Phreesia Ownership 2024 | Who Owns Phreesia Now?
Institutional Ownership
8.21%
Insider Ownership
4.62%
Retail Ownership
87.17%
Institutional Holders
56.00
Phreesia Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 11.90% | 0.01% | 6,741,449 | -944,541 | -12.29% | 142,918,719 | Jun 30, 2024 |
| BROWN ADVISORY INC | 10.18% | 0.16% | 5,768,116 | 1,552,382 | 36.82% | 122,284,060 | Jun 30, 2024 |
| BLACKROCK INC. | 8.99% | 0.00% | 5,095,623 | 938,974 | 22.59% | 108,027,207 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.24% | 0.00% | 4,668,847 | 101,055 | 2.21% | 98,979,557 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 4.58% | 0.01% | 2,593,063 | - | - | 54,972,936 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 4.27% | 1.54% | 2,417,500 | 52,500 | 2.22% | 51,251,000 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 4.25% | 0.31% | 2,405,990 | 1,154,790 | 92.29% | 51,006,988 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 3.26% | 1.96% | 1,845,031 | 817,594 | 79.58% | 39,114,657 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 3.20% | 0.01% | 1,813,457 | 1,761,169 | 3368.21% | 38,445,289 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.15% | 0.02% | 1,787,567 | -6,156 | -0.34% | 37,897,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 2.57% | 0.01% | 1,454,658 | -32,869 | -2.21% | 30,838,741 | Jun 30, 2024 |
| STATE STREET CORP | 2.19% | 0.00% | 1,239,069 | 19,301 | 1.58% | 26,268,263,000 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 2.13% | 0.23% | 1,205,995 | -44,631 | -3.57% | 25,567,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.10% | 0.00% | 1,189,863 | 32,759 | 2.83% | 25,230,650 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.09% | 1.00% | 1,184,752 | -309,542 | -20.71% | 25,116,742 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.50% | 0.28% | 849,014 | 49,495 | 6.19% | 17,999,097 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.37% | 0.22% | 778,645 | -66,014 | -7.82% | 16,507,264 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 1.28% | 0.05% | 725,500 | -27,200 | -3.61% | 15,380,589 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.92% | 0.00% | 523,828 | -18,444 | -3.40% | 11,105,153,000 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.80% | 0.07% | 453,734 | 6,096 | 1.36% | 9,619,161 | Jun 30, 2024 |
Phreesia's largest institutional shareholder is FMR LLC, holding 11.90% of the company's total share outstanding, currently valued at $142.92M. The top 10 institutional shareholders own together 62.01% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BIRCHVIEW CAPITAL, LP | 0.20% | 2.25% | 114,700 | - | - | 2,431,640 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 3.26% | 1.96% | 1,845,031 | 817,594 | 79.58% | 39,114,657 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 4.27% | 1.54% | 2,417,500 | 52,500 | 2.22% | 51,251,000 | Jun 30, 2024 |
| BULLSEYE ASSET MANAGEMENT LLC | 0.18% | 1.04% | 100,263 | 2,250 | 2.30% | 2,125,000 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.09% | 1.00% | 1,184,752 | -309,542 | -20.71% | 25,116,742 | Jun 30, 2024 |
| DIKER MANAGEMENT LLC | 0.09% | 0.90% | 50,000 | - | - | 1,060,000 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.37% | 0.41% | 212,088 | 212,088 | 100.00% | 4,496,266 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.13% | 0.40% | 75,500 | 40,000 | 112.68% | 1,600,600 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.14% | 0.32% | 81,443 | 21,679 | 36.27% | 1,726,592 | Jun 30, 2024 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 0.16% | 0.32% | 88,625 | 10,800 | 13.88% | 1,878,850 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 4.25% | 0.31% | 2,405,990 | 1,154,790 | 92.29% | 51,006,988 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.50% | 0.28% | 849,014 | 49,495 | 6.19% | 17,999,097 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 2.13% | 0.23% | 1,205,995 | -44,631 | -3.57% | 25,567,000 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.37% | 0.22% | 778,645 | -66,014 | -7.82% | 16,507,264 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.63% | 0.22% | 354,607 | 36,047 | 11.32% | 7,517,668 | Jun 30, 2024 |
| BROWN ADVISORY INC | 10.18% | 0.16% | 5,768,116 | 1,552,382 | 36.82% | 122,284,060 | Jun 30, 2024 |
| BELLEVUE GROUP AG | 0.78% | 0.15% | 443,341 | - | - | 9,398,829 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.13% | 0.15% | 75,323 | -4,659 | -5.83% | 1,596,848 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.06% | 0.12% | 31,434 | 19,931 | 173.27% | 666,401 | Jun 30, 2024 |
| WOODTRUST FINANCIAL CORP | 0.05% | 0.10% | 31,000 | - | - | 658,000 | Jun 30, 2024 |
