Phreesia, Inc.
PHR · Services-Business Services, NEC · 61.8M shares · +28%/yr ↑ dilution · EDGAR filings ↗
Reference price $9.53 · est. market cap ~$589M — last insider sale, 2026-06-25 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C69gen composite 53pct→69
Notable findings
- Chronic dilutionShare count +28%/yr over 4y (dilution, book value/share -70%)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2026-03-05 | Gottheimer, Josh · NJ05 | sell | joint | $1K–$15K |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
85.2%
Operating margin
-1.4%
Net margin
0.5%
Return on equity
0.7%
Return on assets
0.3%
ROIC
-1.5%
Revenue growth (QoQ)
12.9%
Debt / equity
0.0×
Net debt / EBITDA
-2.5×
Current ratio
1.5×
Free cash flow
$68M
EBITDA
$25M
Tangible book value
$87M
Cash & investments
$74M
Stock comp / revenue
14.0%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Chaim Indig | Chief Executive Officer | $8M FY2026 |
| Allison Hoffman | General Counsel | $3M FY2026 |
| Balaji Gandhi | Chief Financial Officer | $4M FY2026 |
| David Linetsky | President, Network Solutions | $4M FY2026 |
| Evan Roberts | President, Provider Solutions | $4M FY2026 |
| Hui Yvonne | Principal Accounting Officer | — |
| VanDuyn Amy Beth | SVP, Human Resources | — |
| Edward Cahill | Director | $222K FY2026 |
| Gillian Munson | Director | $247K FY2026 |
| Kessler Jon | Director | — |
| Lainie Goldstein | Director | $225K FY2026 |
| Lisa Egbuonu-Davis | Director | $230K FY2026 |
| Mark Smith | Director | $235K FY2026 |
| Michael Weintraub | Director | $360K FY2026 |
| Ramin Sayar | Director | $235K FY2026 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-30 | Hoffman Allison C | Grant | 1.3K | $8.75 |
| 2026-06-30 | Hui Yvonne | Grant | 1.4K | $8.75 |
| 2026-06-25 | Egbuonu-Davis Lisa | Sell | 2.5K | $9.53 |
| 2026-06-24 | Kessler Jon | Grant | 19K | $9.59 |
| 2026-06-24 | Sayar Ramin | Grant | 19K | $9.59 |
| 2026-06-24 | Goldstein Lainie | Grant | 19K | $9.59 |
| 2026-06-24 | Smith Mark Douglas | Grant | 19K | $9.59 |
| 2026-06-24 | Munson Gillian | Grant | 19K | $9.59 |
| 2026-06-24 | Egbuonu-Davis Lisa | Grant | 19K | $9.59 |
| 2026-05-18 | Hui Yvonne | Sell | 431 | $8.85 |
| 2026-05-18 | Hui Yvonne | Tax withheld | 325 | $8.77 |
| 2026-04-30 | CAHILL EDWARD L | Grant | 1.1K | $9.21 |
| 2026-04-30 | Goldstein Lainie | Grant | 1.1K | $9.21 |
| 2026-04-30 | Munson Gillian | Grant | 1.1K | $9.21 |
| 2026-04-20 | Hoffman Allison C | Sell | 6.2K | $9.06 |
| 2026-04-17 | Hui Yvonne | Sell | 1.3K | $9.28 |
| 2026-04-16 | Linetsky David | Tax withheld | 229 | $9.17 |
| 2026-04-16 | Hui Yvonne | Tax withheld | 996 | $9.17 |
| 2026-04-16 | Hui Yvonne | Sell | 10K | $9.08 |
| 2026-04-15 | Hui Yvonne | Tax withheld | 314 | $8.56 |
| 2026-04-10 | Linetsky David | Sell | 8.3K | $8.07 |
| 2026-04-10 | Hoffman Allison C | Sell | 14K | $8.07 |
| 2026-04-09 | Gandhi Balaji | Tax withheld | 25K | $9.15 |
| 2026-04-09 | Indig Chaim | Tax withheld | 33K | $9.15 |
| 2026-04-09 | Hui Yvonne | Tax withheld | 5.4K | $9.15 |
| 2026-04-09 | Roberts Evan | Tax withheld | 20K | $9.15 |
| 2026-04-09 | VanDuyn Amy Beth | Tax withheld | 9.2K | $9.15 |
| 2026-04-09 | Linetsky David | Tax withheld | 9.5K | $9.15 |
| 2026-04-09 | Linetsky David | Tax withheld | 914 | $9.15 |
| 2026-04-09 | Hoffman Allison C | Tax withheld | 15K | $9.15 |
| 2026-04-06 | Hoffman Allison C | Grant | 30K | — |
| 2026-04-06 | VanDuyn Amy Beth | Grant | 21K | — |
