Phreesia, Inc. PHR
We take great care to ensure that the data presented and summarized in this overview for Phreesia, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PHR
View all-
Black Rock Inc. New York, NY5.1MShares$145 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA4.94MShares$141 Million0.0% of portfolio
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Brown Advisory Inc3.77MShares$107 Million0.14% of portfolio
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Greenhouse Funds Lllp Baltimore, MD2.96MShares$84.2 Million3.53% of portfolio
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Champlain Investment Partners, LLC Burlington, VT2.95MShares$83.9 Million0.58% of portfolio
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Capital International Investors Los Angeles, CA2.74MShares$78.2 Million0.01% of portfolio
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Ubs Asset Management Americas Inc Chicago, IL2.64MShares$75.4 Million0.02% of portfolio
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Credit Suisse Ag Zurich, V81.77MShares$50.5 Million0.04% of portfolio
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Franklin Resources Inc San Mateo, CA1.52MShares$43.2 Million0.01% of portfolio
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State Street Corp Boston, MA1.42MShares$40.4 Million0.0% of portfolio
Latest Institutional Activity in PHR
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jul 02
2025
|
Mark Douglas Smith Director |
SELL
Open market or private sale
|
Direct |
7,000
-15.78%
|
$203,000
$29.0 P/Share
|
Jul 02
2025
|
Mark Douglas Smith Director |
BUY
Exercise of conversion of derivative security
|
Direct |
7,000
+13.63%
|
$28,000
$4.71 P/Share
|
Jun 30
2025
|
Yvonne Hui Principal Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
571
+1.78%
|
$11,991
$21.41 P/Share
|
Jun 30
2025
|
Allison C Hoffman General Counsel & Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
302
+0.22%
|
$6,342
$21.41 P/Share
|
Jun 27
2025
|
David Linetsky SVP, Network Solutions |
SELL
Open market or private sale
|
Direct |
23,729
-10.92%
|
$664,412
$28.5 P/Share
|
Jun 26
2025
|
Lisa Egbuonu Davis Director |
SELL
Open market or private sale
|
Direct |
2,802
-11.28%
|
$75,654
$27.67 P/Share
|
Jun 25
2025
|
Mark Douglas Smith Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+15.21%
|
$180,900
$27.61 P/Share
|
Jun 25
2025
|
Michael Weintraub Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+4.06%
|
$180,900
$27.61 P/Share
|
Jun 25
2025
|
Lainie Goldstein Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+12.13%
|
$180,900
$27.61 P/Share
|
Jun 25
2025
|
Gillian Munson Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+13.17%
|
$180,900
$27.61 P/Share
|
Jun 25
2025
|
Edward L Cahill Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+9.62%
|
$180,900
$27.61 P/Share
|
Jun 25
2025
|
Ramin Sayar Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+16.69%
|
$180,900
$27.61 P/Share
|
Jun 25
2025
|
Lisa Egbuonu Davis Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,700
+21.24%
|
$180,900
$27.61 P/Share
|
Jun 18
2025
|
David Linetsky SVP, Network Solutions |
SELL
Open market or private sale
|
Indirect |
67
-0.68%
|
$1,675
$25.61 P/Share
|
Jun 17
2025
|
David Linetsky SVP, Network Solutions |
SELL
Open market or private sale
|
Indirect |
42
-0.42%
|
$1,050
$25.17 P/Share
|
Jun 10
2025
|
Michael Weintraub Director |
SELL
Open market or private sale
|
Direct |
2,569
-1.76%
|
$69,363
$27.86 P/Share
|
Jun 10
2025
|
Michael Weintraub Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,569
+1.73%
|
$10,276
$4.71 P/Share
|
Jun 10
2025
|
Yvonne Hui Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
582
-1.84%
|
$16,296
$28.0 P/Share
|
Jun 09
2025
|
Michael Weintraub Director |
SELL
Open market or private sale
|
Direct |
7,431
-4.94%
|
$200,637
$27.51 P/Share
|
Jun 09
2025
|
Michael Weintraub Director |
BUY
Exercise of conversion of derivative security
|
Direct |
7,431
+4.71%
|
$29,724
$4.71 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 579K shares |
---|---|
Exercise of conversion of derivative security | 79.2K shares |
Open market or private sale | 560K shares |
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