PHRNYSEServices-Business Services, NECFiscal year ends January 31
Phreesia, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026
$11.28+0.34 (+3.11%)
Close on Oct 19, 2026
- Market cap
- $704.59M
- P/E (TTM)
- 66.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.0%
58M of 62M shares
Institutional holders
226
39 new, 53 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
6 buys · 37 sales
Net bought $26.82M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Pale Fire Capital investicni spolecnost a.s. | 8,924,329 | 14.70% | 13D (active) amendment | Mar 31, 2026 |
| Senkypl Dusan | 7,648,829 | 12.70% | 13D (active) amendment | Mar 17, 2026 |
| FMR LLC | 5,680,789 | 9.70% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock, Inc. | 4,120,656 | 7.00% | 13G (passive) amendment | Mar 31, 2025 |
| Greenhouse GP LLC | 3,882,527 | 6.50% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 3,484,358 | 5.77% | 13G (passive) | Mar 31, 2026 |
| AQR Capital Management, LLC | 3,151,453 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PHR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pale Fire Capital SE | 8,924,329 | 14.38% | $91.83M | +275,000 | 6.49% |
| BlackRock, Inc. | 7,019,832 | 11.31% | $72.23M | +1,099,363 | 0.00% |
| Aqr Capital Management LLC | 3,151,453 | 5.08% | $32.43M | +1,298,894 | 0.01% |
| Vanguard Portfolio Management LLC | 2,987,907 | 4.81% | $30.75M | −347,214 | 0.00% |
| Vanguard Capital Management LLC | 2,548,965 | 4.11% | $26.23M | +69,718 | 0.00% |
| Acadian Asset Management LLC | 1,604,735 | 2.59% | $16.50K | +576,566 | 0.02% |
| State Street Corp | 1,577,463 | 2.54% | $16.23M | +103,517 | 0.00% |
| Goldman Sachs Group Inc | 1,435,314 | 2.31% | $14.77M | +404,499 | 0.00% |
| Geode Capital Management, LLC | 1,312,056 | 2.11% | $13.50M | −59,738 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,296,180 | 2.09% | $13.34K | New | 0.01% |
| Algert Global LLC | 1,205,481 | 1.94% | $12.40M | −175,393 | 0.15% |
| Jacobs Levy Equity Management, Inc | 1,113,782 | 1.79% | $11.46M | +38,022 | 0.04% |
| GW&K Investment Management, LLC | 1,063,080 | 1.71% | $10.94K | +37,178 | 0.09% |
| Morgan Stanley | 1,000,388 | 1.61% | $10.29M | +270,679 | 0.00% |
| Nordea Investment Management Ab | 784,279 | 1.26% | $7.96M | New | 0.01% |
| Hrt Financial LP | 734,469 | 1.18% | $7.56K | +151,396 | 0.00% |
| OP Asset Management Ltd | 705,874 | 1.14% | $7.26M | −68,270 | 0.08% |
| Bnp Paribas Arbitrage, Snc | 698,173 | 1.12% | $7.18M | −57,557 | 0.00% |
| Rock Springs Capital Management LP | 696,900 | 1.12% | $7.17M | +96,500 | 0.35% |
| Nuveen, LLC | 675,234 | 1.09% | $6.95M | −332,993 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 226 | 58M | 94.0% | 39 / 94 | 60 / 53 | 11M | 12M |
| Q1 2026 | 246 | 59M | 94.7% | 73 / 84 | 60 / 55 | 29M | 23M |
| Q4 2025 | 231 | 58M | 93.5% | 42 / 91 | 69 / 42 | 12M | 15M |
| Q3 2025 | 235 | 60M | 97.0% | 49 / 85 | 67 / 37 | 8M | 6M |
| Q2 2025 | 224 | 59M | 94.4% | 37 / 92 | 65 / 35 | 7M | 5M |
| Q1 2025 | 223 | 57M | 91.2% | 50 / 76 | 64 / 17 | 8M | 6M |
| Q4 2024 | 191 | 55M | 88.6% | 29 / 69 | 64 / 26 | 5M | 5M |
| Q3 2024 | 191 | 55M | 89.2% | 34 / 71 | 48 / 18 | 9M | 2M |
| Q2 2024 | 176 | 54M | 87.6% | 23 / 65 | 53 / 36 | 9M | 6M |
| Q1 2024 | 190 | 53M | 85.4% | 29 / 64 | 66 / 25 | 7M | 6M |
| Q4 2023 | 187 | 53M | 84.8% | 37 / 79 | 49 / 25 | 7M | 6M |
| Q3 2023 | 175 | 52M | 84.2% | 20 / 68 | 58 / 37 | 6M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PHR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,836,842 | 2.96% | $18.90M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,321,589 | 2.13% | $13.60M | 0.02% | Jun 30, 2026 |
