Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 32.91% institutional investors, 4.86% insiders, and 62.23% retail investors. Fmr is the largest institutional shareholder, holding 10.63% of PHR shares. American Funds SMALLCAP World A is the top mutual fund, with 4.46% of its assets in Phreesia shares.

PHR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phreesia	32.91%	4.86%	62.23%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Healthcare Information Services Stocks	40.75%	11.44%	47.80%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	6.15M	10.63%	$154.80M
Brown advisory	5.59M	9.66%	$140.76M
Blackrock funding, inc. /de	5.28M	9.11%	$132.75M
Blackrock	5.10M	8.99%	$108.03M
Vanguard group	4.82M	8.33%	$121.35M
Greenhouse funds lllp	2.87M	4.96%	$72.31M
Capital investors	2.59M	4.48%	$65.24M
Champlain investment partners	2.46M	4.24%	$61.80M
Rock springs capital management lp	2.04M	3.52%	$51.33M
Franklin resources	1.51M	2.61%	$37.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhouse funds lllp	2.87M	3.02%	$72.31M
Birchview capital, lp	114.70K	2.35%	$2.89M
Rock springs capital management lp	2.04M	1.95%	$51.33M
Bullseye asset management	99.00K	1.17%	$2.49M
Resolute capital asset partners	75.00K	1.01%	$1.89M
Granahan investment management	1.18M	1.00%	$25.12M
Park west asset management	423.57K	0.86%	$10.66M
Intrinsic edge capital management	261.54K	0.80%	$6.58M
Deerfield management company, l.p. (series c)	1.27M	0.61%	$32.00M
Essex investment management	102.74K	0.46%	$2.58M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	5.10M	0.00%	938.97K
Deerfield management company, l.p. (series c)	1.27M	0.61%	727.38K
Greenhouse funds lllp	2.87M	3.02%	626.58K
Park west asset management	423.57K	0.86%	423.57K
Millennium management	653.63K	0.01%	296.86K

Top Sellers

Holder	Shares	% Assets	Change
Timessquare capital management	-	-	-868.41K
T. rowe price investment management	893.72K	0.01%	-734.25K
Fmr	6.15M	0.01%	-544.67K
Blair william & co/il	145.45K	0.01%	-534.52K
Granahan investment management	1.18M	1.00%	-309.54K

New Positions

Holder	Shares	% Assets	Change	Value
Park west asset management	423.57K	0.86%	423.57K	$10.66M
Norges bank	111.44K	0.00%	111.44K	$2.80M
Nicholas company	97.48K	0.04%	97.48K	$2.45M
Resolute capital asset partners	75.00K	1.01%	75.00K	$1.89M
Connor, clark & lunn investment management	37.05K	0.00%	37.05K	$932.23K

Sold Out

Holder	Change
Capital performance advisors llp	-31.00
Central trust	-55.00
Valley national advisers	-60.00
Mather group, llc.	-175.00
Park place capital	-185.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	85	-59.13%	19,049,898	-65.42%	32	0.36%	45	-58.33%	22	-54.17%
Sep 30, 2024	208	10.05%	55,089,038	2.01%	95	1.09%	108	20.00%	48	-7.69%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	2.59M	4.46%	-
Champlain Small Company Fund, LLC	2.05M	3.48%	199.25K
Fidelity Select Medical Tech and Devcs	1.80M	3.06%	-50.00K
Vanguard Total Stock Mkt Idx Inv	1.72M	2.92%	-
Vanguard US Total Market Shares ETF	1.71M	2.91%	-
iShares Russell 2000 ETF	1.48M	2.52%	-12.81K
Fidelity Select Health Care	1.40M	2.38%	-
Franklin US Small Cap Growth Equity	1.29M	2.22%	-
Franklin Small Cap Growth Adv	1.29M	2.20%	-
UBS (Lux) Digital Health Equity SB USD	1.11M	1.89%	-60.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 08, 2025	Linetsky David	SVP, Life Sciences	Sell	$2.35K
Apr 08, 2025	Linetsky David	SVP, Life Sciences	Sell	$3.57K
Apr 08, 2025	Linetsky David	SVP, Life Sciences	Sell	$37.54K
Apr 08, 2025	Linetsky David	SVP, Life Sciences	Sell	$56.53K
Apr 08, 2025	Indig Chaim	Chief Executive Officer	Sell	$174.38K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	18
2025 Q1	-	58
2024 Q4	-	22
2024 Q3	-	23
2024 Q2	-	32

PHR Ownership FAQ

Who Owns Phreesia?

Phreesia shareholders are primarily institutional investors at 32.91%, followed by 4.86% insiders and 62.23% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 40.75%, which Phreesia falls below.

Who owns the most shares of Phreesia?

Phreesia’s largest shareholders are Fmr (6.15M shares, 10.63%), Brown advisory (5.59M shares, 9.66%), and Blackrock funding, inc. /de (5.28M shares, 9.11%). Together, they hold 29.41% 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?

Greenhouse funds lllp is Phreesia’s biggest shareholder by percentage of total assets invested, with 3.02% of its assets in 2.87M Phreesia shares, valued at 72.31M$.

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 4.46% of its total shares outstanding invested in 2.59M Phreesia shares.

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