Phreesia, Inc.

NYSE:PHR Stock Report

Market Cap: US$1.5b

Phreesia Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:PHR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Dec 24SellUS$609David LinetskyIndividual24US$25.38
17 Dec 24SellUS$2,400David LinetskyIndividual96US$25.77
15 Oct 24SellUS$42,281David LinetskyIndividual2,011US$21.03
15 Oct 24SellUS$18,166Balaji GandhiIndividual864US$21.03
15 Oct 24SellUS$6,434Yvonne HuiIndividual306US$21.03
15 Oct 24SellUS$13,120Amy VanDuynIndividual624US$21.03
15 Oct 24SellUS$38,749Evan RobertsIndividual1,843US$21.03
15 Oct 24SellUS$25,482Allison HoffmanIndividual1,212US$21.03
15 Oct 24SellUS$64,947Chaim IndigIndividual3,089US$21.03
19 Sep 24SellUS$577David LinetskyIndividual24US$24.04
18 Sep 24SellUS$2,361David LinetskyIndividual97US$24.77
12 Sep 24SellUS$32,239Lisa Egbuonu-DavisIndividual1,400US$23.03
10 Sep 24SellUS$17,135Amy VanDuynIndividual737US$23.25
10 Sep 24SellUS$73,192Evan RobertsIndividual3,148US$23.25
10 Sep 24SellUS$42,106David LinetskyIndividual1,811US$23.25
10 Sep 24SellUS$17,298Yvonne HuiIndividual744US$23.25
10 Sep 24SellUS$81,422Balaji GandhiIndividual3,502US$23.25
10 Sep 24SellUS$60,962Allison HoffmanIndividual2,622US$23.25
10 Sep 24SellUS$123,110Chaim IndigIndividual5,295US$23.25
26 Aug 24SellUS$367,241Allison HoffmanIndividual14,110US$26.03
16 Jul 24SellUS$18,988Allison HoffmanIndividual800US$23.74
16 Jul 24SellUS$6,717Yvonne HuiIndividual283US$23.74
16 Jul 24SellUS$62,757Chaim IndigIndividual2,644US$23.74
16 Jul 24SellUS$39,615Evan RobertsIndividual1,669US$23.74
16 Jul 24SellUS$8,877Amy VanDuynIndividual374US$23.74
16 Jul 24SellUS$18,585Balaji GandhiIndividual783US$23.74
16 Jul 24SellUS$43,199David LinetskyIndividual1,820US$23.74
21 Jun 24SellUS$546David LinetskyIndividual27US$20.24
21 Jun 24SellUS$2,307Janet GunzburgIndividual114US$20.24
20 Jun 24SellUS$2,089David LinetskyIndividual107US$19.73
01 May 24SellUS$6,006Janet GunzburgIndividual286US$21.00
18 Apr 24SellUS$6,146David LinetskyIndividual269US$22.85
18 Apr 24SellUS$20,836Janet GunzburgIndividual912US$22.85
15 Apr 24SellUS$21,669Balaji GandhiIndividual948US$22.86
15 Apr 24SellUS$46,378Evan RobertsIndividual2,029US$22.86
15 Apr 24SellUS$50,561David LinetskyIndividual2,212US$22.86
15 Apr 24SellUS$15,657Amy VanDuynIndividual685US$22.86
15 Apr 24SellUS$77,532Chaim IndigIndividual3,392US$22.86
15 Apr 24SellUS$28,297Allison HoffmanIndividual1,238US$22.86
08 Apr 24SellUS$104,219Janet GunzburgIndividual4,526US$23.27
08 Apr 24SellUS$94,122David LinetskyIndividual4,161US$23.02
08 Apr 24SellUS$162,367Evan RobertsIndividual7,178US$23.02
08 Apr 24SellUS$75,868Amy VanDuynIndividual3,354US$23.02
08 Apr 24SellUS$175,939Balaji GandhiIndividual7,778US$23.02
08 Apr 24SellUS$272,414Chaim IndigIndividual12,043US$23.02
08 Apr 24SellUS$125,519Allison HoffmanIndividual5,549US$23.02
25 Mar 24SellUS$81,332Balaji GandhiIndividual3,504US$23.21
20 Mar 24SellUS$710David LinetskyIndividual30US$23.66
20 Mar 24SellUS$3,241Janet GunzburgIndividual137US$23.66
19 Mar 24SellUS$10,378David LinetskyIndividual448US$23.27
01 Feb 24SellUS$8,525Janet GunzburgIndividual328US$25.99
17 Jan 24SellUS$1,046,093Evan RobertsIndividual43,328US$24.55
17 Jan 24SellUS$796,441David LinetskyIndividual32,977US$24.55
17 Jan 24SellUS$458,552Michael DavidoffIndividual18,987US$24.55
17 Jan 24SellUS$264,468Amy VanDuynIndividual10,951US$24.55
17 Jan 24SellUS$1,630,138Chaim IndigIndividual67,517US$24.55
17 Jan 24SellUS$215,747Allison HoffmanIndividual8,921US$24.55
17 Jan 24SellUS$244,602Balaji GandhiIndividual10,124US$24.55

