Home › Companies › PHREESIA INC. › 2024-2025
Compiled from SEC Form N-PX filings and PHREESIA INC.’s Form 8-K, filed 2025-06-25 (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 2025-06-25 (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: Gillian Munson | 47,317,018 | -- | -- | 4,324,384 | 2,002,975 | Majority: yes |
| Elect Director: Mark Smith, M.D. | 37,695,562 | -- | -- | 13,945,840 | 2,002,975 | 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 | 53,615,678 | 13,796 | 14,903 | -- | -- | 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 | 46,749,876 | 4,874,502 | 17,024 | -- | 2,002,975 | Majority: yes |
Source: PHREESIA INC., Form 8-K, filed with the SEC on 2025-06-25 — read the filing on EDGAR.
Each item below shows how the 265 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PHREESIA INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 9 wordings of this item as funds reported it.
91% 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”): 46,749,876 for, 4,874,502 against, per its Form 8-K filed 2025-06-25 (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 59,504,269 outstanding shares: 79% for, 8% against (87% of the company cast a for/against vote).
The 263 asset managers below cast 87% 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 | 11,887,369 | 0 | 0 | 0 | For |
| Capital Group | 0 | 5,486,522 | 0 | 0 | Against |
| Vanguard | 5,081,669 | 477 | 0 | 0 | For |
| BlackRock | 4,653,138 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 2,983,205 | 0 | 0 | 0 | For |
| Greenhouse Funds LLLP | 1,749,435 | 0 | 0 | 0 | For |
| BESSEMER INVESTMENT MANAGEMENT LLC | 1,730,000 | 0 | 0 | 0 | For |
| Bessemer Trust Co of California, N.A. | 1,730,000 | 0 | 0 | 0 | For |
| American Century | 0 | 1,701,688 | 0 | 0 | Against |
| FRANKLIN ADVISERS INC | 1,376,906 | 0 | 0 | 0 | For |
| State Street | 1,352,908 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,302,072 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,278,706 | 0 | 0 | 0 | For |
| Charles Schwab | 1,085,330 | 0 | 0 | 0 | For |
| Loomis Sayles | 1,066,964 | 0 | 0 | 0 | For |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 1,008,642 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 960,000 | 0 | 0 | 0 | For |
| Park West Asset Management LLC | 912,001 | 0 | 0 | 0 | For |
| Granahan Investment Management, LLC | 870,135 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 865,000 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 23,409 | 0 | 0 | 0 | Split |
| Champlain Investment Partners, LLC | 802,904 | 0 | 0 | 0 | For |
| UBS | 0 | 774,022 | 0 | 0 | Against |
| Brown Advisory Funds | 677,065 | 0 | 0 | 0 | For |
| Nuveen | 672,705 | 0 | 0 | 0 | For |
Showing the 25 largest of 263 asset managers. See all 263 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% 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”): 53,615,678 for, 13,796 against, per its Form 8-K filed 2025-06-25 (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 59,504,269 outstanding shares: 90% for, 0.1% against (90% of the company cast a for/against vote).
The 89 asset managers below cast 99.9% of the shares they voted on this item FOR (27,411,189 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 6,492,368 | 0 | 0 | 0 | For |
| Vanguard | 4,856,370 | 0 | 0 | 0 | For |
| Capital Group | 2,743,261 | 0 | 0 | 0 | For |
| BlackRock | 2,398,408 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,278,706 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 960,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 865,000 | 0 | 0 | 0 | For |
| American Century | 828,921 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 677,065 | 0 | 0 | 0 | For |
| TIAA | 665,353 | 0 | 0 | 0 | For |
| Charles Schwab | 531,130 | 0 | 0 | 0 | For |
| Principal | 441,137 | 0 | 0 | 0 | For |
| Loomis Sayles | 393,524 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 257,328 | 0 | 0 | 0 | For |
| AMG FUNDS | 249,036 | 0 | 0 | 0 | For |
| Goldman Sachs | 235,949 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 195,133 | 0 | 0 | 0 | For |
| Equitable | 183,345 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 180,579 | 0 | 0 | 0 | For |
| First Trust | 170,156 | 0 | 0 | 0 | For |
| Calamos | 169,715 | 0 | 0 | 0 | For |
| Victory Capital | 165,305 | 0 | 0 | 0 | For |
| State Street | 158,982 | 0 | 0 | 0 | For |
| New York Life | 140,062 | 0 | 0 | 0 | For |
| Allspring | 132,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.
