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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
122
shares
|
$3,367
0.0% of portfolio
|
Q4 2023
Added 31.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
116
shares
|
$3,201
0.0% of portfolio
|
Q1 2025
Added 24.73%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$2,760
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
83
shares
|
$2,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
82
shares
|
$2,263
0.0% of portfolio
|
Q1 2025
Added 256.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
65
shares
|
$1,794
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
65
shares
|
$1,794
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
59
shares
|
$1,628
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
55
shares
|
$1,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
49
shares
|
$1,352
0.0% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
46
shares
|
$1,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
43
shares
|
$1,186
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
38
shares
|
$1,048
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
28
shares
|
$772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
28
shares
|
$772
0.0% of portfolio
|
Q4 2022
Reduced 24.32%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
21
shares
|
$579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20
shares
|
$552
0.0% of portfolio
|
Q1 2022
Reduced 96.94%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
18
shares
|
$496
0.0% of portfolio
|
Q4 2023
Reduced 71.88%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
18
shares
|
$496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
16
shares
|
$441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9
shares
|
$248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4
shares
|
$110
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|