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, Q2 2026
Institutional positions in Phreesia, Inc. as of Jun 30, 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
- 227
- −14 vs. Q1 2026
- Shares held
- 58.2M
- −294.4K (−0.5%) vs. Q1 2026
- Total value
- $598.3M
- +$104.8M (+21.2%) vs. Q1 2026
- New holders
- 40
- 94 more added
- Sold out
- 54
- 60 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 45 | $0 | 0.00% | −489−91.6% | Reduced |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 6 | $62 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 11 | $113 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 25 | $257 | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 41 | $410 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 56 | $577 | 0.00% | +56 | New |
| North Star Investment Management Corp. | 62 | $638 | 0.00% | +62 | New |
| LRI Investments, LLC | 65 | $669 | 0.00% | +21+47.7% | Added |
| Parkside Financial Bank & Trust | 70 | $721 | 0.00% | +70 | New |
| Bessemer Group Inc | 127 | $1.00K | 0.00% | −40−24.0% | Reduced |
| SJS Investment Consulting Inc. | 110 | $1.13K | 0.00% | −40−26.7% | Reduced |
| Massmutual Trust Co FSB | 110 | $1.13K | 0.00% | +104+1,733.3% | Added |
| Fulcrum Asset Management LLP | 110 | $1.13K | 0.00% | +110 | New |
| Steward Partners Investment Advisory, LLC | 130 | $1.34K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 186 | $1.91K | 0.00% | +186 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 222 | $2.29K | 0.00% | +222 | New |
| Larson Financial Group LLC | 228 | $2.35K | 0.00% | +153+204.0% | Added |
| Quarry LP | 263 | $2.71K | 0.00% | +263 | New |
| Harbour Investments, Inc. | 298 | $3.07K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 349 | $3.59K | 0.00% | −1,759−83.4% | Reduced |
| Los Angeles Capital Management LLC | 360 | $3.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 430 | $4.42K | 0.00% | +430 | New |
| Signaturefd, LLC | 432 | $4.45K | 0.00% | −472−52.2% | Reduced |
| Umb Bank N A | 587 | $6.04K | 0.00% | +587 | New |
| Owl Creek Wealth Partners LLC | 645 | $6.64K | 0.00% | +645 | New |
| Strategic Wealth Partners, Ltd. | 700 | $7.20K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 728 | $7.50K | 0.00% | +521+251.7% | Added |
| Nykredit A/S | 786 | $8.09K | 0.00% | +786 | New |
| True Wealth Design, LLC | 806 | $8.29K | 0.00% | +604+299.0% | Added |
| Versant Capital Management, Inc | 823 | $8.47K | 0.00% | −883−51.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,050 | $10.8K | 0.00% | +99+10.4% | Added |
| Rothschild Investment LLC | 1,231 | $12.7K | 0.00% | +297+31.8% | Added |
| Parallel Advisors, LLC | 1,248 | $12.8K | 0.00% | +560+81.4% | Added |
| Advisor Group Holdings, Inc. | 1,268 | $13.0K | 0.00% | −998−44.0% | Reduced |
| IFP Advisors, Inc | 1,289 | $13.3K | 0.00% | +236+22.4% | Added |
| Simplex Trading, LLC | 1,410 | $14.5K | 0.00% | −5,979−80.9% | Reduced |
| Essential Partners LLC | 1,456 | $15.0K | 0.01% | −7,857−84.4% | Reduced |
| Assetmark, Inc | 1,935 | $19.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,381 | $24.5K | 0.00% | +1,770+289.7% | Added |
| Farther Finance Advisors, LLC | 2,534 | $26.1K | 0.00% | −4,287−62.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,534 | $26.1K | 0.00% | +1,454+134.6% | Added |
| KBC Group NV | 3,449 | $35.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,538 | $36.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,526 | $36.3K | 0.00% | +729+26.1% | Added |
| Royal Bank of Canada | 3,657 | $38.0K | 0.00% | +1,758+92.6% | Added |
| US Bancorp | 3,947 | $40.6K | 0.00% | +2,523+177.2% | Added |
| Great West Life Assurance Co | 4,521 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,782 | $49.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,932 | $50.8K | 0.00% | +1,663+50.9% | Added |
