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PHR PHREESIA INC

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COM (common), issuer CIK 1412408

219 managers (227 13F filers) reported a position in PHR shares at 2026-06-30, 58,179,654 shares in all. 38 filers opened a position and 54 filers sold out during the quarter.

Managers
219
13F filers
227
New
38
Added
94
Reduced
60
Sold out
54
Shares held by filers
58,179,654

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Private Wealth Management Group, LLC222$2.29K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$2.06K<0.01%013F-HRTimeline
Costello Asset Management, INC200$2.06K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.186$1.91K<0.01%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…130$1.34K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB110$1.13K<0.01%+10413F-HRTimeline
Fulcrum Asset Management LLP110$1.13K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.110$1.13K<0.01%-4013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC127$1K<0.01%-4013F-HRTimelineGroup
Parkside Financial Bank & Trust70$721<0.01%new13F-HRTimeline
LRI Investments, LLC65$669<0.01%+2113F-HRTimeline
North Star Investment Management Corp.62$638<0.01%new13F-HRTimeline
Clearstead Advisors, LLC56$577<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC41$410<0.01%013F-HRTimeline
Basepoint Wealth LLC25$257<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.11$113<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.6$62<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$10<0.01%013F-HRTimelineGroup
Covestor Ltd45$00%-48913F-HRTimelineValue filed as zero, left out of ratios.