| Vanguard Explorer Fund | 984,175 | 1.59% | $10.56M | 0.05% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 714,448 | 1.15% | $7.35M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 651,324 | 1.05% | $6.70M | 0.01% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 641,083 | 1.03% | $6.60M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 541,385 | 0.87% | $5.81M | 0.02% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 465,690 | 0.75% | $5.00M | 0.12% | Jul 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 454,160 | 0.73% | $4.67M | 0.15% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 416,545 | 0.67% | $4.29M | 0.07% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 385,300 | 0.62% | $3.96M | 0.03% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 323,905 | 0.52% | $3.19M | 0.06% | May 29, 2026 |
| Vanguard Russell 2000 Index Fund | 297,328 | 0.48% | $2.93M | 0.02% | May 31, 2026 |
| AMG GW&K Small Cap Core Fund | 288,624 | 0.46% | $2.97M | 0.38% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 281,827 | 0.45% | $2.78M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chaim Indig | Chief Executive Officer, Director | 2,144,595 | 3.46% | Sep 28, 2026 |
| David Linetsky | President, Network Solutions | 441,961 | 0.71% | Sep 28, 2026 |
| Balaji Gandhi | Chief Financial Officer | 348,931 | 0.56% | Sep 28, 2026 |
| Evan Roberts | President, Provider Solutions | 1,038,138 | 1.67% | Sep 28, 2026 |
| Yvonne Hui | Principal Accounting Officer | 64,724 | 0.10% | Sep 28, 2026 |
| Allison C. Hoffman | General Counsel & Secretary | 266,574 | 0.43% | Sep 28, 2026 |
| Amy Beth VanDuyn | SVP, Human Resources | 260,521 | 0.42% | Sep 28, 2026 |
| Lainie Goldstein | Director | 70,862 | 0.11% | Aug 3, 2026 |
| Gillian Munson | Director | 66,789 | 0.11% | Aug 3, 2026 |
| Lisa Egbuonu-Davis | Director | 37,780 | 0.06% | Jul 16, 2026 |
| Ramin Sayar | Director | 52,725 | 0.08% | Jun 26, 2026 |
| Mark Douglas Smith | Director | 56,643 | 0.09% | Jun 26, 2026 |
| Jon Kessler | Director | 43,884 | 0.07% | Jun 26, 2026 |
| Edward L. Cahill | Director | 65,613 | 0.11% | May 4, 2026 |
| Michael Weintraub | Director | 198,840 | 0.32% | Aug 27, 2025 |
| Fire Capital SE Pale | 10% owner | – | – | Apr 2, 2026 |
| Fire Capital SICAV a.s. Pale | 10% owner | 7,648,829 | 12.32% | Apr 2, 2026 |
| Dusan Senkypl | 10% owner | – | – | Apr 2, 2026 |
| Fire Capital investicni spolecnost a.s. Pale | 10% owner | – | – | Apr 2, 2026 |
| Jan Barta | 10% owner | 8,924,329 | 14.38% | Apr 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Allison C. Hoffman General Counsel & Secretary | Sep 21, 2026 | Sale(10b5-1 plan) | −6,662 | $10.08 | $67.15K | 266,574 |
| Amy Beth VanDuyn SVP, Human Resources | Sep 18, 2026 | Tax withholding | −2,876 | $10.42 | $29.97K | 260,521 |
| Evan Roberts President, Provider Solutions | Sep 18, 2026 | Tax withholding | −4,476 | $10.42 | $46.64K | 1,038,138 |
| David Linetsky President, Network Solutions | Sep 18, 2026 | Tax withholding | −319 | $10.42 | $3.32K | 22,267 |
| David Linetsky President, Network Solutions | Sep 18, 2026 | Tax withholding | −4,475 | $10.42 | $46.63K | 419,694 |
| Allison C. Hoffman General Counsel & Secretary | Sep 18, 2026 | Tax withholding | −7,401 | $10.42 | $77.12K | 273,236 |
| Evan Roberts President, Provider Solutions | Sep 14, 2026 | Award | +8,113 | – | – | 1,042,614 |
