Phreesia, Inc.
Phreesia, Inc. (PHR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PHR · as of Sep 30, 2025
Ownership Breakdown
241
Institutional Holders
▲ 13 vs Q2
$1.42B
Total Inst. Value
▼ $251.48M vs Q2
61.81M
Shares Outstanding
freeFloat 80.51%
60.18M
13F Shares Held
▲ 1.60M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PHR largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-business services, nec | 5.70M | 9.63% | 9.63% | $134.18B | Nov 7, 2025 | ▲ 437.5K |
BLACKROCK, INC. services-business services, nec | 5.69M | 9.61% | 9.61% | $133.89B | Nov 12, 2025 | ▲ 289.0K |
FMR LLC services-business services, nec | 3.92M | 6.61% | 6.61% | $92.18B | Nov 13, 2025 | ▼ 976.2K |
GREENHOUSE FUNDS LLLP services-business services, nec | 3.88M | 6.55% | 6.55% | $91.32B | Nov 13, 2025 | ▲ 557.3K |
CAPITAL INTERNATIONAL INVESTORS services-business services, nec | 3.13M | 5.29% | 5.29% | $73.73B | Nov 13, 2025 | — held |
CHAMPLAIN INVESTMENT PARTNERS, LLC services-business services, nec | 2.68M | 4.52% | 4.52% | $63.01B | Nov 12, 2025 | ▼ 45.7K |
NUVEEN, LLC services-business services, nec | 1.66M | 2.81% | 2.81% | $39.15B | Nov 12, 2025 | ▲ 359.9K |
UBS ASSET MANAGEMENT AMERICAS INC services-business services, nec | 1.64M | 2.77% | 2.77% | $38.62B | Nov 14, 2025 | ▼ 432.7K |
FRANKLIN RESOURCES INC services-business services, nec | 1.55M | 2.62% | 2.62% | $36.53B | Nov 13, 2025 | ▲ 28.9K |
STATE STREET CORP services-business services, nec | 1.43M | 2.42% | 2.42% | $33.73B | Nov 14, 2025 | ▼ 12.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+5.12M shares3
New Positions
first time holders25
Decreased
−4.20M shares0
Sold Out
fully exitedNet shares change (top 50)
+919.0K
+5.12M / −4.20M
Net new holders
-2
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PHR insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
15
Buy transactions
18
Sell transactions
0.83
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Hui Yvonne Principal Accounting Officer | May 18, 2026 | Sale | 431 | $8.85 | $3.8K | 24.2K | Form 4 ↗ |
Hui Yvonne Principal Accounting Officer | May 18, 2026 | Tax Withhold | 325 | $8.77 | $2.9K | 23.9K | Form 4 ↗ |
CAHILL EDWARD L director | Apr 30, 2026 | Award | 1,085 | $9.21 | $10.0K | 65.6K | Form 4 ↗ |
Goldstein Lainie director | Apr 30, 2026 | Award | 1,085 | $9.21 | $10.0K | 51.2K | Form 4 ↗ |
Munson Gillian director | Apr 30, 2026 | Award | 1,085 | $9.21 | $10.0K | 46.8K | Form 4 ↗ |
Hui Yvonne Principal Accounting Officer | Apr 17, 2026 | Sale | 1,327 | $9.28 | $12.3K | 24.7K | Form 4 ↗ |
Hoffman Allison C General Counsel & Secretary | Apr 20, 2026 | Sale | 6,176 | $9.06 | $56.0K | 157.3K | Form 4 ↗ |
Linetsky David President, Network Solutions | Apr 16, 2026 | Tax Withhold | 229 | $9.17 | $2.1K | 12.1K | Form 4 ↗ |
Hui Yvonne Principal Accounting Officer | Apr 15, 2026 | Tax Withhold | 314 | $8.56 | $2.7K | 37.0K | Form 4 ↗ |
Hui Yvonne Principal Accounting Officer | Apr 16, 2026 | Tax Withhold | 996 | $9.17 | $9.1K | 36.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Phreesia, Inc. (PHR) is primarily owned by institutional investors, who hold approximately 97.3% of total shares outstanding. Company insiders own approximately 19.49%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Phreesia, Inc. is VANGUARD GROUP INC, holding approximately 5.70 million shares — equal to 9.63% of outstanding shares — as of September 30, 2025.
A total of 241 institutional investors currently hold PHR stock, with a combined institutional value of approximately $1.42 billion as of the most recent 13F filing period.
Frequently asked questions
PHR ownershipPhreesia, Inc. (PHR) is primarily owned by institutional investors, who hold approximately 97.3% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.63% stake. Company insiders hold 19.49%. Data sourced from SEC Form 13F as of September 30, 2025.