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Phreesia Inc (PHR)

CUSIP: 71944F106 | NYSE | Healthcare · Health Information Services | Small Cap | 659 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBlackRock Portfolio Management LLC3,185,9765.1%New 5%+ stakeSep 30, 2026No 13F filer matched
13GBlackRock Portfolio Management LLC3,185,976
5.1% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

OP Asset Management Ltd666,860
0.1% of portfolio›$6.9M
Cambiar Investors LLC344,461
0.1% of portfolio›$3.6M
Dimensional Fund Advisors LP333,125
0.0% of portfolio›$3.4M
Principal Financial Group Inc235,706
0.0% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd220,180
0.1% of portfolio›$2.3M
Bank of New York Mellon Corp186,946
0.0% of portfolio›$1.9M
Creative Planning114,357
0.0% of portfolio›$1.2M
Citigroup Inc90,264
0.0% of portfolio›$932.4K
Virginia Retirement Systems ET Al89,630
0.0% of portfolio›$925.9K
Wealth Enhancement Advisory Services, LLC81,917
0.0% of portfolio›$753.3K
King Luther Capital Management Corp77,000
0.0% of portfolio›$795.4K
Inspire Investing, LLC61,480
0.0% of portfolio›$635.1K
Olympiad Research LP36,875
0.5% of portfolio›$380.9K
Legacy Advisors, LLC29,100
0.0% of portfolio›$300.6K
Strs Ohio27,600
0.0% of portfolio›$285.1K
Sterling Capital Management LLC26,410
0.0% of portfolio›$272.8K
Brighton Jones LLC24,476
0.0% of portfolio›$252.8K
State of Alaska, Department of Revenue23,135
0.0% of portfolio›$238
Jefferies Financial Group Inc.19,500
0.0% of portfolio›$201.4K
Probity Advisors, Inc.19,457
0.0% of portfolio›$201.0K
State of Wyoming19,171
0.0% of portfolio›$198.0K
CenterBook Partners LP15,246
0.0% of portfolio›$157.5K
Swiss Life Asset Management Ltd14,693
0.0% of portfolio›$151.8K
Arizona State Retirement System13,925
0.0% of portfolio›$143.8K
Achmea Investment Management B.V.12,432
0.0% of portfolio›$128.5K
N10 Wealth, LLC11,410
0.0% of portfolio›$117.9K
Krilogy Financial LLC11,323
0.0% of portfolio›$122.5K
NorthCrest Asset Manangement, LLC11,254
0.0% of portfolio›$120.0K
Pictet Asset Management Holding SA10,418
0.0% of portfolio›$107.6K
Vise Technologies, Inc.10,280
0.0% of portfolio›$106.2K
Choreo, LLC10,193
0.0% of portfolio›$105.3K
Nisa Investment Advisors, LLC8,785
0.0% of portfolio›$90.7K
New York State Teachers Retirement System5,292
0.0% of portfolio›$55
EverSource Wealth Advisors, LLC4,140
0.0% of portfolio›$42.8K
US Bancorp \de\3,815
0.0% of portfolio›$39.4K
Gamma Investing LLC2,930
0.0% of portfolio›$30.3K
Farther Finance Advisors, LLC2,529
0.0% of portfolio›$26.1K
Parallel Advisors, LLC1,428
0.0% of portfolio›$14.8K
Essential Partners LLC1,411
0.0% of portfolio›$14.6K
Pinnacle Wealth Planning Services, Inc.1,349
0.0% of portfolio›$13.9K
IFP Advisors, Inc1,304
0.0% of portfolio›$13.5K
Simplex Trading, LLC1,141
0.0% of portfolio›$11.8K
Root Financial Partners, LLC1,061
0.0% of portfolio›$11.0K
Covestor Ltd886
0.0% of portfolio›$10
Versant Capital Management, Inc823
0.0% of portfolio›$8.5K
Fifth Third Bancorp764
0.0% of portfolio›$7.9K
True Wealth Design, LLC687
0.0% of portfolio›$7.1K
Provenance Wealth Advisors, LLC452
0.0% of portfolio›$4.7K
Signaturefd, LLC432
0.0% of portfolio›$4.5K
Parkside Financial Bank & Trust377
0.0% of portfolio›$3.9K
Fortitude Family Office, LLC377
0.0% of portfolio›$3.9K
Caitong International Asset Management Co., Ltd342
0.0% of portfolio›$3.5K
SJS Investment Consulting Inc.295
0.0% of portfolio›$3.0K
Larson Financial Group LLC230
0.0% of portfolio›$2.4K
Private Wealth Management Group, LLC222
0.0% of portfolio›$2.3K
Costello Asset Management, Inc200
0.0% of portfolio›$2.1K
MassMutual Private Wealth & Trust, FSB110
0.0% of portfolio›$1.1K
Clayton Financial Group LLC100
0.0% of portfolio›$1.0K
Birch Financial Group, LLC99
0.0% of portfolio›$1.0K
Ascentis Wealth Management, LLC91
0.0% of portfolio›$940
North Star Investment Management Corp.62
0.0% of portfolio›$640
SBI Securities Co., Ltd.11
0.0% of portfolio›$114
Owl Creek Wealth Partners LLC10
0.0% of portfolio›$104
Capital Advisors, Ltd. LLC10
0.0% of portfolio›$0
StyleTurnoverLocationFiled
OP Asset Management Ltd
666,860$6.9M0.1%GrowthMediumHelsinki, Hungary2026-11-05
Cambiar Investors LLC
344,461$3.6M0.1%ValueMediumDenver, CO2026-11-04
Dimensional Fund Advisors LP
333,125$3.4M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
235,706$2.4M0.0%CoreLowDes Moines, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
