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Compiled from SEC Form N-PX filings and PHREESIA INC.’s Form 8-K, filed 2024-06-27 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore PHREESIA INC. in the interactive database Compare manager voting policies
These tallies are PHREESIA INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-27 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Lisa Egbuonu-Davis, M.D. | 48,663,428 | -- | -- | 135,267 | 1,979,176 | Majority: yes |
| Elect Director: Lainie Goldstein | 48,453,332 | -- | -- | 345,363 | 1,979,176 | Majority: yes |
| Elect Director: Ramin Sayar | 48,507,858 | -- | -- | 290,837 | 1,979,176 | Majority: yes |
| Proposal 2 - Ratification of Appointment of Independent Registered Public Accounting Firm The stockholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending Januar | 50,580,401 | 182,089 | 15,381 | -- | -- | Majority: yes |
| Proposal 3: Approval of Compensation of Named Executive Officers The stockholders approved, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement | 44,699,753 | 4,075,493 | 23,449 | -- | 1,979,176 | Majority: yes |
Source: PHREESIA INC., Form 8-K, filed with the SEC on 2024-06-27 — read the filing on EDGAR.
Each item below shows how the 226 asset managers that disclosed a PHREESIA INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 7 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Proposal 3: Approval of Compensation of Named Executive Officers The stockholders approved, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement”): 44,699,753 for, 4,075,493 against, per its Form 8-K filed 2024-06-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 57,397,904 outstanding shares: 78% for, 7% against (85% of the company cast a for/against vote).
The 225 asset managers below cast 91% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 15,133,812 | 0 | 0 | 0 | For |
| Capital Group | 91 | 5,186,126 | 0 | 0 | Against |
| Vanguard | 4,668,426 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 3,883,957 | 0 | 0 | 0 | For |
| BlackRock | 3,170,366 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,953,593 | 0 | 0 | 0 | For |
| Rock Springs Capital Management LP | 1,892,034 | 0 | 0 | 0 | For |
| UBS | 1,422,615 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 1,343,493 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,302,582 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 1,272,916 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,168,469 | 0 | 0 | 0 | For |
| State Street | 1,150,362 | 0 | 0 | 0 | For |
| Granahan Investment Management, LLC | 995,878 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 974,594 | 18,067 | 0 | 0 | For |
| Greenhouse Funds LLLP | 905,352 | 0 | 0 | 0 | For |
| Charles Schwab | 901,971 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 769,444 | 0 | 0 | 0 | For |
| RIVERBRIDGE PARTNERS LLC | 661,248 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 635,000 | 0 | 0 | 0 | For |
| BLAIR WILLIAM & CO/IL | 591,959 | 0 | 0 | 0 | For |
| Northern Trust | 520,423 | 36 | 0 | 0 | For |
| Principal | 518,182 | 0 | 0 | 0 | For |
| Champlain Investment Partners, LLC | 418,570 | 0 | 0 | 0 | For |
| Nuveen | 388,898 | 0 | 0 | 0 | For |
Showing the 25 largest of 225 asset managers. See all 225 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Elect Director: Lainie Goldstein”): 48,453,332 for, 345,363 withheld, per its Form 8-K filed 2024-06-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 57,397,904 outstanding shares: 84% for, 0.7% withheld (85% of the company cast a for/withheld vote).
The 78 asset managers below cast 100% of the shares they voted on this item FOR (25,901,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 7,839,158 | 0 | 0 | 0 | For |
| Vanguard | 4,517,101 | 0 | 0 | 0 | For |
| Capital Group | 2,593,063 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,302,582 | 0 | 0 | 0 | For |
| BlackRock | 1,300,528 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 1,272,916 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,093,594 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 769,444 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 635,000 | 0 | 0 | 0 | For |
| Principal | 518,182 | 0 | 0 | 0 | For |
| Charles Schwab | 423,756 | 0 | 0 | 0 | For |
| TIAA | 386,244 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 370,000 | 0 | 0 | 0 | For |
| AMG FUNDS | 353,071 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,250 | 0 | 0 | 0 | For |
| Allspring | 158,993 | 0 | 0 | 0 | For |
| New York Life | 145,020 | 0 | 0 | 0 | For |
| Equitable | 81,496 | 0 | 55,800 | 0 | For |
| MERIDIAN FUND INC | 126,492 | 0 | 0 | 0 | For |
| Dimensional | 117,783 | 0 | 0 | 0 | For |
| Jackson National | 117,469 | 0 | 0 | 0 | For |
| State Street | 100,806 | 0 | 0 | 0 | For |
| Hartford | 99,188 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 98,785 | 0 | 0 | 0 | For |
| GuideStone | 98,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Elect Director: Lisa Egbuonu-Davis, M.D.”): 48,663,428 for, 135,267 withheld, per its Form 8-K filed 2024-06-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 57,397,904 outstanding shares: 85% for, 0.3% withheld (85% of the company cast a for/withheld vote).