| David Linetsky President, Network Solutions | Sep 14, 2026 | Award | +703 | – | – | 22,586 |
| David Linetsky President, Network Solutions | Sep 14, 2026 | Award | +8,113 | – | – | 424,169 |
| Amy Beth VanDuyn SVP, Human Resources | Sep 14, 2026 | Award | +6,490 | – | – | 263,397 |
| Allison C. Hoffman General Counsel & Secretary | Sep 14, 2026 | Award | +14,063 | – | – | 280,637 |
| Chaim Indig Chief Executive Officer, Director | Sep 1, 2026 | Award | +500,000 | – | – | 1,889,595 |
| David Linetsky President, Network Solutions | Sep 1, 2026 | Award | +10,000 | – | – | 21,883 |
| David Linetsky President, Network Solutions | Sep 1, 2026 | Award | +192,000 | – | – | 416,056 |
| Yvonne Hui Principal Accounting Officer | Sep 1, 2026 | Award | +43,000 | – | – | 64,724 |
| Allison C. Hoffman General Counsel & Secretary | Sep 1, 2026 | Award | +108,000 | – | – | 266,574 |
| Evan Roberts President, Provider Solutions | Sep 1, 2026 | Award | +192,000 | – | – | 1,034,501 |
| Balaji Gandhi Chief Financial Officer | Sep 1, 2026 | Award | +192,000 | – | – | 348,931 |
| Amy Beth VanDuyn SVP, Human Resources | Sep 1, 2026 | Award | +88,000 | – | – | 256,907 |
| David Linetsky President, Network Solutions | Aug 14, 2026 | Tax withholding | −182 | $12.28 | $2.23K | 11,883 |
| Gillian Munson Director | Jul 31, 2026 | Award | +685 | $10.73 | $7.35K | 66,789 |
| Lainie Goldstein Director | Jul 31, 2026 | Award | +377 | $10.73 | $4.05K | 70,862 |
| Yvonne Hui Principal Accounting Officer | Jul 16, 2026 | Sale(10b5-1 plan) | −1,247 | $10.92 | $13.62K | 21,724 |
| David Linetsky President, Network Solutions | Jul 15, 2026 | Tax withholding | −69 | $10.76 | $742 | 12,065 |
| Yvonne Hui Principal Accounting Officer | Jul 15, 2026 | Tax withholding | −937 | $10.76 | $10.08K | 22,971 |
| Lisa Egbuonu-Davis Director | Jul 14, 2026 | Sale(10b5-1 plan) | −536 | $10.70 | $5.74K | 37,780 |
| Yvonne Hui Principal Accounting Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −1,371 | $10.84 | $14.86K | 23,908 |
| Allison C. Hoffman General Counsel & Secretary | Jun 30, 2026 | Award | +1,265 | $8.75 | $11.07K | 158,574 |
| Yvonne Hui Principal Accounting Officer | Jun 30, 2026 | Award | +1,371 | $8.75 | $12.00K | 25,279 |
| Lisa Egbuonu-Davis Director | Jun 25, 2026 | Sale(10b5-1 plan) | −2,546 | $9.53 | $24.26K | 38,316 |
| Mark Douglas Smith Director | Jun 24, 2026 | Award | +19,290 | $9.59 | $184.99K | 56,643 |
| Jon Kessler Director | Jun 24, 2026 | Award | +19,290 | $9.59 | $184.99K | 43,884 |
| Lisa Egbuonu-Davis Director | Jun 24, 2026 | Award | +19,290 | $9.59 | $184.99K | 40,862 |
| Gillian Munson Director | Jun 24, 2026 | Award | +19,290 | $9.59 | $184.99K | 66,104 |
| Ramin Sayar Director | Jun 24, 2026 | Award | +19,290 | $9.59 | $184.99K | 52,725 |
| Lainie Goldstein Director | Jun 24, 2026 | Award | +19,290 | $9.59 | $184.99K | 70,485 |
| Yvonne Hui Principal Accounting Officer | May 18, 2026 | Sale(10b5-1 plan) | −431 | $8.85 | $3.81K | 24,233 |
| Yvonne Hui Principal Accounting Officer | May 18, 2026 | Tax withholding | −325 | $8.77 | $2.85K | 23,908 |
| Gillian Munson Director | Apr 30, 2026 | Award | +1,085 | $9.21 | $9.99K | 46,814 |
| Lainie Goldstein Director | Apr 30, 2026 | Award | +1,085 | $9.21 | $9.99K | 51,195 |
| Edward L. Cahill Director | Apr 30, 2026 | Award | +1,085 | $9.21 | $9.99K | 65,613 |
| Allison C. Hoffman General Counsel & Secretary | Apr 20, 2026 | Sale(10b5-1 plan) | −6,176 | $9.06 | $55.95K | 157,309 |
| Yvonne Hui Principal Accounting Officer | Apr 17, 2026 | Sale(10b5-1 plan) | −1,327 | $9.28 | $12.31K | 24,664 |
