Filing Research | PHR - PHREESIA INC Institutional Holdings

Snapshot holdings

26 / 26 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	99.4KSH	$894.2K
2	Y-Intercept (Hong Kong) Ltd	Shares	69.7KSH	$717.2K
3	Legacy Advisors, LLC	Shares	29.2KSH	$300.1K
4	Olympiad Research LP	Shares	22.5KSH	$231.0K
5	Merit Financial Group, LLC	Shares	21.2KSH	$218.1K
6	Diversified Trust Co	Shares	19.1KSH	$196.4K
7	NorthCrest Asset Manangement, LLC	Shares	15.9KSH	$171.7K
8	Police & Firemen's Retirement System of New Jersey	Shares	15.6KSH	$161.0K
9	Sequoia Financial Advisors, LLC	Shares	15.4KSH	$158.8K
10	EverSource Wealth Advisors, LLC	Shares	4.9KSH	$50.8K
11	GAMMA Investing LLC	Shares	3.5KSH	$36.3K
12	Farther Finance Advisors, LLC	Shares	2.5KSH	$26.1K
13	IFP Advisors, Inc	Shares	1.3KSH	$13.3K
14	Versant Capital Management, Inc	Shares	823SH	$8.5K
15	True Wealth Design, LLC	Shares	806SH	$8.3K
16	Owl Creek Wealth Partners LLC	Shares	645SH	$6.6K
17	SIGNATUREFD, LLC	Shares	432SH	$4.4K
18	Fortitude Family Office, LLC	Shares	430SH	$4.4K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	200SH	$2.1K
20	Wealth Enhancement Trust Services, Inc.	Shares	186SH	$1.9K
21	MassMutual Private Wealth & Trust, FSB	Shares	110SH	$1.1K
22	SJS Investment Consulting Inc.	Shares	110SH	$1.1K
23	LRI Investments, LLC	Shares	65SH	$669
24	SBI Securities Co., Ltd.	Shares	11SH	$113
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.3KSH	$54
26	State of Alaska, Department of Revenue	Shares	3.5KSH	$36

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+56.6K	+$535.6K	$894.2K
2	Y-Intercept (Hong Kong) Ltd added	Shares	+35.7K	+$432.0K	$717.2K
3	Olympiad Research LP new	Shares	+22.5K	+$231.0K	$231.0K
4	NorthCrest Asset Manangement, LLC new	Shares	+15.9K	+$171.7K	$171.7K
5	Sequoia Financial Advisors, LLC new	Shares	+15.4K	+$158.8K	$158.8K
6	Merit Financial Group, LLC added	Shares	+9.6K	+$120.9K	$218.1K
7	Legacy Advisors, LLC trimmed	Shares	-43	+$55.3K	$300.1K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$29.9K	$161.0K
9	EverSource Wealth Advisors, LLC added	Shares	+1.7K	+$23.4K	$50.8K
10	GAMMA Investing LLC added	Shares	+729	+$12.8K	$36.3K
11	Owl Creek Wealth Partners LLC new	Shares	+645	+$6.6K	$6.6K
12	True Wealth Design, LLC added	Shares	+604	+$6.6K	$8.3K
13	IFP Advisors, Inc added	Shares	+236	+$4.4K	$13.3K
14	Fortitude Family Office, LLC new	Shares	+430	+$4.4K	$4.4K
15	Wealth Enhancement Trust Services, Inc. new	Shares	+186	+$1.9K	$1.9K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+104	+$1.1K	$1.1K
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$382	$2.1K
18	LRI Investments, LLC added	Shares	+21	+$300	$669
19	SBI Securities Co., Ltd. unchanged	Shares	0	+$21	$113
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$10	$54
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$7	$36
22	TFC Financial Management, Inc. exited	Shares	-1	-$9	$0
23	Hughes Financial Services, LLC exited	Shares	-3	-$25	$0
24	Handelsbanken Fonder AB exited	Shares	-12.6K	-$106	$0
25	SJS Investment Consulting Inc. trimmed	Shares	-40	-$125	$1.1K
26	Golden State Wealth Management, LLC exited	Shares	-20	-$168	$0
27	Richardson Capital Management LLC exited	Shares	-32	-$268	$0
28	Clayton Financial Group LLC exited	Shares	-100	-$838	$0
29	Physician Wealth Advisors, Inc. exited	Shares	-154	-$1.3K	$0
30	Aventus Investment Advisors, Inc. exited	Shares	-369	-$3.1K	$0
31	SIGNATUREFD, LLC trimmed	Shares	-472	-$3.1K	$4.4K
32	Versant Capital Management, Inc trimmed	Shares	-883	-$5.8K	$8.5K
33	Farther Finance Advisors, LLC trimmed	Shares	-4.3K	-$31.2K	$26.1K
34	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-11.5K	-$96.1K	$0
35	Diversified Trust Co trimmed	Shares	-35.3K	-$259.6K	$196.4K
36	MOODY NATIONAL BANK TRUST DIVISION exited	Shares	-86.1K	-$721.8K	$0