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Funds Holding Phreesia Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Phreesia Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of PHR →Funds holding
39
as of 2026-07-31
Reported value
$34.5M
summed across funds
Fund families
26
named trusts
Largest conviction
1.77%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Cambiar SMID FundADVISORS' INNER CIRCLE FUND64.4K sh$691K | 1.77% |
| Cambiar Small Cap FundADVISORS' INNER CIRCLE FUND113.2K sh$1.2M | 1.75% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds465.7K sh$5M | 0.12% |
| Eventide Small Cap ETFStrategy Shares3.9K sh$41.8K | 0.12% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust8.3K sh$89.3K | 0.10% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust976 sh$10.5K | 0.10% |
| PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST16.7K sh$179.2K | 0.07% |
| Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust224.5K sh$2.4M | 0.07% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND984.2K sh$10.6M | 0.05% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust43.3K sh$464.7K | 0.04% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust86.9K sh$932.2K | 0.03% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust8.4K sh$89.6K | 0.02% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO16.5K sh$177.1K | 0.02% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds68.2K sh$731.5K | 0.02% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST121.2K sh$1.3M | 0.02% |
| Global X Russell 2000 ETFGLOBAL X FUNDS23.7K sh$254.8K | 0.02% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust541.4K sh$5.8M | 0.02% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST5.4K sh$57.6K | 0.02% |
| Nationwide Small Cap Index FundNationwide Mutual Funds3.9K sh$42K | 0.02% |
| Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II25.6K sh$274.8K | 0.01% |
| ULTRA SMALL CAP PROFUNDProFunds640 sh$6.9K | 0.01% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust132.4K sh$1.4M | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust21.2K sh$227.4K | 0.01% |
| Victory Extended Market Index FundVictory Portfolios III5.7K sh$60.7K | 0.01% |
| Fidelity MSCI Health Care Index ETFFIDELITY COVINGTON TRUST21.7K sh$232.4K | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds8.7K sh$93K | 0.01% |
| SMALL-CAP PROFUNDProFunds42 sh$450.7 | 0.01% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC74.4K sh$798K | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc3.5K sh$38K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III326 sh$3.5K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST38K sh$407.7K | 0.00% |
| Nationwide Fundamental All Cap Equity PortfolioNationwide Mutual Funds1.2K sh$12.9K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust30.1K sh$323.4K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds3.5K sh$37.7K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds35.6K sh$381.6K | 0.00% |
| SmallCap Value Fund IIPrincipal Funds, Inc712 sh$7.6K | 0.00% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust6K sh$63.9K | 0.00% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6K sh$64K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust15 sh$161 | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on PHR
Company overviewEverything on PHR in one place, with the price.SEC filingsWhat PHR's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat PHR's own officers and directors buy and sell.Planned salesSales PHR insiders have filed notice of.Executive payWhat PHR awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in PHR.LobbyingWhat PHR spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on PHR's account, and who they worked for.