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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 22,453 | $231.0K | 0.48% | +22,453 | New |
| Lazard Asset Management LLC | 23,564 | $242.5K | 0.00% | +23,564 | New |
| Gsa Capital Partners LLP | 23,791 | $245.0K | 0.02% | +23,791 | New |
| Jupiter Topco LLC | 24,531 | $252.8K | 0.00% | +24,531 | New |
| Pallas Capital Advisors LLC | 24,747 | $254.6K | 0.01% | +24,747 | New |
| Sterling Capital Management LLC | 25,220 | $259.5K | 0.00% | +24,844+6,607.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,497 | $272.7K | 0.00% | −22,263−45.7% | Reduced |
| Citigroup Inc | 27,038 | $278.2K | 0.00% | +20,177+294.1% | Added |
| Brighton Jones LLC | 28,128 | $289.4K | 0.01% | +16,720+146.6% | Added |
| SEI Investments Co | 28,335 | $291.6K | 0.00% | −109,287−79.4% | Reduced |
| Legacy Advisors, LLC | 29,162 | $300.1K | 0.03% | −43−0.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,933 | $308.0K | 0.07% | +29,933 | New |
| MetLife Investment Management | 31,001 | $319.0K | 0.00% | −2,422−7.2% | Reduced |
| Colony Group, LLC | 32,041 | $329.7K | 0.00% | +16,352+104.2% | Added |
| Amundi | 35,721 | $367.6K | 0.00% | −12,138−25.4% | Reduced |
| Jain Global LLC | 36,164 | $372.1K | 0.00% | +36,164 | New |
| Vanguard Asset Management, Ltd | 36,787 | $378.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 37,812 | $389.1K | 0.06% | +37,812 | New |
| First Trust Advisors LP | 38,014 | $391.2K | 0.00% | +27,547+263.2% | Added |
| Captrust Financial Advisors | 39,679 | $408.3K | 0.00% | +19,244+94.2% | Added |
| ExodusPoint Capital Management, LP | 41,011 | $422.0K | 0.00% | +41,011 | New |
| Guggenheim Capital LLC | 41,856 | $430.7K | 0.00% | +7,144+20.6% | Added |
| Legal & General Group Plc | 42,432 | $436.6K | 0.00% | −6,760−13.7% | Reduced |
| Prelude Capital Management, LLC | 42,483 | $437.1K | 0.03% | +28,364+200.9% | Added |
| Freestone Grove Partners LP | 43,489 | $447.5K | 0.00% | −11,080−20.3% | Reduced |
| JPMorgan Chase & Co | 43,648 | $449.1K | 0.00% | −245,974−84.9% | Reduced |
| Brevan Howard Capital Management LP | 46,382 | $477.3K | 0.01% | +23,594+103.5% | Added |
| Barclays PLC | 51,382 | $528.7K | 0.00% | +383+0.8% | Added |
| Deutsche Bank AG | 52,327 | $538.4K | 0.00% | −98−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 52,880 | $544.1K | 0.03% | +24,278+84.9% | Added |
| California State Teachers Retirement System | 53,210 | $547.5K | 0.00% | −1,909−3.5% | Reduced |
| Natixis | 55,000 | $566.0K | 0.00% | +12,000+27.9% | Added |
| Jefferies Financial Group Inc. | 57,000 | $586.5K | 0.01% | +5,000+9.6% | Added |
| SRS Capital Advisors, Inc. | 61,119 | $628.9K | 0.00% | +59,934+5,057.7% | Added |
| Voya Investment Management LLC | 61,254 | $630.3K | 0.00% | +9,204+17.7% | Added |
| Alliancebernstein L.P. | 78,500 | $657.8K | 0.00% | +16,000+25.6% | Added |
| XTX Topco Ltd | 64,532 | $664.0K | 0.01% | −110,289−63.1% | Reduced |
| Allstate Corp | 65,182 | $670.7K | 0.01% | +65,182 | New |
| CWM Advisors, LLC | 65,890 | $678.0K | 0.03% | +1,808+2.8% | Added |
| Axq Capital, LP | 67,000 | $689.4K | 0.07% | +45,682+214.3% | Added |
| Rhumbline Advisers | 68,714 | $707.1K | 0.00% | −3,240−4.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 69,698 | $717.2K | 0.01% | +35,663+104.8% | Added |
| Janney Montgomery Scott LLC | 70,109 | $721.0K | 0.00% | +70,109 | New |
| Schonfeld Strategic Advisors LLC | 72,935 | $750.5K | 0.00% | +51,232+236.1% | Added |
| King Luther Capital Management Corp | 77,000 | $792.3K | 0.00% | −221,793−74.2% | Reduced |
| Schwartz Investment Counsel Inc | 78,700 | $809.8K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 85,949 | $884.4K | 0.00% | +931+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 99,426 | $894.2K | 0.00% | +56,589+132.1% | Added |
| Two Sigma Investments, LP | 87,644 | $901.9K | 0.00% | +51,844+144.8% | Added |
| HSBC Holdings PLC | 87,903 | $909.8K | 0.00% | +14,339+19.5% | Added |
