Institutional Ownership Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,107
shares
|
$230,771
0.0% of portfolio
|
Q2 2025
Reduced 23.5%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,048
shares
|
$229,276
0.01% of portfolio
|
Q1 2025
Reduced 56.91%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
8,803
shares
|
$223,068
0.0% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,761
shares
|
$222,003
0.0% of portfolio
|
Q2 2025
Reduced 42.75%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,637
shares
|
$218,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
8,453
shares
|
$214,199
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
8,353
shares
|
$211,665
0.02% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,015
shares
|
$203,100
0.0% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,999
shares
|
$202,694
0.03% of portfolio
|
Q2 2025
Reduced 68.46%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
7,891
shares
|
$199,957
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,781
shares
|
$197,170
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,713
shares
|
$195,447
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
7,551
shares
|
$191,342
0.0% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,402
shares
|
$187,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
7,373
shares
|
$186,831
0.01% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
7,350
shares
|
$186,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
7,262
shares
|
$184,019
0.0% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
6,040
shares
|
$153,053
0.0% of portfolio
|
Q2 2025
Reduced 66.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,610
shares
|
$142,157
0.0% of portfolio
|
Q2 2025
Added 332.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,606
shares
|
$142,056
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
4,521
shares
|
$114,562
0.0% of portfolio
|
Q3 2024
Reduced 74.52%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,779
shares
|
$95,759
0.0% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,747
shares
|
$94,948
0.0% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$91,224
0.0% of portfolio
|
Q3 2024
Reduced 57.83%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,563
shares
|
$90,286
0.0% of portfolio
|
Q2 2025
Added 881.54%
|