The largest Phreesia shareholder by % of total assets is BIRCHVIEW CAPITAL, LP. The company owns 114.70K shares of Phreesia (PHR), representing 2.25% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS ASSET MANAGEMENT AMERICAS INC | 3.20% | 0.01% | 1,813,457 | 1,761,169 | 3368.21% | 38,445,289 | Jun 30, 2024 |
| BROWN ADVISORY INC | 10.18% | 0.16% | 5,768,116 | 1,552,382 | 36.82% | 122,284,060 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 4.25% | 0.31% | 2,405,990 | 1,154,790 | 92.29% | 51,006,988 | Jun 30, 2024 |
| BLACKROCK INC. | 8.99% | 0.00% | 5,095,623 | 938,974 | 22.59% | 108,027,207 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 3.26% | 1.96% | 1,845,031 | 817,594 | 79.58% | 39,114,657 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.40% | 0.00% | 227,368 | 227,368 | 100.00% | 4,820,201 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.37% | 0.41% | 212,088 | 212,088 | 100.00% | 4,496,266 | Jun 30, 2024 |
| NORGES BANK | 0.34% | 0.00% | 192,743 | 192,743 | 100.00% | 4,086,152 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.34% | 0.07% | 192,347 | 192,347 | 100.00% | 4,077,756 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.76% | 0.01% | 431,942 | 176,008 | 68.77% | 9,157,170 | Jun 30, 2024 |
| VANGUARD GROUP INC | 8.24% | 0.00% | 4,668,847 | 101,055 | 2.21% | 98,979,557 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.29% | 0.01% | 165,327 | 95,058 | 135.28% | 3,504,934,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.44% | 0.01% | 250,396 | 90,215 | 56.32% | 5,308,395 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 0.15% | 0.02% | 85,088 | 85,088 | 100.00% | 1,803,866 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.14% | 0.03% | 77,100 | 77,100 | 100.00% | 1,634,520 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 0.67% | 0.10% | 381,015 | 71,560 | 23.12% | 8,077,518 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.12% | 0.00% | 67,794 | 67,794 | 100.00% | 1,437,233 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.57% | 0.00% | 322,667 | 66,700 | 26.06% | 6,840,540 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.13% | 0.00% | 73,400 | 62,600 | 579.63% | 1,556,080 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 4.27% | 1.54% | 2,417,500 | 52,500 | 2.22% | 51,251,000 | Jun 30, 2024 |
As of Jun 30 2024, Phreesia's largest institutional buyer is UBS ASSET MANAGEMENT AMERICAS INC. The company purchased 1.76M stocks of PHR, valued at $38.45M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 11.90% | 0.01% | 6,741,449 | -944,541 | -12.29% | 142,918,719 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -713,000 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -547,725 | -100.00% | - | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.09% | 1.00% | 1,184,752 | -309,542 | -20.71% | 25,116,742 | Jun 30, 2024 |
| NISHKAMA CAPITAL, LLC | - | - | - | -224,491 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -201,500 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.23% | 0.00% | 127,910 | -182,487 | -58.79% | 2,711,692 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.34% | 0.01% | 192,636 | -180,058 | -48.31% | 4,083,000 | Jun 30, 2024 |
| CANDRIAM S.C.A. | - | - | - | -177,939 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -132,581 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.07% | 0.00% | 40,010 | -113,068 | -73.86% | 848,211 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 4,700 | -99,921 | -95.51% | 99,640 | Jun 30, 2024 |
| ROUBAIX CAPITAL, LLC | - | - | - | -89,802 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.08% | 0.03% | 45,467 | -88,884 | -66.16% | 964,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 0.00% | 5,000 | -66,300 | -92.99% | 106,000 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.37% | 0.22% | 778,645 | -66,014 | -7.82% | 16,507,264 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.04% | 0.00% | 20,647 | -45,873 | -68.96% | 438,000 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 2.13% | 0.23% | 1,205,995 | -44,631 | -3.57% | 25,567,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -39,074 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.42% | 0.00% | 239,973 | -38,041 | -13.68% | 5,087,451 | Jun 30, 2024 |
As of Jun 30 2024, Phreesia's biggest institutional seller is FMR LLC. The company sold -0.94M shares of PHR, valued at $142.92M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 0.40% | 0.00% | 227,368 | 227,368 | 100.00% | 4,820,201 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 0.37% | 0.41% | 212,088 | 212,088 | 100.00% | 4,496,266 | Jun 30, 2024 |
