Institutional Ownership Phreesia, Inc. (PHR)
This table provides information about the institutional ownership of Phreesia, Inc. (PHR). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 57.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
606
shares
|
$13,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
579
shares
|
$12,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
569
shares
|
$12,387
0.0% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
506
shares
|
$11,015
0.0% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
381
shares
|
$8,294
0.0% of portfolio
|
Q3 2025
Added 18.32%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
320
shares
|
$6,966
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
279
shares
|
$6,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
278
shares
|
$6,052
0.0% of portfolio
|
Q3 2025
Added 234.94%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
268
shares
|
$5,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
203
shares
|
$4,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$4,419
0.0% of portfolio
|
Q2 2024
Reduced 99.33%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
200
shares
|
$4,354
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
166
shares
|
$3,613
0.0% of portfolio
|
Q3 2025
Added 44.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
163
shares
|
$3,548
0.0% of portfolio
|
Q3 2025
Added 21.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
154
shares
|
$3,352
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
144
shares
|
$3,134
0.0% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
139
shares
|
$3,026
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
129
shares
|
$2,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$2,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
100
shares
|
$2,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
100
shares
|
$2,177
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
97
shares
|
$2,111
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
91
shares
|
$1,981
0.0% of portfolio
|
Q2 2025
Added 405.56%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
85
shares
|
$1,850
0.0% of portfolio
|
Q3 2025
Added 32.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
76
shares
|
$1,654
0.0% of portfolio
|
Q3 2025
New holding
|
|