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-
Vanguard Group Inc Valley Forge, PA4.57MShares$103 Million0.0% of portfolio
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Brown Advisory Inc4.22MShares$95.3 Million0.14% of portfolio
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Black Rock Inc. New York, NY4.16MShares$94 Million0.0% of portfolio
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Capital International Investors Los Angeles, CA2.59MShares$58.6 Million0.01% of portfolio
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Rock Springs Capital Management LP Baltimore, MD2.37MShares$53.5 Million1.48% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD1.79MShares$40.6 Million0.03% of portfolio
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Credit Suisse Ag Zurich, V81.77MShares$40 Million0.04% of portfolio
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Granahan Investment Management, LLC Waltham, MA1.49MShares$33.8 Million1.28% of portfolio
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Franklin Resources Inc San Mateo, CA1.49MShares$33.6 Million0.01% of portfolio
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Champlain Investment Partners, LLC Burlington, VT1.25MShares$28.3 Million0.18% 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 |
---|---|---|---|---|---|
May 01
2024
|
Janet Gunzburg Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
286
-0.81%
|
$6,006
$21.0 P/Share
|
Apr 30
2024
|
Edward L Cahill |
BUY
Grant, award, or other acquisition
|
Direct |
482
+1.04%
|
$9,640
$20.74 P/Share
|
Apr 30
2024
|
Gillian Munson |
BUY
Grant, award, or other acquisition
|
Direct |
482
+1.74%
|
$9,640
$20.74 P/Share
|
Apr 30
2024
|
Lainie Goldstein |
BUY
Grant, award, or other acquisition
|
Direct |
482
+1.5%
|
$9,640
$20.74 P/Share
|
Apr 18
2024
|
David Linetsky SVP, Life Sciences |
SELL
Open market or private sale
|
Indirect |
269
-3.66%
|
$5,918
$22.85 P/Share
|
Apr 18
2024
|
Janet Gunzburg Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
912
-2.52%
|
$20,064
$22.85 P/Share
|
Apr 15
2024
|
Allison C Hoffman General Counsel & Secretary |
SELL
Open market or private sale
|
Direct |
1,238
-0.9%
|
$27,236
$22.86 P/Share
|
Apr 15
2024
|
Evan Roberts Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
2,029
-0.27%
|
$44,638
$22.86 P/Share
|
Apr 15
2024
|
David Linetsky SVP, Life Sciences |
SELL
Open market or private sale
|
Direct |
2,212
-1.07%
|
$48,664
$22.86 P/Share
|
Apr 15
2024
|
Amy Beth Van Duyn SVP, Human Resources |
SELL
Open market or private sale
|
Direct |
685
-0.57%
|
$15,070
$22.86 P/Share
|
Apr 15
2024
|
Chaim Indig Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
3,392
-0.28%
|
$74,624
$22.86 P/Share
|
Apr 15
2024
|
Balaji Gandhi Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
948
-0.97%
|
$20,856
$22.86 P/Share
|
Apr 10
2024
|
Janet Gunzburg Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
2,768
-7.12%
|
$63,664
$23.1 P/Share
|
Apr 09
2024
|
Allison C Hoffman General Counsel & Secretary |
SELL
Open market or private sale
|
Direct |
4,626
-3.27%
|
$106,398
$23.42 P/Share
|
Apr 09
2024
|
Evan Roberts Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
23,330
+2.99%
|
$46,660
$2.03 P/Share
|
Apr 09
2024
|
Amy Beth Van Duyn SVP, Human Resources |
SELL
Open market or private sale
|
Direct |
3,768
-3.05%
|
$86,664
$23.43 P/Share
|
Apr 08
2024
|
Chaim Indig Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
12,043
-0.49%
|
$264,946
$22.82 P/Share
|
Apr 08
2024
|
Balaji Gandhi Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
7,778
-3.67%
|
$171,116
$22.82 P/Share
|
Apr 08
2024
|
Allison C Hoffman General Counsel & Secretary |
SELL
Open market or private sale
|
Direct |
5,549
-1.89%
|
$122,078
$22.82 P/Share
|
Apr 08
2024
|
Janet Gunzburg Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
1,709
-2.11%
|
$37,598
$22.82 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 324K shares |
---|---|
Exercise of conversion of derivative security | 95.2K shares |
Payment of exercise price or tax liability | 23K shares |
---|---|
Open market or private sale | 339K shares |