| NORGES BANK | 0.34% | 0.00% | 192,743 | 192,743 | 100.00% | 4,086,152 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.34% | 0.07% | 192,347 | 192,347 | 100.00% | 4,077,756 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 0.15% | 0.02% | 85,088 | 85,088 | 100.00% | 1,803,866 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.14% | 0.03% | 77,100 | 77,100 | 100.00% | 1,634,520 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.12% | 0.00% | 67,794 | 67,794 | 100.00% | 1,437,233 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 27,402 | 27,402 | 100.00% | 580,922 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.04% | 0.04% | 21,455 | 21,455 | 100.00% | 454,846 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.04% | 0.00% | 20,000 | 20,000 | 100.00% | 424,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.03% | 0.00% | 17,372 | 17,372 | 100.00% | 368,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.00% | 13,736 | 13,736 | 100.00% | 300,956 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.02% | 0.00% | 13,709 | 13,709 | 100.00% | 290,000 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.02% | 0.04% | 10,361 | 10,361 | 100.00% | 219,653 | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 0.02% | 0.00% | 10,200 | 10,200 | 100.00% | 216,000 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.02% | 0.01% | 9,882 | 9,882 | 100.00% | 209,498 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 9,560 | 9,560 | 100.00% | 203,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.02% | 0.01% | 9,505 | 9,505 | 100.00% | 201,506 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 346 | 346 | 100.00% | 7,321 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | 0.00% | 308 | 308 | 100.00% | 7,370 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 186 | 186 | 100.00% | 3,944 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 56 | 56 | 100.00% | 1,187 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 17 | 17 | 100.00% | 424 | Jun 30, 2024 |
Phreesia's largest new institutional shareholder by number of shares is NEUBERGER BERMAN GROUP LLC, purchased 227.37K shares, valued at $4.82M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -713,000 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -547,725 | -100.00% | - | Jun 30, 2024 |
| NISHKAMA CAPITAL, LLC | - | - | - | -224,491 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -201,500 | -100.00% | - | Jun 30, 2024 |
| CANDRIAM S.C.A. | - | - | - | -177,939 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -132,581 | -100.00% | - | Jun 30, 2024 |
| ROUBAIX CAPITAL, LLC | - | - | - | -89,802 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -39,074 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -33,374 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -26,118 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -25,769 | -100.00% | - | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | - | - | - | -21,666 | -100.00% | - | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | - | - | - | -20,965 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -20,862 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -18,803 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -15,046 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -14,251 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -13,546 | -100.00% | - | Jun 30, 2024 |
| PREMIER FUND MANAGERS LTD | - | - | - | -13,466 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -13,294 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -12,477 | -100.00% | - | Jun 30, 2024 |
| NICHOLS & PRATT ADVISERS LLP /MA | - | - | - | -12,365 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -11,126 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -10,248 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -9,838 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -9,548 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -9,522 | -100.00% | - | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -8,850 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -8,800 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -8,433 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -7,069 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,949 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -548 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -462 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
| CENTRAL TRUST CO | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
Phreesia's largest sold out institutional shareholder by shares sold is SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC, sold -0.71M shares, valued at -, as of undefined.
