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PHR PHREESIA INC

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COM (common), issuer CIK 1412408

228 managers (231 13F filers) reported a position in PHR shares at 2025-12-31, 57,984,065 shares in all. 38 filers opened a position and 42 filers sold out during the quarter.

Managers
228
13F filers
231
New
38
Added
91
Reduced
69
Sold out
42
Shares held by filers
57,984,065

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…268$4.54K<0.01%-23813F-HRTimelineGroup
Steward Partners Investment Advisory, L…241$4.08K<0.01%-3713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$3.38K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC200$3.38K<0.01%013F-HRTimeline
IFP Advisors, Inc179$3.03K<0.01%+13013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC167$2.82K<0.01%+2313F-HRTimeline
ROTHSCHILD INVESTMENT LLC103$1.74K<0.01%-6313F-HRTimeline
Clayton Financial Group LLC100$1.69K<0.01%013F-HRTimeline
Allworth Financial LP99$1.68K<0.01%-6413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…71$1.2K<0.01%new13F-HRTimeline
MAI Capital Management53$897<0.01%new13F-HRTimeline
True Wealth Design, LLC43$728<0.01%-4613F-HRTimeline
GAMMA Investing LLC39$660<0.01%-28613F-HRTimeline
Sunbelt Securities, Inc.32$541<0.01%+2513F-HRTimeline
Versant Capital Management, Inc32$541<0.01%-17413F-HRTimeline
Blue Trust, Inc.28$474<0.01%013F-HRTimeline
Arax Advisory Partners23$390<0.01%-1,94713F-HRTimeline
Golden State Wealth Management, LLC20$338<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19$321<0.01%-5713F-HR/ATimelineGroup
SIGNATUREFD, LLC18$305<0.01%-7313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17$288<0.01%-1113F-HRTimelineGroup
SJS Investment Consulting Inc.11$187<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.11$186<0.01%-213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$17<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1$17<0.01%013F-HRTimeline
Dunhill Financial, LLC1$15<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC28$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.