Phreesia Inc
Ownership
Ownership Structure
Who owns Phreesia Inc (PHR)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 79.3% of the shares are freely tradable; institutional investors hold 97.6%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Pale Fire Capital SE | 14.38 | 8,924,329 | +3.2 | 06/30/2026 |
| BlackRock Inc | 9.54 | 5,920,469 | +5.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 5.37 | 3,335,121 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.99 | 2,479,247 | +0.0 | 03/31/2026 |
| AQR Capital Management LLC | 2.98 | 1,852,559 | +323.8 | 03/31/2026 |
| State Street Corp | 2.37 | 1,473,946 | +1.2 | 03/31/2026 |
| Geode Capital Management, LLC | 2.21 | 1,371,794 | +3.2 | 03/31/2026 |
| Algert Global LLC | 1.94 | 1,205,481 | -12.7 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.96 | 1,836,842 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.10 | 1,301,752 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Indig Chaim | Chief Executive Officer | 1,889,595 | 19,462,829 $ | Sep 1, 2026 | direct |
| Roberts Evan | President, Provider Solutions | 1,042,614 | 10,738,924 $ | Sep 14, 2026 | direct |
| Linetsky David | President, Network Solutions | 446,755 | 4,601,577 $ | Sep 14, 2026 | both |
| Gandhi Balaji | Chief Financial Officer | 348,931 | 3,593,989 $ | Sep 1, 2026 | direct |
| Hoffman Allison C | General Counsel & Secretary | 280,637 | 2,890,561 $ | Sep 14, 2026 | direct |
| VanDuyn Amy Beth | SVP, Human Resources | 263,397 | 2,712,989 $ | Sep 14, 2026 | direct |
| Goldstein Lainie | Director | 70,862 | 729,879 $ | Jul 31, 2026 | direct |
| Munson Gillian | Director | 66,789 | 687,927 $ | Jul 31, 2026 | direct |
| Hui Yvonne | Principal Accounting Officer | 64,724 | 666,657 $ | Sep 1, 2026 | direct |
| Egbuonu-Davis Lisa | Director | 37,780 | 389,134 $ | Jul 14, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Roberts Evan | President, Provider Solutions | Other | 8,113 | 0.00 | – |
| Sep 14, 2026 | Linetsky David | President, Network Solutions | Other | 703 | 0.00 | – |
| Sep 14, 2026 | Linetsky David | President, Network Solutions | Other | 8,113 | 0.00 | – |
| Sep 14, 2026 | VanDuyn Amy Beth | SVP, Human Resources | Other | 6,490 | 0.00 | – |
| Sep 14, 2026 | Hoffman Allison C | General Counsel & Secretary | Other | 14,063 | 0.00 | – |
| Sep 1, 2026 | Linetsky David | President, Network Solutions | Other | 10,000 | 0.00 | – |
| Sep 1, 2026 | Linetsky David | President, Network Solutions | Other | 192,000 | 0.00 | – |
| Sep 1, 2026 | VanDuyn Amy Beth | SVP, Human Resources | Other | 88,000 | 0.00 | – |
| Sep 1, 2026 | Roberts Evan | President, Provider Solutions | Other | 192,000 | 0.00 | – |
| Sep 1, 2026 | Indig Chaim | Chief Executive Officer | Other | 500,000 | 0.00 | – |
| Sep 1, 2026 | Hui Yvonne | Principal Accounting Officer | Other | 43,000 | 0.00 | – |
| Sep 1, 2026 | Hoffman Allison C | General Counsel & Secretary | Other | 108,000 | 0.00 | – |
| Sep 1, 2026 | Gandhi Balaji | Chief Financial Officer | Other | 192,000 | 0.00 | – |
| Aug 14, 2026 | Linetsky David | President, Network Solutions | Other | 182 | 12.28 | 2,235 |
| Jul 31, 2026 | Munson Gillian | Director | Other | 685 | 10.73 | 7,350 |
| Jul 31, 2026 | Goldstein Lainie | Director | Other | 377 | 10.73 | 4,045 |
| Jul 16, 2026 | Hui Yvonne | Principal Accounting Officer | Sell | 1,247 | 10.92 | 13,617 |
| Jul 15, 2026 | Linetsky David | President, Network Solutions | Other | 69 | 10.76 | 742 |
| Jul 15, 2026 | Hui Yvonne | Principal Accounting Officer | Other | 937 | 10.76 | 10,082 |
| Jul 14, 2026 | Egbuonu-Davis Lisa | Director | Sell | 536 | 10.70 | 5,735 |
| Apr 20, 2026 | Allison C Hoffman | General Counsel | Sell | 6,176 | 9.06 | 55,955 |
| Apr 17, 2026 | Yvonne Hui | Insider | Sell | 1,327 | 9.28 | 12,315 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.