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PHR PHREESIA INC

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COM (common), issuer CIK 1412408

223 managers (225 13F filers) reported a position in PHR shares at 2025-06-30, 58,582,768 shares in all. 35 filers opened a position and 35 filers sold out during the quarter.

Managers
223
13F filers
225
New
35
Added
92
Reduced
65
Sold out
35
Shares held by filers
58,582,768

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Allworth Financial LP134$3.81K<0.01%+8813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC122$3.47K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC115$3.27K<0.01%+5013F-HRTimeline
AllSquare Wealth Management LLC100$2.85K<0.01%013F-HRTimeline
J.Safra Asset Management Corp97$2.76K<0.01%-113F-HR/ATimeline
Arax Advisory Partners93$2.65K<0.01%-2313F-HRTimeline
SIGNATUREFD, LLC91$2.59K<0.01%+7313F-HRTimeline
True Wealth Design, LLC89$2.53K<0.01%+6813F-HRTimeline
Steward Partners Investment Advisory, L…83$2.36K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust64$1.82K<0.01%+4413F-HRTimeline
IFP Advisors, Inc46$1.31K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK41$1.17K<0.01%+313F-HRTimelineGroup
Capital Advisors, Ltd. LLC28$1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC28$797<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.28$797<0.01%013F-HRTimeline
CoreCap Advisors, LLC9$256<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$143<0.01%new13F-HRTimeline
Clearstead Advisors, LLC4$114<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2$56<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$28<0.01%013F-HRTimeline
Avion Wealth21$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
Covestor Ltd6$00%-4313F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.