Titelia

Fund shareholders of Phreesia Inc

ISIN US71944F1066 · United States · LEI 5493000HHF8NU4QOCG53

Fund shareholders
193
Of which ETFs
39 154 other funds
Value held
146.6M $ 50.6K € · 1M SEK
Share of capital
25.9 % of 61.8M shares on May 22, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,774,84214.9M $0.00 %2.87 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 1,420,52311.9M $0.02 %2.30 %as of Mar 31, 2026
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,028,0829.5M $0.04 %1.66 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 642,9585.4M $0.01 %1.04 %as of Mar 31, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 641,0835.4M $0.05 %1.04 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 605,8665.1M $0.21 %0.98 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 573,0955.3M $0.02 %0.93 %as of Apr 30, 2026
Nomura Small Cap Growth Fund IVY FUNDS 534,5814.5M $0.45 %0.86 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 471,5444M $0.03 %0.76 %as of Mar 31, 2026
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 454,0003.8M $0.37 %0.73 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 407,2993.4M $0.00 %0.66 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 327,9884M $0.09 %0.53 %as of Feb 27, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 302,6913.7M $0.01 %0.49 %as of Feb 28, 2026
AMG GW&K Small Cap Core Fund AMG Funds 294,8822.5M $0.37 %0.48 %as of Mar 31, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 287,2102.6M $0.07 %0.46 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 283,6973.5M $0.02 %0.46 %as of Feb 28, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 277,9002.3M $0.06 %0.45 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 274,2983.4M $0.02 %0.44 %as of Feb 28, 2026
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 245,1622.1M $0.15 %0.40 %as of Mar 31, 2026
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 235,1932M $0.10 %0.38 %as of Mar 31, 2026
LKCM Small Cap Equity Fund LKCM Funds 191,9521.6M $0.49 %0.31 %as of Mar 31, 2026
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 191,0471.6M $0.32 %0.31 %as of Mar 31, 2026
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 180,0172.2M $0.01 %0.29 %as of Feb 28, 2026
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 176,4511.6M $0.06 %0.29 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 163,7541.5M $0.01 %0.26 %as of Apr 30, 2026
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 163,5812M $0.29 %0.26 %as of Feb 28, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 160,7841.3M $0.08 %0.26 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 154,1451.9M $0.24 %0.25 %as of Feb 28, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 138,4941.2M $0.27 %0.22 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 126,8181.2M $0.02 %0.21 %as of Apr 30, 2026
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 113,2101M $1.50 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 108,1781.3M $0.00 %0.18 %as of Feb 28, 2026
Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios 98,913828.9K $0.44 %0.16 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 96,587809.4K $0.02 %0.16 %as of Mar 31, 2026
Small Cap Growth Fund VALIC Co I 86,2721.1M $0.20 %0.14 %as of Feb 28, 2026
SFT Nomura Small Cap Growth Fund Securian Funds Trust 85,105713.2K $0.45 %0.14 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 82,7041M $0.00 %0.13 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 80,409673.8K $0.00 %0.13 %as of Mar 31, 2026
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 78,700659.5K $0.49 %0.13 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 77,954961.2K $0.11 %0.13 %as of Feb 28, 2026
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 74,900689.8K $1.52 %0.12 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,374685K $0.00 %0.12 %as of Apr 30, 2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 71,400598.3K $0.13 %0.12 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 68,766847.9K $0.00 %0.11 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 68,174627.9K $0.02 %0.11 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 67,319620K $0.02 %0.11 %as of Apr 30, 2026
iShares U.S. Healthcare Providers ETF iShares Trust 67,169562.9K $0.09 %0.11 %as of Mar 31, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 65,975552.9K $0.08 %0.11 %as of Mar 31, 2026
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 64,548540.9K $0.37 %0.10 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 61,339514K $0.02 %0.10 %as of Mar 31, 2026
Column Small Cap Fund Trust for Professional Managers 54,388670.6K $0.13 %0.09 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 52,440646.6K $0.05 %0.08 %as of Feb 28, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 45,541381.6K $0.39 %0.07 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 44,084369.4K $0.03 %0.07 %as of Mar 31, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 42,034352.2K $0.10 %0.07 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 41,632348.9K $0.01 %0.07 %as of Mar 31, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 41,508347.8K $0.08 %0.07 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 41,250345.7K $0.01 %0.07 %as of Mar 31, 2026
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 40,457339K $0.64 %0.07 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,000326.8K $0.02 %0.06 %as of Mar 31, 2026
Buffalo Early Stage Growth Fund Buffalo Funds 38,688324.2K $0.53 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,000350K $0.00 %0.06 %as of Apr 30, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 36,997310K $0.04 %0.06 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 35,562327.5K $0.00 %0.06 %as of Apr 30, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 32,587273.1K $0.03 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,986268K $0.00 %0.05 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 30,862380.5K $0.00 %0.05 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 30,800258.1K $0.02 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,138277.6K $0.00 %0.05 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 29,619248.2K $0.04 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 29,057243.5K $0.00 %0.05 %as of Mar 31, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 28,609352.7K $0.14 %0.05 %as of Feb 28, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 28,593239.6K $0.01 %0.05 %as of Mar 31, 2026
Small Company Fund American Century Quantitative Equity Funds, Inc. 27,845233.3K $0.15 %0.05 %as of Mar 31, 2026
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 27,455252.9K $0.01 %0.04 %as of Apr 30, 2026
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 27,318251.6K $0.01 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 25,796216.2K $0.02 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 25,461234.5K $0.02 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 23,773293.1K $0.02 %0.04 %as of Feb 28, 2026
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 22,614278.8K $0.78 %0.04 %as of Feb 28, 2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 21,809182.8K $0.14 %0.04 %as of Mar 31, 2026
Global X HealthTech ETF GLOBAL X FUNDS 21,362263.4K $0.74 %0.03 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,690190.6K $0.03 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,200169.3K $0.01 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,157185.6K $0.01 %0.03 %as of Apr 30, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 20,093168.4K $0.02 %0.03 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 20,079184.9K $0.02 %0.03 %as of Apr 30, 2026
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 19,634242.1K $0.85 %0.03 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,900158.4K $0.01 %0.03 %as of Mar 31, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 17,792149.1K $0.12 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,234144.4K $0.02 %0.03 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 16,112135K $0.06 %0.03 %as of Mar 31, 2026
Zacks Small/Mid Cap ETF Zacks Trust 15,668193.2K $0.09 %0.03 %as of Feb 28, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,176127.2K $0.02 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 14,954184.4K $0.00 %0.02 %as of Feb 28, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,600114K $0.01 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 12,932108.4K $0.00 %0.02 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,6001M SEK0.00 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,51696.5K $0.02 %0.02 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 10,91591.5K $0.00 %0.02 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 1.52 %as of Apr 30, 2026
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 1.50 %as of Apr 30, 2026
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.17 %as of Mar 31, 2026
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 0.85 %as of Feb 28, 2026
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 0.78 %as of Feb 28, 2026
Global X HealthTech ETF GLOBAL X FUNDS 0.74 %as of Feb 28, 2026
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.64 %as of Mar 31, 2026
Buffalo Early Stage Growth Fund Buffalo Funds 0.53 %as of Mar 31, 2026
LKCM Small Cap Equity Fund LKCM Funds 0.49 %as of Mar 31, 2026
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 0.49 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2191-4716,026,899-35.7 %
2026Q1238-1524,907,188-13.0 %
2025Q4253+828,614,857-0.2 %
2025Q3245+1028,671,745+3.4 %
2025Q2235+2427,739,491+1.0 %
2025Q1211+1227,472,623+0.7 %
2024Q4199027,273,608+0.9 %
2024Q3199-827,021,689+7.1 %
2024Q2207-825,238,725+8.1 %
2024Q1215-1223,351,767-5.4 %
2023Q422724,675,405

