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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
200
shares
|
$5,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
154
shares
|
$3,902
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
150
shares
|
$3,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
147
shares
|
$3,724
0.0% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
137
shares
|
$3,471
0.0% of portfolio
|
Q2 2025
Added 132.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
134
shares
|
$3,395
0.0% of portfolio
|
Q2 2025
Added 191.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
122
shares
|
$3,091
0.0% of portfolio
|
Q4 2023
Added 31.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
115
shares
|
$2,914
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$2,534
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
93
shares
|
$2,356
0.0% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
91
shares
|
$2,305
0.0% of portfolio
|
Q2 2025
Added 405.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
89
shares
|
$2,255
0.0% of portfolio
|
Q2 2025
Added 323.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
83
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
64
shares
|
$1,621
0.0% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
55
shares
|
$1,393
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
46
shares
|
$1,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
41
shares
|
$1,038
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$709
0.0% of portfolio
|
Q4 2022
Reduced 24.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
28
shares
|
$709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
28
shares
|
$709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
21
shares
|
$532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20
shares
|
$506
0.0% of portfolio
|
Q1 2022
Reduced 96.94%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
15
shares
|
$380
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
9
shares
|
$228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$152
0.0% of portfolio
|
Q2 2025
Reduced 87.76%
|