[SCHEDULE 13G] Phreesia, Inc. SEC Filing
Capital International Investors reports beneficial ownership of 3,134,872 shares of Phreesia, Inc., representing 5.3% of the approximately 59,504,269 shares outstanding. The filing states that CII, a division of Capital Research and Management Company and its investment management affiliates, is deemed the beneficial owner through its investment management entities.
The filing indicates CII holds sole voting and sole dispositive power over these shares and includes a certification that the securities are held in the ordinary course of business and not to influence control. The filing also names SMALLCAP World Fund, Inc. in connection with ownership on behalf of another person.
Capital International Investors segnala la titolarit脿 beneficiaria di 3.134.872 azioni di Phreesia, Inc., pari al 5,3% delle circa 59.504.269 azioni in circolazione. La comunicazione indica che CII, una divisione di Capital Research and Management Company e le sue affiliate di gestione degli investimenti, 猫 considerata beneficiaria tramite le sue entit脿 di gestione degli investimenti.
Il deposito segnala che CII detiene potere di voto esclusivo e potere dispositivo esclusivo su queste azioni e include una certificazione che i titoli sono detenuti nell'ordinario corso degli affari e non per influenzare il controllo. Il deposito nomina inoltre SMALLCAP World Fund, Inc. in relazione alla propriet脿 per conto di un'altra persona.
Capital International Investors informa tener la propiedad beneficiaria de 3.134.872 acciones de Phreesia, Inc., lo que representa el 5,3% de las aproximadamente 59.504.269 acciones en circulaci贸n. La presentaci贸n declara que CII, una divisi贸n de Capital Research and Management Company y sus filiales de gesti贸n de inversiones, se considera la propietaria beneficiaria a trav茅s de sus entidades gestoras.
La presentaci贸n indica que CII posee poder exclusivo de voto y poder exclusivo de disposici贸n sobre estas acciones e incluye una certificaci贸n de que los valores se mantienen en el curso ordinario del negocio y no para influir en el control. La presentaci贸n tambi茅n nombra a SMALLCAP World Fund, Inc. en relaci贸n con la propiedad en nombre de otra persona.
Capital International Investors電� Phreesia, Inc.鞚� 3,134,872欤�(鞝勳泊 鞎� 59,504,269欤� 欷� 5.3%)鞐� 雽�頃� 鞁れ唽鞙犼秾鞚� 鞁犼碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐� 霐半ゴ氅� CII電� Capital Research and Management Company鞚� 頃� 攵�氍胳溂搿滌劀 韴瀽鞖挫毄 瓿勳棿靷ゼ 韱淀暣 頃措嫻 欤检嫕鞚� 鞁れ唽鞙犾瀽搿� 臧勳＜霅╇媹雼�.
鞁犼碃靹滌棎電� CII臧� 鞚措摛 欤检嫕鞐� 雽�頃� 雼弲 鞚橁舶甓� 氚� 雼弲 觳橂秳甓�鞚� 氤挫湢頃滊嫟瓿� 旮办灛霅橃柎 鞛堨溂氅�, 歃濌秾鞚� 韱奠儊鞚� 鞓侅梾 氩旍渼 雮挫棎靹� 氤挫湢霅橃棃瓿� 歆�氚瓣秾 頄夓偓毳� 氇╈爜鞙茧 頃橃 鞎婌晿雼る姅 鞚胳霃� 韽暔霅橃柎 鞛堨姷雼堧嫟. 鞁犼碃靹滌棎電� 霕愴暅 韮�鞚胳潉 雽�鞁犿暅 靻岇湢鞕� 甏�霠晿鞐� SMALLCAP World Fund, Inc.臧� 氇呾嫓霅橃柎 鞛堨姷雼堧嫟.
Capital International Investors d茅clare une propri茅t茅 b茅n茅ficiaire de 3 134 872 actions de Phreesia, Inc., soit 5,3% des quelque 59 504 269 actions en circulation. Le d茅p么t pr茅cise que CII, une division de Capital Research and Management Company et ses affili茅s en gestion d'investissements, est r茅put茅e propri茅taire b茅n茅ficiaire via ses entit茅s de gestion.