Phreesia Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Tax-Managed Multi-Cap Growth Portfolio | 1.39% | 37,308 | - | - | Jan 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.71% | 3,549,179 | - | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.65% | 605,364 | - | - | Jan 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 0.50% | 11,606 | - | - | Jan 31, 2024 |
| BlackRock Innovation & Growth Trust | 0.40% | 419,312 | - | - | Mar 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.36% | 18,868 | - | - | Jan 31, 2024 |
| ALGER FUNDS II | 0.32% | 72,091 | - | - | Jan 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.28% | 576,129 | - | - | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.17% | 27,000 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.15% | 1,302,582 | - | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.14% | 611,103 | - | - | Mar 28, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.14% | 1,072,224 | -41,700 | -3.74% | Mar 31, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.10% | 326,014 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.09% | 800,000 | 110,000 | 15.94% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.08% | 220,000 | 38,600 | 21.28% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.08% | 21,666 | 5,895 | 37.38% | Dec 31, 2023 |
| Vanguard Montgomery Funds | 0.08% | 19,193 | -3,845 | -16.69% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.08% | 60,500 | 34,810 | 135.50% | Mar 31, 2024 |
| HSBC FUNDS | 0.07% | 2,400 | - | - | Jan 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.07% | 43,612 | - | - | Mar 31, 2024 |
| Ark ETF Trust | 0.07% | 564,224 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 36,022 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.06% | 22,458 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.06% | 143,469 | -10,614 | -6.89% | Mar 28, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.06% | 3,599,335 | 460,000 | 14.65% | Feb 29, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.05% | 9,195 | - | - | Mar 28, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 26,985 | -22,654 | -45.64% | Feb 29, 2024 |
| ALGER PORTFOLIOS | 0.04% | 14,639 | - | - | Dec 31, 2023 |
| SMALLCAP WORLD FUND INC | 0.04% | 2,593,063 | 1,785,463 | 221.08% | Mar 31, 2024 |
| Brown Advisory Funds | 0.04% | 1,343,475 | 20,547 | 1.55% | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.04% | 9,115 | - | - | Jan 31, 2024 |
| BUFFALO FUNDS | 0.03% | 213,444 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.03% | 46,323 | - | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.02% | 303,345 | -15,619 | -4.90% | Jan 31, 2024 |
| ALGER FUNDS | 0.02% | 21,147 | - | - | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.02% | 102,857 | - | - | Jan 31, 2024 |
| CALVERT IMPACT FUND INC | 0.02% | 244,353 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 1,261 | - | - | Feb 29, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.02% | 52,700 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 94,303 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,706 | -363 | -4.50% | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 1,174,947 | -388,400 | -24.84% | Jan 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.01% | 138,994 | - | - | Feb 29, 2024 |
