Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership362,971 shares
Ownership 0.60%
Fmr Llc ownership in PHR / Phreesia, Inc.

2026-01-08 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 362,971 shares of Phreesia, Inc. (US:PHR). This represents 0.6 percent ownership of the company. In their previous filing dated 2025-11-05 , Fmr Llc had reported owning 3,879,083 shares, indicating a decrease of -90.64 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-01-08 2026-01-08 13G/A 3,879,083 362,971 -90.64 0.60 -90.77
2025-11-05 2025-11-05 13G/A 4,840,274 3,879,083 -19.86 6.50 -19.75
2025-08-06 2025-08-06 13G/A 5,680,789 4,840,274 -14.80 8.10 -16.49
2025-05-12 2025-05-12 13G/A 6,597,395 5,680,789 -13.89 9.70 -15.05
2024-11-12 2024-11-12 13G/A 7,692,009 6,597,395 -14.23 11.42 -17.40
2024-02-09 2024-02-09 13G/A 7,892,828 7,692,009 -2.54 13.82 -7.61
2023-02-09 2023-02-09 13G/A 5,500,614 7,892,828 43.49 14.96 39.39
2022-02-09 2022-02-09 13G/A 6,624,427 5,500,614 -16.96 10.73 -28.43
2021-02-08 2021-02-08 13G/A 5,676,831 6,624,427 16.69 15.00 15.29
2020-11-10 2020-11-10 13G/A 2,025,666 5,676,831 180.25 13.01 130.51
2020-02-07 2020-02-07 13G 2,025,666 5.64

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PHREESIA COM 71944F106 355,683 -7,288 -2.01 2,981 -51.47 0.0000
2026-02-17 2025-12-31 13F PHREESIA COM 71944F106 362,971 -3,556,113 -90.74 6,141 -93.34 0.0003
2025-11-13 2025-09-30 13F PHREESIA COM 71944F106 3,919,084 -976,190 -19.94 92,177 -33.84 0.0048
2025-08-14 2025-06-30 13F PHREESIA COM 71944F106 4,895,274 -860,515 -14.95 139,319 -5.30 0.0079
2025-05-12 2025-03-31 13F PHREESIA COM 71944F106 5,755,789 -396,937 -6.45 147,118 -4.96 0.0094
2025-02-13 2024-12-31 13F PHREESIA COM 71944F106 6,152,726 -544,669 -8.13 154,803 1.42 0.0092
2024-11-13 2024-09-30 13F PHREESIA COM 71944F106 6,697,395 -44,054 -0.65 152,634 6.80 0.0093
2024-08-13 2024-06-30 13F PHREESIA COM 71944F106 6,741,449 -944,541 -12.29 142,919 -22.30 0.0091
2024-05-13 2024-03-31 13F PHREESIA COM 71944F106 7,685,990 -6,021 -0.08 183,926 3.29 0.0123
2024-02-13 2023-12-31 13F PHREESIA COM 71944F106 7,692,011 -164,540 -2.09 178,070 21.33 0.0137
2023-11-13 2023-09-30 13F PHREESIA COM 71944F106 7,856,551 624,456 8.63 146,760 -34.56 0.0127
2023-08-11 2023-06-30 13F PHREESIA COM 71944F106 7,232,095 115,376 1.62 224,267 -2.41 0.0188
2023-08-11 2023-03-31 13F/A-1 PHREESIA COM 71944F106 7,116,719 -776,110 -9.83 229,799 -10.03 0.0210
2023-05-11 2023-03-31 13F PHREESIA COM 71944F106 7,116,719 -776,110 229,799 0.0210
2023-02-13 2022-12-31 13F PHREESIA COM 71944F106 7,892,829 17,530 0.22 255,412 27.28 0.0254
2022-11-10 2022-09-30 13F PHREESIA COM 71944F106 7,875,299 1,657,650 26.66 200,662 29.04 0.0209
2022-08-12 2022-06-30 13F PHREESIA COM 71944F106 6,217,649 1,363,173 28.08 155,504 21.52 0.0155
2022-05-13 2022-03-31 13F PHREESIA COM 71944F106 4,854,476 -646,138 -11.75 127,963 -44.16 0.0102
2022-02-14 2021-12-31 13F PHREESIA COM 71944F106 5,500,614 -780,448 -12.43 229,156 -40.87 0.0169
2022-02-14 2021-09-30 13F/A-1 PHREESIA COM 71944F106 6,281,062 -627,334 -9.08 387,542 -8.49 0.0307
2021-11-15 2021-09-30 13F PHREESIA COM 71944F106 6,281,062 -627,334 387,542 0.0307
2021-08-13 2021-06-30 13F PHREESIA COM 71944F106 6,908,396 288,633 4.36 423,484 22.79 0.0332
2021-05-14 2021-03-31 13F PHREESIA COM 71944F106 6,619,763 -4,664 -0.07 344,891 -4.05 0.0295
2021-02-08 2020-12-31 13F PHREESIA COM 71944F106 6,624,427 3,383,209 104.38 359,441 245.15 0.0320
2020-11-13 2020-09-30 13F PHREESIA COM 71944F106 3,241,218 359,821 12.49 104,140 27.80 0.0105
2020-08-24 2020-06-30 13F/A-1 PHREESIA COM 71944F106 2,881,397 623,237 27.60 81,486 71.59 0.0090
2020-08-13 2020-06-30 13F PHREESIA COM 71944F106 2,881,397 623,237 81,486 2,001.8726
2020-05-14 2020-03-31 13F PHREESIA COM 71944F106 2,258,160 232,494 11.48 47,489 -12.00 0.0066
2020-02-07 2019-12-31 13F PHREESIA COM 71944F106 2,025,666 1,088,782 116.21 53,964 137.62 0.0060
2019-11-13 2019-09-30 13F PHREESIA COM 71944F106 936,884 936,884 22,710 0.0027
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.