Insider Trading Volume

Insider Buying: PHR insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PHR?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,017,9885.05%
Institutions56,728,00894.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.5%.

Top Shareholders

Top 25 shareholders own 83.75% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.5%
FMR LLC
6,697,338US$168.5m-0.65%0.01%
9.78%
Brown Advisory Incorporated
5,683,460US$143.0m-1.44%0.16%
9.02%
BlackRock, Inc.
5,240,558US$131.9m2.84%no data
8.19%
The Vanguard Group, Inc.
4,762,062US$119.8m2%no data
4.46%
Capital Research and Management Company
2,593,063US$65.2m0%no data
4.31%
Champlain Investment Partners, LLC
2,503,837US$63.0m4.07%0.35%
3.93%
Rock Springs Capital Management LP
2,282,500US$57.4m-5.58%1.89%
3.87%
Greenhouse Funds LLLP
2,247,313US$56.5m21.8%2.43%
2.92%
T. Rowe Price Group, Inc.
1,697,201US$42.7m-8.43%no data
2.71%
UBS Asset Management AG
1,574,678US$39.6m-14.3%no data
2.5%
Granahan Investment Management, LLC
1,455,647US$36.6m22.9%1.32%
2.47%
Franklin Resources, Inc.
1,437,066US$36.2m2.31%0.01%
2.28%
State Street Global Advisors, Inc.
1,327,586US$33.4m7.14%no data
2.24%
Chaim Indig
1,299,261US$32.7m0.2%no data
2.14%
Geode Capital Management, LLC
1,245,797US$31.3m4.7%no data
1.99%
GW&K Investment Management, LLC
1,156,896US$29.1m-4.07%0.23%
1.49%
TimesSquare Capital Management, LLC
868,409US$21.8m2.28%0.29%
1.3%
Riverbridge Partners, LLC
753,229US$19.0m-3.26%0.23%
1.25%
Evan Roberts
728,876US$18.3m-3.55%no data
1.17%
William Blair Investment Management, LLC
679,974US$17.1m-6.28%0.02%
0.94%
Deerfield Management Company, L.P. Series C
544,448US$13.7m183%0.23%
0.92%
Northern Trust Global Investments
536,415US$13.5m2.4%no data
0.85%
Schroder Investment Management North America Inc.
495,933US$12.5m14.8%0.04%
0.77%
Charles Schwab Investment Management, Inc.
447,239US$11.3m3.74%no data
0.73%
Bellevue Asset Management AG
422,406US$10.6m-4.72%0.12%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 03:03
End of Day Share Price 2024/12/20 00:00
Earnings2024/10/31
Annual Earnings2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Phreesia, Inc. is covered by 24 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph VruwinkBaird
Zhilin LongBerenberg
Richard CloseCanaccord Genuity