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, Q4 2025
Institutional positions in Phreesia, Inc. as of Dec 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
- 231
- 0 vs. Q3 2025
- Shares held
- 58.0M
- −2.18M (−3.6%) vs. Q3 2025
- Total value
- $981.3M
- −$433.8M (−30.7%) vs. Q3 2025
- New holders
- 42
- 91 more added
- Sold out
- 42
- 69 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $15 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 11 | $186 | 0.00% | −2−15.4% | Reduced |
| SJS Investment Consulting Inc. | 11 | $187 | 0.00% | +11 | New |
| Ancora Advisors, LLC | 17 | $288 | 0.00% | −11−39.3% | Reduced |
| Signaturefd, LLC | 18 | $305 | 0.00% | −73−80.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 19 | $321 | 0.00% | −57−75.0% | Reduced |
| Golden State Wealth Management, LLC | 20 | $338 | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 23 | $390 | 0.00% | −1,947−98.8% | Reduced |
| Ronald Blue Trust, Inc. | 28 | $474 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $541 | 0.00% | −174−84.5% | Reduced |
| Sunbelt Securities, Inc. | 32 | $541 | 0.00% | +25+357.1% | Added |
| GAMMA Investing LLC | 39 | $660 | 0.00% | −286−88.0% | Reduced |
| True Wealth Design, LLC | 43 | $728 | 0.00% | −46−51.7% | Reduced |
| MAI Capital Management | 53 | $897 | 0.00% | +53 | New |
| International Assets Investment Management, LLC | 71 | $1.20K | 0.00% | +71 | New |
| Allworth Financial LP | 99 | $1.68K | 0.00% | −64−39.3% | Reduced |
| Clayton Financial Group LLC | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 103 | $1.74K | 0.00% | −63−38.0% | Reduced |
| Bellevue Asset Management, LLC | 167 | $2.82K | 0.00% | +23+16.0% | Added |
| IFP Advisors, Inc | 179 | $3.03K | 0.00% | +130+265.3% | Added |
| Costello Asset Management, INC | 200 | $3.38K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200 | $3.38K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 241 | $4.08K | 0.00% | −37−13.3% | Reduced |
| EverSource Wealth Advisors, LLC | 268 | $4.54K | 0.00% | −238−47.0% | Reduced |
| Harbour Investments, Inc. | 298 | $5.04K | 0.00% | +95+46.8% | Added |
| Vision Retirement, LLC | 300 | $5.08K | 0.00% | +300 | New |
| Comerica Bank | 308 | $5.21K | 0.00% | −303−49.6% | Reduced |
| Aventus Investment Advisors, Inc. | 320 | $5.41K | 0.00% | +320 | New |
| Sterling Capital Management LLC | 380 | $6.43K | 0.00% | +241+173.4% | Added |
| Essential Partners LLC | 440 | $7.45K | 0.00% | +117+36.2% | Added |
| Los Angeles Capital Management LLC | 360 | $8.16K | 0.00% | +360 | New |
| Cullen/Frost Bankers, Inc. | 542 | $9.18K | 0.00% | −27−4.7% | Reduced |
| Fifth Third Bancorp | 682 | $11.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 700 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 719 | $12.2K | 0.00% | +88+13.9% | Added |
| Federated Hermes, Inc. | 847 | $14.3K | 0.00% | −494−36.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 912 | $15.4K | 0.00% | +912 | New |
| Nisa Investment Advisors, LLC | 1,294 | $21.9K | 0.00% | −365−22.0% | Reduced |
| Quarry LP | 1,461 | $24.7K | 0.00% | −1,128−43.6% | Reduced |
| Amalgamated Bank | 1,798 | $30.0K | 0.00% | −119−6.2% | Reduced |
| Assetmark, Inc | 1,935 | $32.7K | 0.00% | +237+14.0% | Added |
| Farther Finance Advisors, LLC | 2,064 | $34.9K | 0.00% | +408+24.6% | Added |
| Advisor Group Holdings, Inc. | 2,166 | $36.6K | 0.00% | −2,205−50.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,289 | $38.7K | 0.00% | +471+25.9% | Added |
| US Bancorp | 2,299 | $38.9K | 0.00% | −1,230−34.9% | Reduced |
| Van Eck Associates Corp | 2,502 | $42.0K | 0.00% | +1,102+78.7% | Added |
| Rockefeller Capital Management L.P. | 2,755 | $46.6K | 0.00% | +2,149+354.6% | Added |
