Institutional Ownership Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR). We have compiled data on the 242 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
2,248
shares
|
$62,044
0.0% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,917
shares
|
$52,909
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,849
shares
|
$51,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,734
shares
|
$47,858
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,685
shares
|
$46,506
0.0% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,595
shares
|
$44,022
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,462
shares
|
$40,351
0.0% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,297
shares
|
$35,797
0.0% of portfolio
|
Q1 2025
Reduced 77.08%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,164
shares
|
$32,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
1,064
shares
|
$29,366
0.0% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
923
shares
|
$25,474
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
903
shares
|
$24,922
0.01% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
775
shares
|
$21,390
0.0% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
680
shares
|
$18,768
0.0% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
631
shares
|
$17,415
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
363
shares
|
$10,018
0.0% of portfolio
|
Q1 2025
Added 294.57%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
322
shares
|
$8,887
0.0% of portfolio
|
Q4 2023
Added 30.89%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
241
shares
|
$6,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
216
shares
|
$5,961
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
206
shares
|
$5,685
0.0% of portfolio
|
Q2 2025
Reduced 47.31%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$5,602
0.0% of portfolio
|
Q2 2024
Reduced 99.33%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
200
shares
|
$5,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
168
shares
|
$4,636
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
154
shares
|
$4,250
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
150
shares
|
$4,140
0.0% of portfolio
|
Q1 2025
New holding
|