen/Frost Bankers, Inc. | 557 | $15.9K | 0.00% | +389+231.5% | Added |
| Washington Trust Advisors, Inc. | 322 | $9.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 216 | $6.15K | 0.00% | −6−2.7% | Reduced |
| Danske Bank A/S | 208 | $5.92K | 0.00% | −55,888−99.6% | Reduced |
| Versant Capital Management, Inc | 206 | $5.86K | 0.00% | −185−47.3% | Reduced |
| Skopos Labs, Inc. | 204 | $5.81K | 0.00% | +204 | New |
| Kozak & Associates, Inc. | 200 | $5.79K | 0.00% | +200 | New |
| Essential Partners LLC | 188 | $5.35K | 0.00% | +188 | New |
| Park Place Capital Corp | 150 | $4.27K | 0.00% | 00.0% | Unchanged |