Phreesia, Inc.

PHR

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001412408

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Phreesia, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of PHR: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	246	5	227	−14
Shares	58.8M	296.4K	58.2M	−294.4K (−0.5%)
Value	$496.0M	$2.48M	$598.3M	+$104.8M (+21.2%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Phreesia, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PHR in Q2 2026
Institution	Shares	Value	% of portfolio
T. Rowe Price Investment Management, Inc.	1,296,180	$13.3M	0.01%
Nordea Investment Management AB	784,279	$7.96M	0.01%
Point72 Asset Management, L.P.	484,115	$4.98M	0.01%
Millennium Management LLC	256,111	$2.64M	0.00%
Pacer Advisors, Inc.	227,260	$2.34M	0.01%
Flputnam Investment Management Co	160,903	$1.66M	0.02%
Balyasny Asset Management LLC	143,741	$1.48M	0.00%
Janney Montgomery Scott LLC	70,109	$721.0K	0.00%
Allstate Corp	65,182	$670.7K	0.01%
ExodusPoint Capital Management, LP	41,011	$422.0K	0.00%
Fox Run Management, L.L.C.	37,812	$389.1K	0.06%
Jain Global LLC	36,164	$372.1K	0.00%
Dynamic Technology Lab Private Ltd	29,933	$308.0K	0.07%
Pallas Capital Advisors LLC	24,747	$254.6K	0.01%
Jupiter Topco LLC	24,531	$252.8K	0.00%
Gsa Capital Partners LLP	23,791	$245.0K	0.02%
Lazard Asset Management LLC	23,564	$242.5K	0.00%
Keebeck Alpha, LP	22,453	$231.0K	0.48%
Martingale Asset Management L P	20,168	$207.5K	0.00%
Magnetar Financial LLC	17,554	$180.6K	0.00%
NorthCrest Asset Manangement, LLC	15,868	$171.7K	0.00%
Sequoia Financial Advisors, LLC	15,432	$158.8K	0.00%
Krilogy Financial LLC	13,487	$138.8K	0.00%
Blair William & Co	13,179	$135.6K	0.00%
9823 Capital, L.P.	12,957	$133.3K	0.09%
Sanctuary Advisors, LLC	10,640	$109.5K	0.00%
EP Wealth Advisors, LLC	10,314	$106.1K	0.00%
Nykredit A/S	786	$8.09K	0.00%
Owl Creek Wealth Partners LLC	645	$6.64K	0.00%
Umb Bank N A	587	$6.04K	0.00%
Fortitude Family Office, LLC	430	$4.42K	0.00%
Quarry LP	263	$2.71K	0.00%
Private Wealth Management Group, LLC	222	$2.29K	0.00%
Wealth Enhancement Trust Services, Inc.	186	$1.91K	0.00%
Fulcrum Asset Management LLP	110	$1.13K	0.00%
Parkside Financial Bank & Trust	70	$721	0.00%
North Star Investment Management Corp.	62	$638	0.00%
Clearstead Advisors, LLC	56	$577	0.00%
Basepoint Wealth LLC	25	$257	0.00%
Silver Grove Financial Group, Inc.	6	$62	0.00%

Sold out (54)

Institutions that held Phreesia, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PHR in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Prosight Management, LP	1,100,000	$9.22M
American Century Companies Inc	1,018,235	$8.53M
Granahan Investment Management Inc	987,607	$8.28M
Nomura Asset Management International Inc.	781,377	$6.55M
Schroder Investment Management Group	520,475	$5.94M
Meros Investment Management, LP	615,740	$5.16M
Jane Street Group, LLC	348,254	$2.92M
Allianz Asset Management GmbH	168,305	$1.41M
Nicholas Company, Inc.	152,109	$1.27M
Boston Partners	123,913	$1.04M
Cinctive Capital Management LP	107,230	$898.6K
Quadrature Capital Ltd	93,795	$786.0K
Moody National Bank Trust Division	86,133	$721.8K
Itau Unibanco Holding S.A.	66,784	$559.6K
Aquatic Capital Management LLC	65,212	$546.5K
Prescott Group Capital Management, L.L.C.	60,000	$502.8K
Aster Capital Management (DIFC) Ltd	15,616	$399.1K
Quantbot Technologies LP	47,183	$395.4K
Arrowstreet Capital, Limited Partnership	44,918	$376.4K
Kornitzer Capital Management Inc	38,859	$325.6K
Twinbeech Capital LP	24,701	$207.0K
GWM Advisors LLC	23,951	$200.7K
Globeflex Capital L P	22,552	$189.0K
Blueshift Asset Management, LLC	18,609	$155.9K
Connors Investor Services Inc	17,044	$142.8K
Engineers Gate Manager LP	16,913	$141.7K
Caxton Associates LLP	16,260	$136.3K
Birchview Capital, LP	14,300	$119.8K
Massachusetts Financial Services Co	13,317	$111.6K
Handelsbanken Fonder AB	12,600	$106.0K
Stephens Inc	12,072	$101.2K
PharVision Advisers, LLC	11,833	$99.2K
Evergreen Capital Management LLC	11,469	$96.1K
Inceptionr LLC	10,509	$88.1K
RMB Capital Management, LLC	10,297	$86.3K
Federated Hermes, Inc.	5,406	$45.3K
MAI Capital Management	3,433	$28.8K
Van Eck Associates Corp	2,417	$20.0K
Quadrant Capital Group LLC	709	$5.94K
Aventus Investment Advisors, Inc.	369	$3.09K
Basecamp Wealth Advisors LLC	237	$1.99K
UMA Financial Services, Inc.	154	$1.29K
Zions Bancorporation, National Association	148	$1.24K
Clayton Financial Group LLC	100	$838
Root Financial Partners, LLC	78	$654
Bare Financial Services, Inc	41	$344
JPL Wealth Management, LLC	37	$311
Cullen/Frost Bankers, Inc.	33	$277
Richardson Capital Management LLC	32	$268
Golden State Wealth Management, LLC	20	$168
Twin Peaks Wealth Advisors, LLC	11	$92
Hughes Financial Services, LLC	3	$25
TFC Financial Management	1	$9
Advisory Services Network, LLC	1	$8

Not filed for Q2 2026 yet (5)

Institutions that held Phreesia, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHR in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Arcadia Investment Management Corp	166,490	$1.40M
CWM, LLC	88,565	$742.2K
Janus Henderson Group PLC	24,531	$205.4K
Skopos Labs, Inc.	16,716	$140.1K
Sunbelt Securities, Inc.	119	$997