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, Q1 2026
Institutional positions in Phreesia, Inc. as of Mar 31, 2026. 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
- 246
- +18 vs. Q4 2025
- Shares held
- 58.8M
- +6.53M (+12.5%) vs. Q4 2025
- Total value
- $496.0M
- −$388.1M (−43.9%) vs. Q4 2025
- New holders
- 73
- 85 more added
- Sold out
- 55
- 59 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $8 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $9 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 3 | $25 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 6 | $50 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 11 | $92 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $92 | 0.00% | +11 | New |
| Golden State Wealth Management, LLC | 20 | $168 | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 32 | $268 | 0.00% | +32 | New |
| Cullen/Frost Bankers, Inc. | 33 | $277 | 0.00% | −509−93.9% | Reduced |
| JPL Wealth Management, LLC | 37 | $311 | 0.00% | +37 | New |
| Bare Financial Services, Inc | 41 | $344 | 0.00% | +41 | New |
| LRI Investments, LLC | 44 | $369 | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 41 | $396 | 0.00% | +41 | New |
| Larson Financial Group LLC | 75 | $629 | 0.00% | +75 | New |
| Root Financial Partners, LLC | 78 | $654 | 0.00% | +78 | New |
| Clayton Financial Group LLC | 100 | $838 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 119 | $997 | 0.00% | +87+271.9% | Added |
| Bessemer Group Inc | 167 | $1.00K | 0.00% | −47,936−99.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 130 | $1.09K | 0.00% | −111−46.1% | Reduced |
| Zions Bancorporation, National Association | 148 | $1.24K | 0.00% | +148 | New |
| SJS Investment Consulting Inc. | 150 | $1.26K | 0.00% | +139+1,263.6% | Added |
| UMA Financial Services, Inc. | 154 | $1.29K | 0.00% | +154 | New |
| Costello Asset Management, INC | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $1.68K | 0.00% | +200 | New |
| True Wealth Design, LLC | 202 | $1.69K | 0.00% | +159+369.8% | Added |
| Fifth Third Bancorp | 207 | $1.73K | 0.00% | −475−69.6% | Reduced |
| Basecamp Wealth Advisors LLC | 237 | $1.99K | 0.00% | +237 | New |
| Harbour Investments, Inc. | 298 | $2.50K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 360 | $3.02K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 369 | $3.09K | 0.00% | +49+15.3% | Added |
| Sterling Capital Management LLC | 376 | $3.15K | 0.00% | −4−1.1% | Reduced |
| Covestor Ltd | 534 | $4.00K | 0.00% | +530+13,250.0% | Added |
| Caitong International Asset Management Co., Ltd | 611 | $5.12K | 0.00% | +611 | New |
| Parallel Advisors, LLC | 688 | $5.76K | 0.00% | −31−4.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 700 | $5.87K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 709 | $5.94K | 0.00% | +709 | New |
| Nisa Investment Advisors, LLC | 850 | $7.12K | 0.00% | −444−34.3% | Reduced |
| Signaturefd, LLC | 904 | $7.58K | 0.00% | +886+4,922.2% | Added |
| Rothschild Investment LLC | 934 | $7.83K | 0.00% | +831+806.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951 | $7.97K | 0.00% | +951 | New |
| IFP Advisors, Inc | 1,053 | $8.82K | 0.00% | +874+488.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,080 | $9.05K | 0.00% | +168+18.4% | Added |
| SRS Capital Advisors, Inc. | 1,185 | $9.93K | 0.00% | +1,162+5,052.2% | Added |
| US Bancorp | 1,424 | $11.9K | 0.00% | −875−38.1% | Reduced |
| Versant Capital Management, Inc | 1,706 | $14.3K | 0.00% | +1,674+5,231.3% | Added |
| Royal Bank of Canada | 1,899 | $15.0K | 0.00% | −5,099−72.9% | Reduced |
| Assetmark, Inc | 1,935 | $16.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,108 | $17.7K | 0.00% | −647−23.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,266 | $19.0K | 0.00% | +100+4.6% | Added |
