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, Q3 2025
Institutional positions in Phreesia, Inc. as of Sep 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
- 235
- +13 vs. Q2 2025
- Shares held
- 60.2M
- +1.65M (+2.8%) vs. Q2 2025
- Total value
- $1.42B
- −$250.1M (−15.0%) vs. Q2 2025
- New holders
- 49
- 84 more added
- Sold out
- 36
- 68 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| GWM Advisors LLC | 1 | $24 | 0.00% | −14,944−100.0% | Reduced |
| Huntington National Bank | 1 | $24 | 0.00% | −40−97.6% | Reduced |
| Sunbelt Securities, Inc. | 7 | $165 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 13 | $306 | 0.00% | +12+1,200.0% | Added |
| TD Private Client Wealth LLC | 27 | $635 | 0.00% | +27 | New |
| Ancora Advisors, LLC | 28 | $659 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $659 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $1.15K | 0.00% | +3+6.5% | Added |
| National Bank of Canada | 50 | $1.18K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 76 | $1.79K | 0.00% | +76 | New |
| Parkside Financial Bank & Trust | 85 | $2.06K | 0.00% | +21+32.8% | Added |
| True Wealth Design, LLC | 89 | $2.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $2.14K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 97 | $2.28K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $2.35K | 0.00% | +100 | New |
| Clayton Financial Group LLC | 100 | $2.35K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 129 | $3.05K | 0.00% | +129 | New |
| Sterling Capital Management LLC | 139 | $3.27K | 0.00% | +2+1.5% | Added |
| Bellevue Asset Management, LLC | 144 | $3.39K | 0.00% | +22+18.0% | Added |
| Allworth Financial LP | 163 | $3.83K | 0.00% | +29+21.6% | Added |
| Rothschild Investment LLC | 166 | $3.90K | 0.00% | +51+44.3% | Added |
| Mather Group, LLC. | 175 | $4.12K | 0.00% | +175 | New |
| Costello Asset Management, INC | 200 | $4.70K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 203 | $4.78K | 0.00% | +203 | New |
| Versant Capital Management, Inc | 206 | $4.84K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 268 | $6.30K | 0.00% | +268 | New |
| Steward Partners Investment Advisory, LLC | 278 | $6.54K | 0.00% | +195+234.9% | Added |
| Caitong International Asset Management Co., Ltd | 279 | $6.56K | 0.00% | +279 | New |
| Essential Partners LLC | 323 | $7.60K | 0.00% | +135+71.8% | Added |
| GAMMA Investing LLC | 325 | $7.64K | 0.00% | +109+50.5% | Added |
| Washington Trust Advisors, Inc. | 381 | $8.96K | 0.00% | +59+18.3% | Added |
| EverSource Wealth Advisors, LLC | 506 | $11.9K | 0.00% | −102−16.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 569 | $13.4K | 0.00% | +12+2.2% | Added |
| Advisory Services Network, LLC | 579 | $13.6K | 0.00% | +579 | New |
| Rockefeller Capital Management L.P. | 606 | $14.3K | 0.00% | +606 | New |
| Comerica Bank | 611 | $14.4K | 0.00% | −191−23.8% | Reduced |
| Parallel Advisors, LLC | 631 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 682 | $16.0K | 0.00% | +2+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 700 | $16.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 875 | $20.6K | 0.01% | +875 | New |
| Federated Hermes, Inc. | 1,341 | $31.5K | 0.00% | +1,341 | New |
| Van Eck Associates Corp | 1,400 | $33.0K | 0.00% | +267+23.6% | Added |
| Farther Finance Advisors, LLC | 1,656 | $38.9K | 0.00% | −1,376−45.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,659 | $39.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,698 | $39.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,818 | $42.8K | 0.00% | −3,792−67.6% | Reduced |