Le d茅p么t indique que CII d茅tient le pouvoir de vote exclusif et le pouvoir de disposition exclusif sur ces actions et comprend une attestation que les titres sont d茅tenus dans le cadre normal de l'activit茅 commerciale et non en vue d'influencer le contr么le. Le d茅p么t mentionne 茅galement SMALLCAP World Fund, Inc. en lien avec une propri茅t茅 au nom d'une autre personne.
Capital International Investors meldet wirtschaftliches Eigentum an 3.134.872 Aktien von Phreesia, Inc., was 5,3% der rund 59.504.269 ausstehenden Aktien entspricht. Die Einreichung besagt, dass CII, eine Abteilung der Capital Research and Management Company, sowie ihre Investmentmanagement-Affiliates 眉ber ihre Investmentmanagement-Einheiten als wirtschaftlicher Eigent眉mer gelten.
Die Einreichung weist aus, dass CII alleinige Stimmrechte und alleinige Verf眉gungsbefugnis 眉ber diese Aktien besitzt und enth盲lt eine Best盲tigung, dass die Wertpapiere im ordentlichen Gesch盲ftsverkehr gehalten werden und nicht zur Beeinflussung der Kontrolle dienen. Die Einreichung nennt au脽erdem SMALLCAP World Fund, Inc. im Zusammenhang mit dem Eigentum im Auftrag einer anderen Person.
- Disclosure of a material institutional position: CII reports beneficial ownership of 3,134,872 shares (5.3%) of Phreesia.
- Sole voting and dispositive power: The filer indicates sole power to vote and dispose of the reported shares, clarifying control of the position.
- Passive intent certified: Item 10 certification states the securities are held in the ordinary course of business and not to influence control.
- None.
Insights
TL;DR: A large institutional investor discloses a passive 5.3% stake with sole voting and dispositive power, a routine but material ownership disclosure.
Capital International Investors' reported position of 3,134,872 shares (5.3%) constitutes a meaningful minority stake that can attract market attention but, per the Schedule 13G certification, is presented as passive and not intended to influence control. For investors, the key facts are the size of the holding relative to the company's ~59.5 million shares outstanding and that power is exercised solely by CII rather than jointly. This type of disclosure clarifies ownership concentration and potential institutional interest without signaling an activist intent.
TL;DR: The filing is a standard governance disclosure showing sole control over a >5% stake, declared as held in the ordinary course.
From a governance perspective, the Schedule 13G emphasizes that CII has sole voting and dispositive authority for the 3,134,872 shares but certifies the position as passive. Naming of SMALLCAP World Fund, Inc. under Item 6 identifies a fund on whose behalf shares may be held. Because the filer used a 13G-style disclosure and included the ordinary-course certification, this does not signal an intention to seek board seats or change control, but it does increase shareholder concentration and should be noted in any governance review.
Capital International Investors segnala la titolarit脿 beneficiaria di 3.134.872 azioni di Phreesia, Inc., pari al 5,3% delle circa 59.504.269 azioni in circolazione. La comunicazione indica che CII, una divisione di Capital Research and Management Company e le sue affiliate di gestione degli investimenti, 猫 considerata beneficiaria tramite le sue entit脿 di gestione degli investimenti.
Il deposito segnala che CII detiene potere di voto esclusivo e potere dispositivo esclusivo su queste azioni e include una certificazione che i titoli sono detenuti nell'ordinario corso degli affari e non per influenzare il controllo. Il deposito nomina inoltre SMALLCAP World Fund, Inc. in relazione alla propriet脿 per conto di un'altra persona.
Capital International Investors informa tener la propiedad beneficiaria de 3.134.872 acciones de Phreesia, Inc., lo que representa el 5,3% de las aproximadamente 59.504.269 acciones en circulaci贸n. La presentaci贸n declara que CII, una divisi贸n de Capital Research and Management Company y sus filiales de gesti贸n de inversiones, se considera la propietaria beneficiaria a trav茅s de sus entidades gestoras.
