Phreesia Ownership | Who Owns Phreesia?

Overview Forecast RevenueFinancials Chart Transcripts

Phreesia Ownership Summary

Phreesia is owned by 95.18% institutional investors, 4.62% insiders, and 0.20% retail investors. Fmr is the largest institutional shareholder, holding 11.90% of PHR shares. American Funds SMALLCAP World A is the top mutual fund, with 4.49% of its assets in Phreesia shares.

PHR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phreesia	95.18%	4.62%	0.20%
Sector	Healthcare Stocks	47.06%	8.01%	44.93%
Industry	Healthcare Information Services Stocks	50.45%	8.11%	41.44%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	6.74M	11.90%	$142.92M
Brown advisory	5.77M	10.18%	$122.28M
Blackrock	5.10M	8.99%	$108.03M
Vanguard group	4.67M	8.24%	$98.98M
Capital investors	2.59M	4.58%	$54.97M
Rock springs capital management lp	2.42M	4.27%	$51.25M
Champlain investment partners	2.41M	4.25%	$51.01M
Greenhouse funds lllp	1.85M	3.26%	$39.11M
Ubs asset management americas	1.81M	3.20%	$38.45M
T. rowe price investment management	1.79M	3.15%	$37.90M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Birchview capital, lp	114.70K	2.25%	$2.43M
Greenhouse funds lllp	1.85M	1.96%	$39.11M
Rock springs capital management lp	2.42M	1.54%	$51.25M
Bullseye asset management	100.26K	1.04%	$2.13M
Granahan investment management	1.18M	1.00%	$25.12M
Diker management	50.00K	0.90%	$1.06M
Intrinsic edge capital management	212.09K	0.41%	$4.50M
Crawford fund management	75.50K	0.40%	$1.60M
Essex investment management	81.44K	0.32%	$1.73M
Arcadia investment management corp/mi	88.63K	0.32%	$1.88M

Top Buyers

Holder	Shares	% Assets	Change
Ubs asset management americas	1.81M	0.01%	1.76M
Brown advisory	5.77M	0.16%	1.55M
Champlain investment partners	2.41M	0.31%	1.15M
Blackrock	5.10M	0.00%	938.97K
Greenhouse funds lllp	1.85M	1.96%	817.59K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	6.74M	0.01%	-944.54K
Millennium management	-	-	-547.73K
Granahan investment management	1.18M	1.00%	-309.54K
Nishkama capital	-	-	-224.49K
Polar asset management partners	-	-	-201.50K

New Positions

Holder	Shares	% Assets	Change	Value
Neuberger berman group	227.37K	0.00%	227.37K	$4.82M
Intrinsic edge capital management	212.09K	0.41%	212.09K	$4.50M
Norges bank	192.74K	0.00%	192.74K	$4.09M
Deerfield management company, l.p. (series c)	192.35K	0.07%	192.35K	$4.08M
Mirae asset global etfs	67.79K	0.00%	67.79K	$1.44M

Sold Out

Holder	Change
Central trust	-55.00
Valley national advisers	-60.00
Newedge advisors	-70.00
Mather group, llc.	-175.00
Clearstead advisors	-186.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	185	-9.76%	53,935,920	3.88%	95	1.05%	88	-4.35%	50	-27.54%
Mar 31, 2024	205	1.99%	51,923,411	0.01%	95	1.08%	92	-22.69%	69	35.29%
Dec 31, 2023	201	9.84%	51,920,690	0.13%	93	1.01%	119	35.23%	51	-5.56%
Sep 30, 2023	183	-8.50%	51,852,026	1.96%	96	1.06%	88	11.39%	54	-28.95%
Jun 30, 2023	200	-5.21%	50,855,863	1.18%	95	1.05%	79	-30.09%	76	35.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	2.59M	4.49%	-
Fidelity Select Medical Tech and Devcs	2.27M	3.93%	-
Champlain Small Company Fund, LLC	1.76M	3.05%	-12.34K
Vanguard Total Stock Mkt Idx Inv	1.72M	2.97%	2.57K
Brown Advisory Small-Cap Growth Inv	1.48M	2.57%	-
Fidelity Select Health Care	1.45M	2.51%	-
UBS (Lux) Digital Health Equity SB USD	1.44M	2.50%	-16.56K
iShares Russell 2000 ETF	1.43M	2.48%	-3.22K
Franklin Small Cap Growth Adv	1.29M	2.23%	-
Franklin US Small Cap Growth Equity	1.29M	2.23%	-13.25K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 18, 2024	Linetsky David	SVP, Life Sciences	Sell	$22.54K
Oct 15, 2024	Gandhi Balaji	Chief Financial Officer	Sell	$18.17K
Oct 15, 2024	Hoffman Allison C	General Counsel & Secretary	Sell	$25.48K
Oct 15, 2024	Indig Chaim	Chief Executive Officer	Sell	$64.95K
Oct 15, 2024	Linetsky David	SVP, Life Sciences	Sell	$42.28K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	10
2024 Q3	-	23
2024 Q2	-	32
2024 Q1	-	26
2023 Q4	-	11

PHR Ownership FAQ

Who Owns Phreesia?

Phreesia shareholders are primarily institutional investors at 95.18%, followed by 4.62% insiders and 0.20% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 50.45%, which Phreesia exceeds.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Fmr (6.74M shares, 11.90%), Brown advisory (5.77M shares, 10.18%), and Blackrock (5.1M shares, 8.99%). Together, they hold 31.07% 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?

Birchview capital, lp is Phreesia’s biggest shareholder by percentage of total assets invested, with 2.25% of its assets in 114.7K Phreesia shares, valued at 2.43M$.

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 4.49% of its total shares outstanding invested in 2.59M Phreesia shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools