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PHR · Phreesia, Inc.
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PHR Phreesia (PHR) Insider Trading, Ownership & Congress Trades

Services · Services-business services, nec · CIK 0001412408
Quote by TradingView
C-suite buying · 1Form 144 · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
134
13F, latest reported quarter

What the filings say about PHR

Insiders, 180 days
-$128.8K net sold
1 buyer · 3 sellers · 17% of sales under a 10b5-1 plan
Congress, 1 year
0 bought · 2 sold
Latest: sale, 2026-08-26
Planned sales (Form 144), 90 days
$67.2K
1 notice

Phreesia insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Phreesia, Inc. insiders sold a net $128.8K of stock across 414 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Linetsky David
President, Network Solutions
BUY
2026-10-26 SECtraded 2026-10-22
35
$320
n/a
Context
  • 93 earlier Form 4 trades (code P or S) here by this insider (93 sales), the last on Apr 10, 2026.
  • The trade is 0.2% of the 22,232 shares held after it.
  • No other insider bought within 30 days.
  • 134 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Network Solutions Linetsky David bought about $320 of PHR on Oct 22, 2026; 134 funds added in the latest 13F quarter.
Linetsky David
President, Network Solutions
BUY
2026-10-26 SECtraded 2026-10-22
35
$362
n/a
Context
  • 93 earlier Form 4 trades (code P or S) here by this insider (93 sales), the last on Apr 10, 2026.
  • The trade is 0.2% of the 22,197 shares held after it.
  • No other insider bought within 30 days.
  • 134 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Network Solutions Linetsky David bought about $362 of PHR on Oct 22, 2026; 134 funds added in the latest 13F quarter.
Hoffman Allison C
General Counsel & Secretary
SELL
2026-09-22 SECtraded 2026-09-21
6,662
$67.2K
+31.2%
Context
  • 48 earlier Form 4 trades (code P or S) here by this insider (48 sales), the last on Apr 20, 2026.
  • The trade is 2.5% of the 266,574 shares held after it.
  • No other insider sold within 30 days.
  • 134 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel & Secretary Hoffman Allison C sold about $67.2K of PHR under a 10b5-1 plan on Sep 21, 2026; 134 funds added in the latest 13F quarter.
Hui Yvonne
Principal Accounting Officer
SELL
2026-07-17 SECtraded 2026-07-16
1,247
$13.6K
+18.9%
Context
  • 33 earlier Form 4 trades (code P or S) here by this insider (33 sales), the last on Jul 6, 2026.
  • The trade is 5.7% of the 21,724 shares held after it.
  • 1 other insider sold within 30 days.
  • 134 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Principal Accounting Officer Hui Yvonne sold about $13.6K of PHR on Jul 16, 2026; 1 other insider sold within 30 days and 134 funds added in the latest 13F quarter.
Egbuonu-Davis Lisa
Director
SELL
2026-07-16 SECtraded 2026-07-14
536
$5.7K
+18.6%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jun 25, 2026.
  • The trade is 1.4% of the 37,780 shares held after it.
  • 1 other insider sold within 30 days.
  • 134 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Egbuonu-Davis Lisa sold about $5.7K of PHR on Jul 14, 2026; 1 other insider sold within 30 days and 134 funds added in the latest 13F quarter.
414 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 409 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$128.8K over 180 days
-$66.5K over 90 days
more than 64% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
134 funds bought in last quarter
more than 58% of Services
Revenue
+14.0% year over year
more than 68% of Services
Margin
0.5% net margin
below 57% of Services
Buybacks
no share repurchases reported
Short interest
6.1% of the float short (float per yahoo 2026-10-26) · 3.9 days to cover · settled 2026-09-30
more than 67% of Services
What changed in the last 30 days
Oct 26President, Network Solutions Linetsky David bought $682 (Oct 22)

Watch PHR

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-45.8%12M
-66%-44%-22%+0%2025-102025-122026-022026-042026-062026-082026-10 2026-03-19 · Pale Fire Capital SICAV a.s. bought $9.1M2026-03-31 · Barta Jan bought $8.2M2026-03-18 · Pale Fire Capital SICAV a.s. bought $5.8M2026-03-17 · Pale Fire Capital SICAV a.s. bought $3.4M2026-04-01 · Barta Jan bought $1.4M2026-04-02 · Barta Jan bought $882.8K2026-01-16 · Indig Chaim sold $157.0K2026-01-08 · Indig Chaim sold $143.6K2026-01-08 · Gandhi Balaji sold $136.2K2026-04-10 · Hoffman Allison C sold $116.9K2026-01-08 · Hoffman Allison C sold $112.0K2026-01-08 · Roberts Evan sold $107.5K2026-01-08 · Linetsky David sold $103.9K2026-01-16 · Roberts Evan sold $102.5K2026-01-16 · Linetsky David sold $98.8K2026-04-16 · Hui Yvonne sold $91.4K2026-01-16 · Gandhi Balaji sold $76.7K2026-03-23 · Hoffman Allison C sold $73.9K2026-04-10 · Linetsky David sold $67.2K2026-09-21 · Hoffman Allison C sold $67.2K2026-01-16 · Hoffman Allison C sold $65.4K2026-04-20 · Hoffman Allison C sold $56.0K2026-01-15 · Indig Chaim sold $49.8K2026-01-08 · VanDuyn Amy Beth sold $44.3K2026-03-25 · Gandhi Balaji sold $43.1K2026-01-16 · VanDuyn Amy Beth sold $36.0K2026-01-15 · Roberts Evan sold $29.6K2026-01-15 · Linetsky David sold $28.6K2026-06-25 · Egbuonu-Davis Lisa sold $24.3K2026-01-15 · Hoffman Allison C sold $18.1K2026-01-15 · Gandhi Balaji sold $16.0K2026-07-06 · Hui Yvonne sold $14.9K2026-07-16 · Hui Yvonne sold $13.6K2026-04-17 · Hui Yvonne sold $12.3K2026-01-15 · VanDuyn Amy Beth sold $11.3K2025-12-17 · Hui Yvonne sold $6.9K2026-01-08 · Hui Yvonne sold $6.5K2026-01-15 · Hui Yvonne sold $6.1K2026-01-14 · Hui Yvonne sold $6.0K2026-07-14 · Egbuonu-Davis Lisa sold $5.7K2026-05-18 · Hui Yvonne sold $3.8K2025-12-17 · Linetsky David sold $1.6K2026-02-19 · Pale Fire Capital SICAV a.s. filed a 5%+ stake (9.2%)2026-02-19 · Pale Fire Capital investicni spolecnost a.s. filed a 5%+ stake (9.2%)2026-02-19 · Pale Fire Capital SE filed a 5%+ stake (9.2%)2026-02-19 · Senkypl Dusan filed a 5%+ stake (9.2%)2026-02-19 · Barta Jan filed a 5%+ stake (9.2%)2026-09-21 · Hoffman Allison C filed to sell $67.2K2026-07-16 · Hui Yvonne filed to sell $13.6K2026-07-14 · Egbuonu-Davis Lisa filed to sell $5.7K2026-07-06 · Hui Yvonne filed to sell $14.9K2026-06-25 · Egbuonu-Davis Lisa filed to sell $24.3K
Insider buyInsider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns PHR: institutional holders (13F)

13F holdings, latest reported quarter
Pale Fire Capital SE
8,924,329 sh
$91.8M
BlackRock, Inc.
7,019,832 sh
$72.2M
AQR CAPITAL MANAGEMENT LLC
3,151,453 sh
$32.4M
VANGUARD PORTFOLIO MANAGEMENT LLC
2,987,907 sh
$30.7M
VANGUARD CAPITAL MANAGEMENT LLC
2,548,965 sh
$26.2M

Congress trades in PHR

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Gilbert Cisneros
Sold 2026-08-26 · disclosed 15 days later
$1,001 - $15,000
Gilbert Cisneros
Sold 2026-08-25 · disclosed 16 days later
$1,001 - $15,000
Josh Gottheimer
Sold 2026-03-05 · disclosed 34 days later
$1,001 - $15,000
Gilbert Cisneros
Bought 2025-10-09 · disclosed 40 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Pale Fire Capital SICAV a.s.
Activist 13D · 2026-02-19
9.2%
Pale Fire Capital investicni spolecnost a.s.
Activist 13D · 2026-02-19
9.2%
Pale Fire Capital SE
Activist 13D · 2026-02-19
9.2%
Senkypl Dusan
Activist 13D · 2026-02-19
9.2%
Barta Jan
Activist 13D · 2026-02-19
9.2%

PHR planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Hoffman Allison C
Filed 2026-09-21
$67.2K
Hui Yvonne
Filed 2026-07-16
$13.6K
Egbuonu-Davis Lisa
Filed 2026-07-14
$5.7K
Hui Yvonne
Filed 2026-07-06
$14.9K
Egbuonu-Davis Lisa
Filed 2026-06-25
$24.3K

PHR mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Cambiar SMID Fund
$691.0K position · as of 2026-07-31
1.8%
Cambiar Small Cap Fund
$1.2M position · as of 2026-07-31
1.8%
State Street(R) SPDR(R) FactSet Innovative Technology ETF
$413.4K position · as of 2026-06-30
0.6%
Columbia Integrated Small Cap Growth Fund
$192.5K position · as of 2026-05-31
0.6%
AVE MARIA WORLD EQUITY FUND
$809.8K position · as of 2026-06-30
0.5%
VictoryShares Small Cap Free Cash Flow ETF
$2.8M position · as of 2026-06-30
0.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Indig
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$8.1M
-$17.9M
$3.4M
-79%
+61%
2024
$10.5M
$11.8M
$4.1M
-8%
+109%
2023
$8.3M
-$240.0K
$4.3M
-18%
+88%
2022
$7.6M
$12.5M
$3.7M
+21%
+27%
2021
$8.9M
-$15.0M
$3.7M
+1%
+50%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $128.8K sold by insiders over 180 days, 134 funds added last quarter, $67.2K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
DASHABNBSEETSYFICOXMTRACNZGFLYWMAMAXTNET

PHR financials

Revenue growth
+14.0%
XBRL, annual
Net margin
0.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$507.8M
four quarters, 2025-08-01 to 2026-07-31
Net margin, TTM
+2.1%
net income over revenue, 2025-08-01 to 2026-07-31
Free cash flow, TTM
$80.7M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Debt to equity
0.00x
LongTermDebt as filed 2026-07-31 (includes the current portion); equity 2026-07-31
Cash flow to debt
80.02x
TTM operating cash flow over LongTermDebt as filed 2026-07-31 (includes the current portion)
Return on equity
+3.1%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets
+2.0%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on invested capital
n/a
effective tax rate -278%, not meaningful
Return on capital employed
+3.1%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
P/E, trailing
74.71x
close 2026-10-23 over four quarters of diluted EPS, 2025-08-01 to 2026-07-31
Enterprise value
$715.6M
market value at close 2026-10-23 on 2026-08-27 shares, plus LongTermDebt as filed 2026-07-31 (includes the current portion), minus cash 2026-01-31
FCF yield
+10.2%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-012025-012024-012023-01
Revenue$480.6M$419.8M$356.3M$280.9M
Operating income-$6.6M-$58.1M-$136.5M-$176.6M
Net income$2.3M-$58.5M-$136.9M-$176.1M
EPS (diluted)0.04-1.02-2.51-3.36
Operating cash flow$78.8M$32.4M-$32.4M-$90.1M
Cash$73.8M$84.2M$87.5M$176.7M
Long-term debt$2.7M$1.9M$3.1M$246.0K
SEC XBRL, fiscal years, as known on 2026-10-27

PHR Stock Sonar score 6/7 axes

Find similar shapesCompare

PHR ranks highest on financial health (94th percentile) and growth (68th), and lowest on risk and compliance (28th), among Services peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
47
Inputs
  • Return on equity+3.1% · 43 pct, sector of 207
  • Return on assets+2.0% · 54 pct, sector of 269
  • Return on invested capitaleffective tax rate -278%, not meaningful
  • Return on capital employed+3.1% · 45 pct, sector of 203
Financial health
94
Inputs
  • Debt to equity0.00x · 89 pct, sector of 228
  • Cash flow to debt80.02x · 99 pct, sector of 199
Growth
68
Inputs
  • Revenue growth, YoY+14.0% · 68 pct, sector of 341
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
61
Inputs
  • Net Form 4 buying (codes P and S), 180d-$62K · 65 pct, sector of 174
  • Insider buyers, 180d1 · 57 pct, sector of 179
Institutional and government
30
Inputs
  • Funds adding, latest quarter134 · 58 pct, sector of 243
  • Congress net buyers, 365d-2 · 6 pct, sector of 37
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$240K · 27 pct, sector of 61
Risk and compliance
28
Inputs
  • Short interest, % of float+6.1% · 30 pct, sector of 383
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+17.2% · 27 pct, sector of 227
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

PHR filings, in plain words

Are Phreesia insiders buying or selling PHR?

In the 180 days to 2026-10-27, Phreesia insiders were net sellers, a net $128.8K: $682 of purchases and $129.4K of sales reported on Form 4, by 1 buyer and 3 sellers.

Have members of Congress traded PHR?

Yes. In the year to 2026-10-27, 0 House members disclosed buying PHR and 2 House members disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-08-26.

Are there planned insider sales of PHR?

Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $67.2K of stock; the latest, by Hoffman Allison C, was filed 2026-09-21.

Read the full summary

In the 180 days to 2026-10-27, Phreesia insiders were net sellers of PHR, a net $128.8K across purchases and sales reported on Form 4 by 1 buyer and 3 sellers. Sales outweighed purchases more than tenfold by value. 17% of the 6 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 0 members of Congress disclosed buying PHR and 2 members disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-08-26. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $67.2K of stock. The latest 5% ownership filing is a 13D by Pale Fire Capital SICAV a.s., filed 2026-02-19, for 9.2% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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