| AMG FUNDS | 0.01% | 344,461 | -12,600 | -3.53% | Mar 28, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.01% | 40,606 | - | - | Dec 29, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 99,577 | - | - | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.01% | 21,742 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.01% | 14,816 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.01% | 448,742 | - | - | Mar 28, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 57,854 | 26,570 | 84.93% | Aug 31, 2023 |
| Fidelity Central Investment Portfolios LLC | 0.01% | 440,000 | 109,471 | 33.12% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,447,921 | -733,452 | -17.54% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 31,535 | -5,759 | -15.44% | Jan 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 13,858 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 18,680 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST I | 0.01% | 144,099 | - | - | Feb 29, 2024 |
| CONESTOGA FUNDS | 0.01% | 8,130 | 750 | 10.16% | Mar 31, 2024 |
| Destra Investment Trust | 0.01% | 9,357 | 2,096 | 28.87% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,246 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.01% | 50,240 | 46,930 | 1417.82% | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 11,963 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 108,000 | 23,000 | 27.06% | Mar 31, 2024 |
| ROYCE FUND | 0.00% | 25,720 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 8,560 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 32,878 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 145,860 | 2,846 | 1.99% | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 104,823 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 71,243 | -151,985 | -68.09% | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 704,371 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 273,754 | - | - | Mar 28, 2024 |
| Series Portfolios Trust | 0.00% | 15,042 | 1,082 | 7.75% | Jan 31, 2024 |
| Federated Hermes Adviser Series | 0.00% | 14,643 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 12,944 | 5,133 | 65.72% | Mar 31, 2020 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 470,482 | 19,571 | 4.34% | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 147,169 | -17,087 | -10.40% | Feb 29, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 97,455 | -2,405 | -2.41% | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 40,762 | 32,962 | 422.59% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,486 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 298,500 | - | - | Feb 29, 2024 |
| FundVantage Trust | 0.00% | 24,505 | 15,819 | 182.12% | Mar 28, 2024 |
| FORUM FUNDS | 0.00% | 3,580 | - | - | Jan 31, 2024 |
| BlackRock ETF Trust | 0.00% | 1,377 | - | - | Jan 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 421,437 | - | - | Dec 31, 2023 |
| AMG FUNDS III | 0.00% | 6,755 | - | - | Mar 28, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 121,036 | -115,533 | -48.84% | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 40,476 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 3,733 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 14,131 | -25,782 | -64.60% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 150,000 | 150,000 | - | Jan 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.00% | 75,840 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 31,718 | -2,538 | -7.41% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 105,566 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 22,845 | 227 | 1.00% | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 124,426 | 447 | 0.36% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,078 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 3,956 | 1,430 | 56.61% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 189,681 | 6,420 | 3.50% | Feb 29, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 7,247 | - | - | Dec 31, 2023 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 24,728 | -390 | -1.55% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 911,365 | 175,280 | 23.81% | Feb 29, 2024 |
Phreesia's largest mutual fund holder by % of total assets is "Tax-Managed Multi-Cap Growth Portfolio", owning 37.31K shares, compromising 1.39% of its total assets.
Phreesia Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 56 | -72.68% |
| 31 Mar, 24 | 205 | 1.99% |
| 31 Dec, 23 | 201 | 9.84% |
| 30 Sep, 23 | 183 | -8.04% |
| 30 Jun, 23 | 199 | -5.69% |
| 31 Mar, 23 | 211 | 15.93% |
| 31 Dec, 22 | 182 | -0.55% |
| 30 Sep, 22 | 183 | 9.58% |
| 30 Jun, 22 | 167 | -8.74% |
| 31 Mar, 22 | 183 | -1.61% |
| 31 Dec, 21 | 186 | -2.62% |
| 30 Sep, 21 | 191 | -2.05% |
| 30 Jun, 21 | 195 | 0.52% |
| 31 Mar, 21 | 194 | 5.43% |
| 31 Dec, 20 | 184 | 15.00% |
| 30 Sep, 20 | 160 | 15.11% |
| 30 Jun, 20 | 139 | 40.40% |
| 31 Mar, 20 | 99 | 3.13% |
| 31 Dec, 19 | 96 | 39.13% |
| 30 Sep, 19 | 69 | - |
As of 30 Jun 24, 56 institutions are holding Phreesia's shares, representing a decrease of -72.68% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,654,228 | -91.04% |
| 31 Mar, 24 | 51,923,411 | 0.01% |
| 31 Dec, 23 | 51,920,690 | 0.13% |
| 30 Sep, 23 | 51,852,026 | 2.50% |
| 30 Jun, 23 | 50,587,855 | 0.65% |
| 31 Mar, 23 | 50,262,308 | 3.16% |
| 31 Dec, 22 | 48,724,222 | -0.03% |
| 30 Sep, 22 | 48,741,139 | -3.58% |
| 30 Jun, 22 | 50,550,160 | 1.23% |
| 31 Mar, 22 | 49,934,098 | 2.82% |
| 31 Dec, 21 | 48,566,567 | -1.62% |
| 30 Sep, 21 | 49,367,032 | 3.41% |
| 30 Jun, 21 | 47,738,712 | 13.87% |
| 31 Mar, 21 | 41,924,961 | 0.57% |
| 31 Dec, 20 | 41,686,910 | 24.22% |
| 30 Sep, 20 | 33,558,200 | 13.12% |
| 30 Jun, 20 | 29,664,753 | 11.00% |
| 31 Mar, 20 | 26,723,880 | 12.07% |
| 31 Dec, 19 | 23,845,920 | 33.63% |
| 30 Sep, 19 | 17,844,459 | - |
Phreesia (PHR) has 4.65M shares outstanding as of 30 Jun 24, down -91.04% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 8.21% | 0.09% |
| 31 Mar, 24 | 95.18% | 1.08% |
| 31 Dec, 23 | 93.97% | 1.01% |
| 30 Sep, 23 | 96.39% | 1.07% |
| 30 Jun, 23 | 94.83% | 1.05% |
| 31 Mar, 23 | 95.06% | 1.12% |
| 31 Dec, 22 | 92.15% | 1.07% |
| 30 Sep, 22 | 92.65% | 0.99% |
| 30 Jun, 22 | 96.61% | 1.05% |
| 31 Mar, 22 | 96.14% | 1.07% |
| 31 Dec, 21 | 94.57% | 1.01% |
| 30 Sep, 21 | 96.76% | 1.09% |
| 30 Jun, 21 | 94.39% | 1.11% |
| 31 Mar, 21 | 92.31% | 0.83% |
| 31 Dec, 20 | 105.48% | 1.39% |
| 30 Sep, 20 | 87.14% | 1.39% |
| 30 Jun, 20 | 79.06% | 1.54% |
| 31 Mar, 20 | 71.63% | 0.52% |
| 31 Dec, 19 | 117.46% | 1.52% |
| 30 Sep, 19 | 87.90% | - |
As of 30 Jun 24, Phreesia is held by 8.21% institutional shareholders, representing a 0.09% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 24 | -73.91% |
| 31 Mar, 24 | 92 | -22.69% |
| 31 Dec, 23 | 119 | 35.23% |
| 30 Sep, 23 | 88 | 11.39% |
| 30 Jun, 23 | 79 | -30.09% |
| 31 Mar, 23 | 113 | 25.56% |
