Stock Fundamentals

Company Information

Company Name
Phreesia Inc
Sector
Healthcare
Industry
Health Information Services
Exchange
NYSE
ISIN: US71944F1066
CIK: 0001412408
CUSIP: 71944F106
Currency: USD
Full Time Employees: 2,082
Phone: 888 654 7473
Fiscal Year End: January
IPO Date: Jul 18, 2019
Description:

Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. The company offers an appointment scheduling system for online appointments, reminders, and referral tracking and management; registration solutions to automate patient self-registration; revenue cycle solutions that provide insurance-verification processes, point-of-sale payments applications, post-visit payment collection, and flexible payment options; and network solutions to deliver clinically relevant content to patients. It deploys its platform in a range of modalities, including Phreesia Mobile, a patients' mobile device; PhreesiaPads, a self-service intake tablets; Phreesia Dashboard, a web-based dashboard for healthcare services clients; and Arrivals Kiosks, which are on-site kiosks. The company serves a range of healthcare services clients, including single-specialty practices, multi-specialty groups, and health systems; and pharmaceutical, medical device, and biotechnology companies, as well as government entities and other organizations. Phreesia, Inc. was incorporated in 2005 and is based in Wilmington, Delaware.

Address:

1521 Concord Pike, Wilmington, DE, United States, 19803

Directors & Officers

Name Title Year Born
Mr. Chaim Indig Co-Founder, CEO & Director 1979
Mr. Evan Roberts Co-Founder & President of Provider Solutions 1979
Mr. Balaji Gandhi Chief Financial Officer 1974
Ms. Allison C. Hoffman J.D. General Counsel & Secretary 1971
Mr. David Linetsky President of Network Solutions 1980
Ms. Yvonne Hui Senior VP & Chief Accounting Officer 1982
Mr. Jack Callahan Chief Technology Officer NA
Ms. Maureen McKinney Vice President of Corporate Communications NA
Ms. Briana Kearney Vice President of Marketing NA
Ms. Amy Beth VanDuyn Senior Vice President of Human Resources 1973

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 5.74M Dec 31, 2025 9.53% $0.00 0.69%
BlackRock Inc 5.69M Sep 30, 2025 9.44% $0.00 5.35%
Capital Research & Mgmt Co - Division 3 3.13M Sep 30, 2025 5.20% $0.01 0.00%
Champlain Investment Partners, LLC 2.68M Sep 30, 2025 4.44% $0.48 -1.68%
Greenhouse Funds LLLP 2.47M Dec 31, 2025 4.10% $1.51 -36.33%
Granahan Investment Management Inc.. 2.40M Dec 31, 2025 3.98% $1.74 73.81%
Deerfield Management Co 2.00M Dec 31, 2025 3.32% $0.43 79.01%
Nuveen, LLC 1.66M Sep 30, 2025 2.76% $0.01 27.59%
UBS Asset Mgmt Americas Inc 1.64M Sep 30, 2025 2.72% $0.01 -20.85%
Franklin Resources Inc 1.55M Sep 30, 2025 2.58% $0.01 1.90%
State Street Corp 1.43M Sep 30, 2025 2.38% $0.00 -0.89%
Geode Capital Management, LLC 1.32M Sep 30, 2025 2.20% $0.00 0.94%
Millennium Management LLC 1.06M Sep 30, 2025 1.77% $0.01 730.71%
American Century Companies Inc 1.04M Dec 31, 2025 1.72% $0.01 2.30%
Prosight Management, LP 977.15K Dec 31, 2025 1.62% $3.42 0.00%
GW&K Investment Management, LLC 975.54K Sep 30, 2025 1.62% $0.20 -2.78%
Jacobs Levy Equity Management, Inc. 899.10K Dec 31, 2025 1.49% $0.06 0.00%
Rock Springs Capital Management LP 876.60K Dec 31, 2025 1.45% $0.76 17.02%
Schroder Investment Management Group 857.20K Dec 31, 2025 1.42% $0.01 7.29%
Brown Advisory Holdings Inc 823.80K Sep 30, 2025 1.37% $0.03 -66.82%

