Phreesia, Inc. - COMMON STOCK (PHR) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2019 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
PHR on NYSE
Shares outstanding
60,495,167
Price per share
$16.92
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
60,147,590
Total reported value
$1,414,692,043
% of total 13F portfolios
0%
Share change
+1,582,438
Value change
+$35,009,232
Number of holders
228
Price from insider filings
$16.92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Phreesia, Inc. - COMMON STOCK (PHR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 9.5% $134,176,567 5,704,786 The Vanguard Group 30 Sep 2025
BlackRock, Inc. 7% $101,326,931 4,120,656 BlackRock, Inc. 31 Mar 2025
Greenhouse Funds LLLP 6.5% +30% $91,317,035 +$21,770,512 3,882,527 +31% Greenhouse Funds LLLP 30 Sep 2025
Capital International Investors 5.3% $83,763,780 3,134,872 Capital International Investors 30 Jun 2025
Champlain Investment Partners, LLC 4.6% -8% $72,800,056 -$5,930,130 2,724,553 -7.5% Champlain Investment Partners, LLC 30 Jun 2025
BROWN ADVISORY INC 4.3% -31% $71,703,266 -$36,723,139 2,519,387 -34% BROWN ADVISORY INC 30 Jun 2025
FMR LLC 0.6% -84% $6,142,595 -$59,503,532 362,971 -91% FMR LLC 31 Dec 2025

As of 30 Sep 2025, 228 institutional investors reported holding 60,147,590 shares of Phreesia, Inc. - COMMON STOCK (PHR). This represents 99% of the company’s total 60,495,167 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Phreesia, Inc. - COMMON STOCK (PHR) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.4% 5,704,786 +8.3% 0% $134,176,566
BlackRock, Inc. 9.4% 5,692,736 +5.3% 0% $133,893,151
FMR LLC 6.5% 3,919,084 -20% 0% $92,176,852
Greenhouse Funds LLLP 6.4% 3,882,527 +17% 3.5% $91,317,035
Capital International Investors 5.2% 3,134,872 0% 0.01% $73,732,189
Champlain Investment Partners, LLC 4.4% 2,678,825 -1.7% 0.48% $63,005,964
Nuveen, LLC 2.8% 1,664,463 +28% 0.01% $39,148,170
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 2.7% 1,642,132 -21% 0.01% $38,622,945
FRANKLIN RESOURCES INC 2.6% 1,553,192 +1.9% 0.01% $36,531,081
STATE STREET CORP 2.4% 1,434,207 -0.89% 0% $33,732,549
Granahan Investment Management, LLC 2.3% 1,380,626 +6% 1.3% $32,472,324
GEODE CAPITAL MANAGEMENT, LLC 2.2% 1,324,522 +0.94% 0% $31,157,184
LOOMIS SAYLES & CO L P 1.9% 1,170,559 -2.5% 0.03% $27,531,547
DEERFIELD MANAGEMENT COMPANY, L.P. 1.8% 1,116,752 +10% 0.4% $26,266,007
MILLENNIUM MANAGEMENT LLC 1.8% 1,064,132 +731% 0.02% $25,028,385
AMERICAN CENTURY COMPANIES INC 1.7% 1,015,770 -2.9% 0.01% $23,890,947
GW&K Investment Management, LLC 1.6% 975,538 -2.8% 0.2% $22,945,000
Park West Asset Management LLC 1.5% 905,995 -19% 1.9% $21,309,002
BROWN ADVISORY INC 1.4% 823,803 -67% 0.03% $19,375,864
SCHRODER INVESTMENT MANAGEMENT GROUP 1.3% 798,945 -9.3% 0.01% $18,815,155
MACQUARIE GROUP LTD 1.3% 782,075 +756% 0.02% $18,394,000
Rock Springs Capital Management LP 1.2% 749,116 -11% 1% $17,619,208
Qube Research & Technologies Ltd 1.2% 730,054 +87% 0.02% $17,170,870
GOLDMAN SACHS GROUP INC 1.2% 720,604 +21% 0% $16,948,606
NORTHERN TRUST CORP 0.93% 560,471 -2.1% 0% $13,182,279

Institutional Holders of Phreesia, Inc. - COMMON STOCK (PHR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 777,924 $13,162,847 +$1,798,495 $16.92 8
2025 Q3 60,147,590 $1,414,692,043 +$35,009,232 $23.52 228
2025 Q2 58,558,617 $1,666,496,411 +$65,001,577 $28.46 219
2025 Q1 56,389,506 $1,441,617,563 +$30,882,993 $25.56 220
2024 Q4 54,791,525 $1,378,777,355 -$6,923,695 $25.16 188
2024 Q3 55,191,326 $1,255,093,720 +$24,410,287 $22.79 188
2024 Q2 53,997,135 $1,144,755,583 +$69,582,937 $21.20 174
2024 Q1 52,071,083 $1,246,072,781 +$14,222,788 $23.93 185
2023 Q4 51,737,992 $1,197,745,513 +$2,914,993 $23.15 182
2023 Q3 52,200,069 $975,096,749 +$7,454,309 $18.68 172
2023 Q2 50,853,261 $1,576,987,476 +$17,707,522 $31.01 190
2023 Q1 50,249,392 $1,622,313,013 +$49,328,780 $32.29 203
2022 Q4 48,738,280 $1,577,222,899 +$573,627 $32.36 176
2022 Q3 48,880,537 $1,245,662,187 -$114,357,397 $25.48 177
2022 Q2 50,540,130 $1,264,008,153 +$15,306,979 $25.01 154
2022 Q1 49,931,409 $1,317,078,640 -$10,514,867 $26.36 169
2021 Q4 48,562,043 $2,022,953,188 -$90,692,052 $41.66 172
2021 Q3 49,345,027 $3,046,581,526 +$99,877,641 $61.70 177
2021 Q2 47,728,300 $2,927,489,795 +$378,756,516 $61.30 184
2021 Q1 41,916,945 $2,183,920,070 +$9,139,001 $52.10 185
2020 Q4 41,686,789 $2,262,071,171 +$469,448,569 $54.26 178
2020 Q3 33,560,215 $1,077,666,763 +$127,250,798 $32.13 160
2020 Q2 29,664,682 $839,210,266 +$120,948,797 $28.28 139
2020 Q1 26,723,690 $561,947,317 +$45,236,059 $21.03 97
2019 Q4 23,845,902 $635,075,750 +$144,469,730 $26.64 96
2019 Q3 17,844,319 $432,542,659 +$292,498,659 $24.24 69