Combines 6 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Elect Director: Gillian Munson”): 47,317,018 for, 4,324,384 withheld, per its Form 8-K filed 2025-06-25 (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 59,504,269 outstanding shares: 80% for, 7% withheld (87% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (25,772,651 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 6,492,368 | 0 | 0 | 0 | For |
| Vanguard | 4,855,893 | 0 | 477 | 0 | For |
| Capital Group | 2,743,261 | 0 | 0 | 0 | For |
| BlackRock | 2,398,408 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,278,706 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 960,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 865,000 | 0 | 0 | 0 | For |
| American Century | 828,921 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 677,065 | 0 | 0 | 0 | For |
| TIAA | 665,353 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 531,130 | 0 | Abstain |
| Principal | 441,137 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 393,524 | 0 | Abstain |
| Bridge Builder Trust | 257,328 | 0 | 0 | 0 | For |
| AMG FUNDS | 249,036 | 0 | 0 | 0 | For |
| Goldman Sachs | 235,949 | 0 | 0 | 0 | For |
| MERIDIAN FUND INC | 0 | 0 | 195,133 | 0 | Abstain |
| Equitable | 122,145 | 0 | 61,200 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 180,579 | 0 | 0 | 0 | For |
| First Trust | 170,156 | 0 | 0 | 0 | For |
| Calamos | 169,715 | 0 | 0 | 0 | For |
| Victory Capital | 165,305 | 0 | 0 | 0 | For |
| State Street | 158,982 | 0 | 0 | 0 | For |
| New York Life | 140,062 | 0 | 0 | 0 | For |
| Allspring | 132,438 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Combines 6 wordings of this item as funds reported it.
73% Majority: yes · of votes cast
PHREESIA INC.’s own tally for this item (“Elect Director: Mark Smith, M.D.”): 37,695,562 for, 13,945,840 withheld, per its Form 8-K filed 2025-06-25 (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 59,504,269 outstanding shares: 63% for, 23% withheld (87% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (22,353,890 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 6,492,368 | 0 | 0 | 0 | For |
| Vanguard | 4,856,370 | 0 | 0 | 0 | For |
| Capital Group | 2,743,261 | 0 | 0 | 0 | For |
| BlackRock | 2,398,408 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 1,278,706 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 960,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 0 | 0 | 865,000 | 0 | Abstain |
| American Century | 0 | 0 | 828,921 | 0 | Abstain |
| Brown Advisory Funds | 0 | 0 | 677,065 | 0 | Abstain |
| TIAA | 665,353 | 0 | 0 | 0 | For |
| Charles Schwab | 531,130 | 0 | 0 | 0 | For |
| Principal | 0 | 0 | 441,137 | 0 | Abstain |
| Loomis Sayles | 393,524 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 11,188 | 0 | 246,140 | 0 | Abstain |
| AMG FUNDS | 249,036 | 0 | 0 | 0 | For |
| Goldman Sachs | 23,409 | 0 | 212,540 | 0 | Abstain |
| MERIDIAN FUND INC | 195,133 | 0 | 0 | 0 | For |
| Equitable | 122,145 | 0 | 61,200 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 0 | 0 | 180,579 | 0 | Abstain |
| First Trust | 0 | 0 | 170,156 | 0 | Abstain |
| Calamos | 169,715 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 0 | 165,305 | 0 | Abstain |
| State Street | 158,870 | 0 | 112 | 0 | For |
| New York Life | 0 | 0 | 140,062 | 0 | Abstain |
| Allspring | 0 | 0 | 132,438 | 0 | Abstain |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (18,570 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Zacks Trust | 10,864 | 0 | 0 | 0 | For |
| BOSUN ASSET MANAGEMENT, LLC | 6,151 | 0 | 0 | 0 | For |
| SARATOGA ADVANTAGE TRUST | 1,555 | 0 | 0 | 0 | For |
Ranked by the number of PHREESIA INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 59,504,269 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 19.98% |
| 2 | Capital Group | 9.22% |
| 3 | Vanguard | 8.54% |
| 4 | BlackRock | 7.82% |
| 5 | BROWN ADVISORY INC | 5.01% |
| 6 | Greenhouse Funds LLLP | 2.94% |
| 7 | BESSEMER INVESTMENT MANAGEMENT LLC | 2.91% |
| 8 | Bessemer Trust Co of California, N.A. | 2.91% |
| 9 | American Century | 2.86% |
| 10 | FRANKLIN ADVISERS INC | 2.31% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Pale Fire Capital SICAV a.s. | 15.00% | 13D |
| FMR (Fidelity) | 9.67% | 13F |
| BlackRock | 9.09% | 13F |
| Vanguard Group | 8.30% | 13F |
| Champlain Investment Partners, LLC | 4.58% | 13G |
| BROWN ADVISORY INC | 4.23% | 13G |
| Greenhouse Funds LLLP | 4.15% | 13G |
| Franklin Templeton | 2.55% | 13F |
| State Street | 2.39% | 13F |
| Geode Capital | 2.16% | 13F |
Percentages above are of 59,504,269 shares outstanding, as reported by PHREESIA INC. on its Form 10-Q dated 2025-05-22 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 2025-05-22. 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 2025-06-25, in the 2024-2025 proxy season, 265 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,250 separate fund positions. Their filings are grouped here into 5 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. 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 91% 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 2025-06-25.
PHREESIA INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.