Institutional Ownership Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
76
shares
|
$1,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
55
shares
|
$1,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
49
shares
|
$1,066
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
39
shares
|
$849
0.0% of portfolio
|
Q4 2025
Reduced 88.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
28
shares
|
$609
0.0% of portfolio
|
Q4 2022
Reduced 24.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
28
shares
|
$609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
28
shares
|
$609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
27
shares
|
$587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20
shares
|
$435
0.0% of portfolio
|
Q1 2022
Reduced 96.94%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
13
shares
|
$283
0.0% of portfolio
|
Q3 2025
Added 1200.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7
shares
|
$152
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
4
shares
|
$87
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2025
Reduced 97.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|