PHR · Phreesia, Inc. · Shareholders & Ownership

$12.29 -0.32 (-2.54%) At close · Oct 27 Q2 2027 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$782.71M

62.07M

Volume · Oct 27 646.85K Avg daily vol (3M) 740.66K

Every disclosed holder of PHR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PHR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	226	58,248,466	93.84%	Yes
Insiders (Forms 3, 4, 5)	15	5,162,284	8.32%	Yes
13D/G-only blocks	5	13,753,412	22.16%	Yes
Remaining	—	15,093,218	-24.32%	Negative
Registered funds (N-PORT, not summed)	181	15,384,787	24.79%	No

Shares outstanding: 62,070,944, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PHR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Pale Fire Capital SE 13F CIK 1922318 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,924,329	14.38%	+275,000	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Pale Fire Capital SE Insider CIK 1922318 · Apr 2, 2026 10% Owner, issuer-wide, not summed	8,924,329	14.38%	+1,275,500	Apr 2, 2026	10% Owner, issuer-wide, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,019,832	11.31%	+1,099,363	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,321,589	2.13%	-98,934	Jun 30, 2026	iShares Trust, not summed
2.2	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	691,426	1.11%	+367,521	Aug 31, 2026	BlackRock Funds, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	385,300	0.62%	-86,244	Jun 30, 2026	iShares Trust, not summed
2.4	iShares U.S. Healthcare Providers ETF Fund S000009418 · Registered fund · Jun 30, 2026 iShares Trust, not summed	102,686	0.17%	+35,517	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	96,587	0.16%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution	3,185,976	5.13%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,151,453	5.08%	+1,298,894	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,151,453	5.08%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,987,907	4.81%	-347,214	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Capital International Investors 13G CIK 1562230 · Investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	2,851,536	4.59%	-283,336	Dec 31, 2025	Rule 13d-1(b), qualified institution
7	Champlain Investment Partners, LLC 13G CIK 1315478 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,724,553	4.39%	-221,936	Jun 30, 2025	Rule 13d-1(b), qualified institution
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,548,965	4.11%	+69,718	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BROWN ADVISORY INC 13G CIK 1345929 · Unknown · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,519,387	4.06%	-1,290,315	Jun 30, 2025	Rule 13d-1(b), qualified institution
10	Greenhouse Funds LLLP 13G CIK 1626220 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	2,471,960	3.98%	-1,410,567	Dec 31, 2025	Rule 13d-1(b), qualified institution
11	Indig Chaim Insider CIK 1776732 · Sep 1, 2026 Director, Chief Executive Officer, issuer-wide	2,144,595	3.46%	+500,000	Sep 1, 2026	Director, Chief Executive Officer, issuer-wide
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,836,842	2.96%	+62,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,604,735	2.59%	+576,566	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,577,463	2.54%	+103,517	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,172	0.06%	-285	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,200	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.3	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	14,214	0.02%	+6,844	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
14.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,319	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	341	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,314	2.31%	+404,499	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	65,543	0.11%	-18,397	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	25,608	0.04%	-1,847	Jul 31, 2026	Goldman Sachs Trust II, not summed
15.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	521	0.00%	-5,329	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,312,056	2.11%	-59,738	Jun 30, 2026	carried, not yet filed for the newest quarter
17	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,180	2.09%	+1,296,180	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,205,481	1.94%	-175,393	Jun 30, 2026	carried, not yet filed for the newest quarter
19	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,113,782	1.79%	+38,022	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,063,080	1.71%	+37,178	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Roberts Evan Insider CIK 1776704 · Sep 18, 2026 President, Provider Solutions, issuer-wide	1,038,138	1.67%	-4,476	Sep 18, 2026	President, Provider Solutions, issuer-wide
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,388	1.61%	+270,679	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	15	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	984,175	1.59%	-43,907	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
24	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	784,279	1.26%	+784,279	Jun 30, 2026	carried, not yet filed for the newest quarter
25	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	734,469	1.18%	+151,396	Jun 30, 2026	carried, not yet filed for the newest quarter
26	OP Asset Management Ltd 13F CIK 2097005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	705,874	1.14%	-68,270	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	698,173	1.12%	-57,557	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Rock Springs Capital Management LP 13F CIK 1595725 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	696,900	1.12%	+96,500	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	675,234	1.09%	-332,993	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	465,690	0.75%	+178,480	Jul 31, 2026	TIAA-CREF Funds, not summed
29.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	68,174	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	43,312	0.07%	—	Jul 31, 2026	NuShares ETF Trust, not summed
29.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	35,562	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	9,679	0.02%	+3,679	Jun 30, 2026	TIAA-CREF Life Funds, not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	651,324	1.05%	+8,366	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	641,083	1.03%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
32	Whetstone Capital Advisors, LLC 13F CIK 1607278 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,752	1.01%	-324,176	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	621,688	1.00%	+108,392	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	71,842	0.12%	—	Jun 30, 2026	Northern Funds, not summed
33.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,027	0.04%	-1,769	Jun 30, 2026	Northern Funds, not summed
33.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,042	0.03%	+12,356	Jun 30, 2026	Northern Funds, not summed
34	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	609,704	0.98%	+28,295	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	589,515	0.95%	-411,542	Jun 30, 2026	carried, not yet filed for the newest quarter
36	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	524,496	0.85%	+512,955	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	517,767	0.83%	+207,396	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	484,115	0.78%	+484,115	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	473,462	0.76%	-9,494	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	276,626	0.45%	-5,201	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	121,160	0.20%	-5,658	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	45,101	0.07%	+23,898	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,000	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	463,002	0.75%	+107,319	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	541,385	0.87%	-31,710	Jul 31, 2026	Fidelity Salem Street Trust, not summed
40.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	416,545	0.67%	+138,645	Jun 30, 2026	Fidelity Covington Trust, not summed
40.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	299,822	0.48%	+295,650	Aug 31, 2026	Fidelity Concord Street Trust, not summed
40.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	113,579	0.18%	+47,113	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
40.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	108,093	0.17%	-85	Aug 31, 2026	Fidelity Concord Street Trust, not summed
41	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	454,160	0.73%	-151,706	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
42	Linetsky David Insider CIK 1776729 · Oct 22, 2026 President, Network Solutions, issuer-wide	441,891	0.71%	-70	Oct 22, 2026	President, Network Solutions, issuer-wide
43	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,488	0.69%	-302,167	Jun 30, 2026	carried, not yet filed for the newest quarter
44	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,926	0.68%	+29,390	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	403,867	0.65%	-111	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	400,236	0.64%	-57,689	Jun 30, 2026	carried, not yet filed for the newest quarter
47	IEQ CAPITAL, LLC 13F CIK 1779789 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	358,537	0.58%	+184,554	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Gandhi Balaji Insider CIK 1970527 · Sep 1, 2026 Chief Financial Officer, issuer-wide	348,931	0.56%	+192,000	Sep 1, 2026	Chief Financial Officer, issuer-wide
49	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,896	0.55%	-90,289	Jun 30, 2026	carried, not yet filed for the newest quarter
50	CAMBIAR INVESTORS LLC 13F CIK 823621 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,697	0.55%	+17,022	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Cambiar Small Cap Fund Fund S000005785 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	113,210	0.18%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
50.2	Cambiar SMID Fund Fund S000032898 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	64,400	0.10%	-10,500	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed

24 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 333 holders

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Key facts CIK 1412408 CUSIP 71944F106 13F (30d) 35 filings 34 filers Visit website Investor relations