SEC ownership of Phreesia, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001412408.

Comparable stake leader

Pale Fire Capital SE

Disclosed value leader

Pale Fire Capital SE

Comparable rows

50/50

Latest evidence

18 May 2026

Top shareholders Insider holders Latest transactions
Symbol
PHR on NYSE
Ownership evidence mix
13D/G, 3/4/5, and 13F
Largest current holder
Pale Fire Capital SE
Ownership snapshot 2 facts
Latest large-stake holder
Pale Fire Capital SE
Latest evidence date
18 May 2026
Issuer identity 2 facts
CIK
0001412408
Location
Wilmington, DE

Ownership snapshot

Top shareholders of Phreesia, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Pale Fire Capital SE
Disclosed value leader
Pale Fire Capital SE
Comparable rows
50/50
Latest evidence
18 May 2026
13D/G 3/4/5 13F Lead comparable stake: 15% 13D/G row: Pale Fire Capital SE Showing 1-8 of 50 holder rows.

Quick read

Pale Fire Capital SE leads the comparable SEC ownership view at 15%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Comparable ownership Top 5
Pale Fire Capital SE 15%
BlackRock, Inc. 7%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.8%
Capital International Investors 4.7%
Champlain Investment Partners, LLC 4.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Pale Fire Capital SE
13D/G 3/4/5 13F
Pale Fire Capital SICAV a.s. · 10%+ Owner · Company
13D/G 3/4/5 13F
15%
$105,842,542
8,924,329 shares
 +$15,127,430 31 Mar 2026
BlackRock, Inc.
13D/G 13F
Company
13D/G 13F
7%
$101,326,931
4,120,656 shares
 $0 31 Mar 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
13D/G 13F
5.8%
$29,198,920
3,484,358 shares
 $0 31 Mar 2026
Capital International Investors
13D/G
13D/G
4.7%
$48,247,989
2,851,536 shares
 -$4,794,045 31 Dec 2025
Champlain Investment Partners, LLC
13D/G
13D/G
4.6%
$72,800,056
2,724,553 shares
 -$5,930,130 30 Jun 2025
BROWN ADVISORY INC
13D/G
13D/G
4.3%
$71,703,266
2,519,387 shares
 -$36,723,139 30 Jun 2025
Greenhouse Funds LLLP
13D/G
13D/G
4.1%
$41,825,563
2,471,960 shares
 -$23,866,794 31 Dec 2025
FMR LLC
13D/G 13F
Company
13D/G 13F
0.6%
$6,142,595
362,971 shares
 -$59,503,532 31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$59,947,769.

Buys
$70,628,795
Insiders: 5
Sells
$10,681,025
Insiders: 10
Net
+$59,947,769
Shares: +7,550,383
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 7,980,005 Shares: 429,622
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 7,980,005 50,924 $70,628,795 $465,811 +$70,162,984
3-6 0 81,839 $0 $1,363,897 -$1,363,897
6-9 0 35,665 $0 $821,984 -$821,984
9-12 0 261,194 $0 $8,029,333 -$8,029,333

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 24 reporting-owner rows connected to Phreesia, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
24
Largest current holder
Pale Fire Capital SICAV a.s.
Net 12M change
+$59,947,768
Latest report
18 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Pale Fire Capital SICAV a.s. 10%+ Owner $74,126,369 +$10,464,823 +16% Filing P/S 31 Mar 2026
Jan Barta 10%+ Owner $74,126,369 +$10,464,823 +16% Filing P/S 31 Mar 2026
Dusan Senkypl 10%+ Owner $74,126,369 +$10,464,823 +16% Filing P/S 31 Mar 2026
Pale Fire Capital investicni spolecnost a.s. 10%+ Owner $74,126,369 +$10,464,823 +16% Filing P/S 31 Mar 2026
Pale Fire Capital SE 10%+ Owner $74,126,369 +$28,769,503 +63% Filing P/S 31 Mar 2026
Chaim Indig Chief Executive Officer, Director $13,781,706 -$3,858,483 -22% Median 09 Apr 2026
Evan Roberts President, Provider Solutions $7,060,158 -$1,976,236 -22% Median 09 Apr 2026
Randy Rasmussen Chief Financial Officer $3,511,960 Mixed 02 Feb 2023
David Linetsky President, Network Solutions $1,979,271 -$1,680,202 -46% Median 16 Apr 2026
Michael Weintraub Director $1,794,641 -$576,012 -24% Mixed 25 Aug 2025
Michael J. Davidoff SVP, Payer Business $1,770,308 Filing P/S 16 Jan 2024
Allison C. Hoffman General Counsel & Secretary $1,425,219 -$624,772 -30% Filing P/S 20 Apr 2026
Amy Beth VanDuyn SVP, Human Resources $1,415,440 -$728,100 -34% Median 09 Apr 2026
Balaji Gandhi Chief Financial Officer $1,315,081 -$700,532 -35% Median 09 Apr 2026
Mark Douglas Smith Director $1,083,237 -$203,000 -16% Filing P/S 02 Jul 2025
Ramin Sayar Director $923,140 Mixed 25 Jun 2025
Janet Gunzburg Principal Accounting Officer $704,635 Filing P/S 21 Jun 2024
Lisa Egbuonu-Davis Director $596,250 -$90,384 -13% Filing P/S 15 Jul 2025
Edward L. Cahill Director $549,836 Median 30 Apr 2026
Lainie Goldstein Director $429,014 Median 30 Apr 2026

