As of the latest SEC filings, Phreesia, Inc. (PHR) is held by 201 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $14,873,175.96 in market value, representing a significant portion of its portfolio.
Funds holding Phreesia, Inc. (PHR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHR
- CIK:
- 0001412408
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $14,873,175.96 | 1,774,842 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $11,903,982.74 | 1,420,523 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.04% | $9,468,635.22 | 1,028,082 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,387,988.04 | 642,958 | Mar 31, 2026 | May 28, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.05% | $5,372,275.54 | 641,083 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,278,204.95 | 573,095 | Apr 30, 2026 | Jun 26, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.21% | $5,077,157.08 | 605,866 | Mar 31, 2026 | May 28, 2026 |
|
IRGFX
Nomura Small Cap Growth Fund
|
MF | Independent / Boutique | 0.45% | $4,479,788.78 | 534,581 | Mar 31, 2026 | May 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.09% | $4,044,092.04 | 327,988 | Feb 27, 2026 | Apr 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $3,951,538.72 | 471,544 | Mar 31, 2026 | May 28, 2026 |
|
CIPSX
Champlain Small Company Fund
|
MF | Independent / Boutique | 0.37% | $3,804,520.00 | 454,000 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,732,180.03 | 302,691 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,497,984.01 | 283,697 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,382,094.34 | 274,298 | Feb 28, 2026 | Apr 24, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.07% | $2,645,204.10 | 287,210 | Apr 30, 2026 | Jun 24, 2026 |
|
GWEIX
AMG GW&K Small Cap Core Fund
|
MF | Independent / Boutique | 0.37% | $2,471,111.16 | 294,882 | Mar 31, 2026 | Jun 1, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.06% | $2,328,802.00 | 277,900 | Mar 31, 2026 | May 26, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.01% | $2,219,609.61 | 180,017 | Feb 28, 2026 | Apr 28, 2026 |
|
-
SMALL COMPANY GROWTH PORTFOLIO
|
ETF | Vanguard | 0.15% | $2,054,457.56 | 245,162 | Mar 31, 2026 | May 28, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.29% | $2,016,953.73 | 163,581 | Feb 28, 2026 | Apr 27, 2026 |
|
-
JNL Multi-Manager Small Cap Growth Fund
|
ETF | Independent / Boutique | 0.10% | $1,970,917.34 | 235,193 | Mar 31, 2026 | May 28, 2026 |
|
VFVA
VANGUARD U.S. VALUE FACTOR ETF
|
ETF | Vanguard | 0.24% | $1,900,607.85 | 154,145 | Feb 28, 2026 | Apr 28, 2026 |
|
TSMEX
Nuveen Quant Small/Mid Cap Equity Fund
|
MF | TIAA / Nuveen | 0.06% | $1,625,113.71 | 176,451 | Apr 30, 2026 | Jun 24, 2026 |
|
LKSCX
LKCM Small Cap Equity Fund
|
MF | Independent / Boutique | 0.49% | $1,608,557.76 | 191,952 | Mar 31, 2026 | May 5, 2026 |
|
SFLO
VictoryShares Small Cap Free Cash Flow ETF
|
ETF | Independent / Boutique | 0.32% | $1,600,973.86 | 191,047 | Mar 31, 2026 | May 28, 2026 |
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