La presentaci贸n indica que CII posee poder exclusivo de voto y poder exclusivo de disposici贸n sobre estas acciones e incluye una certificaci贸n de que los valores se mantienen en el curso ordinario del negocio y no para influir en el control. La presentaci贸n tambi茅n nombra a SMALLCAP World Fund, Inc. en relaci贸n con la propiedad en nombre de otra persona.
Capital International Investors電� Phreesia, Inc.鞚� 3,134,872欤�(鞝勳泊 鞎� 59,504,269欤� 欷� 5.3%)鞐� 雽�頃� 鞁れ唽鞙犼秾鞚� 鞁犼碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐� 霐半ゴ氅� CII電� Capital Research and Management Company鞚� 頃� 攵�氍胳溂搿滌劀 韴瀽鞖挫毄 瓿勳棿靷ゼ 韱淀暣 頃措嫻 欤检嫕鞚� 鞁れ唽鞙犾瀽搿� 臧勳＜霅╇媹雼�.
鞁犼碃靹滌棎電� CII臧� 鞚措摛 欤检嫕鞐� 雽�頃� 雼弲 鞚橁舶甓� 氚� 雼弲 觳橂秳甓�鞚� 氤挫湢頃滊嫟瓿� 旮办灛霅橃柎 鞛堨溂氅�, 歃濌秾鞚� 韱奠儊鞚� 鞓侅梾 氩旍渼 雮挫棎靹� 氤挫湢霅橃棃瓿� 歆�氚瓣秾 頄夓偓毳� 氇╈爜鞙茧 頃橃 鞎婌晿雼る姅 鞚胳霃� 韽暔霅橃柎 鞛堨姷雼堧嫟. 鞁犼碃靹滌棎電� 霕愴暅 韮�鞚胳潉 雽�鞁犿暅 靻岇湢鞕� 甏�霠晿鞐� SMALLCAP World Fund, Inc.臧� 氇呾嫓霅橃柎 鞛堨姷雼堧嫟.
Capital International Investors d茅clare une propri茅t茅 b茅n茅ficiaire de 3 134 872 actions de Phreesia, Inc., soit 5,3% des quelque 59 504 269 actions en circulation. Le d茅p么t pr茅cise que CII, une division de Capital Research and Management Company et ses affili茅s en gestion d'investissements, est r茅put茅e propri茅taire b茅n茅ficiaire via ses entit茅s de gestion.
Le d茅p么t indique que CII d茅tient le pouvoir de vote exclusif et le pouvoir de disposition exclusif sur ces actions et comprend une attestation que les titres sont d茅tenus dans le cadre normal de l'activit茅 commerciale et non en vue d'influencer le contr么le. Le d茅p么t mentionne 茅galement SMALLCAP World Fund, Inc. en lien avec une propri茅t茅 au nom d'une autre personne.
Capital International Investors meldet wirtschaftliches Eigentum an 3.134.872 Aktien von Phreesia, Inc., was 5,3% der rund 59.504.269 ausstehenden Aktien entspricht. Die Einreichung besagt, dass CII, eine Abteilung der Capital Research and Management Company, sowie ihre Investmentmanagement-Affiliates 眉ber ihre Investmentmanagement-Einheiten als wirtschaftlicher Eigent眉mer gelten.
Die Einreichung weist aus, dass CII alleinige Stimmrechte und alleinige Verf眉gungsbefugnis 眉ber diese Aktien besitzt und enth盲lt eine Best盲tigung, dass die Wertpapiere im ordentlichen Gesch盲ftsverkehr gehalten werden und nicht zur Beeinflussung der Kontrolle dienen. Die Einreichung nennt au脽erdem SMALLCAP World Fund, Inc. im Zusammenhang mit dem Eigentum im Auftrag einer anderen Person.
FAQ
What stake does Capital International Investors hold in Phreesia (PHR)?
Does Capital International Investors have voting control over the PHR shares?
Is this filing a Schedule 13G or 13D for PHR and what does that indicate?
Are the shares held on behalf of any fund or other person?
How many shares outstanding does the filing reference for Phreesia?
