PHR at a glance
Phreesia, Inc. (PHR, SEC CIK 1412408) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Phreesia, Inc. (PHR) reported revenue of $467.8 million (up 14.0% from FY2025) and net income of $2.3 million. Diluted EPS was $0.04.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Phreesia, Inc. (PHR) shares worth $249.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hoffman Allison C on September 21, 2026 of 6,662 shares at $10.08 per share.
- In the last 90 days, PHR insiders reported 0 open-market purchases ($0) and 3 open-market sales ($87K) on Form 4, a net sale of $87K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $467.8M
- +14.0% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$87K
- 13F holders
- 29 funds
- $249.3M · +2 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $129.5M, up 10% YoY from $117.3M
- Payment solutions $38.5M, up 36% YoY, best-performing stream
- Subscription revenue $52.7M, down 2% YoY, weakest stream
- Net income $1.9M vs $0.7M YoY; Adjusted EBITDA $32.9M vs $22.1M
- Operating cash flow $18.3M vs $14.8M; cash $74.6M, up $0.8M since January 31, 2026
Risk Factors
- AI-driven competition risk, intensified by new entrants’ lower upfront costs and faster technology development
- Cybersecurity compliance exposure, including HIPAA, HITECH, NYDFS Part 500, GLBA, Regulation P and FTC Safeguards Rule obligations
- Financing growth constraints, with Securitization Program concentration limits restricting eligible provider receivables for upfront funding
- India operating risk, including rising wages, talent competition, inflation, foreign-exchange shortages and geopolitical disruption
- Revenue volatility from sales cycles of three to twelve months and implementation periods of one to 24 months
AI summary of the PHR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results for quarter ended July 31, 2026
- Stakeholder letter and press release furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 FY2027 revenue $129.5M, up 10% YoY, with AHSCs up 6% to 4,744 and revenue per AHSC up 4% to $27,289
- Adjusted EBITDA $32.9M versus $22.1M, signaling stronger operating leverage; GAAP net income rose to $1.9M from $0.7M
Item 5.07: Submission of Matters to a Vote of Security Holders
- Chaim Indig and Jon Kessler reelected as Class I directors through 2029
- KPMG LLP appointment ratified for fiscal year ending January 31, 2027
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results for period ended April 30, 2026
- Stakeholder letter and press release furnished as Exhibits 99.1 and 99.2
AI summaries of PHR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PHR
Don't miss the next PHR filing
- Alerts as it files. A push when PHR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PHR, by share count.
- Ask anything. An AI agent that reads every PHR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hoffman Allison C | Sell | Sep 21, 2026 | 6,662 | $10.08 |
| VanDuyn Amy Beth | F | Sep 18, 2026 | 2,876 | $10.42 |
| Linetsky David | F | Sep 18, 2026 | 319 | $10.42 |
| Linetsky David | F | Sep 18, 2026 | 4,475 | $10.42 |
| Hoffman Allison C | F | Sep 18, 2026 | 7,401 | $10.42 |
| Roberts Evan | F | Sep 18, 2026 | 4,476 | $10.42 |
| VanDuyn Amy Beth | A | Sep 14, 2026 | 6,490 | - |
| Roberts Evan | A | Sep 14, 2026 | 8,113 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $410.5M | $467.8M |
| Operating Income | - | -$58.1M | -$6.6M |
| Net Income | -$136.9M | -$58.5M | $2.3M |
| Op. Margin | - | -14.2% | -1.4% |
| Net Margin | - | -14.3% | 0.5% |
| Balance Sheet | |||
| Total Assets | - | $388.4M | $663.8M |
| Equity | $251.4M | $264.8M | $337.2M |
| ROE | -54.4% | -22.1% | 0.7% |
| Per Share | |||
| EPS | $-2.51 | $-1.02 | $0.04 |
| Cash Flow | |||
| Operating CF | - | $32.4M | $78.8M |
| CapEx | $5.8M | $8.7M | $11.1M |
Source: XBRL data in Phreesia, Inc. (PHR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PHR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $249.3M |
| Q1 2026 | 27 | $183.1M |
| Q4 2025 | 25 | $342.8M |
| Q3 2025 | 26 | $544.4M |
| Q2 2025 | 27 | $640.9M |
| Q1 2025 | 23 | $448.5M |
| Q4 2024 | 20 | $411.3M |
| Q3 2024 | 16 | $106.0M |
- AQR Capital Management+1.30M (+70%)
- BlackRock+1.10M (+19%)
- D.E. Shaw & Co+513.0K (+4445%)
- Goldman Sachs Group+404.5K (+39%)
- Morgan Stanley+270.7K (+37%)
- Franklin Resources−505.4K (-69%)
- Bank of America Corp−411.5K (-41%)
- Vanguard Portfolio Management LLC−347.2K (-10%)
- Citadel Advisors LLC−302.2K (-41%)
- JPMorgan Chase & Co−246.0K (-85%)
- Millennium Management+256.1K
- Allstate+65.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 193 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PHR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-Q | Sep 3, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
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PHR SEC filings: frequently asked questions
Are PHR insiders buying or selling?
In the last 90 days, Phreesia, Inc. (PHR) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $86,505 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PHR stock?
As of June 30, 2026, the largest Phreesia, Inc. (PHR) holders among the 13F filers tracked by SignalX were BlackRock ($72.2 million), AQR Capital Management ($32.4 million), Vanguard Portfolio Management LLC ($30.7 million), Vanguard Capital Management LLC ($26.2 million), State Street Corp ($16.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PHR's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Phreesia, Inc. (PHR) reported revenue of $467.8 million (up 14.0% from FY2025) and net income of $2.3 million. Diluted EPS was $0.04. The figures come from the XBRL data in the 10-K.
What did PHR report in its latest 8-K?
Phreesia, Inc. (PHR) filed an 8-K on September 2, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q2 2026 results for quarter ended July 31, 2026.
What are the latest PHR SEC filings?
Phreesia, Inc. (PHR) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on September 28, 2026.
What is PHR's SEC CIK number?
Phreesia, Inc. (PHR)'s SEC Central Index Key (CIK) is 1412408. EDGAR lists every PHR filing under that number.
Ask anything about PHR
The research agent reads PHR's filings, financials, insider trades and 13F holders, then answers with sources.