Institutional shares held 55.2 Million
224K calls
124K puts
Total value of holdings $1.41B
$5.71M calls
$3.16M puts
Market Cap $1.27B
52,532,200 Shares Out.
Institutional ownership 105.07%
# of Institutions 238


Latest Institutional Activity in PHR

Top Purchases

Q2 2025
Loomis Sayles & CO L P Shares Held: 1.2M ($29M)
Q2 2025
Nuveen, LLC Shares Held: 1.3M ($31.6M)
Q2 2025
Capital International Investors Shares Held: 3.13M ($75.8M)
Q2 2025
Cambiar Investors LLC Shares Held: 375K ($9.07M)
Q2 2025
Greenhouse Funds Lllp Shares Held: 3.33M ($80.4M)

Top Sells

Q2 2025
Brown Advisory Inc Shares Held: 2.48M ($60.1M)
Q2 2025
Ubs Asset Management Americas Inc Shares Held: 2.07M ($50.2M)
Q2 2025
Rock Springs Capital Management LP Shares Held: 837K ($20.3M)
Q2 2025
Champlain Investment Partners, LLC Shares Held: 2.72M ($65.9M)
Q2 2025
Millennium Management LLC Shares Held: 128K ($3.1M)

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
752K Shares
From 17 Insiders
Grant, award, or other acquisition 570K shares
Exercise of conversion of derivative security 182K shares
Sell / Disposition
727K Shares
From 10 Insiders
Open market or private sale 727K shares

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