Latest Institutional Transactions on Phreesia, Inc. (PHR)
This table provides information on the latest institutional transactions involving Phreesia, Inc. (PHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14.5K- 9.93% |
$338K - $473K
|
132K
$2.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$2.33K - $3.25K
|
100
$2.18K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-55.9K- 99.63% |
$1.3M - $1.59M
|
208
$4.53K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-565- 2.34% |
$13.1K - $16.1K
|
23.6K
$513K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1- 1.02% |
$23.3 - $28.5
|
97
$2.11K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
11.6KNew |
$269K - $330K
|
11.6K
$252K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-14.9K- 54.34% |
$346K - $423K
|
12.5K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
18.3KNew |
$425K - $521K
|
18.3K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.8K- 23.5% |
$65K - $79.7K
|
9.11K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-17.4K- 68.46% |
$404K - $495K
|
8K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-9.28K- 23.46% |
$216K - $264K
|
30.3K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
3.87K+ 62.31% |
$89.9K - $110K
|
10.1K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
101K+ 372.09% |
$2.35M - $2.88M
|
128K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6.54K- 42.75% |
$152K - $186K
|
8.76K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28New |
$651 - $798
|
28
$610
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-7.34K- 25.42% |
$171K - $209K
|
21.5K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
204New |
$4.74K - $5.81K
|
204
$4.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.45KNew |
$197K - $241K
|
8.45K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
17.4KNew |
$404K - $495K
|
17.4K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.35KNew |
$171K - $209K
|
7.35K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
392K+ 14.28% |
$9.1M - $11.2M
|
3.13M
$68.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$172K - $211K
|
7.4K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-1.74K- 1.56% |
$40.4K - $49.5K
|
110K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-953- 8.51% |
$22.2K - $27.2K
|
10.3K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-11.6K- 51.92% |
$270K - $330K
|
10.7K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.5K- 11.54% |
$34.9K - $42.7K
|
11.5K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2New |
$46.5 - $57
|
2
$43.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 148.79% |
$288K - $353K
|
20.7K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.5KNew |
$243K - $298K
|
10.5K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.3KNew |
$285K - $349K
|
12.3K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.88K- 34.82% |
$90.2K - $111K
|
7.26K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.64KNew |
$201K - $246K
|
8.64K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-456- 5.54% |
$10.6K - $13K
|
7.78K
$169K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.8KNew |
$274K - $336K
|
11.8K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700New |
$16.3K - $19.9K
|
700
$15.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.02K- 35.23% |
$23.8K - $29.1K
|
1.88K
$40.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$93 - $114
|
4
$87.1
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
2.7KNew |
$62.8K - $77K
|
2.7K
$58.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.3KNew |
$264K - $323K
|
11.3K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
29.2K+ 15.95% |
$679K - $831K
|
212K
$4.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
13+ 0.77% |
$302 - $370
|
1.7K
$37K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
15.5KNew |
$360K - $441K
|
15.5K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24- 0.3% |
$558 - $684
|
8.02K
$174K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.49K+ 80.37% |
$151K - $185K
|
14.6K
$317K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
64+ 4.01% |
$1.49K - $1.82K
|
1.66K
$36.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
792+ 9.89% |
$18.4K - $22.6K
|
8.8K
$192K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$488 - $598
|
21
$457
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.1K+ 20.39% |
$48.8K - $59.8K
|
12.4K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 405.56% |
$1.7K - $2.08K
|
91
$1.98K
|
|