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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,706 | $14.3K | 0.00% | +1,674+5,231.3% | Added |
| US Bancorp | 1,424 | $11.9K | 0.00% | −875−38.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,185 | $9.93K | 0.00% | +1,162+5,052.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,080 | $9.05K | 0.00% | +168+18.4% | Added |
| IFP Advisors, Inc | 1,053 | $8.82K | 0.00% | +874+488.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951 | $7.97K | 0.00% | +951 | New |
| Rothschild Investment LLC | 934 | $7.83K | 0.00% | +831+806.8% | Added |
| Signaturefd, LLC | 904 | $7.58K | 0.00% | +886+4,922.2% | Added |
| Nisa Investment Advisors, LLC | 850 | $7.12K | 0.00% | −444−34.3% | Reduced |
| Quadrant Capital Group LLC | 709 | $5.94K | 0.00% | +709 | New |
| Strategic Wealth Partners, Ltd. | 700 | $5.87K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 688 | $5.76K | 0.00% | −31−4.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 611 | $5.12K | 0.00% | +611 | New |
| Covestor Ltd | 534 | $4.00K | 0.00% | +530+13,250.0% | Added |
| Sterling Capital Management LLC | 376 | $3.15K | 0.00% | −4−1.1% | Reduced |
| Aventus Investment Advisors, Inc. | 369 | $3.09K | 0.00% | +49+15.3% | Added |
| Los Angeles Capital Management LLC | 360 | $3.02K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 298 | $2.50K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 237 | $1.99K | 0.00% | +237 | New |
| Fifth Third Bancorp | 207 | $1.73K | 0.00% | −475−69.6% | Reduced |
| True Wealth Design, LLC | 202 | $1.69K | 0.00% | +159+369.8% | Added |
| 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 |
| UMA Financial Services, Inc. | 154 | $1.29K | 0.00% | +154 | New |
| SJS Investment Consulting Inc. | 150 | $1.26K | 0.00% | +139+1,263.6% | Added |
| Zions Bancorporation, National Association | 148 | $1.24K | 0.00% | +148 | New |
| Steward Partners Investment Advisory, LLC | 130 | $1.09K | 0.00% | −111−46.1% | Reduced |
| Bessemer Group Inc | 167 | $1.00K | 0.00% | −47,936−99.7% | Reduced |
| Sunbelt Securities, Inc. | 119 | $997 | 0.00% | +87+271.9% | Added |
| Clayton Financial Group LLC | 100 | $838 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 78 | $654 | 0.00% | +78 | New |
| Larson Financial Group LLC | 75 | $629 | 0.00% | +75 | New |
| Cornerstone Planning Group LLC | 41 | $396 | 0.00% | +41 | New |
| LRI Investments, LLC | 44 | $369 | 0.00% | +44 | New |
| Bare Financial Services, Inc | 41 | $344 | 0.00% | +41 | New |
| JPL Wealth Management, LLC | 37 | $311 | 0.00% | +37 | New |
| Cullen/Frost Bankers, Inc. | 33 | $277 | 0.00% | −509−93.9% | Reduced |
| Richardson Capital Management LLC | 32 | $268 | 0.00% | +32 | New |
| Golden State Wealth Management, LLC | 20 | $168 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 11 | $92 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $92 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 6 | $50 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 3 | $25 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $9 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $8 | 0.00% | +1 | New |
| Capital International Investors | 0 | $0 | 0.00% | −2,851,536−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −2,471,960−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −1,999,045−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,609,941−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,571,055−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −522,995−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −510,858−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −474,146−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −459,047−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −328,331−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −300,308−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −298,042−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −291,132−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −286,259−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −251,236−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −235,615−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −191,042−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −111,270−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −102,423−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −72,283−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −67,673−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −64,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −51,980−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −49,712−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −42,476−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −38,451−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −36,841−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −23,846−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −35,740−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −35,276−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −33,332−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −29,932−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −16,366−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −15,609−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −13,007−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,805−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −12,426−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,573−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,458−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −6,578−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −5,127−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Vision Retirement, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |