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Compiled from SEC Form N-PX filings and Phreesia, Inc.’s Form 8-K, filed 2026-06-24 (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 2026-06-24 (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: Chaim Indig | 42,920,634 | -- | -- | 589,075 | 7,978,851 | Majority: yes |
| Elect Director: Jon Kessler | 43,200,247 | -- | -- | 309,462 | 7,978,851 | 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 | 51,326,138 | 140,574 | 21,848 | -- | -- | 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 | 42,476,742 | 855,584 | 177,383 | -- | 7,978,851 | Majority: yes |
Source: Phreesia, Inc., Form 8-K, filed with the SEC on 2026-06-24 — read the filing on EDGAR.
Each item below shows how the 236 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 8 wordings of this item as funds reported it.
98% 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”): 42,476,742 for, 855,584 against, per its Form 8-K filed 2026-06-24 (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 61,811,889 outstanding shares: 69% for, 1% against (70% of the company cast a for/against vote).
The 236 asset managers below cast 99% 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 total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Pale Fire Capital SE | 8,911,422 | 0 | 0 | 0 | For |
| Vanguard | 6,169,199 | 4 | 1 | 0 | For |
| BlackRock | 5,361,743 | 0 | 0 | 0 | For |
| AQR | 2,051,292 | 0 | 0 | 0 | For |
| Fidelity | 1,578,245 | 0 | 0 | 0 | For |
| State Street | 1,243,190 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,087,344 | 0 | 0 | 0 | For |
| Whetstone Capital Advisors, LLC | 964,915 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 26,712 | 0 | 0 | 0 | Split |
| Charles Schwab | 880,792 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 862,516 | 0 | 0 | 0 | For |
| Point72 | 801,785 | 0 | 0 | 0 | For |
| Nuveen | 780,788 | 0 | 0 | 0 | For |
| NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 780,358 | 0 | 0 | 0 | For |
| TIAA | 718,752 | 0 | 0 | 0 | For |
| Rock Springs Capital Management LP | 630,399 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 609,569 | 0 | 0 | 0 | For |
| Northern Trust | 590,090 | 0 | 0 | 0 | For |
| Waddell & Reed | 534,581 | 0 | 0 | 0 | For |
| ALGERT GLOBAL LLC | 519,129 | 0 | 0 | 0 | For |
| Goldman Sachs | 371,538 | 0 | 0 | 0 | For |
| CAMBIAR INVESTORS LLC | 371,483 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 363,715 | 0 | 0 | 0 | For |
| Prosight Management, LP | 362,730 | 0 | 0 | 0 | For |
| KING LUTHER CAPITAL MANAGEMENT CORP | 348,793 | 0 | 0 | 0 | For |
Showing the 25 largest of 236 asset managers. See all 236 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Phreesia, Inc.’s own tally for this item (“Elect Director: Chaim Indig”): 42,920,634 for, 589,075 withheld, per its Form 8-K filed 2026-06-24 (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 61,811,889 outstanding shares: 69% for, 1.0% withheld (70% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (13,538,048 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,584,222 | 0 | 5,722 | 0 | For |
| BlackRock | 2,432,797 | 0 | 0 | 0 | For |
| Fidelity | 1,274,124 | 0 | 0 | 0 | For |
| TIAA | 718,752 | 0 | 0 | 0 | For |
| Waddell & Reed | 534,581 | 0 | 0 | 0 | For |
| Charles Schwab | 439,756 | 0 | 0 | 0 | For |
| AMG FUNDS | 292,595 | 0 | 0 | 0 | For |
| LKCM Funds | 191,952 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 188,110 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 165,360 | 0 | 0 | 0 | For |
| Dimensional | 163,754 | 0 | 0 | 0 | For |
| Equitable | 125,906 | 0 | 0 | 0 | For |
| Goldman Sachs | 112,850 | 0 | 0 | 0 | For |
| Northern Trust | 108,018 | 0 | 0 | 0 | For |
| Ivy Variable Insurance Portfolios | 98,913 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,587 | 0 | 0 | 0 | For |
| Securian Funds Trust | 85,105 | 0 | 0 | 0 | For |
| Putnam | 81,579 | 0 | 0 | 0 | For |
| Lincoln Financial | 78,887 | 0 | 0 | 0 | For |
| Invesco | 68,969 | 0 | 0 | 0 | For |
| State Street | 68,810 | 0 | 143 | 0 | For |
| Northern Lights Fund Trust IV | 65,014 | 0 | 0 | 0 | For |
| Voya | 51,815 | 0 | 0 | 0 | For |
| Global X | 41,510 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 41,250 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Combines 6 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: Jon Kessler”): 43,200,247 for, 309,462 withheld, per its Form 8-K filed 2026-06-24 (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 61,811,889 outstanding shares: 70% for, 0.6% withheld (70% of the company cast a for/withheld vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (13,530,074 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,587,066 | 0 | 2,878 | 0 | For |
