Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 42.18% institutional investors, 4.19% insiders, and 53.64% retail investors. Vanguard group is the largest institutional shareholder, holding 9.63% 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	42.18%	4.19%	53.64%
Sector	Healthcare Stocks	42.54%	10.83%	46.63%
Industry	Healthcare Information Services Stocks	41.37%	12.81%	45.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.70M	9.63%	$134.18M
Blackrock funding, inc. /de	5.69M	9.61%	$133.89M
Blackrock	5.10M	8.99%	$108.03M
Fmr	3.92M	6.61%	$92.18M
Greenhouse funds lllp	3.88M	6.55%	$91.32M
Capital investors	3.13M	5.29%	$73.73M
Champlain investment partners	2.68M	4.52%	$63.01M
Nuveen	1.66M	2.81%	$39.15M
Ubs asset management americas	1.64M	2.77%	$38.62M
Franklin resources	1.55M	2.62%	$36.53M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Capricorn fund managers	484.50K	3.83%	$11.40M
Greenhouse funds lllp	3.88M	3.34%	$91.32M
Meros investment management, lp	322.14K	3.23%	$7.58M
Birchview capital, lp	114.70K	2.04%	$2.70M
Park west asset management	906.00K	1.80%	$21.31M
Bullseye asset management	132.72K	1.63%	$3.12M
Granahan investment management	1.38M	1.33%	$32.47M
Rock springs capital management lp	749.12K	1.03%	$17.62M
Formula growth	109.53K	0.92%	$2.58M
Tandem capital management corp /adv	75.85K	0.83%	$1.78M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	5.10M	0.00%	938.97K
Macquarie group	782.08K	0.02%	690.68K
Greenhouse funds lllp	3.88M	3.34%	557.26K
Bessemer group	554.51K	0.02%	506.95K
Capricorn fund managers	484.50K	3.83%	484.50K

Top Sellers

Holder	Shares	% Assets	Change
Brown advisory	823.80K	0.03%	-1.66M
Fmr	3.92M	0.00%	-976.19K
Timessquare capital management	-	-	-868.41K
Ubs asset management americas	1.64M	0.01%	-432.68K
Millennium management	268.19K	0.00%	-385.44K

New Positions

Holder	Shares	% Assets	Change	Value
Capricorn fund managers	484.50K	3.83%	484.50K	$11.40M
Point72 asset management	479.99K	0.02%	479.99K	$11.29M
Palisade capital management, lp	344.36K	0.22%	344.36K	$8.10M
Norges bank	111.44K	0.00%	111.44K	$2.80M
Connors investor services	81.16K	0.20%	81.16K	$2.31M

Sold Out

Holder	Change
Twin peaks wealth advisors	-2.00
Clearstead advisors	-4.00
Wealthtrak capital management	-5.00
Golden state wealth management	-8.00
Corecap advisors	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	102	-52.56%	24,994,079	-55.84%	42	0.46%	59	-51.64%	27	-54.24%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	3.13M	5.27%	391.61K
Champlain Small Company Fund, LLC	1.80M	3.01%	-5.20K
Vanguard Total Stock Mkt Idx Inv	1.74M	2.93%	-36.46K
Vanguard US Total Market Shares ETF	1.71M	2.91%	-
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	1.36M	2.27%	-
Fidelity Select Medical Tech and Devcs	1.35M	2.25%	-100.00K
Franklin Small Cap Growth Adv	1.28M	2.15%	-
Fidelity Select Health Care	1.20M	2.00%	-50.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 17, 2025	Gandhi Balaji	Chief Financial Officer	Sell	$19.79K
Oct 17, 2025	Hoffman Allison C	General Counsel & Secretary	Sell	$27.75K
Oct 17, 2025	Indig Chaim	Chief Executive Officer	Sell	$70.73K
Oct 17, 2025	Linetsky David	President, Network Solutions	Sell	$46.04K
Oct 17, 2025	Roberts Evan	President, Provider Solutions	Sell	$42.22K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	1
2025 Q3	-	33
2025 Q2	-	37
2025 Q1	-	58
2024 Q4	-	22

PHR Ownership FAQ

Who Owns Phreesia?

Phreesia shareholders are primarily institutional investors at 42.18%, followed by 4.19% insiders and 53.63% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 41.37%, which Phreesia exceeds.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Vanguard group (5.7M shares, 9.63%), Blackrock funding, inc. /de (5.69M shares, 9.61%), and Blackrock (5.1M shares, 8.99%). Together, they hold 28.22% 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?

Capricorn fund managers is Phreesia’s biggest shareholder by percentage of total assets invested, with 3.83% of its assets in 484.5K Phreesia shares, valued at 11.4M$.

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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