Shares Statistics

Shares Outstanding: 60.29M
Shares Float: 51.49M
% Insiders: 485.30%
% Institutions: 11,007.60%
Short % Float: 5.99%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 5.74M 9.53% ▲ 0.69% Dec 31, 2025
2 BlackRock Inc 5.69M 9.44% ▲ 5.35% Sep 30, 2025
3 Capital Research & Mgmt Co - Division 3 3.13M 5.20% ▲ 0.00% Sep 30, 2025
4 Champlain Investment Partners, LLC 2.68M 4.44% ▼ 1.68% Sep 30, 2025
5 Greenhouse Funds LLLP 2.47M 4.10% ▼ 36.33% Dec 31, 2025
6 Granahan Investment Management Inc.. 2.40M 3.98% ▲ 73.81% Dec 31, 2025
7 Deerfield Management Co 2.00M 3.32% ▲ 79.01% Dec 31, 2025
8 Nuveen, LLC 1.66M 2.76% ▲ 27.59% Sep 30, 2025
9 UBS Asset Mgmt Americas Inc 1.64M 2.72% ▼ 20.85% Sep 30, 2025
10 Franklin Resources Inc 1.55M 2.58% ▲ 1.90% Sep 30, 2025

Valuation Metrics

Enterprise Value: $647.40M
Trailing P/E: 0.00
Forward P/E: 13.85

Financial Highlights

Market Cap: $743.34M
EBITDA: $14.42M
Book Value: $5.32
Earnings/Share: $-0.09
Profit Margin: -1.16%
Operating Margin: -46.68%
ROA (TTM): -0.27%
ROE (TTM): -1.87%
Revenue (TTM): $463.20M
Revenue/Share (TTM): $7.82
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 45.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-01-31 1.78x 0.04x 0.32x -24.75x -0.38x
2024-01-31 1.78x 0.03x 0.32x -73.61x -0.08x
2023-01-31 3.32x 0.03x 0.22x -125.13x -0.06x
2022-01-31 5.65x 0.00x 0.16x -100.44x -0.02x
2021-01-31 4.95x 0.05x 0.19x -15.15x -1.63x
2020-01-31 3.72x 0.21x 0.36x -5.03x -4.26x
2019-01-31 1.18x -0.14x 4.56x -2.71x 14.23x
2018-01-31 1.44x -0.13x 3.93x -4.00x -4.54x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 16, 2026 Amy Beth Vanduyn N/A Sale 2.20K $16.36 $36.02K
Jan 16, 2026 Balaji Gandhi N/A Sale 4.69K $16.36 $76.68K
Jan 16, 2026 David Linetsky N/A Sale 6.04K $16.36 $98.78K
Jan 16, 2026 Evan Roberts N/A Sale 6.27K $16.36 $102.54K
Jan 16, 2026 Allison C Hoffman N/A Sale 4.00K $16.36 $65.36K
Jan 15, 2026 Yvonne Hui N/A Sale 379.00 $16.17 $6.13K
Jan 15, 2026 Evan Roberts N/A Sale 1.81K $16.38 $29.65K
Jan 15, 2026 David Linetsky N/A Sale 1.74K $16.38 $28.55K
Jan 15, 2026 Balaji Gandhi N/A Sale 975.00 $16.38 $15.97K
Jan 15, 2026 Amy Beth Vanduyn N/A Sale 687.00 $16.38 $11.25K
Jan 15, 2026 Allison C Hoffman N/A Sale 1.11K $16.38 $18.12K
Jan 14, 2026 Yvonne Hui N/A Sale 365.00 $16.36 $5.97K
Jan 08, 2026 Allison C Hoffman N/A Sale 6.59K $17.01 $112.01K
Jan 08, 2026 Amy Beth Vanduyn N/A Sale 2.60K $17.01 $44.26K
Jan 08, 2026 Balaji Gandhi N/A Sale 8.01K $17.01 $136.23K
Jan 08, 2026 David Linetsky N/A Sale 6.11K $17.01 $103.86K
Jan 08, 2026 Evan Roberts N/A Sale 6.32K $17.01 $107.45K
Jan 08, 2026 Yvonne Hui N/A Sale 372.00 $17.47 $6.50K
Dec 17, 2025 David Linetsky N/A Sale 94.00 $16.49 $1.55K
Dec 17, 2025 Yvonne Hui N/A Sale 426.00 $16.25 $6.92K

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