Welcome to our dedicated page for Phreesia SEC filings (Ticker: PHR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Phreesia, Inc. (NYSE: PHR) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents help investors analyze how Phreesia reports its financial performance, material events and key agreements related to its healthcare technology and patient activation business.
Phreesia’s filings include Current Reports on Form 8-K that describe significant developments such as quarterly financial results, material definitive agreements and acquisitions. For example, the company has filed 8-Ks covering its fiscal quarter results, the Agreement and Plan of Merger to acquire AccessOne Parent Holdings, Inc., and the completion of that acquisition, which made AccessOne a wholly owned subsidiary. Other 8-Ks detail the bridge loan credit agreement, amendments to its credit facility with Capital One and the voting results of its annual meeting of stockholders.
Through this page, users can also locate annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing set), which typically contain segment information for subscription and related services, payment processing fees and network solutions, along with discussions of non-GAAP measures such as Adjusted EBITDA. Proxy materials and governance-related filings provide additional context on board elections, auditor ratification and executive compensation votes.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, explain complex sections and surface items such as new debt obligations, acquisition terms or changes to credit agreements. Real-time updates from EDGAR, combined with simplified explanations, make it easier to track Phreesia’s regulatory history, capital structure and major corporate actions without reading every page of each filing.
Phreesia, Inc. institutional holders report a 4.1% stake in the company’s common stock. Greenhouse Funds LLLP, Greenhouse GP LLC and Joseph Milano jointly report beneficial ownership of 2,471,960 shares of Phreesia common stock as of December 31, 2025, representing 4.1% of the outstanding class.
The group reports no sole voting or dispositive power, with shared voting power over 2,228,698 shares and shared dispositive power over 2,471,960 shares. All reported securities are directly owned by advisory clients of Greenhouse Funds LLLP, and no individual client is deemed to own more than 5% of the class.
The reporting persons state the holdings are maintained in the ordinary course of business and not for the purpose of changing or influencing control of Phreesia. They also formally disclaim beneficial ownership except to the extent of any pecuniary interest.
Phreesia, Inc. share ownership update: Capital International Investors has filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of 2,851,536 shares of Phreesia common stock, representing 4.7% of the class as of the event date.
The filer reports sole voting and sole dispositive power over all 2,851,536 shares and no shared power. The filing notes that Capital International Investors is a division of several affiliated investment management entities operating under that name and that the shares are held in the ordinary course of business, not to change or influence control of Phreesia.
The Vanguard Group has filed an amended ownership report showing beneficial ownership of 6,083,154 shares of Phreesia Inc common stock, representing 10.09% of the class as of 01/30/2026. Vanguard reports shared voting power over 506,305 of these shares and shared dispositive power over all 6,083,154 shares, with no sole voting or dispositive power.
The filing notes an internal realignment on 01/12/2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately on a disaggregated basis, while pursuing the same investment strategies as before. Vanguard states that its clients, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds, and that no other single person’s interest exceeds 5%. The securities are described as held in the ordinary course of business and not for the purpose of influencing control of Phreesia.
Phreesia, Inc. director Lainie Goldstein reported receiving 744 shares of common stock on January 30, 2026 at a price of $13.43 per share. This award was made as deferred stock units in lieu of an annual cash retainer under Phreesia’s Non-Employee Director Deferred Compensation Program.
After this grant, Goldstein beneficially owns 50,110 shares of Phreesia common stock in direct ownership form. The deferred stock units convert into underlying common stock 90 days after she leaves the board and has a qualifying separation from service under tax rules.
Phreesia, Inc. director Gillian Munson received 744 shares of common stock on January 30, 2026, recorded at a price of $13.43 per share. This grant resulted from her election to receive deferred stock units instead of an annual cash retainer under the company’s Non-Employee Director Deferred Compensation Program.
Following this transaction, she beneficially owned 45,729 shares of Phreesia common stock in direct form. The underlying common stock from these deferred stock units will be delivered either 90 days after she leaves the board and has a separation from service, or five years from the grant date.
Phreesia, Inc. director Edward L. Cahill reported a small equity-based compensation grant. On January 30, 2026, he acquired 744 shares of common stock at $13.43 per share through an election to receive deferred stock units instead of an annual cash retainer.
Following this grant, Cahill beneficially owns 64,528 shares of Phreesia common stock in direct ownership. The deferred stock units convert into common shares either about 90 days after he leaves the board and has a qualifying separation from service, or five years after the grant date.
Phreesia, Inc. filed Amendment No. 1 to a Form 8-K to supplement its earlier disclosure of the completed AccessOne Acquisition. The amendment adds required historical financial statements for AccessOne Parent Holdings, Inc. and its subsidiaries, including audited annual and interim consolidated financial statements with related notes.
The filing also includes unaudited pro forma condensed combined financial statements for Phreesia, giving effect to the AccessOne Acquisition and a new secured term loan entered on the Closing Date. Phreesia notes these pro forma figures are illustrative only and are not meant to represent actual or projected future results.
Phreesia, Inc. SVP of Human Resources Amy Beth VanDuyn reported two small sales of company common stock, both tied to tax withholding on equity compensation. On January 15, 2026, she sold 687 shares of Phreesia common stock at a weighted average price of $16.3795 per share, leaving her with 159,551 shares owned directly. On January 16, 2026, she sold an additional 2,202 shares at a weighted average price of $16.3568 per share, after which she directly owned 157,349 shares.
The filing explains that these shares were disposed of in non-discretionary transactions under Phreesia’s mandatory sell-to-cover policy, used to satisfy the holder’s tax withholding obligations upon settlement of restricted stock unit awards. The reported prices reflect weighted averages for multiple trades executed within price ranges stated in the footnotes.
Phreesia, Inc. executive reports small tax-related share sales. Evan Roberts, President, Provider Solutions of Phreesia, Inc. (PHR), reported selling 1,810 shares of common stock on January 15, 2026 at a weighted average price of $16.3795 per share and 6,268 shares on January 16, 2026 at a weighted average price of $16.3568 per share. According to the footnotes, these sales were non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations tied to the settlement of restricted stock units. After these transactions, Roberts beneficially owned 826,554 shares of Phreesia common stock directly.
Phreesia, Inc. officer David Linetsky reported mandatory share sales related to tax withholding on equity awards. On January 15, 2026, he disposed of 1,743 shares of Phreesia common stock at a weighted average price of $16.3795 per share, and on January 16, 2026 he disposed of 6,038 shares at a weighted average price of $16.3568 per share. The filing notes these were non‑discretionary transactions under the company’s mandatory sell‑to‑cover policy to satisfy tax withholding obligations from settlement of restricted stock units, meaning the sales were executed automatically to cover taxes rather than as elective open‑market sales. After these transactions, Linetsky beneficially owned 223,942 shares of Phreesia common stock directly, and an additional 9,789 shares indirectly through his spouse.