Phreesia, Inc. (PHR) — Institutional Holders, Q2 2026 (page 3)
228 institutional investment managers reported a PHR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $599.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 228. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PHR 13F holders ranked 201–228 of 228
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | UMB Bank, n.a.#201 · 587 sh | 587 | $6.0K | <0.01% | New |
| 202 | SIGNATUREFD#202 · 432 sh | 432 | $4.4K | — | -52.2% |
| 203 | Fortitude Family Office#203 · 430 sh | 430 | $4.4K | — | New |
| 204 | LOS ANGELES CAPITAL MANAGEMENT#204 · 360 sh | 360 | $3.7K | 0.00% | 0.0% |
| 205 | Rockefeller Capital Management L.P.#205 · 349 sh | 349 | $3.6K | 0.00% | -83.4% |
| 206 | HARBOUR INVESTMENTS#206 · 298 sh | 298 | $3.1K | 0.00% | 0.0% |
| 207 | Quarry#207 · 263 sh | 263 | $2.7K | <0.01% | New |
| 208 | Larson Financial Group#208 · 228 sh | 228 | $2.3K | <0.01% | +204.0% |
| 209 | Private Wealth Management Group#209 · 222 sh | 222 | $2.3K | — | New |
| 210 | Costello Asset Management#210 · 200 sh | 200 | $2.1K | <0.01% | 0.0% |
| 211 | THURSTON, SPRINGER, MILLER, HERD & TITAK#211 · 200 sh | 200 | $2.1K | — | 0.0% |
| 212 | Wealth Enhancement Services#212 · 186 sh | 186 | $1.9K | — | New |
| 213 | Parkside Financial Bank#213 · 140 sh | 140 | $1.4K | 0.00% | New |
| 214 | Steward Partners Investment Advisory#214 · 130 sh | 130 | $1.3K | 0.00% | 0.0% |
| 215 | MassMutual Private Wealth & , FSB#215 · 110 sh | 110 | $1.1K | — | +1733.3% |
| 216 | Fulcrum Asset Management LLP#216 · 110 sh | 110 | $1.1K | <0.01% | New |
| 217 | SJS Investment Consulting#217 · 110 sh | 110 | $1.1K | — | -26.7% |
| 218 | BESSEMER GROUP#218 · 127 sh | 127 | $1.0K | 0.00% | -24.0% |
| 219 | LRI Investments#219 · 65 sh | 65 | $669.00 | <0.01% | +47.7% |
| 220 | North Star Investment Management#220 · 62 sh | 62 | $638.00 | 0.00% | New |
| 221 | Clearstead Advisors#221 · 56 sh | 56 | $577.00 | 0.00% | New |
| 222 | Cornerstone Planning Group#222 · 41 sh | 41 | $410.00 | — | 0.0% |
| 223 | Basepoint Wealth#223 · 25 sh | 25 | $257.00 | <0.01% | New |
| 224 | SBI Securities , Ltd.#224 · 11 sh | 11 | $113.00 | — | 0.0% |
| 225 | Silver Grove Financial Group#225 · 6 sh | 6 | $62.00 | 0.00% | New |
| 226 | HUNTINGTON NATIONAL BANK#226 · 1 sh | 1 | $10.00 | 0.00% | 0.0% |
| 227 | Covestor Ltd#227 · 45 sh | 45 | $0.00 | 0.00% | -91.6% |
| 228 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#228 · 53,210 sh | 53,210 | — | — | -3.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.