| 31 Dec, 22 | 90 | -16.67% |
| 30 Sep, 22 | 108 | 28.57% |
| 30 Jun, 22 | 84 | -24.32% |
| 31 Mar, 22 | 111 | 9.90% |
| 31 Dec, 21 | 101 | 2.02% |
| 30 Sep, 21 | 99 | -18.18% |
| 30 Jun, 21 | 121 | 16.35% |
| 31 Mar, 21 | 104 | -14.75% |
| 31 Dec, 20 | 122 | 31.18% |
| 30 Sep, 20 | 93 | -13.08% |
| 30 Jun, 20 | 107 | 44.59% |
| 31 Mar, 20 | 74 | 2.78% |
| 31 Dec, 19 | 72 | 4.35% |
| 30 Sep, 19 | 69 | - |
24 institutional shareholders have increased their position in PHR stock as of 30 Jun 24 compared to 92 in the previous quarter (a -73.91% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -82.61% |
| 31 Mar, 24 | 69 | 35.29% |
| 31 Dec, 23 | 51 | -5.56% |
| 30 Sep, 23 | 54 | -28.95% |
| 30 Jun, 23 | 76 | 35.71% |
| 31 Mar, 23 | 56 | -11.11% |
| 31 Dec, 22 | 63 | 50.00% |
| 30 Sep, 22 | 42 | -23.64% |
| 30 Jun, 22 | 55 | 7.84% |
| 31 Mar, 22 | 51 | -5.56% |
| 31 Dec, 21 | 54 | -3.57% |
| 30 Sep, 21 | 56 | 19.15% |
| 30 Jun, 21 | 47 | -26.56% |
| 31 Mar, 21 | 64 | 20.75% |
| 31 Dec, 20 | 53 | 1.92% |
| 30 Sep, 20 | 52 | 147.62% |
| 30 Jun, 20 | 21 | 23.53% |
| 31 Mar, 20 | 17 | -15.00% |
| 31 Dec, 19 | 20 | - |
| 30 Sep, 19 | - | - |
12 institutional shareholders have reduced their position in PHR stock as of 30 Jun 24 compared to 69 in the previous quarter (a -82.61% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 56 | -72.68% | 4,654,228 | -91.04% | 8.21% | 0.09% | 24 | -73.91% | 12 | -82.61% |
| 31 Mar, 24 | 205 | 1.99% | 51,923,411 | 0.01% | 95.18% | 1.08% | 92 | -22.69% | 69 | 35.29% |
| 31 Dec, 23 | 201 | 9.84% | 51,920,690 | 0.13% | 93.97% | 1.01% | 119 | 35.23% | 51 | -5.56% |
| 30 Sep, 23 | 183 | -8.04% | 51,852,026 | 2.50% | 96.39% | 1.07% | 88 | 11.39% | 54 | -28.95% |
| 30 Jun, 23 | 199 | -5.69% | 50,587,855 | 0.65% | 94.83% | 1.05% | 79 | -30.09% | 76 | 35.71% |
| 31 Mar, 23 | 211 | 15.93% | 50,262,308 | 3.16% | 95.06% | 1.12% | 113 | 25.56% | 56 | -11.11% |
| 31 Dec, 22 | 182 | -0.55% | 48,724,222 | -0.03% | 92.15% | 1.07% | 90 | -16.67% | 63 | 50.00% |
| 30 Sep, 22 | 183 | 9.58% | 48,741,139 | -3.58% | 92.65% | 0.99% | 108 | 28.57% | 42 | -23.64% |
| 30 Jun, 22 | 167 | -8.74% | 50,550,160 | 1.23% | 96.61% | 1.05% | 84 | -24.32% | 55 | 7.84% |
| 31 Mar, 22 | 183 | -1.61% | 49,934,098 | 2.82% | 96.14% | 1.07% | 111 | 9.90% | 51 | -5.56% |
| 31 Dec, 21 | 186 | -2.62% | 48,566,567 | -1.62% | 94.57% | 1.01% | 101 | 2.02% | 54 | -3.57% |
| 30 Sep, 21 | 191 | -2.05% | 49,367,032 | 3.41% | 96.76% | 1.09% | 99 | -18.18% | 56 | 19.15% |
| 30 Jun, 21 | 195 | 0.52% | 47,738,712 | 13.87% | 94.39% | 1.11% | 121 | 16.35% | 47 | -26.56% |
| 31 Mar, 21 | 194 | 5.43% | 41,924,961 | 0.57% | 92.31% | 0.83% | 104 | -14.75% | 64 | 20.75% |
| 31 Dec, 20 | 184 | 15.00% | 41,686,910 | 24.22% | 105.48% | 1.39% | 122 | 31.18% | 53 | 1.92% |
| 30 Sep, 20 | 160 | 15.11% | 33,558,200 | 13.12% | 87.14% | 1.39% | 93 | -13.08% | 52 | 147.62% |
| 30 Jun, 20 | 139 | 40.40% | 29,664,753 | 11.00% | 79.06% | 1.54% | 107 | 44.59% | 21 | 23.53% |
| 31 Mar, 20 | 99 | 3.13% | 26,723,880 | 12.07% | 71.63% | 0.52% | 74 | 2.78% | 17 | -15.00% |
| 31 Dec, 19 | 96 | 39.13% | 23,845,920 | 33.63% | 117.46% | 1.52% | 72 | 4.35% | 20 | - |
| 30 Sep, 19 | 69 | - | 17,844,459 | - | 87.90% | - | 69 | - | - | - |
Phreesia Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Phreesia's stock was made by Indig Chaim on Jul 30 2024, selling 7 shares at $24.75 per share (valued at $173.25).
