Fund shareholders of Phreesia Inc
ISIN US71944F1066 · United States · LEI 5493000HHF8NU4QOCG53
- Fund shareholders
- 180
- Of which ETFs
- 37 143 other funds
- Value held
- ≈ 151.6M $ 151.5M $ · 50.6K € · 1M SEK
- Share of capital
- 23.6 % of 62.1M shares on Aug 27, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 8,323 | 89.3K $ | 0.10 % | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,675 | 79K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,494 | 77.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,233 | 74.4K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,093 | 73K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 6,269 | 64.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 6,100 | 62.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,960 | 64K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 5,958 | 63.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,850 | 60.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 5,660 | 60.7K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,371 | 57.6K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,782 | 49.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 4,700 | 48.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,681 | 48.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,522 | 44.6K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 4,518 | 46.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,200 | 43.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 4,172 | 41.1K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 3,984 | 41K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,915 | 42K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 3,897 | 41.8K $ | 0.12 % | 0.01 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,786 | 39K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 3,684 | 37.9K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 3,539 | 38K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,519 | 36.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,516 | 37.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,374 | 33.3K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,287 | 32.4K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 2,963 | 30.5K $ | 1.27 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,930 | 30.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 2,742 | 27K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,729 | 26.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 2,659 | 26.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,224 | 21.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 2,167 | 22.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,160 | 22.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,157 | 21.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,143 | 22.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,135 | 21.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,027 | 20.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,600 | 16.5K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,598 | 16.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,588 | 16.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,502 | 15.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 1,435 | 14.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,350 | 13.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,338 | 13.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,319 | 13.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,246 | 12.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,204 | 12.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,120 | 11.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,103 | 11.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,011 | 10.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 976 | 10.5K $ | 0.10 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 800 | 8.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 771 | 7.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 712 | 7.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust | 688 | 7.1K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 640 | 6.9K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 569 | 5.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 480 | 4.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 361 | 3.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 360 | 3.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Langar Global Health Tech ETF SPINNAKER ETF SERIES | 355 | 3.7K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 341 | 3.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 328 | 3.4K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 326 | 3.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 268 | 2.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 204 | 2.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 133 | 1.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 123 | 1.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 85 | 874.7 $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 74 | 761.5 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 54 | 532.4 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 42 | 450.7 $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 16 | 157.8 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 15 | 161 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 14 | 144.1 $ | 0.00 % | 0.00 % | as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND | 1.77 % | as of Jul 31, 2026 ↗ |
| Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 1.75 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 1.27 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 0.60 % | as of Jun 30, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 0.59 % | as of May 31, 2026 ↗ |
| AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust | 0.52 % | as of Jun 30, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 0.45 % | as of Jun 30, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 0.39 % | as of Dec 31, 2025 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 0.38 % | as of Jun 30, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 0.34 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 178 | -13 | 14,665,164 | -8.5 % |
| 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 table shows the 25 largest.
| 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
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AQR Capital Management, LLC and 1 other | 5.10 % | 3,151,453 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Phreesia Inc". https://titelia.com/en/stocks/phreesia-inc-US71944F1066