Phreesia Inc

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Phreesia Inc
TickerPHR
CIK #0001412408
CUSIP71944F106
SectorTrade & Services - Services-Business Services, Nec
Address432 Park Avenue S 12th Floor, New York, NY 10016
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Phreesia Inc 2017-11-08 34.0 M Exemption: 506(b) · Remaining: $6,000,006 · Duration: One year or less · Commission: $1,000,006 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001412408] 10-K
[0001412408] 10-Q
[0001412408] 3
[0001412408] 4
[0001412408] 5
[0001412408] 8-K
[0001412408] D
[0001412408] SC 13D
[0001412408] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Phreesia Inc [2026-04-29] 0.0
Pale Fire Capital SE Phreesia Inc [2026-02-19] 0.0
Capital International Investors Phreesia Inc [2025-08-13] 0.0
Champlain Investment Partners LLC Phreesia Inc [2025-08-12] 0.0
Greenhouse Funds LLLP Phreesia Inc [2025-05-14] 0.0
Champlain Investment Partners LLC Phreesia Inc [2025-05-14] 0.0
T Rowe Price Investment Management Inc Phreesia Inc [2024-02-14] 3.3
T Rowe Price Investment Management Inc Phreesia Inc [2023-02-14] 5.1
Brown Advisory Inc Phreesia Inc [2023-02-09] 5.8
Vanguard Group Inc Phreesia Inc [2022-02-10] 6.77
Price T Rowe Associates Inc /MD/ Phreesia Inc [2021-02-16] 5.3
BlackRock Inc Phreesia Inc [2021-02-02] 7.0
LLR Equity Partners IV LP Phreesia Inc [2020-02-14] 10.09
HLM Venture Partners II LP Phreesia Inc [2020-02-13] 5.6
Polaris Venture Partners V LP Phreesia Inc [2020-02-12] 8.6
FMR LLC Phreesia Inc [2020-02-07] 0.0
Form 3/4/5 Filer 2011 - 2026
Hui Yvonne
Phreesia Inc
Hoffman Allison C
Smith Mark Douglas
Goldstein Lainie
Kessler Jon
Sayar Ramin
Egbuonu-Davis Lisa
Munson Gillian
Cahill Edward L
Linetsky David
VanDuyn Amy Beth
Gandhi Balaji
Indig Chaim
Roberts Evan
Pale Fire Capital SE
Pale Fire Capital SICAV as
Barta Jan
Pale Fire Capital investicni spolecnost as
Senkypl Dusan
Weintraub Michael
Gunzburg Janet
Davidoff Michael J
Rasmussen Randy
Pegus Cheryl
Altier Thomas
LLR Capital IV LLC
LLR Equity Partners IV LP
LLR Equity Partners Parallel IV LP
LLR Capital IV LP
Perricelli Scott
Kallenbach Charles
Nathan Daniel
GRUA Peter J
HLM Venture Partners II LP
HLM Venture Associates II LLC
McGuire Terrance
Polaris Venture Partners V LP
Polaris Venture Partners Entrepreneurs' Fund V LP
Polaris Venture Management Co V LLC
Flint Jonathan A
Polaris Venture Partners Founders' Fund V LP
Polaris Venture Partners Special Founders' Fund V LP
CHV II LP
Ascension Health Ventures II LLC
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Gandhi Balaji
Common Stock
2026-03-25 Sell 3,829 $11.26 43,115
Hoffman Allison C
Common Stock
2026-03-23 Sell 6,176 $11.97 73,927
Pale Fire Capital SE +4
Common Stock, par value $0.01 per share
2026-03-19 Buy 780,009 $11.69 9,118,305
Pale Fire Capital SE +4
Common Stock, par value $0.01 per share
2026-03-18 Buy 519,196 $11.15 5,789,035
Linetsky David
Common Stock
2026-03-18 Sell 107 $11.06 1,183
Pale Fire Capital SE +4
Common Stock, par value $0.01 per share
2026-03-17 Buy 303,300 $11.20 3,396,960
Goldstein Lainie
Common Stock
2026-01-30 Grant 744 $13.43 9,992
Cahill Edward L
Common Stock
2026-01-30 Grant 744 $13.43 9,992
Munson Gillian
Common Stock
2026-01-30 Grant 744 $13.43 9,992
Indig Chaim
Common Stock
2026-01-16 Sell 9,595 $16.36 156,974
Linetsky David
Common Stock
2026-01-16 Sell 6,038 $16.36 98,782
Roberts Evan
Common Stock
2026-01-16 Sell 6,268 $16.36 102,544
VanDuyn Amy Beth
Common Stock
2026-01-16 Sell 2,202 $16.36 36,025
Hoffman Allison C
Common Stock
2026-01-16 Sell 3,995 $16.36 65,358
Gandhi Balaji
Common Stock
2026-01-16 Sell 4,687 $16.36 76,679
Roberts Evan
Common Stock
2026-01-15 Sell 1,810 $16.38 29,648
VanDuyn Amy Beth
Common Stock
2026-01-15 Sell 687 $16.38 11,253
Hui Yvonne
Common Stock
2026-01-15 Sell 379 $16.17 6,128
Gandhi Balaji
Common Stock
2026-01-15 Sell 975 $16.38 15,970
Hoffman Allison C
Common Stock
2026-01-15 Sell 1,106 $16.38 18,116
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 244 54,596,072
2025-12-31 230 56,514,861
2025-09-30 234 58,652,078
2025-06-30 226 57,202,228
2025-03-31 227 55,481,508
2024-12-31 198 53,269,138
2024-09-30 197 53,553,226
2024-06-30 180 51,774,360
2024-03-31 195 50,070,113
2023-12-31 191 49,645,642
2023-09-30 176 48,484,402
2023-06-30 194 46,617,498
Form 13F Holdings
Firm Period DFND Voting Shares
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 3,766 99,426
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 69,698 69,698
Diversified Trust Co [2026-06-30] SOLE 0 19,088
Merit Financial Group LLC [2026-06-30] OTR 0 17,955
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 651 15,868
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 15,432
Alaska Retirement Management Board [2026-06-30] SOLE 3,538 3,538
Gamma Investing LLC [2026-06-30] DFND 3,526 3,526
Merit Financial Group LLC [2026-06-30] SOLE 0 3,237
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,534
IFP Advisors LLC [2026-06-30] SOLE 1,289 1,289
Versant Capital Management Inc [2026-06-30] SOLE 823 823
True Wealth Design LLC [2026-06-30] SOLE 0 806
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 645
Fortitude Family Office LLC [2026-06-30] SOLE 430 430
Thurston Springer Miller Herd & Titak Inc [2026-06-30] SOLE 200 200
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 110 110
LRI Investments LLC [2026-06-30] SOLE 65 65
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