Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 96.36% institutional investors, 4.27% insiders. Pale fire capital se is the largest institutional shareholder, holding 14.48% of PHR shares. American Funds SMALLCAP World A is the top mutual fund, with 4.73% of its assets in Phreesia shares.

PHR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phreesia	96.36%	4.27%	-0.62%
Sector	Healthcare Stocks	35.58%	11.87%	52.55%
Industry	Healthcare Information Services Stocks	33.98%	12.11%	53.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pale fire capital se	8.65M	14.48%	$72.48M
Blackrock funding, inc. /de	5.92M	9.91%	$49.61M
Vanguard group	5.74M	9.65%	$97.19M
Blackrock	5.10M	8.99%	$108.03M
Aqr capital management	1.85M	3.10%	$15.52M
State street	1.47M	2.47%	$12.35M
Algert global	1.38M	2.31%	$11.57M
Geode capital management	1.37M	2.30%	$11.50M
Prosight management, lp	1.10M	1.84%	$9.22M
Jacobs levy equity management	1.08M	1.80%	$9.01M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pale fire capital se	8.65M	6.37%	$72.48M
Whetstone capital advisors	953.93K	2.77%	$7.99M
Meros investment management, lp	615.74K	2.24%	$5.16M
Prosight management, lp	1.10M	1.51%	$9.22M
Palogic value management	130.00K	0.46%	$1.09M
Crawford fund management	75.50K	0.40%	$1.60M
Granahan investment management	987.61K	0.40%	$8.28M
Rock springs capital management lp	600.40K	0.30%	$5.03M
Arcadia investment management corp/mi	166.49K	0.24%	$1.40M
Sherbrooke park advisers	20.43K	0.22%	$480.40K

Top Buyers

Holder	Shares	% Assets	Change
Pale fire capital se	8.65M	6.37%	8.65M
Aqr capital management	1.85M	0.01%	1.42M
Algert global	1.38M	0.17%	982.10K
Whetstone capital advisors	953.93K	2.77%	953.93K
Blackrock	5.10M	0.00%	938.97K

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	-	-	-2.85M
Greenhouse funds lllp	-	-	-2.47M
Deerfield management company, l.p. (series c)	-	-	-2.00M
Champlain investment partners	-	-	-1.61M
Millennium management	-	-	-1.57M

New Positions

Holder	Shares	% Assets	Change	Value
Pale fire capital se	8.65M	6.37%	8.65M	$72.48M
Whetstone capital advisors	953.93K	2.77%	953.93K	$7.99M
Hrt financial lp	583.07K	0.01%	583.07K	$4.89M
Jump financial	534.33K	0.06%	534.33K	$4.48M
Vanguard fiduciary trust	403.98K	0.00%	403.98K	$3.39M

Sold Out

Holder	Change
Dunhill financial	-1.00
Clearstead advisors	-4.00
Wealthtrak capital management	-5.00
Corecap advisors	-9.00
Stephens consulting	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	245	5.15%	57,560,973	-0.72%	96	1.02%	149	13.74%	58	-15.94%
Dec 31, 2025	110	-53.97%	27,708,272	-53.95%	46	0.45%	59	-56.30%	29	-55.38%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	2.85M	4.73%	-283.34K
Vanguard US Total Market Shares ETF	1.71M	2.91%	-
Vanguard Total Stock Mkt Idx Inv	1.77M	2.87%	-
Fidelity Select Medical Tech and Devcs	1.35M	2.25%	-100.00K
iShares Russell 2000 ETF	1.36M	2.25%	11.52K
Champlain Small Company Fund, LLC	1.33M	2.20%	-149.00K
Fidelity Select Health Care	1.20M	2.00%	-50.00K
UBS (Lux) Digital Health Equity SB USD	1.11M	1.89%	-60.00K
Old Westbury Small & Mid Cap Strategies	1.12M	1.85%	-
Vanguard Explorer Inv	1.03M	1.69%	517.48K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 18, 2026	Hui Yvonne	Principal Accounting Officer	Sell	$3.81K
Apr 17, 2026	Hui Yvonne	Principal Accounting Officer	Sell	$12.31K
Apr 20, 2026	Hoffman Allison C	General Counsel & Secretary	Sell	$55.95K
Apr 16, 2026	Hui Yvonne	Principal Accounting Officer	Sell	$91.37K
Apr 10, 2026	Hoffman Allison C	General Counsel & Secretary	Sell	$116.88K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	2	6
2026 Q1	4	24
2025 Q4	-	9
2025 Q3	-	33
2025 Q2	-	37

PHR Ownership FAQ

Who Owns Phreesia?

Phreesia shareholders are primarily institutional investors at 96.36%, followed by 4.27% insiders and -0.63% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 33.98%, which Phreesia exceeds.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Pale fire capital se (8.65M shares, 14.48%), Blackrock funding, inc. /de (5.92M shares, 9.91%), and Vanguard group (5.74M shares, 9.65%). Together, they hold 34.04% 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?

Pale fire capital se is Phreesia’s biggest shareholder by percentage of total assets invested, with 6.37% of its assets in 8.65M Phreesia shares, valued at 72.48M$.

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 4.73% of its total shares outstanding invested in 2.85M Phreesia shares.

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