Institutional shares held 50.1 Million
410K calls
330K puts
Total value of holdings $1.2B
$9.83M calls
$7.9M puts
Market Cap $1.26B
52,532,200 Shares Out.
Institutional ownership 95.41%
# of Institutions 218


Latest Institutional Activity in PHR

Top Purchases

Q1 2025
Sg Americas Securities, LLC Shares Held: 18.1K ($433K)
Q1 2025
Rhumbline Advisers Shares Held: 86.8K ($2.08M)
Q1 2025
Qrg Capital Management, Inc. Shares Held: 11.1K ($266K)
Q1 2025
Global Financial Private Client, LLC Shares Held: 548 ($13.1K)
Q1 2025
Versant Capital Management, Inc Shares Held: 391 ($9.37K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 222 ($5.32K)
Q1 2025
Moody National Bank Trust Division Shares Held: 96.7K ($2.32M)
Q1 2025
Conestoga Capital Advisors, LLC Shares Held: 77.5K ($1.86M)
Q4 2024
T. Rowe Price Investment Management, Inc. Shares Held: 894K ($21.4M)
Q4 2024
Blair William & CO Shares Held: 145K ($3.49M)

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
645K Shares
From 17 Insiders
Grant, award, or other acquisition 583K shares
Exercise of conversion of derivative security 62.2K shares
Sell / Disposition
514K Shares
From 11 Insiders
Open market or private sale 514K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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