| Van Eck Associates Corp | 2,417 | $20.0K | 0.00% | −85−3.4% | Reduced |
| GAMMA Investing LLC | 2,797 | $23.4K | 0.00% | +2,758+7,071.8% | Added |
| Tower Research Capital LLC (TRC) | 3,128 | $26.2K | 0.00% | +839+36.7% | Added |
| Allworth Financial LP | 3,148 | $26.4K | 0.00% | +3,049+3,079.8% | Added |
| EverSource Wealth Advisors, LLC | 3,269 | $27.4K | 0.00% | +3,001+1,119.8% | Added |
| MAI Capital Management | 3,433 | $28.8K | 0.00% | +3,380+6,377.4% | Added |
| State of Alaska, Department of Revenue | 3,538 | $29.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,449 | $29.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,521 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,591 | $38.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,782 | $40.1K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,292 | $44.0K | 0.00% | +5,292 | New |
| Federated Hermes, Inc. | 5,406 | $45.3K | 0.00% | +4,559+538.3% | Added |
| Jones Financial Companies LLLP | 4,688 | $51.5K | 0.00% | +4,688 | New |
| Farther Finance Advisors, LLC | 6,821 | $57.3K | 0.00% | +4,757+230.5% | Added |
| Citigroup Inc | 6,861 | $57.5K | 0.00% | +3,746+120.3% | Added |
| Simplex Trading, LLC | 7,389 | $61.9K | 0.00% | −4,059−35.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,551 | $63.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,614 | $63.8K | 0.00% | −5,143−40.3% | Reduced |
| BankPlus Trust Department | 8,880 | $74.4K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 9,313 | $78.0K | 0.03% | +8,873+2,016.6% | Added |
| Smartleaf Asset Management LLC | 7,333 | $83.7K | 0.00% | +1,897+34.9% | Added |
| Anchor Investment Management, LLC | 10,000 | $83.8K | 0.01% | +5,000+100.0% | Added |
| Integrated Wealth Concepts LLC | 10,295 | $86.3K | 0.00% | +10,295 | New |
| RMB Capital Management, LLC | 10,297 | $86.3K | 0.00% | +10,297 | New |
| Pictet Asset Management Holding SA | 10,418 | $87.3K | 0.00% | +10,418 | New |
| First Trust Advisors LP | 10,467 | $87.7K | 0.00% | −40,445−79.4% | Reduced |
| Inceptionr LLC | 10,509 | $88.1K | 0.02% | +10,509 | New |
| Brighton Jones LLC | 11,408 | $95.6K | 0.00% | +11,408 | New |
| Evergreen Capital Management LLC | 11,469 | $96.1K | 0.00% | +11,469 | New |
| D. E. Shaw & Co., Inc. | 11,541 | $96.7K | 0.00% | +11,541 | New |
| Merit Financial Group, LLC | 11,594 | $97.2K | 0.00% | +11,594 | New |
| PharVision Advisers, LLC | 11,833 | $99.2K | 1.01% | −9,803−45.3% | Reduced |
| State of Tennessee, Treasury Department | 11,938 | $100.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 12,042 | $100.9K | 0.00% | +12,042 | New |
| Stephens Inc | 12,072 | $101.2K | 0.00% | +12,072 | New |
| KLP Kapitalforvaltning AS | 12,400 | $103.9K | 0.00% | 00.0% | Unchanged |
| LGL Partners, LLC | 12,487 | $104.6K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,600 | $106.0K | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 13,317 | $111.6K | 0.00% | −356−2.6% | Reduced |
| Intech Investment Management LLC | 13,611 | $114.1K | 0.00% | −22,620−62.4% | Reduced |
| Prelude Capital Management, LLC | 14,119 | $118.3K | 0.01% | +1,452+11.5% | Added |
| Birchview Capital, LP | 14,300 | $119.8K | 0.07% | −96,400−87.1% | Reduced |
| Inscription Capital, LLC | 14,359 | $120.3K | 0.01% | +14,359 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $123.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 14,874 | $124.6K | 0.00% | +14,874 | New |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $131.1K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 15,689 | $131.5K | 0.00% | +15,689 | New |
| Raymond James Financial Inc | 15,713 | $131.7K | 0.00% | −4,329−21.6% | Reduced |
| Manufacturers Life Insurance Company, The | 15,808 | $132.5K | 0.00% | −9,664−37.9% | Reduced |