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PHR PHREESIA INC

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COM (common), issuer CIK 1412408

223 managers (224 13F filers) reported a position in PHR shares at 2025-03-31, 56,497,584 shares in all. 46 filers opened a position and 18 filers sold out during the quarter.

Managers
223
13F filers
224
New
46
Added
75
Reduced
64
Sold out
18
Shares held by filers
56,497,584

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
J.Safra Asset Management Corp98$2.5K<0.01%+8213F-HR/ATimeline
Steward Partners Investment Advisory, L…83$2.12K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…82$2.1K<0.01%+5913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC65$1.66K<0.01%+2513F-HRTimeline
Continuum Advisory, LLC65$1.66K<0.01%-413F-HRTimeline
Sterling Capital Management LLC59$1.51K<0.01%013F-HRTimeline
Lindbrook Capital, LLC55$1.41K<0.01%013F-HRTimeline
Allworth Financial LP46$1.13K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43$1.1K<0.01%013F-HRTimelineGroup
Covestor Ltd49$1K<0.01%-2113F-HRTimeline
Capital Advisors, Ltd. LLC28$1K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK38$972<0.01%-213F-HRTimelineGroup
Farther Finance Advisors, LLC32$815<0.01%013F-HRTimeline
Blue Trust, Inc.28$716<0.01%new13F-HRTimeline
True Wealth Design, LLC21$537<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust20$512<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA18$460<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC18$460<0.01%013F-HRTimeline
Stephens Consulting, LLC15$384<0.01%new13F-HRTimeline
CoreCap Advisors, LLC9$230<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4$102<0.01%-413F-HRTimelineGroup
SBI Securities Co., Ltd.1$26<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.