PHR on NYSE

Phreesia Inc.

Logo: SeekVectorLogo.Com, Public domain, via Wikimedia Commons4

Healthcare technology company

Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 18, 2026.

Overview

$467.8MRevenue, fiscal 20265
$2.3MNet income, fiscal 20265
2005Founded1

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  • TickerPHR on NYSE1
  • IndustryServices-Business Services, NEC1
  • HeadquartersNew York City1
  • Websitewww.phreesia.com
  • Incorporated inDE6
  • Business address1521 Concord Pike, Suite 301 Pmb 221, Wilmington, De 198036
  • Filer categoryLarge accelerated filer6

Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

-1.4%Operating margin5
0.5%Net margin5
14.0%Revenue growth, 20265
0.7%Return on equity5
0.01×Debt to equity5
$67.7MFree cash flow5

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Subscription And Services brought in 46% of the revenue Phreesia Inc. broke down this way in fiscal 2026.

  1. Subscription And Services$219.5M546%up 12% from 2025
  2. Network Solutions$139.7M529%up 15% from 2025
  3. Payment Solutions$121.5M525%up 19% from 2025
Products and services by year
Products and services202420252026
Subscription And Services$165.4M$196.5M$219.5M
Network Solutions$96.3M$121.6M$139.7M
Payment Solutions$94.6M$101.7M$121.5M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Research and development26¢$121.5M
  • Other costs71¢$332.8M
  • Income tax2¢$11.2M
  • Profit0¢$2.3M

Out of $467.8M in revenue.5

Where each dollar of operating cash went, fiscal 2026

  • Capital spending14¢$11.1M
  • Kept or used elsewhere86¢$67.7M

Out of $78.8M of cash from operations.5

Financial statements

Revenue891011125$467.8M in 2026+368% since 2019
0$200.0M$400.0M$600.0M2019: $99.9M$99.9M20192020: $124.8M$124.8M2020+25%2021: $148.7M$148.7M2021+19%2022: $213.2M$213.2M2022+43%2023: $280.9M$280.9M2023+32%2024: $346.0M$346.0M2024+23%2025: $410.5M$410.5M2025+19%2026: $467.8M$467.8M2026+14%
Operating income891011125-$6.6M in 2026−30% since 2019
-$200.0M-$150.0M-$100.0M-$50.0M02019: -$9.5M-$9.5M20192020: -$15.3M-$15.3M2020+61%2021: -$25.7M-$25.7M2021+68%2022: -$116.8M-$116.8M2022+355%2023: -$176.6M-$176.6M2023+51%2024: -$136.5M-$136.5M2024−23%2025: -$58.1M-$58.1M2025−57%2026: -$6.6M-$6.6M2026−89%
Net income891011125$2.3M in 2026
-$200.0M-$150.0M-$100.0M-$50.0M0$50.0M2019: -$15.1M-$15.1M20192020: -$20.3M-$20.3M2020+35%2021: -$27.3M-$27.3M2021+34%2022: -$118.2M-$118.2M2022+333%2023: -$176.1M-$176.1M2023+49%2024: -$136.9M-$136.9M2024−22%2025: -$58.5M-$58.5M2025−57%2026: $2.3M$2.3M2026

Every line of the income statement as filed: the last 3 fiscal years, latest first.5

Period ending2026-01-312025-01-312024-01-31
Total revenues$480.6M$419.8M$356.3M
Cost of revenue (excluding depreciation and amortization)$71.4M$66.2M$61.0M
Payment solutions expense$82.8M$68.7M$63.0M
Sales and marketing$100.2M$121.1M$147.0M
Research and development$121.5M$117.4M$112.3M
General and administrative$79.9M$76.6M$79.9M
Depreciation$13.0M$14.2M$17.6M
Amortization$18.5M$13.7M$11.9M
Total expenses$487.2M$477.9M$492.8M
Operating loss-$6.6M-$58.1M-$136.5M
Other income, net$3.0M$2.0M$44.0K
Loss on extinguishment of debt-$501.0K$0-$1.1M
Interest expense-$7.0M-$2.3M-$1.9M
Interest income$2.2M$2.7M$4.1M
Total other (expense) income, net-$2.3M$2.3M$1.1M
Loss before income tax expense-$8.9M-$55.8M-$135.3M
Income tax benefit (expense)$11.2M-$2.7M-$1.5M
Net income (loss)$2.3M-$58.5M-$136.9M
Net income (loss) per share attributable to common stockholders - basic (in dollars per share)$0.04-$1.02-$2.51
Net income (loss) per share attributable to common stockholders - diluted (in dollars per share)$0.04-$1.02-$2.51
Weighted-average common shares outstanding - basic (in shares)59.7M shares57.6M shares54.6M shares
Weighted-average common shares outstanding - diluted (in shares)61.5M shares57.6M shares54.6M shares

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The story

Headquartered in Wilmington, Delaware, Phreesia employs approximately 1400 people across the United States and Canada. Phreesia was founded in January 2005 by CEO Chaim Indig and COO Evan Roberts. Michael Weintraub has remained chairman of the company's board since its founding. Phreesia develops patient intake and "digital engagement" solutions.

On July 18, 2019, Phreesia (PHR) completed its initial public offering and is listed on the New York Stock Exchange (NYSE).

In 2021, Phreesia acquired schedule-management solution QueueDr, now offered to Phreesia clients as Appointment Accelerator. In December 2021, it also announced the acquisition of Insignia Health, licensor of the Patient Activation Measure. In August 2023, it was announced that Phreesia had acquired the Sulphur Springs-headquartered electronic forms management and automation provider Access eForms for an undisclosed amount.

