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.
Phreesia filings document the company’s operating results, material agreements, capital structure and governance as a public healthcare technology company. Recent Form 8-K disclosures include quarterly financial results, stakeholder letters and earnings-call materials, along with material definitive agreements connected to credit facilities, acquisition financing and receivables arrangements.
The filing record also documents the completed AccessOne acquisition, the use and refinancing of related debt, and subsidiary arrangements involving AccessOne Funding and AccessOne MedCard. Governance disclosures include board composition changes, director compensation matters and shareholder-voting subjects, while capital-structure disclosures cover secured revolving credit, bridge-loan obligations and receivables purchase agreements.
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.
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.