The 78 asset managers below cast 100% of the shares they voted on this item FOR (25,957,256 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 7,839,158 | 0 | 0 | 0 | For |
| Vanguard | 4,517,101 | 0 | 0 | 0 | For |
| Capital Group | 2,593,063 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,302,582 | 0 | 0 | 0 | For |
| BlackRock | 1,300,528 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 1,272,916 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,093,594 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 769,444 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 635,000 | 0 | 0 | 0 | For |
| Principal | 518,182 | 0 | 0 | 0 | For |
| Charles Schwab | 423,756 | 0 | 0 | 0 | For |
| TIAA | 386,244 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 370,000 | 0 | 0 | 0 | For |
| AMG FUNDS | 353,071 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,250 | 0 | 0 | 0 | For |
| Allspring | 158,993 | 0 | 0 | 0 | For |
| New York Life | 145,020 | 0 | 0 | 0 | For |
| Equitable | 137,296 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 126,492 | 0 | 0 | 0 | For |
| Dimensional | 117,783 | 0 | 0 | 0 | For |
| Jackson National | 117,469 | 0 | 0 | 0 | For |
| State Street | 100,806 | 0 | 0 | 0 | For |
| Hartford | 99,188 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 98,785 | 0 | 0 | 0 | For |
| GuideStone | 98,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Elect Director: Ramin Sayar”): 48,507,858 for, 290,837 withheld, per its Form 8-K filed 2024-06-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 57,397,904 outstanding shares: 85% for, 0.6% withheld (85% of the company cast a for/withheld vote).
The 78 asset managers below cast 100% of the shares they voted on this item FOR (25,901,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 7,839,158 | 0 | 0 | 0 | For |
| Vanguard | 4,517,101 | 0 | 0 | 0 | For |
| Capital Group | 2,593,063 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,302,582 | 0 | 0 | 0 | For |
| BlackRock | 1,300,528 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 1,272,916 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,093,594 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 769,444 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 635,000 | 0 | 0 | 0 | For |
| Principal | 518,182 | 0 | 0 | 0 | For |
| Charles Schwab | 423,756 | 0 | 0 | 0 | For |
| TIAA | 386,244 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 370,000 | 0 | 0 | 0 | For |
| AMG FUNDS | 353,071 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,250 | 0 | 0 | 0 | For |
| Allspring | 158,993 | 0 | 0 | 0 | For |
| New York Life | 145,020 | 0 | 0 | 0 | For |
| Equitable | 81,496 | 0 | 55,800 | 0 | For |
| MERIDIAN FUND INC | 126,492 | 0 | 0 | 0 | For |
| Dimensional | 117,783 | 0 | 0 | 0 | For |
| Jackson National | 117,469 | 0 | 0 | 0 | For |
| State Street | 100,806 | 0 | 0 | 0 | For |
| Hartford | 99,188 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 98,785 | 0 | 0 | 0 | For |
| GuideStone | 98,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Proposal 2 - Ratification of Appointment of Independent Registered Public Accounting Firm The stockholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fisca”): 50,580,401 for, 182,089 against, per its Form 8-K filed 2024-06-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 57,397,904 outstanding shares: 88% for, 0.4% against (88% of the company cast a for/against vote).
The 77 asset managers below cast 100% of the shares they voted on this item FOR (27,452,020 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 7,839,158 | 0 | 0 | 0 | For |
| Vanguard | 4,517,101 | 0 | 0 | 0 | For |
| Capital Group | 2,593,063 | 0 | 0 | 0 | For |
| RWC Asset Management LLP | 1,473,063 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,302,582 | 0 | 0 | 0 | For |
| BlackRock | 1,300,528 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 1,272,916 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,093,594 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 769,444 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 635,000 | 0 | 0 | 0 | For |
| Principal | 518,182 | 0 | 0 | 0 | For |
| Charles Schwab | 423,756 | 0 | 0 | 0 | For |
| TIAA | 386,244 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 370,000 | 0 | 0 | 0 | For |
| AMG FUNDS | 353,071 | 0 | 0 | 0 | For |
| Goldman Sachs | 254,250 | 0 | 0 | 0 | For |
| Allspring | 158,993 | 0 | 0 | 0 | For |
| New York Life | 145,020 | 0 | 0 | 0 | For |
| Equitable | 137,296 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 126,492 | 0 | 0 | 0 | For |
| Dimensional | 117,783 | 0 | 0 | 0 | For |
| Jackson National | 117,469 | 0 | 0 | 0 | For |
| State Street | 100,806 | 0 | 0 | 0 | For |
| Hartford | 99,188 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 98,785 | 0 | 0 | 0 | For |
Showing the 25 largest of 77 asset managers. See all 77 in the interactive database.
Ranked by the number of PHREESIA INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 57,397,904 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 26.37% |
| 2 | Capital Group | 9.04% |
| 3 | Vanguard | 8.13% |
| 4 | BROWN ADVISORY INC | 6.77% |
| 5 | BlackRock | 5.52% |
| 6 | T. Rowe Price | 5.15% |
| 7 | Rock Springs Capital Management LP | 3.30% |
| 8 | UBS | 2.48% |
| 9 | FRANKLIN ADVISERS INC | 2.34% |
| 10 | FRANKLIN STRATEGIC SERIES | 2.27% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 9.94% | 13F |
| BlackRock | 9.92% | 13F |
| FMR (Fidelity) | 6.83% | 13F |
| Capital International | 4.52% | 13F |
| Franklin Templeton | 2.59% | 13F |
| State Street | 2.13% | 13F |
| Geode Capital | 2.02% | 13F |
| Goldman Sachs | 1.26% | 13F |
| Millennium Management | 0.95% | 13F |
| Northern Trust | 0.94% | 13F |
Percentages above are of 57,397,904 shares outstanding, as reported by PHREESIA INC. on its Form 10-Q dated 2024-05-24 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PHREESIA INC.’s 10-Q dated 2024-05-24. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At PHREESIA INC.'s shareholder meeting held 2024-06-26, in the 2023-2024 proxy season, 226 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 1,392 separate fund positions. On the most widely held item on that ballot — To approve, on a non-binding, advisory basis, the compensation of our named executive officers… — FOR was 92% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PHREESIA INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-27.
PHREESIA INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.