220,180$2.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Bank of New York Mellon Corp
186,946$1.9M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
114,357$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
90,264$932.4K0.0%CoreMediumNew York, NY2026-11-04
Virginia Retirement Systems ET Al
89,630$925.9K0.0%CoreMediumRichmond, VA2026-10-28
Wealth Enhancement Advisory Services, LLC
81,917$753.3K0.0%CoreLowPlymouth, MN2026-10-13
King Luther Capital Management Corp
77,000$795.4K0.0%CoreLowFort Worth, TX2026-11-05
Inspire Investing, LLC
61,480$635.1K0.0%GARPHighMeridian, ID2026-10-22
Olympiad Research LP
36,875$380.9K0.5%Deep ValueVery HighStamford, CT2026-11-04
Legacy Advisors, LLC
29,100$300.6K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Strs Ohio
27,600$285.1K0.0%CoreMediumColumbus, OH2026-10-30
Sterling Capital Management LLC
26,410$272.8K0.0%GARPMediumCharlotte, NC2026-10-22
Brighton Jones LLC
24,476$252.8K0.0%CoreVery LowSeattle, WA2026-11-03
State of Alaska, Department of Revenue
23,135$2380.0%CoreVery LowJuneau, AK2026-10-15
Jefferies Financial Group Inc.
19,500$201.4K0.0%CoreVery HighNew York, NY2026-11-05
Probity Advisors, Inc.
19,457$201.0K0.0%ETFLowDallas, TX2026-10-23
State of Wyoming
19,171$198.0K0.0%ValueHighCheyenne, WY2026-10-28
CenterBook Partners LP
15,246$157.5K0.0%ValueVery HighGreenwich, CT2026-11-02
Swiss Life Asset Management Ltd
14,693$151.8K0.0%CoreLowZurich, Switzerland2026-11-03
Arizona State Retirement System
13,925$143.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Achmea Investment Management B.V.
12,432$128.5K0.0%CoreMediumZeist, Philippines2026-10-30
N10 Wealth, LLC
11,410$117.9K0.0%Agg GrowthN/AGreenwich, CT2026-10-14
Krilogy Financial LLC
11,323$122.5K0.0%GrowthLowSt. Louis, MO2026-10-13
NorthCrest Asset Manangement, LLC
11,254$120.0K0.0%GrowthLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
10,418$107.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Vise Technologies, Inc.
10,280$106.2K0.0%IndexLowNew York, NY2026-10-29
Choreo, LLC
10,193$105.3K0.0%IndexLowRockford, IL2026-10-28
Nisa Investment Advisors, LLC
8,785$90.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
New York State Teachers Retirement System
5,292$550.0%CoreVery LowAlbany, NY2026-10-22
EverSource Wealth Advisors, LLC
4,140$42.8K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
3,815$39.4K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
2,930$30.3K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
2,529$26.1K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,428$14.8K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
1,411$14.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pinnacle Wealth Planning Services, Inc.
1,349$13.9K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
1,304$13.5K0.0%GrowthLowTampa, FL2026-10-16
Simplex Trading, LLC
1,141$11.8K0.0%CoreVery HighChicago, IL2026-11-04
Root Financial Partners, LLC
1,061$11.0K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
886$100.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
823$8.5K0.0%GARPLowPhoenix, AZ2026-10-02
Fifth Third Bancorp
764$7.9K0.0%IndexVery LowCincinnati, OH2026-11-05
True Wealth Design, LLC
687$7.1K0.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
452$4.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signaturefd, LLC
432$4.5K0.0%IndexLowAtlanta, GA2026-10-23
Parkside Financial Bank & Trust
377$3.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
377$3.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
342$3.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
295$3.0K0.0%ETFVery LowSylvania, OH2026-10-26
Larson Financial Group LLC
230$2.4K0.0%GrowthLowSt Louis, MO2026-11-05
Private Wealth Management Group, LLC
222$2.3K0.0%ETFLowPrinceton, NJ2026-10-19
Costello Asset Management, Inc
200$2.1K0.0%CoreLowFeasterville, PA2026-10-30
MassMutual Private Wealth & Trust, FSB
110$1.1K0.0%CoreLowSpringfield, MA2026-10-05
Clayton Financial Group LLC
100$1.0K0.0%ETFLowSt. Louis, MO2026-10-13
Birch Financial Group, LLC
99$1.0K0.0%CoreLowKeene, NH2026-10-27
Ascentis Wealth Management, LLC
91$9400.0%Agg GrowthLowDallas, TX2026-11-03
North Star Investment Management Corp.
62$6400.0%CoreLowChicago, IL2026-10-27
SBI Securities Co., Ltd.
11$1140.0%Agg GrowthLowTokyo, Mexico2026-10-22
Owl Creek Wealth Partners LLC
10$1040.0%IndexLowGreenwood Village, CO2026-10-20
Capital Advisors, Ltd. LLC
10$00.0%ETFLowShaker Heights, OH2026-10-27