| Citigroup Inc | 3,115 | $52.7K | 0.00% | −52,652−94.4% | Reduced |
| KBC Group NV | 3,449 | $58.0K | 0.00% | +1,568+83.4% | Added |
| State of Alaska, Department of Revenue | 3,538 | $59.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,521 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,591 | $77.7K | 0.00% | −15,700−77.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,782 | $80.9K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,799 | $81.2K | 0.03% | +4,799 | New |
| Anchor Investment Management, LLC | 5,000 | $84.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5,127 | $86.7K | 0.03% | −3,138−38.0% | Reduced |
| Smartleaf Asset Management LLC | 5,436 | $92.6K | 0.00% | −1,013−15.7% | Reduced |
| State of Wyoming | 5,879 | $99.5K | 0.01% | +5,879 | New |
| Asset Management One Co.,Ltd. | 6,578 | $111.8K | 0.00% | +4,668+244.4% | Added |
| CWM, LLC | 6,888 | $117.0K | 0.00% | +3,545+106.0% | Added |
| Royal Bank of Canada | 6,998 | $118.0K | 0.00% | −104,512−93.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $128.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 8,880 | $150.3K | 0.04% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 9,281 | $157.0K | 0.07% | −4,900−34.6% | Reduced |
| State of Tennessee, Treasury Department | 11,938 | $160.3K | 0.00% | +11,938 | New |
| Walleye Capital LLC | 9,928 | $168.0K | 0.00% | +9,928 | New |
| Globeflex Capital L P | 10,070 | $170.4K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 10,379 | $175.6K | 0.04% | +10,379 | New |
| ProShare Advisors LLC | 10,458 | $176.9K | 0.00% | +670+6.8% | Added |
| Alpine Global Management, LLC | 10,573 | $178.9K | 0.04% | +10,573 | New |
| Probity Advisors, Inc. | 11,132 | $188.4K | 0.03% | −2,173−16.3% | Reduced |
| Simplex Trading, LLC | 11,448 | $193.7K | 0.01% | +5,491+92.2% | Added |
| Quest Partners LLC | 11,529 | $195.1K | 0.01% | −18,042−61.0% | Reduced |
| OP Asset Management Ltd | 12,356 | $209.1K | 0.00% | +4,930+66.4% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $209.8K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 12,426 | $210.0K | 0.01% | +166+1.4% | Added |
| LGL Partners, LLC | 12,487 | $211.3K | 0.09% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,600 | $213.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,667 | $214.3K | 0.02% | +12,667 | New |
| The PNC Financial Services Group, Inc. | 12,757 | $215.8K | 0.00% | −13,288−51.0% | Reduced |
| Bridgewater Associates, LP | 12,805 | $216.7K | 0.00% | −59,398−82.3% | Reduced |
| Blair William & Co | 13,007 | $220.1K | 0.00% | −11,781−47.5% | Reduced |
| Massachusetts Financial Services Co | 13,673 | $231.3K | 0.00% | +13,673 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $249.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,403 | $260.6K | 0.00% | +15,403 | New |
| McMillan Office, Inc. | 15,495 | $262.2K | 0.03% | +15,495 | New |
| Envestnet Asset Management Inc | 15,609 | $264.1K | 0.00% | −8,872−36.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $264.7K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 16,361 | $276.8K | 0.00% | +1,815+12.5% | Added |
| Magnetar Financial LLC | 16,366 | $276.9K | 0.00% | +7,416+82.9% | Added |
| Arizona State Retirement System | 16,898 | $285.9K | 0.00% | −710−4.0% | Reduced |
| Two Sigma Advisers, LP | 19,700 | $333.3K | 0.00% | +900+4.8% | Added |
| Polymer Capital Management (US) LLC | 19,816 | $335.3K | 0.04% | +19,816 | New |
| Raymond James Financial Inc | 20,042 | $339.1K | 0.00% | −3,878−16.2% | Reduced |
| Marshall Wace, LLP | 20,317 | $343.8K | 0.00% | −116,531−85.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $344.7K | 0.00% | 00.0% | Unchanged |