Institutional managers

234 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Pale Fire Capital SE8,649,32972.5M $as of Mar 31, 2026
BlackRock, Inc.5,920,46949.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,852,55915.5M $as of Mar 31, 2026
STATE STREET CORP1,473,94612.4M $as of Mar 31, 2026
ALGERT GLOBAL LLC1,380,87411.6K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,371,79411.5M $as of Mar 31, 2026
Prosight Management, LP1,100,0009.2M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,075,7609M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,030,8158.6M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC1,028,1698.6K $as of Mar 31, 2026
GW&K Investment Management, LLC1,025,9028.6K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,018,2358.5M $as of Mar 31, 2026
Nuveen, LLC1,008,2278.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,001,0578.4M $as of Mar 31, 2026
Granahan Investment Management, LLC987,6078.3M $as of Mar 31, 2026
Whetstone Capital Advisors, LLC953,9288M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.781,3776.5M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS755,7306.3M $as of Mar 31, 2026
FRANKLIN RESOURCES INC735,9636.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC731,6556.1M $as of Mar 31, 2026
MORGAN STANLEY729,7096.1M $as of Mar 31, 2026
Meros Investment Management, LP615,7405.2M $as of Mar 31, 2026
Rock Springs Capital Management LP600,4005M $as of Mar 31, 2026
HRT FINANCIAL LP583,0734.9K $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.581,4094.9M $as of Mar 31, 2026

Declared shareholders of Phreesia Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Pale Fire Capital SICAV a.s. and 4 others14.70 %8,924,329as of Mar 31, 2026 · SCHEDULE 13D
Vanguard Portfolio Management 5.77 %3,484,358as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Phreesia Inc". https://titelia.com/en/stocks/phreesia-inc-US71944F1066