Phreesia, Inc.
PHR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001412408
In the last 90 days, Phreesia, Inc. insiders filed 0 open-market purchases and 4 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $598.3M in total; no superinvestor holds it.
Holders of 5% or more of PHR
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Phreesia, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 13G/A | 9.52%5.70M shares | – | Oct 30, 20251 filing | Oct 30, 2025 | SEC |
| BlackRock, Inc. | 13G/A | 7.00%4.12M shares | – | Apr 17, 20251 filing | Apr 17, 2025 | SEC |
| Greenhouse Funds LLLP | 13G/A | 6.50%3.88M shares | +1.50 ppfrom 5.00% | May 14, 20252 filings | Nov 13, 2025 | SEC |
| FMR LLC | 13G/A | 6.50%3.88M shares | −1.60 ppfrom 8.10% | May 12, 20253 filings | Nov 5, 2025 | SEC |
| Capital International Investors | 13G | 5.30%3.13M shares | New | Aug 13, 20251 filing | Aug 13, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
12 Schedule 13D and 13G filings on Phreesia, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Nov 13, 202511:13 AM ET | Greenhouse Funds LLLPand 2 others | 13G/A | 6.50%3.88M shares | +1.50 ppfrom 5.00% | Sep 30, 2025 | SEC |
| Nov 5, 202511:44 AM ET | FMR LLCand 1 other | 13G/A | 6.50%3.88M shares | −1.60 ppfrom 8.10% | Sep 30, 2025 | SEC |
| Oct 30, 20253:50 PM ET | Vanguard Group Inc | 13G/A | 9.52%5.70M shares | – | Sep 30, 2025 | SEC |
| Aug 13, 202512:49 PM ET | Capital International Investors | 13G | 5.30%3.13M shares | New | Jun 30, 2025 | SEC |
| Aug 12, 20254:27 PM ET | Champlain Investment Partners, LLC | 13G | 4.60%2.72M shares | −0.40 ppfrom 5.00%Below 5% | Jun 30, 2025 | SEC |
| Aug 6, 202512:11 PM ET | FMR LLCand 1 other | 13G/A | 8.10%4.84M shares | −1.60 ppfrom 9.70% | Jun 30, 2025 | SEC |
| Jul 8, 20254:32 PM ET | Brown Advisory Incand 3 others | 13G/A | 4.30%2.52M shares | −2.20 ppfrom 6.50%Below 5% | Jun 30, 2025 | SEC |
| May 14, 20253:51 PM ET | Champlain Investment Partners, LLC | 13G | 5.00%2.95M shares | New | Mar 31, 2025 | SEC |
| May 14, 20253:13 PM ET | Greenhouse Funds LLLPand 2 others | 13G | 5.00%2.96M shares | New | Mar 31, 2025 | SEC |
| May 12, 202510:39 AM ET | FMR LLCand 1 other | 13G/A | 9.70%5.68M shares | – | Mar 31, 2025 | SEC |
| Apr 22, 202512:32 PM ET | Brown Advisory Incand 3 others | 13G/A | 6.50%3.81M shares | – | Mar 31, 2025 | SEC |
| Apr 17, 20259:35 AM ET | BlackRock, Inc. | 13G/A | 7.00%4.12M shares | – | Mar 31, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Phreesia, Inc. shares.
No Form 144 notices for Phreesia, Inc. are on file.