Phreesia, Inc.
PHRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Phreesia, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Jan 31, 2026. The latest insider filing shown is dated Jun 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| XTX Topco Ltd | 2026-03-31 | 174,821 | $1.47M | SEC filing |
| Corient Private Wealth LLC | 2026-03-31 | 26,877 | $225K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 4,782 | $40.1K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 6,821 | $57.3K | SEC filing |
| Richardson Capital Management LLC | 2026-03-31 | 32 | $268 | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 196,658 | $1.65M | SEC filing |
| Inscription Capital, LLC | 2026-03-31 | 14,359 | $120K | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 1,018,235 | $8.53M | SEC filing |
| Boston Partners | 2026-03-31 | 123,913 | $1.04M | SEC filing |
| CITIGROUP INC | 2026-03-31 | 6,861 | $57.5K | SEC filing |
| Creative Planning | 2026-03-31 | 95,227 | $798K | SEC filing |
| Itau Unibanco Holding S.A. | 2026-03-31 | 66,784 | $560K | SEC filing |
| Costello Asset Management, INC | 2026-03-31 | 200 | $1.68K | SEC filing |
| Cornerstone Planning Group LLC | 2026-03-31 | 41 | $396 | SEC filing |
| Golden State Wealth Management, LLC | 2026-03-31 | 20 | $168 | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 3,269 | $27.4K | SEC filing |
| Bellevue Group AG | 2026-03-31 | 130,992 | $1.1M | SEC filing |
| Essential Partners LLC | 2026-03-31 | 9,313 | $78K | SEC filing |
| INCEPTIONR LLC | 2026-03-31 | 10,509 | $88.1K | SEC filing |
| LPL Financial LLC | 2026-03-31 | 32,219 | $270K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Phreesia, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-04-16 · Hui Yvonne: Larger than 122 of the 131 other insider sales of Common Stock on file. SEC filing
- 2026-04-10 · Hoffman Allison C: Larger than 124 of the 131 other insider sales of Common Stock on file. SEC filing
- 2026-01-16 · Indig Chaim: Larger than 120 of the 131 other insider sales of Common Stock on file. SEC filing
- 2026-01-08 · Indig Chaim: Larger than 118 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-08-27 · Roberts Evan: Larger than 130 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-08-27 · Indig Chaim: Larger than all 131 other insider sales of Common Stock on file. SEC filing
- 2025-08-25 · Weintraub Michael: Larger than 121 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-08-25 · VanDuyn Amy Beth: Larger than 127 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-08-25 · Gandhi Balaji: Larger than 119 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-08-22 · Linetsky David: Larger than 126 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-06-27 · Linetsky David: Larger than 128 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-02-13 · Gandhi Balaji: Larger than 129 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-02-13 · Linetsky David: Larger than 123 of the 131 other insider sales of Common Stock on file. SEC filing
- 2025-02-13 · Roberts Evan: Larger than 125 of the 131 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-25 | Egbuonu-Davis Lisa · Director | Common Stock | S — Open market or private sale | −2,546 | 9.53 | SEC filing |
| 2026-05-18 | Hui Yvonne · Principal Accounting Officer | Common Stock | S — Open market or private sale | −431 | 8.85 | SEC filing |
| 2026-04-20 | Hoffman Allison C · General Counsel & Secretary | Common Stock | S — Open market or private sale | −6,176 | 9.06 | SEC filing |
| 2026-04-17 | Hui Yvonne · Principal Accounting Officer | Common Stock | S — Open market or private sale | −1,327 | 9.28 | SEC filing |
| 2026-04-16 | Hui Yvonne · Principal Accounting Officer | Common Stock | S — Open market or private sale | −10,063 | 9.08 | SEC filing |
| 2026-04-10 | Hoffman Allison C · General Counsel & Secretary | Common Stock | S — Open market or private sale | −14,483 | 8.07 | SEC filing |
| 2026-04-10 | Linetsky David · President, Network Solutions | Common Stock | S — Open market or private sale | −8,332 | 8.07 | SEC filing |
| 2026-04-02 | Barta Jan · 10% owner | Common Stock, par value $0.01 per share | P — Open market or private purchase | +106,236 | 8.31 | SEC filing |
Showing 8 of 16 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-24 | Kessler Jon · Director | Common Stock | A — Grant, award, or other acquisition | +19,290 | SEC filing |
| 2026-06-24 | Munson Gillian · Director | Common Stock | A — Grant, award, or other acquisition | +19,290 | SEC filing |
| 2026-06-24 | Sayar Ramin · Director | Common Stock | A — Grant, award, or other acquisition | +19,290 | SEC filing |
| 2026-06-24 | Smith Mark Douglas · Director | Common Stock | A — Grant, award, or other acquisition | +19,290 | SEC filing |
| 2026-06-24 | Egbuonu-Davis Lisa · Director | Common Stock | A — Grant, award, or other acquisition | +19,290 | SEC filing |
| 2026-06-24 | Goldstein Lainie · Director | Common Stock | A — Grant, award, or other acquisition | +19,290 | SEC filing |
| 2026-05-18 | Hui Yvonne · Principal Accounting Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −325 | SEC filing |
| 2026-04-30 | CAHILL EDWARD L · Director | Common Stock | A — Grant, award, or other acquisition | +1,085 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.