Institutional shares held 52.1 Million
228K calls
502K puts
Total value of holdings $1.49B
$6.49M calls
$14.3M puts
Market Cap $1.5B
52,532,200 Shares Out.
Institutional ownership 99.24%
# of Institutions 242


Latest Institutional Activity in PHR

Top Purchases

Q1 2025
Ubs Asset Management Americas Inc Shares Held: 2.64M ($75.4M)
Q1 2025
American Century Companies Inc Shares Held: 983K ($28M)
Q1 2025
Nuveen, LLC Shares Held: 556K ($15.8M)
Q1 2025
Champlain Investment Partners, LLC Shares Held: 2.95M ($83.9M)
Q1 2025
Park West Asset Management LLC Shares Held: 895K ($25.5M)

Top Sells

Q1 2025
Brown Advisory Inc Shares Held: 3.77M ($107M)
Q1 2025
Rock Springs Capital Management LP Shares Held: 1.15M ($32.7M)
Q1 2025
T. Rowe Price Investment Management, Inc. Shares Held: 299K ($8.52M)
Q1 2025
Millennium Management LLC Shares Held: 268K ($7.64M)
Q1 2025
Granahan Investment Management, LLC Shares Held: 1.14M ($32.4M)

About PHR

Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a range of modalities, such as Phreesia Mobile, a patients' mobile device; Phreesia Dashboard, a web-based dashboard for healthcare services clients; PhreesiaPads, which are self-service intake tablets; and Arrivals Kiosks that are on-site kiosks. Its Phreesia Platform also provides a registration solution to automate patient self-registration; revenue cycle solution, which offer insurance-verification processes, point-of-sale payments applications, and cost estimation tools; access solutions that offers appointment scheduling system for online appointments, reminders, and referral tracking; and life sciences solution to deliver targeted and clinically relevant marketing content to patients. In addition, the company's Phreesia Platform offers clinical support solution, which collects clinical intake and patient reported outcome (PRO) data for approximately 25 specialties, as well as enables healthcare services clients to communicate with their patients through surveys, announcements, text and email messaging, and health campaigns; and COVID-19 support modules for managing COVID-19 vaccine delivery and identify vaccine-hesitant patients, screening for self-reported COVID-19 risk factors, enabling contactless check-in during in-person visits, and collecting intake information during telehealth visits. It serves patients; single-specialty practices, multi-specialty groups, and health systems; and pharmaceutical, medical device, and biotechnology companies. The company was incorporated in 2005 and is headquartered in Raleigh, North Carolina.


Insider Transactions at PHR

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
659K Shares
From 17 Insiders
Grant, award, or other acquisition 579K shares
Exercise of conversion of derivative security 79.2K shares
Sell / Disposition
560K Shares
From 10 Insiders
Open market or private sale 560K shares

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