Phreesia, Inc. - Common Stock, par value $0.01 per share (PHR) Institutional Ownership

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

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
PHR on NYSE
Shares outstanding
60,574,174
Price per share
$16.92
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
57,889,706
Total reported value
$979,548,931
% of total 13F portfolios
0%
Share change
-3,071,180
Value change
-$76,331,727
Number of holders
221
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, par value $0.01 per share (PHR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% +5.7% $102,926,966 +$6,401,987 6,083,154 +6.6% The Vanguard Group 30 Jan 2026
Pale Fire Capital SE 9.2% $94,292,182 5,572,824 Pale Fire Capital SICAV a.s. 11 Feb 2026
BlackRock, Inc. 7% $101,326,931 4,120,656 BlackRock, Inc. 31 Mar 2025
Capital International Investors 4.7% -12% $48,247,989 -$4,794,045 2,851,536 -9% Capital International Investors 31 Dec 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
Greenhouse Funds LLLP 4.1% -34% $41,825,563 -$23,866,794 2,471,960 -36% Greenhouse Funds LLLP 31 Dec 2025
FMR LLC 0.6% -84% $6,142,595 -$59,503,532 362,971 -91% FMR LLC 31 Dec 2025

As of 31 Dec 2025, 221 institutional investors reported holding 57,889,706 shares of Phreesia, Inc. - Common Stock, par value $0.01 per share (PHR). This represents 96% of the company’s total 60,574,174 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Phreesia, Inc. - Common Stock, par value $0.01 per share (PHR) together control 69% 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 9.5% 5,744,326 +0.69% 0% $97,193,996
BlackRock, Inc. 9.3% 5,636,024 -1% 0% $95,361,527
Capital International Investors 4.7% 2,851,536 -9% 0.01% $48,247,989
Greenhouse Funds LLLP 4.1% 2,471,960 -36% 1.6% $41,825,563
Granahan Investment Management, LLC 4% 2,399,613 +74% 1.7% $40,601,452
FRANKLIN RESOURCES INC 3.3% 2,000,082 +29% 0.01% $33,841,390
DEERFIELD MANAGEMENT COMPANY, L.P. 3.3% 1,999,045 +79% 0.43% $33,823,841
Nuveen, LLC 3.1% 1,875,725 +13% 0.01% $31,737,268
Champlain Investment Partners, LLC 2.7% 1,609,941 -40% 0.28% $27,240,202
MILLENNIUM MANAGEMENT LLC 2.6% 1,571,055 +48% 0.02% $26,582,251
STATE STREET CORP 2.4% 1,456,606 +1.6% 0% $24,645,774
GEODE CAPITAL MANAGEMENT, LLC 2.2% 1,329,460 +0.37% 0% $22,498,888
AMERICAN CENTURY COMPANIES INC 1.7% 1,039,138 +2.3% 0.01% $17,582,249
GW&K Investment Management, LLC 1.7% 1,032,795 +5.9% 0.15% $17,475,000
Prosight Management, LP 1.6% 977,152 3.4% $16,533,412
GOLDMAN SACHS GROUP INC 1.5% 912,903 +27% 0% $15,446,319
JACOBS LEVY EQUITY MANAGEMENT, INC 1.5% 899,098 0.06% $15,212,738
Rock Springs Capital Management LP 1.4% 876,600 +17% 0.76% $14,832,072
SCHRODER INVESTMENT MANAGEMENT GROUP 1.4% 857,204 +7.3% 0.01% $14,598,184
Qube Research & Technologies Ltd 1.4% 853,971 +17% 0.02% $14,449,189
AMERIPRISE FINANCIAL INC 1.4% 846,461 +153% 0% $14,322,121
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1.3% 813,196 0% 0.02% $13,759,000
DIMENSIONAL FUND ADVISORS LP 1% 628,280 +143% 0% $10,630,832
Park West Asset Management LLC 0.86% 522,995 -42% 0.75% $8,849,075
NORTHERN TRUST CORP 0.86% 520,000 -7.2% 0% $8,798,400

Institutional Holders of Phreesia, Inc. - Common Stock, par value $0.01 per share (PHR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 57,889,706 $979,548,931 -$76,331,727 $16.92 221
2025 Q3 60,149,471 $1,414,736,042 +$34,729,250 $23.52 229
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