Institutional shares held 52 Million
228K calls
502K puts
Total value of holdings $1.38B
$6.05M calls
$13.3M puts
Market Cap $1.41B
52,532,200 Shares Out.
Institutional ownership 99.06%
# of Institutions 241


Latest Institutional Activity in PHR

Top Purchases

Q2 2025
Moody National Bank Trust Division Shares Held: 115K ($3.09M)
Q2 2025
Nbc Securities, Inc. Shares Held: 3.03K ($81.3K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.03K ($81.3K)
Q2 2025
Diversified Trust CO Shares Held: 45K ($1.21M)
Q2 2025
Kozak & Associates, Inc. Shares Held: 200 ($5.36K)

Top Sells

Q2 2025
Riverbridge Partners LLC Shares Held: 552K ($14.8M)
Q2 2025
Fifth Third Bancorp Shares Held: 680 ($18.2K)
Q2 2025
Versant Capital Management, Inc Shares Held: 206 ($5.52K)
Q2 2025
Parallel Advisors, LLC Shares Held: 631 ($16.9K)
Q2 2025
Gamma Investing LLC Shares Held: 216 ($5.79K)

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
639K Shares
From 17 Insiders
Grant, award, or other acquisition 566K shares
Exercise of conversion of derivative security 72.2K shares
Sell / Disposition
558K Shares
From 10 Insiders
Open market or private sale 558K shares

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