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PHR · Phreesia, Inc. · Held by Funds

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$12.44 -0.09 (-0.72%) At close · Oct 30 Q2 2027 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$772.16M
Shares
62.07M
Volume · Oct 30 597.8K Avg daily vol (3M) 732.76K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of PHR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.29% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.63% 1,631,528
Index ETFs 9.67% 5,999,721
Active ETFs 1.41% 876,030
Active funds 9.68% 6,005,521
Unclassified 0.00% 0
All registered funds 23.38% 14,512,800
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding PHR

191 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,836,842 $18,901,104 0.00%
iShares Russell 2000 ETF 1,321,589 $13,599,151 0.02%
VANGUARD EXPLORER FUND 984,175 $10,560,198 0.05%
BlackRock Advantage Small Cap Core Fund 691,426 $8,442,311 0.15%
T. Rowe Price Small-Cap Value Fund, Inc. 714,448 $7,351,670 0.07%
VANGUARD EXTENDED MARKET INDEX FUND 651,324 $6,702,124 0.01%
VANGUARD STRATEGIC EQUITY FUND 641,083 $6,596,744 0.05%
Fidelity Small Cap Index Fund 541,385 $5,809,061 0.02%
Nuveen Quant Small Cap Equity Fund 465,690 $4,996,854 0.12%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 454,160 $4,673,306 0.15%
Fidelity Enhanced Small Cap Core ETF 416,545 $4,286,248 0.07%
iShares Russell 2000 Growth ETF 385,300 $3,964,737 0.03%
Fidelity Extended Market Index Fund 299,822 $3,660,827 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 284,844 $3,477,945 0.02%
Schwab U.S. Small-Cap ETF 276,626 $3,377,603 0.01%
AMG GW&K Small Cap Core Fund 288,624 $2,969,941 0.38%
VictoryShares Small Cap Free Cash Flow ETF 267,836 $2,756,032 0.45%
Pacer US Small Cap Cash Cows 100 ETF 224,455 $2,408,402 0.07%
SMALL COMPANY GROWTH PORTFOLIO 215,071 $2,213,081 0.13%
Principal U.S. Small-Cap ETF 173,056 $1,780,746 0.08%
VANGUARD HEALTH CARE INDEX FUND 139,859 $1,707,678 0.01%
BlackRock Advantage Small Cap Growth Fund 143,872 $1,480,443 0.18%
VANGUARD MARKET NEUTRAL FUND 138,494 $1,425,103 0.24%
Dimensional U.S. Small Cap ETF 132,421 $1,420,877 0.01%
NORTH SQUARE DYNAMIC SMALL CAP FUND 115,614 $1,411,647 0.20%
Strategic Advisers U.S. Total Stock Fund 113,579 $1,386,800 0.00%
Fidelity Total Market Index Fund 108,093 $1,319,816 0.00%
Schwab Small-Cap Index Fund 121,160 $1,300,047 0.02%
Cambiar Small Cap Fund 113,210 $1,214,743 1.75%
SMALL CAP EQUITY FUND 114,917 $1,182,496 0.11%
Fidelity Series Total Market Index Fund 88,942 $1,085,982 0.00%
iShares U.S. Healthcare Providers ETF 102,686 $1,056,639 0.09%
Master Small Cap Index Series 96,587 $993,880 0.02%
iShares Russell 2000 Value ETF 92,061 $947,308 0.01%
Invesco RAFI US 1500 Small-Mid ETF 86,876 $932,179 0.03%
VANGUARD U.S. VALUE FACTOR ETF 74,746 $912,649 0.10%
iShares Core S&P Total U.S. Stock Market ETF 82,313 $847,001 0.00%
Inspire Small/Mid Cap ETF 66,371 $810,390 0.24%
AVE MARIA WORLD EQUITY FUND 78,700 $809,823 0.52%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 65,543 $800,280 0.07%
U.S. SMALL CAP PORTFOLIO 74,374 $798,033 0.00%
Bridge Builder Tax Managed Small/Mid Cap Fund 74,975 $771,493 0.02%
Small Cap Value Fund 71,842 $739,254 0.11%
Nuveen Small Cap Blend Index Fund 68,174 $731,507 0.02%
Cambiar SMID Fund 64,400 $691,012 1.77%
BlackRock Advantage SMID Cap Fund, Inc. 61,433 $632,146 0.06%
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund 54,016 $555,825 0.05%
EQ/2000 Managed Volatility Portfolio 53,931 $554,950 0.01%
Schwab U.S. Broad Market ETF 45,101 $550,683 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 44,851 $547,631 0.03%
Showing 1–50 of 191 positions
Key facts CIK 1412408 CUSIP 71944F106 13F (30d) 49 filings 45 filers Visit website Investor relations