Comparable stake leader
Pale Fire Capital SE
SEC ownership of Phreesia, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001412408.
Disclosed value leader
Pale Fire Capital SE
Comparable rows
50/50
Latest evidence
14 Jul 2026
- Public ticker
- PHR on NYSE
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Pale Fire Capital SE
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Pale Fire Capital SE
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
14 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001412408
- Issuer location
- Wilmington, DE
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
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
14 Jul 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.
Open SEC evidence
Opens Pale Fire Capital SE's linked filing trail.
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
|
15%
|
$105,842,542
8,924,329 shares
|
+$15,127,430 | 31 Mar 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
7%
|
$101,326,931
4,120,656 shares
|
$0 | 31 Mar 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.8%
|
$29,198,920
3,484,358 shares
|
$0 | 31 Mar 2026 |
| Capital International Investors |
13D/G
|
4.7%
|
$48,247,989
2,851,536 shares
|
-$4,794,045 | 31 Dec 2025 |
| Champlain Investment Partners, LLC |
13D/G
|
4.6%
|
$72,800,056
2,724,553 shares
|
-$5,930,130 | 30 Jun 2025 |
| BROWN ADVISORY INC |
13D/G
|
4.3%
|
$71,703,266
2,519,387 shares
|
-$36,723,139 | 30 Jun 2025 |
| Greenhouse Funds LLLP |
13D/G
|
4.1%
|
$41,825,563
2,471,960 shares
|
-$23,866,794 | 31 Dec 2025 |
| FMR LLC |
13D/G
13F
Company
|
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: +$61,203,788.
Buys
$70,628,795
Insiders: 5
Sells
$9,425,007
Insiders: 9
Net
+$61,203,788
Shares: +7,591,917
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 7,980,005
Shares: 388,088
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 11,060 | $0 | $104,629 | -$104,629 |
| 3-6 | 7,980,005 | 44,317 | $70,628,795 | $406,042 | +$70,222,753 |
| 6-9 | 0 | 81,839 | $0 | $1,363,897 | -$1,363,897 |
| 9-12 | 0 | 250,872 | $0 | $7,550,439 | -$7,550,439 |
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 Forms 3/4/5 holder
Pale Fire Capital SE
Net 12M change
+$61,482,378
Latest report
14 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Pale Fire Capital SE | 10%+ Owner | $74,126,369 | +$28,769,503 | +63% | 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 SICAV a.s. | 10%+ Owner | $74,126,369 | +$10,464,823 | +16% | Filing P/S | 31 Mar 2026 |
| Chaim Indig | Chief Executive Officer, Director | $13,781,706 | -$3,773,228 | -21% | Mixed | 09 Apr 2026 |
| Evan Roberts | President, Provider Solutions | $7,060,158 | -$1,925,368 | -21% | Mixed | 09 Apr 2026 |
| Randy Rasmussen | Chief Financial Officer | $3,511,960 | Mixed | 02 Feb 2023 | ||
| David Linetsky | President, Network Solutions | $1,979,271 | -$945,768 | -32% | Mixed | 16 Apr 2026 |
| Michael Weintraub | Director | $1,794,641 | -$300,000 | -14% | Mixed | 25 Aug 2025 |
| Michael J. Davidoff | SVP, Payer Business | $1,770,308 | Filing P/S | 16 Jan 2024 | ||
| Amy Beth VanDuyn | SVP, Human Resources | $1,415,440 | -$710,893 | -33% | Mixed | 09 Apr 2026 |
| Allison C. Hoffman | General Counsel & Secretary | $1,328,850 | -$591,299 | -31% | Mixed | 30 Jun 2026 |
| Balaji Gandhi | Chief Financial Officer | $1,315,081 | -$676,711 | -34% | Mixed | 09 Apr 2026 |
| Janet Gunzburg | Principal Accounting Officer | $704,635 | Filing P/S | 21 Jun 2024 | ||
| Lainie Goldstein | Director | $590,664 | Mixed | 24 Jun 2026 | ||
| Gillian Munson | Director | $553,951 | Mixed | 24 Jun 2026 | ||
| Edward L. Cahill | Director | $549,836 | Mixed | 30 Apr 2026 | ||
| Mark Douglas Smith | Director | $474,668 | Mixed | 24 Jun 2026 | ||
| Ramin Sayar | Director | $441,835 | Mixed | 24 Jun 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Lisa Egbuonu-Davis | PHR | Common Stock | Sale | -1.4% | $5,735 | $10.70 | -536 | 37,780 | 14 Jul 2026 | Direct |
| Yvonne Hui | PHR | Common Stock | Sale | -5.42% | $14,862 | $10.84 | -1,371 | 23,908 | 06 Jul 2026 | Direct |
| Allison C. Hoffman | PHR | Common Stock | Award | 0.8% | 1,265 | 158,574 | 30 Jun 2026 | Direct | ||
| Yvonne Hui | PHR | Common Stock | Award | 5.73% | 1,371 | 25,279 | 30 Jun 2026 | Direct | ||
| Lisa Egbuonu-Davis | PHR | Common Stock | Sale | -6.23% | $24,263 | $9.53 | -2,546 | 38,316 | 25 Jun 2026 | Direct |
| Gillian Munson | PHR | Common Stock | Award | 41.2% | 19,290 | 66,104 | 24 Jun 2026 | Direct | ||
| Lisa Egbuonu-Davis | PHR | Common Stock | Award | 89.4% | 19,290 | 40,862 | 24 Jun 2026 | Direct | ||
| Jon Kessler | PHR | Common Stock | Award | 78.4% | 19,290 | 43,884 | 24 Jun 2026 | Direct | ||
| Ramin Sayar | PHR | Common Stock | Award | 57.7% | 19,290 | 52,725 | 24 Jun 2026 | Direct | ||
| Mark Douglas Smith | PHR | Common Stock | Award | 51.6% | 19,290 | 56,643 | 24 Jun 2026 | Direct | ||
| Lainie Goldstein | PHR | Common Stock | Award | 37.7% | 19,290 | 70,485 | 24 Jun 2026 | Direct | ||
| 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. |
* marks a reported price that did not pass the local price check.