Phreesia Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 7 | 11 | 63.64% |
| Q2 2024 | 21 | 34 | 61.76% |
| Q1 2024 | 9 | 26 | 34.62% |
| Q4 2023 | 5 | 12 | 41.67% |
| Q3 2023 | 18 | 39 | 46.15% |
| Q2 2023 | 25 | 37 | 67.57% |
| Q1 2023 | 13 | 46 | 28.26% |
| Q4 2022 | 5 | 23 | 21.74% |
| Q3 2022 | 10 | 22 | 45.45% |
| Q2 2022 | 20 | 15 | 133.33% |
| Q1 2022 | 17 | 23 | 73.91% |
| Q4 2021 | 13 | 15 | 86.67% |
| Q3 2021 | 29 | 58 | 50.00% |
| Q2 2021 | 8 | 22 | 36.36% |
| Q1 2021 | 14 | 69 | 20.29% |
| Q4 2020 | 6 | 17 | 35.29% |
| Q3 2020 | 23 | 26 | 88.46% |
| Q2 2020 | 21 | 33 | 63.64% |
| Q1 2020 | 38 | 66 | 57.58% |
| Q4 2019 | 7 | 18 | 38.89% |
7 total buy trades, and 11 total sell trades (buy/sell ratio of 0.64%) were made by Phreesia's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 9 | - |
| Q2 2024 | - | 32 | - |
| Q1 2024 | - | 26 | - |
| Q4 2023 | - | 11 | - |
| Q3 2023 | - | 26 | - |
| Q2 2023 | - | 13 | - |
| Q1 2023 | - | 12 | - |
| Q4 2022 | - | 12 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 36 | - |
| Q2 2021 | - | 14 | - |
| Q1 2021 | - | 45 | - |
| Q4 2020 | - | 10 | - |
| Q3 2020 | - | 12 | - |
| Q2 2020 | - | 13 | - |
| Q1 2020 | - | 29 | - |
| Q4 2019 | - | 11 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 9 open market sell trades of Phreesia's stocks.
PHR Ownership FAQ
Who Owns Phreesia?
Phreesia is owned by institutional shareholders (8.21%), insiders (4.62%), and public (87.17%). The largest institutional shareholder of Phreesia is FMR LLC (11.90% of total shares) and the top mutual fund owner is Tax-Managed Multi-Cap Growth Portfolio (1.39% of total shares).
Who are the major institutional shareholders of Phreesia?
Phreesia's major institutional shareholders are FMR LLC, BROWN ADVISORY INC, BLACKROCK INC., VANGUARD GROUP INC, and CAPITAL INTERNATIONAL INVESTORS. The top five shareholders own together 43.88% of the company's share outstanding.
How many Phreesia shareholders are there?
As of Jun 2024, there are 56 institutional shareholders of Phreesia.
What percentage of Phreesia is owned by FMR LLC?
FMR LLC owns 6.74M shares of Phreesia, representing 11.90% of the company's total shares outstanding, valued at $142.92M (as of Jun 2024).
What percentage of Phreesia is owned by BROWN ADVISORY INC?
As of Jun 2024, BROWN ADVISORY INC holds 5.77M shares of Phreesia (PHR), compromising 10.18% of the company, valued at $122.28M.
What percentage of Phreesia is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Phreesia. The company owns 5.1M of the company's shares outstanding (worth $108.03M).