Phreesia Ownership | Who Owns Phreesia?

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Phreesia Ownership Summary

Phreesia is owned by 95.80% institutional investors, 4.62% insiders. 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	95.80%	4.62%	-0.43%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Healthcare Information Services Stocks	52.99%	9.95%	37.06%

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 %
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%
Sep 30, 2023	183	-8.50%	51,852,026	1.96%	96	1.06%	88	11.39%	54	-28.95%

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
Dec 13, 2024	Weintraub Michael	-	Sell	$515.04K
Dec 16, 2024	Weintraub Michael	-	Sell	$21.75K
Dec 11, 2024	Weintraub Michael	-	Sell	$466.19K
Dec 11, 2024	Linetsky David	SVP, Life Sciences	Sell	$294.56K
Dec 10, 2024	Roberts Evan	Chief Operating Officer	Sell	$602.16K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	17
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 95.80%, followed by 4.62% insiders and -0.42% retail investors. The average institutional ownership in Phreesia's industry, Healthcare Information Services Stocks , is 52.99%, 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.

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