Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 46.56% institutional investors, 4.85% insiders, and 48.59% retail investors. Vanguard group is the largest institutional shareholder, holding 9.65% 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	46.56%	4.85%	48.59%
Sector	Healthcare Stocks	232.86%	10.65%	-143.51%
Industry	Healthcare Information Services Stocks	33.19%	12.66%	54.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.74M	9.65%	$97.19M
Blackrock funding, inc. /de	5.64M	9.47%	$95.36M
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	2.85M	4.79%	$48.25M
Champlain investment partners	2.68M	4.52%	$63.01M
Franklin resources	2.00M	3.36%	$33.84M
Nuveen	1.88M	3.15%	$31.74M
State street	1.43M	2.42%	$33.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prosight management, lp	977.15K	3.42%	$16.53M
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
Granahan investment management	1.38M	1.33%	$32.47M
Rock springs capital management lp	749.12K	1.03%	$17.62M
Champlain investment partners	2.68M	0.48%	$63.01M
Crawford fund management	75.50K	0.40%	$1.60M
Deerfield management company, l.p. (series c)	1.12M	0.40%	$26.27M

Top Buyers

Holder	Shares	% Assets	Change
Prosight management, lp	977.15K	3.42%	977.15K
Blackrock	5.10M	0.00%	938.97K
Greenhouse funds lllp	3.88M	3.34%	557.26K
Point72 asset management	479.99K	0.02%	479.99K
Jpmorgan chase	507.22K	0.00%	451.34K

Top Sellers

Holder	Shares	% Assets	Change
Brown advisory	823.80K	0.03%	-1.66M
Ubs asset management americas	91.07K	0.00%	-1.55M
Loomis sayles & co l p	-	-	-1.17M
Fmr	3.92M	0.00%	-976.19K
Timessquare capital management	-	-	-868.41K

New Positions

Holder	Shares	% Assets	Change	Value
Prosight management, lp	977.15K	3.42%	977.15K	$16.53M
Point72 asset management	479.99K	0.02%	479.99K	$11.29M
Palisade capital management, lp	344.36K	0.22%	344.36K	$8.10M
Tocqueville asset management	145.00K	0.04%	145.00K	$2.45M
Norges bank	111.44K	0.00%	111.44K	$2.80M

Sold Out

Holder	Change
Twin peaks wealth advisors	-2.00
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 %
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%
Dec 31, 2024	85	-59.13%	19,049,898	-65.42%	32	0.36%	45	-58.33%	22	-54.17%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	2.85M	4.73%	-283.34K
Vanguard Total Stock Mkt Idx Inv	1.77M	2.92%	-
Vanguard US Total Market Shares ETF	1.71M	2.91%	-
iShares Russell 2000 ETF	1.41M	2.32%	-11.52K
Fidelity Select Medical Tech and Devcs	1.35M	2.25%	-100.00K
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%	-
CREF Total Global Stock Account R3	1.04M	1.73%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Apr 10, 2026	Linetsky David	President, Network Solutions	Sell	$67.24K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	2	5
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 46.56%, followed by 4.85% insiders and 48.59% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 33.19%, which Phreesia exceeds.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Vanguard group (5.74M shares, 9.65%), Blackrock funding, inc. /de (5.64M shares, 9.47%), and Blackrock (5.1M shares, 8.99%). Together, they hold 28.11% 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?

Prosight management, lp is Phreesia’s biggest shareholder by percentage of total assets invested, with 3.42% of its assets in 977.15K Phreesia shares, valued at 16.53M$.

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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