Phreesia, Inc.
US ˙ NYSE ˙ US71944F1066

SecurityPHR / Phreesia, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership735,963 shares
Latest Disclosed Value $ 6,167,371
Franklin Resources Inc reports 63.20% decrease in ownership of PHR / Phreesia, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 735,963 shares of Phreesia, Inc. (US:PHR) valued at $6,167,370 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,000,082 shares of Phreesia, Inc.. This represents a change in shares of -63.20% during the quarter. The current value of the position is $7,102,043 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)
2026-05-13 2026-03-31 13F PHREESIA COM 71944F106 735,963 -1,264,119 -63.20 6,167 -81.78 0.0002
2026-02-11 2025-12-31 13F PHREESIA COM 71944F106 2,000,082 446,890 28.77 33,841 -7.36 0.0083
2025-11-13 2025-09-30 13F PHREESIA COM 71944F106 1,553,192 28,941 1.90 36,531 -15.79 0.0091
2025-08-12 2025-06-30 13F PHREESIA COM 71944F106 1,524,251 9,057 0.60 43,380 12.01 0.0115
2025-05-13 2025-03-31 13F PHREESIA COM 71944F106 1,515,194 5,577 0.37 38,728 1.97 0.0111
2025-02-12 2024-12-31 13F PHREESIA COM 71944F106 1,509,617 11,986 0.80 37,982 20.59 0.0105
2024-11-27 2024-09-30 13F/A-1 PHREESIA COM 71944F106 1,497,631 42,973 2.95 31,495 2.13 0.0088
2024-11-12 2024-09-30 13F PHREESIA COM 71944F106 1,497,631 42,973 31,495 0.0015
2024-08-14 2024-06-30 13F PHREESIA COM 71944F106 1,454,658 -32,869 -2.21 30,839 -13.37 0.0095
2024-05-13 2024-03-31 13F PHREESIA COM 71944F106 1,487,527 2,864 0.19 35,597 3.57 0.0113
2024-02-09 2023-12-31 13F PHREESIA COM 71944F106 1,484,663 193,480 14.98 34,370 42.50 0.0161
2023-11-13 2023-09-30 13F PHREESIA COM 71944F106 1,291,183 31,189 2.48 24,119 -38.27 0.0123
2023-08-11 2023-06-30 13F PHREESIA COM 71944F106 1,259,994 -1,084 -0.09 39,072 -4.05 0.0186
2023-05-12 2023-03-31 13F PHREESIA COM 71944F106 1,261,078 -79,693 -5.94 40,720 -6.15 0.0204
2023-02-10 2022-12-31 13F PHREESIA COM 71944F106 1,340,771 -88,316 -6.18 43,387 19.16 0.0226
2022-11-14 2022-09-30 13F PHREESIA COM 71944F106 1,429,087 26,079 1.86 36,412 3.77 0.0198
2022-08-11 2022-06-30 13F PHREESIA COM 71944F106 1,403,008 399,208 39.77 35,089 32.61 0.0174
2022-05-13 2022-03-31 13F PHREESIA COM 71944F106 1,003,800 67,870 7.25 26,460 -32.14 0.0106
2022-02-11 2021-12-31 13F PHREESIA COM 71944F106 935,930 -92 -0.01 38,991 -32.49 0.0141
2021-11-12 2021-09-30 13F PHREESIA COM 71944F106 936,022 -42,068 -4.30 57,752 -3.68 0.0217
2021-08-13 2021-06-30 13F PHREESIA COM 71944F106 978,090 -1,684 -0.17 59,957 17.46 0.0229
2021-05-13 2021-03-31 13F PHREESIA COM 71944F106 979,774 -113,727 -10.40 51,046 -13.97 0.0208
2021-02-10 2020-12-31 13F PHREESIA COM 71944F106 1,093,501 -5,291 -0.48 59,333 68.06 0.0251
2020-11-12 2020-09-30 13F PHREESIA COM 71944F106 1,098,792 440,230 66.85 35,305 86.28 0.0171
2020-08-13 2020-06-30 13F PHREESIA COM 71944F106 658,562 63,875 10.74 18,953 51.55 0.0098
2020-05-13 2020-03-31 13F PHREESIA COM 71944F106 594,687 119,558 25.16 12,506 -1.19 0.0083
2020-03-11 2019-12-31 13F/A-1 PHREESIA COM 71944F106 475,129 -51,431 -9.77 12,657 -0.84 0.0067
2020-02-12 2019-12-31 13F PHREESIA COM 71944F106 475,129 -51,431 12,657 1,598.7524
2019-11-14 2019-09-30 13F PHREESIA COM 71944F106 526,560 526,560 12,764 0.0069
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.