| David Linetsky President, Network Solutions | Apr 16, 2026 | Tax withholding | −229 | $9.17 | $2.10K | 12,134 |
| Yvonne Hui Principal Accounting Officer | Apr 16, 2026 | Sale(10b5-1 plan) | −10,063 | $9.08 | $91.37K | 25,991 |
| Yvonne Hui Principal Accounting Officer | Apr 16, 2026 | Tax withholding | −996 | $9.17 | $9.13K | 36,054 |
| Yvonne Hui Principal Accounting Officer | Apr 15, 2026 | Tax withholding | −314 | $8.56 | $2.69K | 37,050 |
| David Linetsky President, Network Solutions | Apr 10, 2026 | Sale(10b5-1 plan) | −8,332 | $8.07 | $67.24K | 224,056 |
| Allison C. Hoffman General Counsel & Secretary | Apr 10, 2026 | Sale(10b5-1 plan) | −14,483 | $8.07 | $116.88K | 163,485 |
| Amy Beth VanDuyn SVP, Human Resources | Apr 9, 2026 | Tax withholding | −9,193 | $9.15 | $84.12K | 168,907 |
| Chaim Indig Chief Executive Officer, Director | Apr 9, 2026 | Tax withholding | −33,008 | $9.15 | $302.02K | 1,389,595 |
| David Linetsky President, Network Solutions | Apr 9, 2026 | Tax withholding | −914 | $9.15 | $8.36K | 12,363 |
| David Linetsky President, Network Solutions | Apr 9, 2026 | Tax withholding | −9,454 | $9.15 | $86.50K | 232,388 |
| Evan Roberts President, Provider Solutions | Apr 9, 2026 | Tax withholding | −19,626 | $9.15 | $179.58K | 842,501 |
| Allison C. Hoffman General Counsel & Secretary | Apr 9, 2026 | Tax withholding | −15,161 | $9.15 | $138.72K | 177,968 |
| Balaji Gandhi Chief Financial Officer | Apr 9, 2026 | Tax withholding | −25,382 | $9.15 | $232.25K | 156,931 |
| Yvonne Hui Principal Accounting Officer | Apr 9, 2026 | Tax withholding | −5,438 | $9.15 | $49.76K | 37,364 |
| Jon Kessler Director | Apr 6, 2026 | Award | +4,376 | – | – | 4,376 |
| Jon Kessler Director | Apr 6, 2026 | Award | +20,218 | – | – | 24,594 |
| David Linetsky President, Network Solutions | Apr 6, 2026 | Award | +17,786 | – | – | 241,842 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Allison C. Hoffman Officer | Sep 21, 2026 | 6,662 | $67.15K | Sep 21, 2026 | Restricted Stock Vesting |
| Yvonne Hui Officer | Jul 16, 2026 | 1,247 | $13.62K | Jul 16, 2026 | Restricted Stock Vesting |
| Lisa Egbuonu-Davis Director | Jul 14, 2026 | 536 | $5.74K | Jul 14, 2026 | Restricted Stock Vesting |
| Yvonne Hui Officer | Jul 6, 2026 | 1,371 | $14.86K | Jul 6, 2026 | ESPP Purchase |
| Lisa Egbuonu-Davis Director | Jun 25, 2026 | 2,546 | $24.26K | Jun 25, 2026 | Restricted Stock Vesting |
| Yvonne Hui Officer | May 18, 2026 | 431 | $3.81K | May 18, 2026 | Restricted Stock Vesting |
| Allison C. Hoffman Officer | Apr 20, 2026 | 6,176 | $55.95K | Apr 20, 2026 | Restricted Stock Vesting |
| Yvonne Hui Officer | Apr 17, 2026 | 1,327 | $12.31K | Apr 17, 2026 | Restricted Stock Vesting |
| Yvonne Hui Officer | Apr 16, 2026 | 10,063 | $91.37K | Apr 16, 2026 | Restricted Stock Vesting |
| David Linetsky Officer | Apr 10, 2026 | 8,332 | $67.24K | Apr 10, 2026 | Restricted Stock Vesting |
| Allison C. Hoffman Officer | Apr 10, 2026 | 14,483 | $116.88K | Apr 10, 2026 | Restricted Stock Vesting |
| Balaji Gandhi Officer | Mar 25, 2026 | 3,829 | $43.13K | Mar 25, 2026 | Restricted Stock Vesting |
| Allison C. Hoffman Officer | Mar 23, 2026 | 6,176 | $73.93K | Mar 23, 2026 | Restricted Stock Vesting |
| David Linetsky Member of immediate family of any of the foregoing | Mar 18, 2026 | 107 | $1.18K | Mar 18, 2026 | Restricted Stock Vesting |
| Evan Roberts Officer | Jan 16, 2026 | 6,268 | $102.52K | Jan 16, 2026 | Restricted Stock Vesting |