Institutional shares held 49.9 Million
424K calls
641K puts
Total value of holdings $938M
$7.98M calls
$12.1M puts
Market Cap $974M
52,532,200 Shares Out.
Institutional ownership 94.96%
# of Institutions 214


Latest Institutional Activity in PHR

Top Purchases

Q3 2024
Greenhouse Funds Lllp Shares Held: 2.25M ($41.7M)
Q3 2024
Millennium Management LLC Shares Held: 357K ($6.62M)
Q3 2024
Deerfield Management Company, L.P. (Series C) Shares Held: 544K ($10.1M)
Q3 2024
Granahan Investment Management, LLC Shares Held: 1.46M ($27M)
Q3 2024
Voya Investment Management LLC Shares Held: 176K ($3.26M)

Top Sells

Q3 2024
Ubs Asset Management Americas Inc Shares Held: 1.54M ($28.5M)
Q3 2024
T. Rowe Price Investment Management, Inc. Shares Held: 1.63M ($30.2M)
Q3 2024
Silvercrest Asset Management Group LLC Shares Held: 301K ($5.58M)
Q3 2024
Rock Springs Capital Management LP Shares Held: 2.28M ($42.3M)
Q3 2024
Lazard Asset Management LLC Shares Held: 66.2K ($1.23M)

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
368K Shares
From 18 Insiders
Grant, award, or other acquisition 338K shares
Exercise of conversion of derivative security 30.3K shares
Sell / Disposition
358K Shares
From 11 Insiders
Open market or private sale 358K shares

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