From Wikipedia’s article on Phreesia, shared under CC BY-SA 4.0.7

Leadership

Who has led Phreesia Inc., and when. Pick a name to see everywhere that person has worked.

Board members and other officers (17)

Former names

  • Phreesia IncSep 11, 2007 to Feb 23, 20096

Timeline

  1. Jul 17, 2019New chief executive Chaim Indig becomes CEO16
  2. 2005Founded Founded1

Filings

966 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 39 major events, 565 insider forms, 42 large holders, 300 other. The latest 20:

  1. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  2. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  3. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  4. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  5. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  6. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  7. Sep 28, 20264 PRIMARY DOCUMENT EDGAR
  8. Sep 22, 20264 PRIMARY DOCUMENT EDGAR
  9. Sep 22, 20264 PRIMARY DOCUMENT EDGAR
  10. Sep 22, 20264 PRIMARY DOCUMENT EDGAR
  11. Sep 22, 20264 PRIMARY DOCUMENT EDGAR
  12. Sep 21, 2026144 EDGAR
  13. Sep 16, 20264 PRIMARY DOCUMENT EDGAR
  14. Sep 16, 20264 PRIMARY DOCUMENT EDGAR
  15. Sep 16, 20264 PRIMARY DOCUMENT EDGAR
  16. Sep 16, 20264 PRIMARY DOCUMENT EDGAR
  17. Sep 3, 2026S-3ASR EDGAR
  18. Sep 3, 20264 PRIMARY DOCUMENT EDGAR
  19. Sep 3, 20264 PRIMARY DOCUMENT EDGAR
  20. Sep 3, 20264 PRIMARY DOCUMENT EDGAR

The 966 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 42 such filings since October 2021, the latest 10:

  1. Aug 12, 2026SCHEDULE 13G
  2. Apr 29, 2026SCHEDULE 13G
  3. Apr 2, 2026SCHEDULE 13D/A
  4. Mar 26, 2026SCHEDULE 13G/A
  5. Mar 19, 2026SCHEDULE 13D/A
  6. Feb 19, 2026SCHEDULE 13D
  7. Feb 17, 2026SCHEDULE 13G/A
  8. Feb 13, 2026SCHEDULE 13G/A
  9. Feb 5, 2026SCHEDULE 13G/A
  10. Jan 8, 2026SCHEDULE 13G/A

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Pale Fire Capital SE8,924,329$91.8M6.5%+275,000
BlackRock, Inc.7,019,832$72.2M0.0%+1,099,363
Aqr Capital Management LLC3,151,453$32.4M0.0%+1,298,894
Vanguard Portfolio Management LLC2,987,907$30.7M0.0%−347,214
Vanguard Capital Management LLC2,548,965$26.2M0.0%+69,718
State Street Corp1,577,463$16.2M0.0%+103,517
Goldman Sachs Group Inc1,435,314$14.8M0.0%+404,499
Geode Capital Management, LLC1,312,056$13.5M0.0%−59,738
Algert Global LLC1,205,481$12.4M0.1%−175,393
Jacobs Levy Equity Management, Inc1,113,782$11.5M0.0%+38,022
Morgan Stanley1,000,388$10.3M0.0%+270,679
Nordea Investment Management Ab784,279$8.0M0.0%New
OP Asset Management Ltd705,874$7.3M0.1%−68,270
Bnp Paribas Financial Markets698,173$7.2M0.0%−57,557
Rock Springs Capital Management LP696,900$7.2M0.4%+96,500
Nuveen, LLC675,234$6.9M0.0%−332,993
Whetstone Capital Advisors, LLC629,752$6.5M1.7%−324,176
Northern Trust Corp621,688$6.4M0.0%+108,392
Connor, Clark & Lunn Investment Management Ltd.609,704$6.3M0.0%+28,295
Bank Of America Corp /de/589,515$6.1M0.0%−411,542
D. E. Shaw & Co., Inc.524,496$5.4M0.0%+512,955
Qube Research & Technologies Ltd517,767$5.3M0.0%+207,396
Point72 Asset Management, L.P.484,115$5.0M0.0%New
Charles Schwab Investment Management Inc473,462$4.9M0.0%−9,494
Fmr LLC463,002$4.8M0.0%+107,319

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

14 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Aug 26, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseSale$1,001 - $15,000+5.6%Report
Aug 25, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000+4.9%Report
Mar 5, 2026Josh GottheimerDemocratic, HouseSale$1,001 - $15,000+21.9%Report
Oct 9, 2025Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−68.7%Report
Oct 16, 2023Josh GottheimerDemocratic, HouseBuy$1,001 - $15,000−109.6%Report
Sep 15, 2023Josh GottheimerDemocratic, HousePartial sale$1,001 - $15,000+118.8%Report
Dec 15, 2021Josh GottheimerDemocratic, HouseBuy$1,001 - $15,000−137.5%Report
Dec 23, 2020Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000+190.9%Report
Dec 21, 2020Josh GottheimerDemocratic, HousePartial sale$1,001 - $15,000+189.2%Report
Oct 27, 2020Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−199.9%Report
Sep 29, 2020Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−196.5%Report
Apr 23, 2020Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−229.6%Report
Feb 10, 2020Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−196.9%Report
Feb 3, 2020Josh GottheimerDemocratic, HouseBuy$1,001 - $15,000−203.0%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

The numbers on this page point here. Each one links to the record it came from.

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