Monitor for any subsequent amendments to this filing that could indicate a change in BlackRock's position or intent. A passive 5%+ stake from a major asset manager is routine and does not typically signal near-term corporate action.
Price Chart
Executive Summary
BlackRock Portfolio Management LLC disclosed a 5.1% passive stake in Phreesia, Inc. as of September 30, 2026, holding 3,185,976 shares. This is a new filing by BlackRock, which had not previously reported a 5%+ stake in Phreesia on Schedule 13G. The filing certifies passive intent, with no indication of activist or control-seeking purpose.
Key Financial Metrics
Key Facts
- BlackRock Portfolio Management LLC filed a Schedule 13G disclosing beneficial ownership of 3,185,976 shares of Phreesia common stock.
- The stake represents 5.1% of Phreesia's outstanding shares.
- This is a new filing; BlackRock had not previously reported a 5%+ stake in Phreesia on Schedule 13G.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- BlackRock's prior 13G filings for Phreesia were by Vanguard and Capital International Investors, not BlackRock.
Financial Impact
BlackRock holds 3,185,976 shares, representing 5.1% of Phreesia's outstanding shares. Based on a market cap of $788M, the stake is valued at approximately $40.2M.
Risk Factors
- No material risks identified from this passive stake disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002052113-26-001104 |
| Document: Item_7.txt | 0002052113-26-001104 |
| Document: 0002052113-26-001104-index-headers.html | 0002052113-26-001104 |
| Document: 0002052113-26-001104-index.html | 0002052113-26-001104 |
| Document: 0002052113-26-001104.txt | 0002052113-26-001104 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 5d ago | SC 13G | $12.37 | awaiting T+5 | awaiting T+5 | $12.44 (+0.57%) |
Sep 2, 2026 8w ago | 8-K | $11.10 $10.31 | ▲ +7.12% | ▲ +5.97% | $12.44 (−12.07%) |
May 14, 2026 24w ago | DEFA14A | $8.77 $8.92 | ▲ +1.71% | ▲ +0.75% | $12.44 (+41.85%) |
Apr 10, 2026 29w ago | Insider Cluster | $8.06 $9.17 | ▼ −13.77% | ▼ −9.27% | $12.44 (−54.34%) |
Apr 10, 2026 29w ago | Insider Cluster | $8.06 $9.17 | ▼ −13.77% | ▼ −9.27% | $12.44 (−54.34%) |
Apr 3, 2026 30w ago | 8-K | $9.15 $8.56 | ▲ +6.45% | ▲ +10.58% | $12.44 (−35.96%) |
Mar 18, 2026 32w ago | Insider Cluster | $11.20 $11.28 | ▲ +0.71% | ▲ +1.43% | $12.44 (+11.07%) |
US Market Status
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