| KBC Group NV | 1,881 | $44.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,910 | $44.9K | 0.00% | +1,910 | New |
| Amalgamated Bank | 1,917 | $45.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,970 | $46.3K | 0.00% | +1,877+2,018.3% | Added |
| Quarry LP | 2,589 | $60.9K | 0.01% | +422+19.5% | Added |
| Meeder Asset Management Inc | 2,702 | $63.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,996 | $70.5K | 0.00% | −567−15.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,257 | $76.6K | 0.01% | +3,257 | New |
| CWM, LLC | 3,343 | $79.0K | 0.00% | −436−11.5% | Reduced |
| State of Alaska, Department of Revenue | 3,538 | $83.0K | 0.00% | +3,538 | New |
| US Bancorp | 3,529 | $83.0K | 0.00% | −218−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,371 | $103.0K | 0.00% | +4,224+2,873.5% | Added |
| Great West Life Assurance Co | 4,521 | $106.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,782 | $112.5K | 0.00% | −824−14.7% | Reduced |
| Anchor Investment Management, LLC | 5,000 | $117.6K | 0.01% | +5,000 | New |
| Simplex Trading, LLC | 5,957 | $140.0K | 0.00% | +3,082+107.2% | Added |
| Smartleaf Asset Management LLC | 6,449 | $151.9K | 0.01% | +3,633+129.0% | Added |
| OP Asset Management Ltd | 7,426 | $174.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,551 | $178.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 7,800 | $183.0K | 0.06% | +7,800 | New |
| Pension & Wealth Management Advisors, Inc. | 8,265 | $194.4K | 0.06% | +3,686+80.5% | Added |
| BankPlus Trust Department | 8,880 | $208.9K | 0.06% | +7,977+883.4% | Added |
| Private Advisor Group, LLC | 8,912 | $209.6K | 0.00% | −680−7.1% | Reduced |
| Magnetar Financial LLC | 8,950 | $210.5K | 0.00% | −4,736−34.6% | Reduced |
| Oak Grove Capital LLC | 9,000 | $211.7K | 0.05% | +9,000 | New |
| RBF Capital, LLC | 9,048 | $212.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 9,268 | $218.0K | 0.00% | +9,268 | New |
| Quantinno Capital Management LP | 9,375 | $220.5K | 0.00% | +9,375 | New |
| Graham Capital Management, L.P. | 9,538 | $224.3K | 0.01% | −20,679−68.4% | Reduced |
| ProShare Advisors LLC | 9,788 | $230.2K | 0.00% | −1,806−15.6% | Reduced |
| Wolverine Trading, LLC | 10,031 | $236.2K | 0.00% | +10,031 | New |
| Globeflex Capital L P | 10,070 | $236.8K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,150 | $238.7K | 0.07% | +2,437+31.6% | Added |
| Versor Investments LP | 10,500 | $247.0K | 0.05% | +10,500 | New |
| Cubist Systematic Strategies, LLC | 10,827 | $254.6K | 0.00% | +10,827 | New |
| IMC-Chicago, LLC | 11,054 | $260.0K | 0.00% | +11,054 | New |
| Bank of Montreal | 11,118 | $261.5K | 0.00% | −159−1.4% | Reduced |
| Summit Global Investments | 12,260 | $288.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,344 | $290.3K | 0.00% | +12,344 | New |
| KLP Kapitalforvaltning AS | 12,400 | $291.6K | 0.00% | 00.0% | Unchanged |
| LGL Partners, LLC | 12,487 | $293.7K | 0.13% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,600 | $296.0K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 13,305 | $312.9K | 0.05% | +94+0.7% | Added |
| Virtus ETF Advisers LLC | 14,181 | $333.5K | 0.18% | 00.0% | Unchanged |
| Commerce Bank | 14,546 | $342.1K | 0.00% | −780−5.1% | Reduced |
| PharVision Advisers, LLC | 14,654 | $344.7K | 0.19% | +14,654 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $346.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,861 | $349.5K | 0.00% | −1,348−8.3% | Reduced |
| Algert Global LLC | 15,563 | $366.0K | 0.01% | −213,451−93.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $368.0K | 0.00% | +2,798+21.8% | Added |
| Mariner, LLC | 15,776 | $371.1K | 0.00% | −3,354−17.5% | Reduced |