| Swiss National Bank | 91,500 | $941.5K | 0.00% | −26,700−22.6% | Reduced |
| LPL Financial LLC | 93,181 | $958.8K | 0.00% | +60,962+189.2% | Added |
| Mercer Global Advisors Inc | 96,891 | $997.0K | 0.00% | +48,248+99.2% | Added |
| Boothbay Fund Management, LLC | 97,727 | $1.01M | 0.02% | +49,386+102.2% | Added |
| Virginia Retirement Systems Et Al | 100,830 | $1.04M | 0.01% | +42,500+72.9% | Added |
| Creative Planning | 105,955 | $1.09M | 0.00% | +10,728+11.3% | Added |
| Price T Rowe Associates Inc | 109,599 | $1.13M | 0.00% | +19,858+22.1% | Added |
| Stifel Financial Corp | 110,188 | $1.13M | 0.00% | +3,826+3.6% | Added |
| Invesco Ltd. | 116,605 | $1.20M | 0.00% | +14,808+14.5% | Added |
| Walleye Capital LLC | 119,027 | $1.22M | 0.01% | −291,122−71.0% | Reduced |
| Palogic Value Management, L.P. | 120,177 | $1.24M | 0.44% | −9,823−7.6% | Reduced |
| UBS Asset Management Americas Inc | 123,567 | $1.27M | 0.00% | +15,971+14.8% | Added |
| Vanguard Global Advisers, LLC | 129,668 | $1.33M | 0.00% | +8,822+7.3% | Added |
| Occudo Quantitative Strategies LP | 130,469 | $1.34M | 0.07% | +11,286+9.5% | Added |
| Man Group plc | 135,584 | $1.40M | 0.00% | −1,809−1.3% | Reduced |
| Mackenzie Financial Corp | 135,836 | $1.40M | 0.00% | +45,948+51.1% | Added |
| Bellevue Group AG | 140,495 | $1.45M | 0.03% | +9,503+7.3% | Added |
| Ameriprise Financial Inc | 142,589 | $1.47M | 0.00% | +34,842+32.3% | Added |
| Balyasny Asset Management LLC | 143,741 | $1.48M | 0.00% | +143,741 | New |
| CI Private Wealth, LLC | 148,290 | $1.53M | 0.00% | +121,413+451.7% | Added |
| Cerity Partners LLC | 153,479 | $1.58M | 0.00% | +66,545+76.5% | Added |
| Marshall Wace, LLP | 156,102 | $1.61M | 0.00% | +101,275+184.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 157,670 | $1.62M | 0.03% | −123,519−43.9% | Reduced |
| Mariner, LLC | 157,786 | $1.62M | 0.00% | +68,370+76.5% | Added |
| Flputnam Investment Management Co | 160,903 | $1.66M | 0.02% | +160,903 | New |
| Susquehanna International Group, LLP | 162,509 | $1.67M | 0.00% | +83,461+105.6% | Added |
| Polymer Capital Management (US) LLC | 163,890 | $1.69M | 0.25% | +143,753+713.9% | Added |
| UBS Group AG | 170,523 | $1.75M | 0.00% | −85,276−33.3% | Reduced |
| State of Wisconsin Investment Board | 174,966 | $1.80M | 0.00% | −59,450−25.4% | Reduced |
| Principal Financial Group Inc | 178,367 | $1.84M | 0.00% | +13,194+8.0% | Added |
| Bank of New York Mellon Corp | 184,717 | $1.90M | 0.00% | −740.0% | Reduced |
| Numerai GP LLC | 188,045 | $1.93M | 0.16% | +110,078+141.2% | Added |
| Quantinno Capital Management LP | 224,161 | $2.31M | 0.00% | +154,282+220.8% | Added |
| Pacer Advisors, Inc. | 227,260 | $2.34M | 0.01% | +227,260 | New |
| Franklin Resources Inc | 230,514 | $2.37M | 0.00% | −505,449−68.7% | Reduced |
| Millennium Management LLC | 256,111 | $2.64M | 0.00% | +256,111 | New |
| Moore Capital Management, LP | 266,676 | $2.74M | 0.06% | −25,232−8.6% | Reduced |
| Victory Capital Management Inc | 273,345 | $2.81M | 0.00% | +76,687+39.0% | Added |
| Russell Investments Group, Ltd. | 315,995 | $3.25M | 0.00% | −150,688−32.3% | Reduced |
| Dimensional Fund Advisors LP | 321,130 | $3.30M | 0.00% | −163,587−33.7% | Reduced |
| Tocqueville Asset Management L.P. | 325,000 | $3.34M | 0.04% | 00.0% | Unchanged |
| Cambiar Investors LLC | 339,697 | $3.50M | 0.15% | +17,022+5.3% | Added |
| Tudor Investment Corp Et Al | 339,896 | $3.50M | 0.01% | −90,289−21.0% | Reduced |
| Ieq Capital, LLC | 358,537 | $3.69M | 0.02% | +184,554+106.1% | Added |
| SG Americas Securities, LLC | 400,236 | $4.12M | 0.00% | −57,689−12.6% | Reduced |
| Vanguard Fiduciary Trust Co | 403,867 | $4.16M | 0.00% | −1110.0% | Reduced |
| Panagora Asset Management Inc | 424,926 | $4.37M | 0.01% | +29,390+7.4% | Added |
| Citadel Advisors LLC | 429,488 | $4.42M | 0.00% | −302,167−41.3% | Reduced |
| FMR LLC | 463,002 | $4.76M | 0.00% | +107,319+30.2% | Added |
| Charles Schwab Investment Management Inc | 473,462 | $4.87M | 0.00% | −9,494−2.0% | Reduced |