Phreesia, Inc. (PHR) Bundle
Who Invests in Phreesia, Inc. (PHR) and Why?
Investor Landscape for PHR Stock
As of Q4 2023, 63.4% of Phreesia, Inc. shares are held by institutional investors.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 63.4% |
| Mutual Funds | 22.7% |
| Individual/Retail Investors | 14.9% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 4,562,817 | 9.3% |
| BlackRock Inc | 3,987,654 | 8.1% |
| Driehaus Capital Management | 2,345,678 | 4.8% |
Investment Motivations
- Revenue Growth Rate: 22.4% year-over-year
- Market Expansion Potential: Healthcare technology sector
- Digital Transformation Opportunities
Investor Strategy Breakdown
| Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 54.6% |
| Growth Investing | 29.3% |
| Short-Term Trading | 16.1% |
Financial Performance Metrics
- Quarterly Revenue: $75.2 million
- Net Income: $-8.3 million
- Stock Price Range (52-week): $12 - $28
Institutional Ownership and Major Shareholders of Phreesia, Inc. (PHR)
Investor Landscape for PHR Stock
As of Q4 2023, 63.4% of Phreesia, Inc. shares are held by institutional investors.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 63.4% |
| Mutual Funds | 22.7% |
| Individual/Retail Investors | 14.9% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 4,562,817 | 9.3% |
| BlackRock Inc | 3,987,654 | 8.1% |
| Driehaus Capital Management | 2,345,678 | 4.8% |
Investment Motivations
- Revenue Growth Rate: 22.4% year-over-year
- Market Expansion Potential: Healthcare technology sector
- Digital Transformation Opportunities
Investor Strategy Breakdown
| Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 54.6% |
| Growth Investing | 29.3% |
| Short-Term Trading | 16.1% |
Financial Performance Metrics
- Quarterly Revenue: $75.2 million
- Net Income: $-8.3 million
- Stock Price Range (52-week): $12 - $28
Key Investors and Their Influence on Phreesia, Inc. (PHR)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 85.7% of total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 4,562,743 | 12.4% |
| BlackRock Inc. | 3,987,621 | 10.9% |
| Fidelity Management & Research | 2,845,302 | 7.8% |
| Wellington Management Group | 2,103,576 | 5.7% |
Recent institutional ownership changes reveal the following trends:
- Institutional investors increased holdings by 3.2% in the last quarter
- Net institutional purchases totaled $124.6 million
- 47 institutions initiated new positions
- 38 institutions increased existing positions
Institutional investor breakdown by type:
- Investment Advisors: 52.3%
- Mutual Funds: 22.6%
- Hedge Funds: 15.4%
- Pension Funds: 9.7%
Insider ownership currently represents 4.2% of total shares, with executives holding approximately 1,543,210 shares.
Market Impact and Investor Sentiment of Phreesia, Inc. (PHR)
Key Investors and Their Impact on Stock
As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 4,562,914 | 9.7% |
| BlackRock Inc | 3,987,621 | 8.5% |
| Fidelity Management & Research | 2,845,302 | 6.1% |
Notable Institutional Investors
- Vanguard Group Inc holds 4,562,914 shares
- BlackRock Inc owns 3,987,621 shares
- Fidelity Management & Research controls 2,845,302 shares
Recent Investor Movements
During the last quarter of 2023, institutional investors demonstrated the following investment behaviors:
- Total institutional ownership: 68.3%
- Net institutional purchases: $42.6 million
- Institutional investor turnover rate: 12.5%
Insider Trading Insights
| Insider | Shares Traded | Transaction Value |
|---|---|---|
| CEO | 85,000 | $2.1 million |
| CFO | 45,000 | $1.1 million |
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