| BlackRock | 2,432,797 | 0 | 0 | 0 | For |
| Fidelity | 1,274,124 | 0 | 0 | 0 | For |
| TIAA | 718,752 | 0 | 0 | 0 | For |
| Waddell & Reed | 534,581 | 0 | 0 | 0 | For |
| Charles Schwab | 439,756 | 0 | 0 | 0 | For |
| AMG FUNDS | 292,595 | 0 | 0 | 0 | For |
| LKCM Funds | 191,952 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 188,110 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 165,360 | 0 | 0 | 0 | For |
| Dimensional | 163,754 | 0 | 0 | 0 | For |
| Equitable | 125,906 | 0 | 0 | 0 | For |
| Goldman Sachs | 112,850 | 0 | 0 | 0 | For |
| Northern Trust | 108,018 | 0 | 0 | 0 | For |
| Ivy Variable Insurance Portfolios | 98,913 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,587 | 0 | 0 | 0 | For |
| Securian Funds Trust | 85,105 | 0 | 0 | 0 | For |
| Putnam | 81,579 | 0 | 0 | 0 | For |
| Lincoln Financial | 78,887 | 0 | 0 | 0 | For |
| Invesco | 68,969 | 0 | 0 | 0 | For |
| State Street | 68,953 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 65,014 | 0 | 0 | 0 | For |
| Voya | 51,815 | 0 | 0 | 0 | For |
| Global X | 25,461 | 0 | 16,049 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 41,250 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% 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”): 51,326,138 for, 140,574 against, per its Form 8-K filed 2026-06-24 (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 61,811,889 outstanding shares: 83% for, 0.3% against (83% of the company cast a for/against vote).
The 65 asset managers below cast 100% of the shares they voted on this item FOR (13,549,000 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,589,943 | 0 | 0 | 0 | For |
| BlackRock | 2,432,797 | 0 | 0 | 0 | For |
| Fidelity | 1,274,124 | 0 | 0 | 0 | For |
| TIAA | 718,752 | 0 | 0 | 0 | For |
| Waddell & Reed | 534,581 | 0 | 0 | 0 | For |
| Charles Schwab | 439,756 | 0 | 0 | 0 | For |
| AMG FUNDS | 292,595 | 0 | 0 | 0 | For |
| LKCM Funds | 191,952 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 188,110 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 165,360 | 0 | 0 | 0 | For |
| Dimensional | 163,754 | 0 | 0 | 0 | For |
| Equitable | 125,906 | 0 | 0 | 0 | For |
| Goldman Sachs | 112,850 | 0 | 0 | 0 | For |
| Northern Trust | 108,018 | 0 | 0 | 0 | For |
| Ivy Variable Insurance Portfolios | 98,913 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,587 | 0 | 0 | 0 | For |
| Securian Funds Trust | 85,105 | 0 | 0 | 0 | For |
| Putnam | 81,579 | 0 | 0 | 0 | For |
| Lincoln Financial | 78,887 | 0 | 0 | 0 | For |
| Invesco | 68,969 | 0 | 0 | 0 | For |
| State Street | 68,953 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 65,014 | 0 | 0 | 0 | For |
| Voya | 51,815 | 0 | 0 | 0 | For |
| Global X | 41,510 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 41,250 | 0 | 0 | 0 | For |
Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.
Ranked by the number of Phreesia, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 61,811,889 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Pale Fire Capital SE | 14.42% |
| 2 | Vanguard | 9.98% |
| 3 | BlackRock | 8.67% |
| 4 | AQR | 3.32% |
| 5 | Fidelity | 2.55% |
| 6 | State Street | 2.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.76% |
| 8 | Whetstone Capital Advisors, LLC | 1.56% |
| 9 | GW&K Investment Management, LLC | 1.44% |
| 10 | Charles Schwab | 1.42% |
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. | 14.44% | 13D |
| BlackRock | 9.58% | 13F |
| Vanguard Group | 9.29% | 13F |
| Greenhouse Funds LLLP | 4.00% | 13G |
| AQR Capital | 3.00% | 13F |
| State Street | 2.38% | 13F |
| Geode Capital | 2.22% | 13F |
| Goldman Sachs | 1.67% | 13F |
| Citadel Advisors | 1.37% | 13F |
| Franklin Templeton | 1.19% | 13F |
Percentages above are of 61,811,889 shares outstanding, as reported by Phreesia, Inc. on its Form 10-Q dated 2026-05-22 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-05-22. 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 2026-06-24, in the 2025-2026 proxy season, 236 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 992 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 98% 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 2026-06-24.
Phreesia, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).