Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 99.37% institutional investors, 4.33% insiders. Fmr is the largest institutional shareholder, holding 10.63% of PHR shares. American Funds SMALLCAP World A is the top mutual fund, with 5.27% of its assets in Phreesia shares.

PHR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phreesia	99.37%	4.33%	-3.69%
Sector	Healthcare Stocks	488.17%	11.08%	-399.26%
Industry	Healthcare Information Services Stocks	54.77%	12.92%	32.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	6.15M	10.63%	$154.80M
Blackrock funding, inc. /de	5.40M	9.17%	$153.79M
Blackrock	5.10M	8.99%	$108.03M
Vanguard group	4.82M	8.33%	$121.35M
Greenhouse funds lllp	3.33M	5.64%	$94.64M
Capital investors	3.13M	5.32%	$89.22M
Champlain investment partners	2.46M	4.24%	$61.80M
Brown advisory	2.48M	4.21%	$70.66M
Franklin resources	1.51M	2.61%	$37.98M
Granahan investment management	1.30M	2.21%	$37.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhouse funds lllp	3.33M	3.91%	$94.64M
Birchview capital, lp	114.70K	3.24%	$3.26M
Park west asset management	1.12M	2.41%	$31.92M
Granahan investment management	1.30M	1.51%	$37.08M
Rock springs capital management lp	837.30K	1.48%	$23.83M
Formula growth	109.53K	1.18%	$3.12M
Bullseye asset management	99.00K	1.17%	$2.49M
Deerfield management company, l.p. (series c)	1.01M	0.52%	$28.87M
Arcadia investment management corp/mi	113.47K	0.52%	$3.23M
Essex investment management	102.74K	0.46%	$2.58M

Top Buyers

Holder	Shares	% Assets	Change
Loomis sayles & co l p	1.20M	0.04%	1.20M
Blackrock	5.10M	0.00%	938.97K
Capital investors	3.13M	0.02%	391.61K
Cambiar investors	375.06K	0.45%	375.06K
Greenhouse funds lllp	3.33M	3.91%	368.35K

Top Sellers

Holder	Shares	% Assets	Change
Brown advisory	2.48M	0.09%	-1.29M
Timessquare capital management	-	-	-868.41K
Fmr	6.15M	0.01%	-544.67K
Blair william & co/il	145.45K	0.01%	-534.52K
Millennium management	268.19K	0.00%	-385.44K

New Positions

Holder	Shares	% Assets	Change	Value
Loomis sayles & co l p	1.20M	0.04%	1.20M	$34.16M
Cambiar investors	375.06K	0.45%	375.06K	$10.67M
Norges bank	111.44K	0.00%	111.44K	$2.80M
Arrowstreet capital, limited partnership	96.79K	0.00%	96.79K	$2.75M
King luther capital management	82.90K	0.01%	82.90K	$2.36M

Sold Out

Holder	Change
Golden state wealth management	-8.00
Stephens consulting	-15.00
Bokf, na	-18.00
Capital performance advisors llp	-31.00
Northwestern mutual wealth management	-43.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	224	-4.27%	58,546,746	3.93%	99	1.06%	126	4.13%	62	-7.46%
Mar 31, 2025	10	-95.19%	3,519,559	-93.58%	6	0.07%	5	-94.90%	3	-95.59%
Dec 31, 2024	85	-59.13%	19,049,898	-65.42%	32	0.36%	45	-58.33%	22	-54.17%
Sep 30, 2024	208	10.05%	55,089,038	2.01%	95	1.09%	108	20.00%	48	-7.69%
Jun 30, 2024	185	-9.76%	53,935,920	3.88%	95	1.05%	88	-4.35%	50	-27.54%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	3.13M	5.27%	391.61K
Champlain Small Company Fund, LLC	1.81M	3.03%	-18.70K
Vanguard Total Stock Mkt Idx Inv	1.74M	2.93%	-36.46K
Vanguard US Total Market Shares ETF	1.71M	2.91%	-
Fidelity Select Medical Tech and Devcs	1.45M	2.44%	-50.00K
Franklin US Small Cap Growth Equity	1.39M	2.33%	107.62K
Franklin Small Cap Growth SMA	1.39M	2.33%	1.39M
iShares Russell 2000 ETF	1.33M	2.24%	-25.30K
Franklin Small Cap Growth Adv	1.28M	2.15%	-
Fidelity Select Health Care	1.25M	2.10%	-30.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 28, 2025	Indig Chaim	Chief Executive Officer	Sell	$251.48K
Aug 27, 2025	Indig Chaim	Chief Executive Officer	Sell	$2.95M
Aug 27, 2025	Roberts Evan	President, Provider Solutions	Sell	$1.45M
Aug 28, 2025	Roberts Evan	President, Provider Solutions	Sell	$110.37K
Aug 25, 2025	Gandhi Balaji	Chief Financial Officer	Sell	$287.55K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	22
2025 Q2	-	37
2025 Q1	-	58
2024 Q4	-	22
2024 Q3	-	23

PHR Ownership FAQ

Who Owns Phreesia?

Phreesia shareholders are primarily institutional investors at 99.37%, followed by 4.33% insiders and -3.70% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 54.77%, which Phreesia exceeds.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Fmr (6.15M shares, 10.63%), Blackrock funding, inc. /de (5.4M shares, 9.17%), and Blackrock (5.1M shares, 8.99%). Together, they hold 28.79% of Phreesia’s total shares outstanding.

Does Blackrock own Phreesia?

Yes, BlackRock owns 8.99% of Phreesia, totaling 5.1M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 108.03M$. In the last quarter, BlackRock increased its holdings by 938.97K shares, a 22.59% change.

Who is Phreesia’s biggest shareholder by percentage of total assets invested?

Greenhouse funds lllp is Phreesia’s biggest shareholder by percentage of total assets invested, with 3.91% of its assets in 3.33M Phreesia shares, valued at 94.64M$.

Who is the top mutual fund holder of Phreesia shares?

American Funds SMALLCAP World A is the top mutual fund holder of Phreesia shares, with 5.27% of its total shares outstanding invested in 3.13M Phreesia shares.

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