Phreesia, Inc. (PHR)
NYSE: PHR · Services-Business Services, NEC · Wilmington, DE · filing with the SEC since 2007
Grade5.7
◀ Past 5.4● Present 5.4▶ Future 6.1
Who owns Phreesia, Inc.
As filed with the SECHolders of 5% or more
5
Pale Fire Capital SICAV a.s. holds 14.7% of Common Stock, par value $0.01 per share, as its SCHEDULE 13D/A filed Apr 2, 2026 says.
Directors and officers
15
report now, of 23 people on the record since 2019. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Pale Fire Capital SICAV a.s.
SCHEDULE 13D/A · filed Apr 2, 2026 · Common Stock, par value $0.01 per share · 12.7% in Mar 19, 2026
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 17, 2025 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
BlackRock Portfolio Management LLC
SCHEDULE 13G · filed Oct 27, 2026 · Common Stock
AQR Capital Management, LLC
SCHEDULE 13G · filed Aug 12, 2026 · Common Stock, par value $0.01 per share
Capital International Investors
SCHEDULE 13G/A · filed Feb 13, 2026 · Common Stock · reported falling below 5%, from 5.3% in Aug 13, 2025
Champlain Investment Partners, LLC
SCHEDULE 13G · filed Aug 12, 2025 · Common Stock · reported falling below 5%, from 5% in May 14, 2025
Brown Advisory Inc
SCHEDULE 13G/A · filed Jul 8, 2025 · Common Stock · reported falling below 5%, from 6.5% in Apr 22, 2025
Greenhouse Funds LLLP
SCHEDULE 13G/A · filed Feb 17, 2026 · Common Stock, par value $0.01 per share · reported falling below 5%, from 6.5% in Nov 13, 2025
Fmr LLC
SCHEDULE 13G/A · filed Jan 8, 2026 · COMMON STOCK · reported falling below 5%, from 6.5% in Nov 5, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 10.1% in Feb 5, 2026
What PHR reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Access One
A company bought · acquisition · Oct 2025 · owns, named in the 10-K filed Mar 31, 2026
Connect On Call
A company bought · acquisition · Sep 2023 · owns, named in the 10-K filed Mar 31, 2026
Acquisition of Access
A company bought · acquisition · Jul 2023 · owns, named in the 10-K filed Mar 31, 2026
Acquisition of MediFind
A company bought · acquisition · Jun 2023 · owns, named in the 10-K filed Mar 31, 2026
4 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 31, 2026.
Insider tradesForm 4
37sales
2purchases
16sales on a scheduled plan
8people selling
$2.0Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 2, 2025 to Nov 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window10 of 43 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Hoffman Allison C | General Counsel & Secretary | 7 | $500,000 | 4 | 0 | $0 |
| Indig Chaim | Chief Executive Officer | 3 | $400,000 | 0 | 0 | $0 |
| Linetsky David | President, Network Solutions | 6 | $300,000 | 1 | 2 | $0 |
| Gandhi Balaji | Chief Financial Officer | 4 | $300,000 | 0 | 0 | $0 |
| Roberts Evan | President, Provider Solutions | 3 | $200,000 | 0 | 0 | $0 |
| Hui Yvonne | Principal Accounting Officer | 9 | $200,000 | 9 | 0 | $0 |
| Vanduyn Amy Beth | SVP, Human Resources | 3 | $100,000 | 0 | 0 | $0 |
| Barta Jan | 10% owner | 0 | $0 | 0 | 3 | $10.5M |
| Pale Fire Capital Sicav A.S. | 10% owner | 0 | $0 | 0 | 3 | $18.3M |
| Egbuonu-Davis Lisa | director | 2 | $0 | 2 | 0 | $0 |