Recent insider transactions for Phreesia, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Yvonne Hui PHR Common Stock Tax liability -1.34% -325 23,908 18 May 2026 Direct
Yvonne Hui PHR Common Stock Sale -1.75% $3,814 $8.85 -431 24,233 18 May 2026 Direct
Edward L. Cahill PHR Common Stock Award 1.68% 1,085 65,613 30 Apr 2026 Direct
Lainie Goldstein PHR Common Stock Award 2.17% 1,085 51,195 30 Apr 2026 Direct
Gillian Munson PHR Common Stock Award 2.37% 1,085 46,814 30 Apr 2026 Direct
Allison C. Hoffman PHR Common Stock Sale -3.78% $55,955 $9.06 -6,176 157,309 20 Apr 2026 Direct
Yvonne Hui PHR Common Stock Sale -5.11% $12,315 $9.28 -1,327 24,664 17 Apr 2026 Direct
David Linetsky PHR Common Stock Tax liability -1.85% -229 12,134 16 Apr 2026 By Spouse
Yvonne Hui PHR Common Stock Sale -27.9% $91,372 $9.08 -10,063 25,991 16 Apr 2026 Direct
Yvonne Hui PHR Common Stock Tax liability -2.69% -996 36,054 16 Apr 2026 Direct
Yvonne Hui PHR Common Stock Tax liability -0.84% -314 37,050 15 Apr 2026 Direct
Allison C. Hoffman PHR Common Stock Sale -8.14% $116,878 $8.07 -14,483 163,485 10 Apr 2026 Direct
David Linetsky PHR Common Stock Sale -3.59% $67,239 $8.07 -8,332 224,056 10 Apr 2026 Direct
Balaji Gandhi PHR Common Stock Tax liability -13.9% -25,382 156,931 09 Apr 2026 Direct
Allison C. Hoffman PHR Common Stock Tax liability -7.85% -15,161 177,968 09 Apr 2026 Direct
Chaim Indig PHR Common Stock Tax liability -2.32% -33,008 1,389,595 09 Apr 2026 Direct
Yvonne Hui PHR Common Stock Tax liability -12.7% -5,438 37,364 09 Apr 2026 Direct
Evan Roberts PHR Common Stock Tax liability -2.28% -19,626 842,501 09 Apr 2026 Direct
Amy Beth VanDuyn PHR Common Stock Tax liability -5.16% -9,193 168,907 09 Apr 2026 Direct
David Linetsky PHR Common Stock Tax liability -6.88% -914 12,363 09 Apr 2026 By Spouse
David Linetsky PHR Common Stock Tax liability -3.91% -9,454 232,388 09 Apr 2026 Direct
Amy Beth VanDuyn PHR Common Stock Award 13.2% 20,751 178,100 06 Apr 2026 Direct
Evan Roberts PHR Common Stock Award 4.3% 35,573 862,127 06 Apr 2026 Direct
David Linetsky PHR Common Stock Award 20% 2,209 13,277 06 Apr 2026 By Spouse
David Linetsky PHR Common Stock Award 7.94% 17,786 241,842 06 Apr 2026 Direct
Chaim Indig PHR Common Stock Award 4.49% 61,068 1,422,603 06 Apr 2026 Direct
Yvonne Hui PHR Common Stock Award 46.8% 13,636 42,802 06 Apr 2026 Direct
Allison C. Hoffman PHR Common Stock Award 18.1% 29,644 193,129 06 Apr 2026 Direct
Balaji Gandhi PHR Common Stock Award 24.2% 35,573 182,313 06 Apr 2026 Direct
Jon Kessler PHR Common Stock Award 24,594 24,594 06 Apr 2026 Direct
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.2% $882,407 $8.31 106,236 8,924,329 02 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.2% $882,407 $8.31 106,236 8,924,329 02 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.2% $882,407 $8.31 106,236 8,924,329 02 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.2% $882,407 $8.31 106,236 8,924,329 02 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.2% $882,407 $8.31 106,236 8,924,329 02 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.95% $1,421,938 $8.43 168,764 8,818,093 01 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.95% $1,421,938 $8.43 168,764 8,818,093 01 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.95% $1,421,938 $8.43 168,764 8,818,093 01 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.95% $1,421,938 $8.43 168,764 8,818,093 01 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 1.95% $1,421,938 $8.43 168,764 8,818,093 01 Apr 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 13.1% $8,160,478 $8.16 1,000,500 8,649,329 31 Mar 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 13.1% $8,160,478 $8.16 1,000,500 8,649,329 31 Mar 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 13.1% $8,160,478 $8.16 1,000,500 8,649,329 31 Mar 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 13.1% $8,160,478 $8.16 1,000,500 8,649,329 31 Mar 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 13.1% $8,160,478 $8.16 1,000,500 8,649,329 31 Mar 2026 By Pale Fire Capital SICAV a.s.
Balaji Gandhi PHR Common Stock Sale -2.54% $43,128 $11.26 -3,829 146,740 25 Mar 2026 Direct
Allison C. Hoffman PHR Common Stock Sale -3.64% $73,927 $11.97 -6,176 163,485 23 Mar 2026 Direct
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 11.4% $9,118,227 $11.69 780,009 7,648,829 19 Mar 2026 By Pale Fire Capital SICAV a.s.
Pale Fire Capital SE PHR Common Stock, par value $0.01 per share Purchase 8.18% $5,790,645 $11.15 519,196 6,868,820 18 Mar 2026 By Pale Fire Capital SICAV a.s.
David Linetsky PHR Common Stock Sale -0.96% $1,183 $11.06 -107 11,068 18 Mar 2026 By Spouse
* marks a reported price that did not pass the local price check.
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