$PHR is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.03%, with an average of 0.01% of portfolio. Largest holder: Bellevue Group AG at 0.03%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
PHREESIA INC
13F holders
238
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
—
Institutional holders
Top 10 of 238 · Source: 13F-HR01
Richwood Investment Advisors, LLC
—
—
02
Greenhouse Funds LLLP
—
—
03
Marshall & Sullivan Inc.
—
—
04
Atlantic Edge Private Wealth Management, LLC
—
—
05
Champlain Investment Partners, LLC
—
—
06
Axa S.a.
—
—
07
State Street
—
—
08
Gwn Securities Inc.
—
—
09
Orrstown Financial Services Inc.
—
—
10
Moors & Cabot, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
6 holders · Q1 202601
Bellevue Group AG
0.03% held
α +12.2pts
02
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
03
Costello Asset Management, INC
0.00% held
α +14.3pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
05
Citigroup Inc.
0.00% held
α +26.3pts
06
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
48 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PHR lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PHR — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:51 UTC.