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Disclosery

PHR PHREESIA INC

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COM (common), issuer CIK 1412408

238 managers (246 13F filers) reported a position in PHR shares at 2026-03-31, 58,770,516 shares in all. 67 filers opened a position and 55 filers sold out during the quarter.

Managers
238
13F filers
246
New
67
Added
85
Reduced
59
Sold out
55
Shares held by filers
58,770,516

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NISA INVESTMENT ADVISORS, LLC850$7.12K<0.01%-44413F-HRTimeline
QUADRANT CAPITAL GROUP LLC709$5.94K<0.01%new13F-HR/ATimeline
Strategic Wealth Partners, Ltd.700$5.87K<0.01%013F-HRTimeline
Parallel Advisors, LLC688$5.76K<0.01%-3113F-HR/ATimeline
Caitong International Asset Management …611$5.12K<0.01%new13F-HRTimeline
Covestor Ltd534$4K<0.01%+53013F-HRTimeline
Sterling Capital Management LLC376$3.15K<0.01%-413F-HRTimeline
Aventus Investment Advisors, Inc.369$3.09K<0.01%+4913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC360$3.02K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.298$2.5K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC237$1.99K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…207$1.73K<0.01%-47513F-HRTimelineGroup
True Wealth Design, LLC202$1.69K<0.01%+15913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$1.68K<0.01%new13F-HRTimeline
Costello Asset Management, INC200$1.68K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.154$1.29K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.150$1.26K<0.01%+13913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…148$1.24K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…130$1.09K<0.01%-11113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC167$1K<0.01%-47,93613F-HRTimelineGroup
Sunbelt Securities, Inc.119$997<0.01%+8713F-HRTimeline
Clayton Financial Group LLC100$838<0.01%013F-HRTimeline
Root Financial Partners, LLC78$654<0.01%new13F-HRTimeline
Larson Financial Group LLC75$629<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC41$396<0.01%new13F-HRTimeline
LRI Investments, LLC44$369<0.01%new13F-HRTimeline
Bare Financial Services, Inc41$344<0.01%new13F-HRTimeline
JPL Wealth Management, LLC37$311<0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.33$277<0.01%-50913F-HRTimelineGroup
Richardson Capital Management LLC32$268<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC20$168<0.01%013F-HRTimeline
SBI Securities Co., Ltd.11$92<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11$92<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB6$50<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$25<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$9<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$8<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1$8<0.01%new13F-HRTimeline