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 |
|---|---|---|---|---|---|
| Comerica Bank | 308 | $5.21K | 0.00% | −303−49.6% | Reduced |
| Vision Retirement, LLC | 300 | $5.08K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 298 | $5.04K | 0.00% | +95+46.8% | Added |
| EverSource Wealth Advisors, LLC | 268 | $4.54K | 0.00% | −238−47.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 241 | $4.08K | 0.00% | −37−13.3% | Reduced |
| Costello Asset Management, INC | 200 | $3.38K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 200 | $3.38K | 0.00% | +200 | New |
| IFP Advisors, Inc | 179 | $3.03K | 0.00% | +130+265.3% | Added |
| Bellevue Asset Management, LLC | 167 | $2.82K | 0.00% | +23+16.0% | Added |
| Rothschild Investment LLC | 103 | $1.74K | 0.00% | −63−38.0% | Reduced |
| Clayton Financial Group LLC | 100 | $1.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 99 | $1.68K | 0.00% | −64−39.3% | Reduced |
| International Assets Investment Management, LLC | 71 | $1.20K | 0.00% | +71 | New |
| MAI Capital Management | 53 | $897 | 0.00% | +53 | New |
| True Wealth Design, LLC | 43 | $728 | 0.00% | −46−51.7% | Reduced |
| GAMMA Investing LLC | 39 | $660 | 0.00% | −286−88.0% | Reduced |
| Versant Capital Management, Inc | 32 | $541 | 0.00% | −174−84.5% | Reduced |
| Sunbelt Securities, Inc. | 32 | $541 | 0.00% | +25+357.1% | Added |
| Ronald Blue Trust, Inc. | 28 | $474 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $390 | 0.00% | −1,947−98.8% | Reduced |
| Golden State Wealth Management, LLC | 20 | $338 | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 19 | $321 | 0.00% | −57−75.0% | Reduced |
| Signaturefd, LLC | 18 | $305 | 0.00% | −73−80.2% | Reduced |
| Ancora Advisors, LLC | 17 | $288 | 0.00% | −11−39.3% | Reduced |
| SJS Investment Consulting Inc. | 11 | $187 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 11 | $186 | 0.00% | −2−15.4% | Reduced |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $15 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,170,559−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −782,075−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −484,500−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −314,193−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −269,448−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −132,718−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −109,534−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −71,935−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −51,621−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −48,510−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,410−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −20,629−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −20,425−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −16,916−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −15,776−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,344−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,054−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,538−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −9,268−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Oak Grove Capital LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,912−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,996−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |