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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 506 | $11.9K | 0.00% | −102−16.8% | Reduced |
| Washington Trust Advisors, Inc. | 381 | $8.96K | 0.00% | +59+18.3% | Added |
| GAMMA Investing LLC | 325 | $7.64K | 0.00% | +109+50.5% | Added |
| Essential Partners LLC | 323 | $7.60K | 0.00% | +135+71.8% | Added |
| Caitong International Asset Management Co., Ltd | 279 | $6.56K | 0.00% | +279 | New |
| Steward Partners Investment Advisory, LLC | 278 | $6.54K | 0.00% | +195+234.9% | Added |
| Optiver Holding B.V. | 268 | $6.30K | 0.00% | +268 | New |
| Versant Capital Management, Inc | 206 | $4.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 203 | $4.78K | 0.00% | +203 | New |
| Costello Asset Management, INC | 200 | $4.70K | 0.00% | +200 | New |
| Mather Group, LLC. | 175 | $4.12K | 0.00% | +175 | New |
| Rothschild Investment LLC | 166 | $3.90K | 0.00% | +51+44.3% | Added |
| Allworth Financial LP | 163 | $3.83K | 0.00% | +29+21.6% | Added |
| Bellevue Asset Management, LLC | 144 | $3.39K | 0.00% | +22+18.0% | Added |
| Sterling Capital Management LLC | 139 | $3.27K | 0.00% | +2+1.5% | Added |
| Jones Financial Companies LLLP | 129 | $3.05K | 0.00% | +129 | New |
| 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 |
| J.Safra Asset Management Corp | 97 | $2.28K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $2.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 89 | $2.09K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 85 | $2.06K | 0.00% | +21+32.8% | Added |
| Northwestern Mutual Wealth Management Co | 76 | $1.79K | 0.00% | +76 | New |
| National Bank of Canada | 50 | $1.18K | 0.00% | +50 | New |
| IFP Advisors, Inc | 49 | $1.15K | 0.00% | +3+6.5% | Added |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 28 | $659 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $659 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $635 | 0.00% | +27 | New |
| SBI Securities Co., Ltd. | 13 | $306 | 0.00% | +12+1,200.0% | Added |
| Sunbelt Securities, Inc. | 7 | $165 | 0.00% | +7 | New |
| GWM Advisors LLC | 1 | $24 | 0.00% | −14,944−100.0% | Reduced |
| Huntington National Bank | 1 | $24 | 0.00% | −40−97.6% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −128,154−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −20,714−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,281−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −17,363−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −15,495−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −14,556−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −11,789−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,339−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −10,739−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,107−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −8,803−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −8,761−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −8,637−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −8,015−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,999−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −8,453−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −7,781−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −7,350−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −7,262−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |