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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 46,382 | $477.3K | 0.01% | +23,594+103.5% | Added |
| JPMorgan Chase & Co | 43,648 | $449.1K | 0.00% | −245,974−84.9% | Reduced |
| Freestone Grove Partners LP | 43,489 | $447.5K | 0.00% | −11,080−20.3% | Reduced |
| Prelude Capital Management, LLC | 42,483 | $437.1K | 0.03% | +28,364+200.9% | Added |
| Legal & General Group Plc | 42,432 | $436.6K | 0.00% | −6,760−13.7% | Reduced |
| Guggenheim Capital LLC | 41,856 | $430.7K | 0.00% | +7,144+20.6% | Added |
| ExodusPoint Capital Management, LP | 41,011 | $422.0K | 0.00% | +41,011 | New |
| Captrust Financial Advisors | 39,679 | $408.3K | 0.00% | +19,244+94.2% | Added |
| First Trust Advisors LP | 38,014 | $391.2K | 0.00% | +27,547+263.2% | Added |
| Fox Run Management, L.L.C. | 37,812 | $389.1K | 0.06% | +37,812 | New |
| Vanguard Asset Management, Ltd | 36,787 | $378.5K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 36,164 | $372.1K | 0.00% | +36,164 | New |
| Amundi | 35,721 | $367.6K | 0.00% | −12,138−25.4% | Reduced |
| Colony Group, LLC | 32,041 | $329.7K | 0.00% | +16,352+104.2% | Added |
| MetLife Investment Management | 31,001 | $319.0K | 0.00% | −2,422−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,933 | $308.0K | 0.07% | +29,933 | New |
| Legacy Advisors, LLC | 29,162 | $300.1K | 0.03% | −43−0.1% | Reduced |
| SEI Investments Co | 28,335 | $291.6K | 0.00% | −109,287−79.4% | Reduced |
| Brighton Jones LLC | 28,128 | $289.4K | 0.01% | +16,720+146.6% | Added |
| Citigroup Inc | 27,038 | $278.2K | 0.00% | +20,177+294.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,497 | $272.7K | 0.00% | −22,263−45.7% | Reduced |
| Sterling Capital Management LLC | 25,220 | $259.5K | 0.00% | +24,844+6,607.4% | Added |
| Pallas Capital Advisors LLC | 24,747 | $254.6K | 0.01% | +24,747 | New |
| Jupiter Topco LLC | 24,531 | $252.8K | 0.00% | +24,531 | New |
| Gsa Capital Partners LLP | 23,791 | $245.0K | 0.02% | +23,791 | New |
| Lazard Asset Management LLC | 23,564 | $242.5K | 0.00% | +23,564 | New |
| Keebeck Alpha, LP | 22,453 | $231.0K | 0.48% | +22,453 | New |
| State of Wyoming | 22,283 | $229.3K | 0.02% | −12,211−35.4% | Reduced |
| Merit Financial Group, LLC | 21,192 | $218.1K | 0.00% | +9,598+82.8% | Added |
| Jasper Ridge Partners, L.P. | 20,853 | $214.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,375 | $209.7K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 20,168 | $207.5K | 0.00% | +20,168 | New |
| Probity Advisors, Inc. | 19,264 | $198.2K | 0.03% | +2,070+12.0% | Added |
| Diversified Trust Co | 19,088 | $196.4K | 0.00% | −35,330−64.9% | Reduced |
| Canada Pension Plan Investment Board | 18,200 | $187.3K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 17,554 | $180.6K | 0.00% | +17,554 | New |
| NorthCrest Asset Manangement, LLC | 15,868 | $171.7K | 0.00% | +15,868 | New |
| New York State Common Retirement Fund | 16,547 | $170.3K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 16,495 | $169.7K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 16,448 | $169.3K | 0.00% | +4,406+36.6% | Added |
| Commerce Bank | 16,010 | $164.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 15,973 | $164.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,645 | $161.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,432 | $158.8K | 0.00% | +15,432 | New |
| State Board of Administration of Florida Retirement System | 14,729 | $151.6K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 14,693 | $151.2K | 0.00% | −1,137−7.2% | Reduced |
| Garner Asset Management Corp | 14,616 | $150.4K | 0.05% | −9,148−38.5% | Reduced |
| Integrated Wealth Concepts LLC | 14,129 | $145.4K | 0.00% | +3,834+37.2% | Added |
| Jump Financial, LLC | 13,700 | $141.0K | 0.00% | −520,634−97.4% | Reduced |
| Manufacturers Life Insurance Company, The | 13,638 | $140.3K | 0.00% | −2,170−13.7% | Reduced |
| Krilogy Financial LLC | 13,487 | $138.8K | 0.00% | +13,487 | New |
| Group One Trading, L.P. | 13,342 | $137.3K | 0.00% | −1,532−10.3% | Reduced |
| Blair William & Co | 13,179 | $135.6K | 0.00% | +13,179 | New |
| 9823 Capital, L.P. | 12,957 | $133.3K | 0.09% | +12,957 | New |
| Intech Investment Management LLC | 12,664 | $130.3K | 0.00% | −947−7.0% | Reduced |
| Inscription Capital, LLC | 12,593 | $129.6K | 0.01% | −1,766−12.3% | Reduced |
| Arizona State Retirement System | 12,575 | $129.4K | 0.00% | −3,998−24.1% | Reduced |
| LGL Partners, LLC | 12,487 | $128.5K | 0.05% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,400 | $127.6K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,044 | $123.9K | 0.00% | +106+0.9% | Added |
| Raymond James Financial Inc | 11,851 | $121.9K | 0.00% | −3,862−24.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,623 | $119.6K | 0.00% | +4,009+52.7% | Added |
| Sanctuary Advisors, LLC | 10,640 | $109.5K | 0.00% | +10,640 | New |
| Pictet Asset Management Holding SA | 10,418 | $107.2K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,314 | $106.1K | 0.00% | +10,314 | New |
| Anchor Investment Management, LLC | 10,000 | $102.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,714 | $89.7K | 0.00% | +7,864+925.2% | Added |
| Ensign Peak Advisors, Inc | 7,891 | $81.2K | 0.00% | +3,300+71.9% | Added |
| Public Employees Retirement Association of Colorado | 7,551 | $78.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,333 | $75.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,345 | $74.0K | 0.00% | +2,657+56.7% | Added |
| BankPlus Trust Department | 6,200 | $63.8K | 0.01% | −2,680−30.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,958 | $61.3K | 0.00% | +2,830+90.5% | Added |
| Allworth Financial LP | 5,613 | $57.8K | 0.00% | +2,465+78.3% | Added |
| New York State Teachers Retirement System | 5,292 | $54.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,932 | $50.8K | 0.00% | +1,663+50.9% | Added |
| Ameritas Investment Partners, Inc. | 4,782 | $49.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,521 | $46.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,947 | $40.6K | 0.00% | +2,523+177.2% | Added |
| Royal Bank of Canada | 3,657 | $38.0K | 0.00% | +1,758+92.6% | Added |
| GAMMA Investing LLC | 3,526 | $36.3K | 0.00% | +729+26.1% | Added |
| State of Alaska, Department of Revenue | 3,538 | $36.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,449 | $35.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caitong International Asset Management Co., Ltd | 2,381 | $24.5K | 0.00% | +1,770+289.7% | Added |
| Assetmark, Inc | 1,935 | $19.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,456 | $15.0K | 0.01% | −7,857−84.4% | Reduced |
| Simplex Trading, LLC | 1,410 | $14.5K | 0.00% | −5,979−80.9% | Reduced |
| IFP Advisors, Inc | 1,289 | $13.3K | 0.00% | +236+22.4% | Added |
| Advisor Group Holdings, Inc. | 1,268 | $13.0K | 0.00% | −998−44.0% | Reduced |
| Parallel Advisors, LLC | 1,248 | $12.8K | 0.00% | +560+81.4% | Added |
| Rothschild Investment LLC | 1,231 | $12.7K | 0.00% | +297+31.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,050 | $10.8K | 0.00% | +99+10.4% | Added |
| Versant Capital Management, Inc | 823 | $8.47K | 0.00% | −883−51.8% | Reduced |
| True Wealth Design, LLC | 806 | $8.29K | 0.00% | +604+299.0% | Added |
| Nykredit A/S | 786 | $8.09K | 0.00% | +786 | New |
| Fifth Third Bancorp | 728 | $7.50K | 0.00% | +521+251.7% | Added |
| Strategic Wealth Partners, Ltd. | 700 | $7.20K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 645 | $6.64K | 0.00% | +645 | New |