Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership729,709 shares
Latest Disclosed Value $ 6,114,964
Morgan Stanley reports 43.70% increase in ownership of PHR / Phreesia, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 729,709 shares of Phreesia, Inc. (US:PHR) valued at $6,114,961 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 507,786 shares of Phreesia, Inc.. This represents a change in shares of 43.70% during the quarter. The current value of the position is $7,070,880 USD.

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 729,709 221,923 43.70 6,115 -28.83 0.0004
2026-05-27 2025-12-31 13F/A-1 PHREESIA COM 71944F106 507,786 132,590 35.34 8,592 -2.64 0.0005
2026-02-13 2025-12-31 13F PHREESIA COM 71944F106 507,786 132,590 8,592 0.0005
2026-05-27 2025-09-30 13F/A-1 PHREESIA COM 71944F106 375,196 11,934 3.29 8,825 -14.64 0.0005
2025-11-14 2025-09-30 13F PHREESIA COM 71944F106 375,196 11,934 8,825 0.0005
2025-08-15 2025-06-30 13F PHREESIA COM 71944F106 363,262 155,943 75.22 10,338 95.09 0.0007
2025-05-15 2025-03-31 13F PHREESIA COM 71944F106 207,319 -59,582 -22.32 5,299 -21.09 0.0004
2025-05-15 2024-12-31 13F/A-1 PHREESIA COM 71944F106 266,901 -81,120 -23.31 6,715 -15.33 0.0005
2025-02-14 2024-12-31 13F PHREESIA COM 71944F106 266,901 -81,120 6,715 0.0005
2025-05-14 2024-09-30 13F/A-2 PHREESIA COM 71944F106 348,021 108,048 45.03 7,931 55.91 0.0006
2025-02-14 2024-09-30 13F/A-1 PHREESIA COM 71944F106 348,021 108,048 7,931 0.0006
2024-11-14 2024-09-30 13F PHREESIA COM 71944F106 348,021 108,048 7,931 0.0006
2025-05-14 2024-06-30 13F/A-2 PHREESIA COM 71944F106 239,973 -38,041 -13.68 5,087 -23.53 0.0004
2024-10-17 2024-06-30 13F/A-1 PHREESIA COM 71944F106 239,973 -38,041 5,087 0.0004
2024-08-14 2024-06-30 13F PHREESIA COM 71944F106 239,973 -38,041 5,087 0.0004
2024-10-17 2024-03-31 13F/A-2 PHREESIA COM 71944F106 278,014 29,985 12.09 6,653 15.87 0.0005
2024-08-16 2024-03-31 13F/A-1 PHREESIA COM 71944F106 278,014 29,985 6,653 0.0001
2024-05-15 2024-03-31 13F PHREESIA COM 71944F106 278,014 29,985 6,653 0.0005
2024-08-16 2023-12-31 13F/A-1 PHREESIA COM 71944F106 248,029 73,183 41.86 5,742 75.78 0.0005
2024-02-13 2023-12-31 13F PHREESIA COM 71944F106 248,029 73,183 5,742 0.0005
2023-11-15 2023-09-30 13F PHREESIA COM 71944F106 174,846 -97,514 -35.80 3,266 -61.33 0.0003
2023-08-14 2023-06-30 13F PHREESIA COM 71944F106 272,360 -5,077 -1.83 8,446 -5.73 0.0008
2023-05-15 2023-03-31 13F PHREESIA COM 71944F106 277,437 62,246 28.93 8,958 28.65 0.0010
2023-02-14 2022-12-31 13F PHREESIA COM 71944F106 215,191 -21,315 -9.01 6,964 15.51 0.0008
2022-11-14 2022-09-30 13F PHREESIA COM 71944F106 236,506 69,960 42.01 6,028 44.73 0.0008
2022-10-27 2022-06-30 13F/A-1 PHREESIA COM 71944F106 166,546 -11,552 -6.49 4,165 -11.27 0.0005
2022-08-15 2022-06-30 13F PHREESIA COM 71944F106 166,546 -11,552 4,165 0.0005
2022-10-27 2022-03-31 13F/A-1 PHREESIA COM 71944F106 178,098 -2,218 -1.23 4,694 -37.51 0.0006
2022-05-13 2022-03-31 13F PHREESIA COM 71944F106 178,098 -2,218 4,694 0.0006
2022-02-14 2021-12-31 13F PHREESIA COM 71944F106 180,316 41,696 30.08 7,512 -12.15 0.0009
2021-11-15 2021-09-30 13F PHREESIA COM 71944F106 138,620 -20,539 -12.90 8,551 -12.36 0.0012
2021-08-23 2021-06-30 13F/A-1 PHREESIA COM 71944F106 159,159 -103,773 -39.47 9,757 -28.78 0.0013
2021-08-16 2021-06-30 13F PHREESIA COM 71944F106 159,159 -103,773 9,757 0.0003
2021-05-17 2021-03-31 13F PHREESIA COM 71944F106 262,932 -41,558 -13.65 13,699 -17.08 0.0020
2021-02-16 2020-12-31 13F PHREESIA COM 71944F106 304,490 259,548 577.52 16,521 1,044.11 0.0026
2020-11-13 2020-09-30 13F PHREESIA COM 71944F106 44,942 -438,004 -90.69 1,444 -89.43 0.0003
2020-08-14 2020-06-30 13F PHREESIA COM 71944F106 482,946 -205,122 -29.81 13,658 -5.62 0.0030
2020-05-26 2020-03-31 13F/A-1 PHREESIA COM 71944F106 688,068 121,946 21.54 14,471 -4.05 0.0039
2020-05-15 2020-03-31 13F PHREESIA COM 71944F106 688,068 121,946 14,471 1,111.6745
2020-02-14 2019-12-31 13F PHREESIA COM 71944F106 566,122 -5,252 -0.92 15,082 8.89 0.0035
2019-11-14 2019-09-30 13F PHREESIA COM 71944F106 571,374 571,374 13,851 0.0037
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.