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.
Pale Fire Capital–affiliated entities have filed an initial ownership report on Phreesia, Inc. The filing shows that Pale Fire Capital SICAV a.s. indirectly holds 6,046,324 shares of Phreesia common stock. Together with related entities and individuals, they may be part of a Section 13(d) group owning more than 10% of Phreesia’s outstanding shares.
The structure concentrates ownership at the fund level, with Pale Fire Capital SE and its investment manager and principals potentially deemed beneficial owners through control relationships. All reporting persons disclaim beneficial ownership beyond their economic interest in these securities.
Pale Fire Capital and associated entities filed an amended Schedule 13D reporting a substantial ownership position in Phreesia, Inc. The group reports beneficial ownership of 7,648,829 shares of common stock, representing approximately 12.7% of Phreesia’s outstanding shares based on 60,287,003 shares outstanding as of December 2, 2025.
The filing states that Pale Fire Capital SICAV a.s. acquired these shares using working capital, with an aggregate purchase price of about $93,009,793 including brokerage commissions. Related Czech entities and individuals, including Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital, Dusan Senkypl, and Jan Barta, may be deemed beneficial owners through their control roles, while expressly disclaiming beneficial ownership of shares they do not directly own. Recent transactions are referenced in an exhibit listing open‑market trades.
Phreesia, Inc. insider David Linetsky, President, Network Solutions, reported a small, non-discretionary sale of common stock tied to tax withholding. On March 18, 2026, 107 shares were sold at a weighted average price of $11.0591 per share to satisfy tax obligations from restricted stock unit settlement under the company’s mandatory sell-to-cover policy.
Following these transactions, Linetsky holds 224,056 shares directly and 11,068 shares indirectly through his spouse. The sale size is minimal relative to his overall reported holdings and reflects tax-related administration rather than a discretionary portfolio decision.
PHR Form 144 filings report proposed and recent insider sales of Common Stock. The filing lists proposed sales tied to restricted stock vesting of 40 and 67 shares with vesting dates 03/13/2026 and 03/16/2026. It also discloses prior open-market dispositions by David Linetsky totaling 13,887 shares on 01/08/2026 ($103,845.36), 01/15/2026 ($28,549.47), and 01/16/2026 ($98,762.36).
Phreesia, Inc. entered into a new senior secured revolving credit facility of up to $275,000,000 with Capital One and a lender syndicate. The company borrowed approximately $92.2 million at closing and used the proceeds to fully repay its existing 364‑day $110 million bridge loan, which had already been reduced by $20 million in the fiscal quarter ended January 31, 2026.
The new facility also replaces Phreesia’s undrawn $50 million asset‑based revolver with Capital One. The credit agreement includes financial covenants based on Total Net Leverage Ratio and Fixed Charge Coverage Ratio, is secured by substantially all assets of the credit parties, and can be prepaid without penalty. Related prior security arrangements were terminated in connection with the new agreement.
Phreesia, Inc. is refreshing its Board of Directors, appointing Jon Kessler as a Class I director effective April 6, 2026, while long-time directors Edward L. Cahill and Michael Weintraub plan to retire at the 2026 annual meeting of stockholders.
Kessler, a veteran healthcare technology and financial services executive, will receive a pro-rated annual restricted stock unit grant valued at $40,041 plus an initial new-hire RSU grant valued at $185,000, vesting over four years under the company’s 2019 Stock Option and Incentive Plan.
Since Phreesia’s IPO in 2019, revenue has grown from approximately $100 million to over $460 million for the twelve months ended October 31, 2025, and the company enabled about 170 million patient visits in 2024, roughly one in seven visits across the U.S.
Pale Fire Capital and related Czech entities have filed a Schedule 13D disclosing a significant stake in Phreesia, Inc. Common Stock. Through PFC SICAV, they beneficially own 5,572,824 shares, representing about 9.2% of Phreesia’s outstanding common stock, based on 60,287,003 shares outstanding as of December 2, 2025.
The group reports shared voting and dispositive power over these shares and an aggregate purchase price of approximately $68,832,672, funded with working capital that may include margin loans. They state the shares were purchased because they believed Phreesia was undervalued and an attractive investment.
The reporting persons indicate they may buy or sell additional shares, engage with management and the board, discuss the company with other shareholders, and potentially propose changes to capitalization, board composition, or operations as they continue to review their investment.
Linetsky David reported acquisition or exercise transactions in this Form 4 filing.
Phreesia executive David Linetsky, President of Network Solutions, reported an award of 1,500 restricted stock units to his spouse on July 15, 2025 at a reference price of $26.73 per share. The RSUs were granted under Phreesia’s 2019 Stock Option and Incentive Plan.
Each RSU represents the right to receive one share of Phreesia common stock, vesting 10% on July 15, 2026, 20% on July 15, 2027, 30% on July 15, 2028, and 40% on July 15, 2029, subject to Linetsky’s continued service. Following this grant, filings show 11,175 shares held indirectly via his spouse and 224,056 shares held directly. The filing also corrects a prior Form 4 by reclassifying 114 shares between direct and indirect ownership with no net change in total holdings.
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.