| New York State Teachers Retirement System | 5,292 | $54.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,613 | $57.8K | 0.00% | +2,465+78.3% | Added |
| Tower Research Capital LLC (TRC) | 5,958 | $61.3K | 0.00% | +2,830+90.5% | Added |
| BankPlus Trust Department | 6,200 | $63.8K | 0.01% | −2,680−30.2% | Reduced |
| Jones Financial Companies LLLP | 7,345 | $74.0K | 0.00% | +2,657+56.7% | Added |
| Smartleaf Asset Management LLC | 7,333 | $75.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,551 | $78.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 7,891 | $81.2K | 0.00% | +3,300+71.9% | Added |
| Nisa Investment Advisors, LLC | 8,714 | $89.7K | 0.00% | +7,864+925.2% | Added |
| Anchor Investment Management, LLC | 10,000 | $102.9K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,314 | $106.1K | 0.00% | +10,314 | New |
| Pictet Asset Management Holding SA | 10,418 | $107.2K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,640 | $109.5K | 0.00% | +10,640 | New |
| The PNC Financial Services Group, Inc. | 11,623 | $119.6K | 0.00% | +4,009+52.7% | Added |
| Raymond James Financial Inc | 11,851 | $121.9K | 0.00% | −3,862−24.6% | Reduced |
| State of Tennessee, Treasury Department | 12,044 | $123.9K | 0.00% | +106+0.9% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $127.6K | 0.00% | 00.0% | Unchanged |
| LGL Partners, LLC | 12,487 | $128.5K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,575 | $129.4K | 0.00% | −3,998−24.1% | Reduced |
| Inscription Capital, LLC | 12,593 | $129.6K | 0.01% | −1,766−12.3% | Reduced |
| Intech Investment Management LLC | 12,664 | $130.3K | 0.00% | −947−7.0% | Reduced |
| 9823 Capital, L.P. | 12,957 | $133.3K | 0.09% | +12,957 | New |
| Blair William & Co | 13,179 | $135.6K | 0.00% | +13,179 | New |
| Group One Trading, L.P. | 13,342 | $137.3K | 0.00% | −1,532−10.3% | Reduced |
| Krilogy Financial LLC | 13,487 | $138.8K | 0.00% | +13,487 | New |
| Manufacturers Life Insurance Company, The | 13,638 | $140.3K | 0.00% | −2,170−13.7% | Reduced |
| Jump Financial, LLC | 13,700 | $141.0K | 0.00% | −520,634−97.4% | Reduced |
| Integrated Wealth Concepts LLC | 14,129 | $145.4K | 0.00% | +3,834+37.2% | Added |
| Garner Asset Management Corp | 14,616 | $150.4K | 0.05% | −9,148−38.5% | Reduced |
| Swiss Life Asset Management Ltd | 14,693 | $151.2K | 0.00% | −1,137−7.2% | Reduced |
| State Board of Administration of Florida Retirement System | 14,729 | $151.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,432 | $158.8K | 0.00% | +15,432 | New |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $161.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 15,973 | $164.4K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 16,010 | $164.7K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 16,448 | $169.3K | 0.00% | +4,406+36.6% | Added |
| McMillan Office, Inc. | 16,495 | $169.7K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,547 | $170.3K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 15,868 | $171.7K | 0.00% | +15,868 | New |
| Magnetar Financial LLC | 17,554 | $180.6K | 0.00% | +17,554 | New |
| Canada Pension Plan Investment Board | 18,200 | $187.3K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 19,088 | $196.4K | 0.00% | −35,330−64.9% | Reduced |
| Probity Advisors, Inc. | 19,264 | $198.2K | 0.03% | +2,070+12.0% | Added |
| Martingale Asset Management L P | 20,168 | $207.5K | 0.00% | +20,168 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $209.7K | 0.00% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 20,853 | $214.6K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,192 | $218.1K | 0.00% | +9,598+82.8% | Added |
| State of Wyoming | 22,283 | $229.3K | 0.02% | −12,211−35.4% | Reduced |