| 2026-04-06 | Roberts Evan | Grant | 36K | — |
| 2026-04-06 | Linetsky David | Grant | 18K | — |
| 2026-04-06 | Linetsky David | Grant | 2.2K | — |
| 2026-04-06 | Indig Chaim | Grant | 61K | — |
| 2026-04-06 | Hui Yvonne | Grant | 14K | — |
| 2026-04-06 | Gandhi Balaji | Grant | 36K | — |
| 2026-04-06 | Kessler Jon | Grant | 4.4K | — |
| 2026-04-06 | Kessler Jon | Grant | 20K | — |
| 2026-04-02 | Pale Fire Capital SE | Buy | 106K | $8.31 |
| 2026-04-01 | Pale Fire Capital SE | Buy | 169K | $8.43 |
| 2026-03-31 | Pale Fire Capital SE | Buy | 1.0M | $8.16 |
| 2026-03-25 | Gandhi Balaji | Sell | 3.8K | $11.26 |
| 2026-03-23 | Hoffman Allison C | Sell | 6.2K | $11.97 |
| 2026-03-19 | Pale Fire Capital SE | Buy | 780K | $11.69 |
| 2026-03-18 | Pale Fire Capital SE | Buy | 519K | $11.15 |
| 2026-03-18 | Linetsky David | Sell | 107 | $11.06 |
| 2026-03-17 | Pale Fire Capital SE | Buy | 303K | $11.20 |
| 2026-01-30 | Goldstein Lainie | Grant | 744 | $13.43 |
| 2026-01-30 | Munson Gillian | Grant | 744 | $13.43 |
| 2026-01-30 | CAHILL EDWARD L | Grant | 744 | $13.43 |
| 2026-01-16 | Gandhi Balaji | Sell | 4.7K | $16.36 |
| 2026-01-16 | VanDuyn Amy Beth | Sell | 2.2K | $16.36 |
| 2026-01-16 | Hoffman Allison C | Sell | 4.0K | $16.36 |
| 2026-01-16 | Roberts Evan | Sell | 6.3K | $16.36 |
| 2026-01-16 | Indig Chaim | Sell | 9.6K | $16.36 |
| 2026-01-16 | Linetsky David | Sell | 6.0K | $16.36 |
| 2026-01-15 | Linetsky David | Sell | 1.7K | $16.38 |
| 2026-01-15 | VanDuyn Amy Beth | Sell | 687 | $16.38 |
| 2026-01-15 | Roberts Evan | Sell | 1.8K | $16.38 |
| 2026-01-15 | Indig Chaim | Sell | 3.0K | $16.38 |
| 2026-01-15 | Hoffman Allison C | Sell | 1.1K | $16.38 |
| 2026-01-15 | Gandhi Balaji | Sell | 975 | $16.38 |
| 2026-01-15 | Hui Yvonne | Sell | 379 | $16.17 |
| 2026-01-14 | Hui Yvonne | Sell | 365 | $16.36 |
| 2026-01-08 | VanDuyn Amy Beth | Sell | 2.6K | $17.01 |
| 2026-01-08 | Roberts Evan | Sell | 6.3K | $17.01 |
| 2026-01-08 | Linetsky David | Sell | 6.1K | $17.01 |
| 2026-01-08 | Gandhi Balaji | Sell | 8.0K | $17.01 |
| 2026-01-08 | Hui Yvonne | Sell | 372 | $17.47 |
| 2026-01-08 | Hoffman Allison C | Sell | 6.6K | $17.01 |
| 2026-01-08 | Indig Chaim | Sell | 8.4K | $17.01 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-24 | Shareholder vote | filing ↗ |
| 2026-05-27 | ResultsExhibits | filing ↗ |
| 2026-05-11 | Other | filing ↗ |
| 2026-05-04 | Material agreementDebt obligation | filing ↗ |
| 2026-04-03 | ResultsExhibits | filing ↗ |
| 2026-03-30 | ResultsExhibits | filing ↗ |
| 2026-03-16 | Material agreement1.02Debt obligationReg FDExhibits | filing ↗ |
| 2026-02-23 | Exec/director changeReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-24 | 2026-06-24 | 0001412408-26-000176 ↗ |
| 10-Q | 2026-05-28 | 2026-04-30 | 0001412408-26-000172 ↗ |
| 8-K | 2026-05-27 | 2026-05-27 | 0001412408-26-000166 ↗ |
| DEF 14A | 2026-05-14 | 2026-05-14 | 0001412408-26-000155 ↗ |
| 8-K | 2026-05-11 | 2026-05-07 | 0001412408-26-000145 ↗ |
| 8-K | 2026-05-04 | 2026-04-30 | 0001412408-26-000138 ↗ |
| 8-K | 2026-04-03 | 2026-03-30 | 0001412408-26-000084 ↗ |
| 10-K | 2026-03-31 | 2026-01-31 | 0001412408-26-000079 ↗ |
| 8-K | 2026-03-30 | 2026-03-30 | 0001412408-26-000074 ↗ |
| 8-K | 2026-03-16 | 2026-03-13 | 0001412408-26-000057 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0001412408-26-000054 ↗ |
| 8-K/A | 2026-01-28 | 2025-11-12 | 0001412408-26-000042 ↗ |