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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,081
shares
|
$78,072
0.01% of portfolio
|
Q3 2022
Added 16.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,032
shares
|
$76,830
0.0% of portfolio
|
Q2 2025
Added 9375.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,032
shares
|
$76,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,875
shares
|
$72,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,816
shares
|
$71,357
0.01% of portfolio
|
Q2 2025
Reduced 46.54%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
2,702
shares
|
$68,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,277
shares
|
$57,699
0.1% of portfolio
|
Q2 2025
Reduced 75.19%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,167
shares
|
$54,911
0.01% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,917
shares
|
$48,576
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,881
shares
|
$47,664
0.0% of portfolio
|
Q2 2025
Reduced 35.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,698
shares
|
$43,027
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,659
shares
|
$42,039
0.0% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
1,133
shares
|
$28,710
0.0% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
923
shares
|
$23,388
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
903
shares
|
$22,882
0.01% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
802
shares
|
$20,322
0.0% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
700
shares
|
$17,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
680
shares
|
$17,231
0.0% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
631
shares
|
$15,989
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
608
shares
|
$15,406
0.0% of portfolio
|
Q2 2025
Added 641.46%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
557
shares
|
$14,114
0.0% of portfolio
|
Q2 2025
Added 231.55%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
322
shares
|
$8,159
0.0% of portfolio
|
Q4 2023
Added 30.89%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
216
shares
|
$5,473
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
206
shares
|
$5,220
0.0% of portfolio
|
Q2 2025
Reduced 47.31%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$5,144
0.0% of portfolio
|
Q2 2024
Reduced 99.33%
|