Latest revenue
$120.3M
as of 2025-10-31
Latest net income
$1.0M
as of 2025-10-31
Net margin
0.8%
as of 2025-10-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $542.0M
- Enterprise value
- $542.0M
- P/E (trailing)
- 235.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $32.76
- 52-wk low
- $7.77
- Beta
- —
- Shares out
- 60.8M
5-year trend
What this company does
Item 1. Business Overview Phreesia, Inc. ("Phreesia," "we," "our," or the "Company") was founded in 2005 and completed its initial public offering in July 2019. Phreesia provides an integrated software, payments, and engagement platform designed to address three foundational challenges in healthcare delivery: access to care, affordability of care, and patient health outcomes. Our platform is embedded directly into provider workflows and patient interactions, enabling healthcare organizations to activate patients, streamline administrative processes, and improve financial performance across the care continuum. We serve a diverse group of healthcare organizations including ambulatory…
AI summary unavailable — showing raw filing excerpt
Generated from PHR's filing dated 2026-03-31
Key risks
Item 1A. Risk Factors Risk factors A description of the risks and uncertainties associated with our business and industry is set forth below. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including our consolidated financial statements and notes thereto and the “Management’s discussion and analysis of financial condition and results of operations” section of this Annual Report on Form 10-K, before deciding whether to purchase shares of our common stock. If any of the following risks are realized, our business, financial condition, operating results and prospects could be materially…
AI summary unavailable — showing raw filing excerpt
Generated from PHR's filing dated 2026-03-31
Profitability
Operating margin
-1.4%
90.1%Net margin
0.5%
103.4%Return on equity
0.7%
103.1%Return on assets
0.3%
102.3%Leverage
Debt / equity
0.97×
107.5%Long-term debt / equity
0.27×
787.6%Debt / assets
49.2%
54.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $127.1M | +15.9% | $4.6M | +171.3% | 3.6% |
Q4 2025 2025-10-31 | $120.3M | +12.7% | $1.0M | +107.0% | 0.8% |
Q3 2025 2025-07-31 | $117.3M | +14.8% | $654.0K | +103.6% | 0.6% |
Q2 2025 2025-04-30 | $115.9M | +14.5% | $-3.9M | +80.2% | -3.4% |
Q1 2025 2025-01-31 | $109.7M | — | $-6.4M | — | -5.8% |
Q4 2024 2024-10-31 | $106.8M | +16.6% | $-14.4M | +54.9% | -13.5% |
Q3 2024 2024-07-31 | $102.1M | +19.0% | $-18.0M | +51.0% | -17.6% |
Q2 2024 2024-04-30 | $101.2M | — | $-19.7M | — | -19.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Business Services, NEC · SIC 7389
Your notes
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Insider activity
Insider buying
$28.8M
Insider selling
$10.7M
Net activity
+$18.1M
Distinct insiders
11
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns PHR
Institutional value
$202.0M
Total shares held
26.4M
Distinct holders
131
-96 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.9M | $49.6M | +284.4K (+5.0%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $27.9M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $20.8M | — | New |
| 4 | OP Asset Management Ltd | 1.5M | $14.0M | +1.5M (+12430.7%) | Added |
| 5 | Nuveen, LLC | 1.0M | $8.4M | -867.5K (-46.2%) | Trimmed |
| 6 | Walleye Capital LLC | 820.3K | $6.9M | +810.4K (+8162.5%) | Added |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 755.7K | $6.3M | +731.2K (+2979.2%) | Added |
| 8 | FRANKLIN RESOURCES INC | 736.0K | $6.2M | -1.3M (-63.2%) | Trimmed |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | 581.4K | $4.9M | +370.0K (+175.0%) | Added |
| 10 | DIMENSIONAL FUND ADVISORS LP | 484.7K | $4.1M | -143.6K (-22.9%) | Trimmed |
| 11 | Russell Investments Group, Ltd. | 466.7K | $4.1M | +199.8K (+74.9%) | Added |
| 12 | VANGUARD FIDUCIARY TRUST CO | 404.0K | $3.4M | — | New |
| 13 | JPMORGAN CHASE & CO | 289.6K | $3.3M | -217.6K (-42.9%) | Trimmed |
| 14 | JANE STREET GROUP, LLC | 348.3K | $2.9M | +34.3K (+10.9%) | Added |
| 15 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 325.0K | $2.7M | +180.0K (+124.1%) | Added |
| 16 | CAMBIAR INVESTORS LLC | 322.7K | $2.7M | -35.8K (-10.0%) | Trimmed |
| 17 | KING LUTHER CAPITAL MANAGEMENT CORP | 298.8K | $2.5M | +30.5K (+11.4%) | Added |
| 18 | UBS Group AG | 255.8K | $2.1M | +40.8K (+19.0%) | Added |
| 19 | Bank of New York Mellon Corp | 184.8K | $1.5M | -30.5K (-14.2%) | Trimmed |
| 20 | Allianz Asset Management GmbH | 168.3K | $1.4M | +718 (+0.4%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once PHR's latest filing finishes processing.