Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 96.20% institutional investors, 4.38% insiders. Pale fire capital se is the largest institutional shareholder, holding 14.64% 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	96.20%	4.38%	-0.58%
Sector	Healthcare Stocks	244.59%	12.11%	-156.70%
Industry	Healthcare Information Services Stocks	53.38%	12.65%	33.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pale fire capital se	8.92M	14.64%	$91.83M
Blackrock funding, inc. /de	7.02M	11.52%	$72.23M
Vanguard group	5.74M	9.65%	$97.19M
Blackrock	5.10M	8.99%	$108.03M
Aqr capital management	3.15M	5.17%	$32.43M
Vanguard capital management	2.55M	4.18%	$26.23M
Acadian asset management	1.60M	2.63%	$16.50M
State street	1.58M	2.59%	$16.23M
Goldman sachs group	1.44M	2.36%	$14.77M
Geode capital management	1.31M	2.15%	$13.50M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pale fire capital se	8.92M	6.49%	$91.83M
Whetstone capital advisors	629.75K	1.70%	$6.48M
Olympiad research lp	22.45K	0.48%	$231.04K
Palogic value management	120.18K	0.41%	$1.24M
Crawford fund management	75.50K	0.40%	$1.60M
Rock springs capital management lp	696.90K	0.35%	$7.17M
Arcadia investment management corp/mi	166.49K	0.24%	$1.40M
Sherbrooke park advisers	20.43K	0.22%	$480.40K
Polymer capital management (us)	163.89K	0.22%	$1.69M
Numerai gp	188.04K	0.16%	$1.93M

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	3.15M	0.01%	1.30M
T. rowe price investment management	1.30M	0.01%	1.30M
Blackrock funding, inc. /de	7.02M	0.00%	1.10M
Blackrock	5.10M	0.00%	938.97K
Nordea investment management ab	784.28K	0.01%	784.28K

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
Loomis sayles & co l p	-	-	-1.17M

New Positions

Holder	Shares	% Assets	Change	Value
T. rowe price investment management	1.30M	0.01%	1.30M	$13.34M
Nordea investment management ab	784.28K	0.01%	784.28K	$7.96M
Sixth street partners management company	473.46K	0.00%	473.46K	$4.87M
Pacer advisors	227.26K	0.01%	227.26K	$2.34M
Flputnam investment management	160.90K	0.02%	160.90K	$1.66M

Sold Out

Holder	Change
Dunhill financial	-1.00
Advisory services network	-1.00
Tfc financial management	-1.00
Hughes financial services	-3.00
Wealthtrak capital management	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	232	-7.94%	58,629,246	-0.12%	96	1.00%	132	-14.84%	59	-
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	2.85M	4.73%	-283.34K
Vanguard Morn Total Stk Mkt Idx Investor	1.84M	2.97%	62.00K
Vanguard Total Stock Mkt Idx Inv	1.84M	2.97%	62.00K
Vanguard MStar Total Stk Mkt Idx Invest	1.84M	2.97%	-
Vanguard US Total Market Shares ETF	1.71M	2.91%	-
Fidelity Select Medical Tech and Devcs	1.35M	2.25%	-100.00K
Champlain Small Company Fund, LLC	1.33M	2.20%	-149.00K
iShares Russell 2000 ETF	1.29M	2.09%	-22.94K
Fidelity Select Health Care	1.20M	2.00%	-50.00K
UBS (Lux) Digital Health Equity SB USD	1.11M	1.89%	-60.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 16, 2026	Hui Yvonne	Principal Accounting Officer	Sell	$13.62K
Jul 14, 2026	Egbuonu-Davis Lisa	-	Sell	$5.74K
Jul 06, 2026	Hui Yvonne	Principal Accounting Officer	Sell	$14.86K
Jun 25, 2026	Egbuonu-Davis Lisa	-	Sell	$24.26K
May 18, 2026	Hui Yvonne	Principal Accounting Officer	Sell	$3.81K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	3
2026 Q2	2	7
2026 Q1	4	24
2025 Q4	-	9
2025 Q3	-	33

PHR Ownership FAQ

Who Owns Phreesia?

Phreesia shareholders are primarily institutional investors at 96.20%, followed by 4.38% insiders and -0.58% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 53.38%, which Phreesia exceeds.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Pale fire capital se (8.92M shares, 14.64%), Blackrock funding, inc. /de (7.02M shares, 11.52%), and Vanguard group (5.74M shares, 9.65%). Together, they hold 35.81% 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 6.49% of its assets in 8.92M Phreesia shares, valued at 91.83M$.

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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