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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Small Cap Index Trust John Hancock Variable Insurance Trust | 10,677 | 89.5K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 10,546 | 88.4K $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,516 | 79.7K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 9,442 | 116.4K $ | 0.14 % | 0.02 % | as of Feb 28, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 8,930 | 110.1K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 8,898 | 82K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 8,820 | 73.9K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 8,773 | 73.5K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,666 | 79.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,492 | 71.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,400 | 103.6K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,221 | 68.9K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 7,606 | 63.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 7,433 | 62.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 7,370 | 61.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,233 | 60.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 7,040 | 64.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,034 | 58.9K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,385 | 53.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,169 | 56.8K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 6,100 | 51.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 6,034 | 55.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 6,000 | 50.3K $ | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 5,686 | 47.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 5,642 | 47.3K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 5,611 | 51.7K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 5,405 | 66.6K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,809 | 44.3K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,782 | 40.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,537 | 38K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,522 | 55.8K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 4,518 | 37.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 4,375 | 53.9K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 4,343 | 36.4K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,274 | 52.7K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,257 | 35.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 4,102 | 34.4K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,064 | 34.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,981 | 33.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 3,632 | 33.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,631 | 30.4K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 3,542 | 43.7K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 3,529 | 43.5K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,516 | 32.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 3,463 | 29K $ | 1.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,095 | 25.9K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 2,659 | 32.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,482 | 30.6K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,356 | 21.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,350 | 29K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 2,327 | 19.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,310 | 21.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 2,167 | 18.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,150 | 18K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,143 | 18K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,027 | 17K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 1,869 | 17.2K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,600 | 13.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,598 | 13.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,588 | 13.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,582 | 14.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 1,467 | 18.1K $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 1,435 | 12K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,350 | 11.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,338 | 16.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,319 | 11.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,246 | 10.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,120 | 9.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,046 | 9.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,011 | 8.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 800 | 6.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 771 | 6.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 655 | 6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 637 | 5.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 480 | 4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 361 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 360 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Langar Global Health Tech ETF SPINNAKER ETF SERIES | 344 | 2.9K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 341 | 2.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 306 | 2.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 288 | 2.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 214 | 1.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 194 | 1.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 147 | 1.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 133 | 1.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 106 | 976.3 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 86 | 720.7 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 79 | 662 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 59 | 727.5 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 17 | 209.6 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 15 | 138.2 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 125.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 50.6K € | 0.39 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight 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 SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 191 | -47 | 16,026,899 | -35.7 % |
| 2026Q1 | 238 | -15 | 24,907,188 | -13.0 % |
| 2025Q4 | 253 | +8 | 28,614,857 | -0.2 % |
| 2025Q3 | 245 | +10 | 28,671,745 | +3.4 % |
| 2025Q2 | 235 | +24 | 27,739,491 | +1.0 % |
| 2025Q1 | 211 | +12 | 27,472,623 | +0.7 % |
| 2024Q4 | 199 | 0 | 27,273,608 | +0.9 % |
| 2024Q3 | 199 | -8 | 27,021,689 | +7.1 % |
| 2024Q2 | 207 | -8 | 25,238,725 | +8.1 % |
| 2024Q1 | 215 | -12 | 23,351,767 | -5.4 % |
| 2023Q4 | 227 | 24,675,405 |
Institutional managers
234 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Pale Fire Capital SE | 8,649,329 | 72.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,920,469 | 49.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,852,559 | 15.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,473,946 | 12.4M $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 1,380,874 | 11.6K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,371,794 | 11.5M $ | as of Mar 31, 2026 |
| Prosight Management, LP | 1,100,000 | 9.2M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,075,760 | 9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,030,815 | 8.6M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 1,028,169 | 8.6K $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 1,025,902 | 8.6K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,018,235 | 8.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,008,227 | 8.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,001,057 | 8.4M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 987,607 | 8.3M $ | as of Mar 31, 2026 |
| Whetstone Capital Advisors, LLC | 953,928 | 8M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 781,377 | 6.5M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 755,730 | 6.3M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 735,963 | 6.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 731,655 | 6.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 729,709 | 6.1M $ | as of Mar 31, 2026 |
| Meros Investment Management, LP | 615,740 | 5.2M $ | as of Mar 31, 2026 |
| Rock Springs Capital Management LP | 600,400 | 5M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 583,073 | 4.9K $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 581,409 | 4.9M $ | as of Mar 31, 2026 |
Declared shareholders of Phreesia Inc
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Pale Fire Capital SICAV a.s. and 4 others | 14.70 % | 8,924,329 | as of Mar 31, 2026 · SCHEDULE 13D |
| Vanguard Portfolio Management | 5.77 % | 3,484,358 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Phreesia Inc". https://titelia.com/en/stocks/phreesia-inc-US71944F1066