13F

Stock

Phreesia, Inc.

PHR · held by 12 managers

Reported value

$27.5M

Holders

12

+0 new · −0 exited

Holders’ est. mark

−$563.8K

Price effect on 4 books still in the name

Largest holder

$11.8M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/501.1K$11.8MHeld
MORGAN STANLEY375.2K$8.82MHeld
TUDOR INVESTMENT CORP ET AL177.4K$4.17MHeld
BARCLAYS PLC92.3K$2.17M−$456.1KCut−$1.18M
VIRTUS ADVISERS, LLC14.2K$333.5K−$70.1KCut−$70.1K
OP Asset Management Ltd7.43K$174.7K−$36.7KCut−$36.7K
Essential Partners LLC323$7.6K−$928Added$2.25K
Allworth Financial LP163$3.83KHeld
AllSquare Wealth Management LLC100$2.35KHeld
IFP Advisors, Inc49$1.15KHeld
FNY Investment Advisers, LLC7.8K$183Held
KBC Group NV1.88K$44Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.