Quick Takeaways
- PHR - Phreesia, Inc. has 24 insiders with reported activity on this page.
- Net insider value flow over the last year: +$59,928,952.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 24 Insiders of Phreesia, Inc.
- Symbol
- PHR on NYSE
- Location
- Wilmington, DE
What Changed
- Buy value: $70,628,795; sell value: $10,699,842.
- Net share flow: +7,575,744.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$59,928,952.
Buys
$70,628,795
Shares: 7,980,005
Insiders: 5
Sells
$10,699,843
Shares: 404,261
Insiders: 10
Net
+$59,928,952
Shares: +7,575,744
Insiders: -5
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 7,980,005 | 53,000 | $70,628,795 | $819,891 | +$69,808,904 |
| 3-6 | 0 | 49,128 | $0 | $890,022 | -$890,022 |
| 6-9 | 0 | 241,889 | $0 | $7,355,259 | -$7,355,259 |
| 9-12 | 0 | 60,244 | $0 | $1,634,671 | -$1,634,671 |
Phreesia, Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Dusan Senkypl | 10%+ Owner | $74,126,369 | +$10,464,823 | +16% | Filing P/S | 31 Mar 2026 |
| Jan Barta | 10%+ Owner | $74,126,369 | +$10,464,823 | +16% | Filing P/S | 31 Mar 2026 |
| Pale Fire Capital investicni spolecnost a.s. | 10%+ Owner | $74,126,369 | +$10,464,823 | +16% | Filing P/S | 31 Mar 2026 |
| Pale Fire Capital SICAV a.s. | 10%+ Owner | $74,126,369 | +$10,464,823 | +16% | Filing P/S | 31 Mar 2026 |
| Pale Fire Capital SE | 10%+ Owner | $74,126,369 | +$28,769,503 | +63% | Filing P/S | 31 Mar 2026 |
| Chaim Indig | Chief Executive Officer, Director | $14,058,815 | -$3,932,071 | -22% | Median | 06 Apr 2026 |
| Evan Roberts | President, Provider Solutions | $7,224,882 | -$2,020,160 | -22% | Median | 06 Apr 2026 |
| Randy Rasmussen | Chief Financial Officer | $3,511,960 | Mixed | 02 Feb 2023 | ||
| David Linetsky | President, Network Solutions | $2,137,973 | -$1,725,696 | -45% | Median | 06 Apr 2026 |
| Michael Weintraub | Director | $1,794,641 | -$576,012 | -24% | Mixed | 25 Aug 2025 |
| Michael J. Davidoff | SVP, Payer Business | $1,770,308 | Filing P/S | 16 Jan 2024 | ||
| Allison C. Hoffman | General Counsel & Secretary | $1,618,478 | -$480,817 | -23% | Median | 06 Apr 2026 |
| Balaji Gandhi | Chief Financial Officer | $1,527,837 | -$721,101 | -32% | Median | 06 Apr 2026 |
| Amy Beth VanDuyn | SVP, Human Resources | $1,492,531 | -$742,956 | -33% | Median | 06 Apr 2026 |
| Mark D. Smith | Director | $1,083,237 | -$203,000 | -16% | Filing P/S | 02 Jul 2025 |
| Ramin Sayar | Director | $923,140 | Mixed | 25 Jun 2025 | ||
| Edward L. Cahill | Director | $866,611 | Mixed | 30 Jan 2026 | ||
| Janet Gunzburg | Principal Accounting Officer | $704,635 | Filing P/S | 21 Jun 2024 | ||
| Lainie Goldstein | Director | $672,977 | Mixed | 30 Jan 2026 | ||
| Gillian Munson | Director | $614,140 | Mixed | 30 Jan 2026 | ||
| Lisa Egbuonu-Davis | Director | $596,250 | -$90,384 | -13% | Filing P/S | 15 Jul 2025 |
| Yvonne Hui | Principal Accounting Officer | $358,693 | -$207,646 | -37% | Median | 06 Apr 2026 |
| Jon Kessler | Director | $206,105 | Median | 06 Apr 2026 | ||
| Cheryl Pegus | Director | Mixed | 08 Jul 2021 |
Top shareholders of Phreesia, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Pale Fire Capital SE |
13D/G
3/4/5
|
Pale Fire Capital SICAV a.s. · 10%+ Owner |
15%
|
8,924,329
|
$105,842,542 | +$15,127,430 | 31 Mar 2026 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
7%
|
4,120,656
|
$101,326,931 | $0 | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.5%
|
5,744,326
|
$97,193,996 | — | 31 Dec 2025 | |
| Dusan Senkypl |
3/4/5
|
10%+ Owner |
15%
|
8,924,329
|
$74,126,369 | +$10,464,823 | 31 Mar 2026 | |
| Jan Barta |
3/4/5
|
10%+ Owner |
15%
|
8,924,329
|
$74,126,369 | +$10,464,823 | 31 Mar 2026 | |
| Pale Fire Capital investicni spolecnost a.s. |
3/4/5
|
10%+ Owner |
15%
|
8,924,329
|
$74,126,369 | +$10,464,823 | 31 Mar 2026 | |
| Pale Fire Capital SICAV a.s. |
3/4/5
|
10%+ Owner |
15%
|
8,924,329
|
$74,126,369 | +$10,464,823 | 31 Mar 2026 | |
| Champlain Investment Partners, LLC |
13D/G
13F
|
Company |
4.6%
|
2,724,553
|
$72,800,056 | -$5,930,130 | 30 Jun 2025 | |
| BROWN ADVISORY INC |
13D/G
13F
|
Company |
4.3%
|
2,519,387
|
$71,703,266 | -$36,723,139 | 30 Jun 2025 | |
| Capital International Investors |
13D/G
13F
|
Company |
4.7%
|
2,851,536
|
$48,247,989 | -$4,794,045 | 31 Dec 2025 | |
| Greenhouse Funds LLLP |
13D/G
13F
|
Company |
4.1%
|
2,471,960
|
$41,825,563 | -$23,866,794 | 31 Dec 2025 | |
| Granahan Investment Management, LLC |
13F
|
Company |
4%
|
2,399,613
|
$40,601,452 | — | 31 Dec 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
3.3%
|
2,000,082
|
$33,841,390 | — | 31 Dec 2025 | |
| DEERFIELD MANAGEMENT COMPANY, L.P. |
13F
|
Company |
3.3%
|
1,999,045
|
$33,823,841 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
3.1%
|
1,875,725
|
$31,737,268 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.6%
|
1,571,055
|
$26,582,251 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
1,456,606
|
$24,645,774 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,329,460
|
$22,498,888 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.7%
|
1,039,138
|
$17,582,249 | — | 31 Dec 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.7%
|
1,032,795
|
$17,475,000 | — | 31 Dec 2025 | |
| Prosight Management, LP |
13F
|
Company |
1.6%
|
977,152
|
$16,533,412 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.5%
|
912,903
|
$15,446,319 | — | 31 Dec 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
1.5%
|
899,098
|
$15,212,738 | — | 31 Dec 2025 | |
| Rock Springs Capital Management LP |
13F
|
Company |
1.4%
|
876,600
|
$14,832,072 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.4%
|
857,204
|
$14,598,184 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.4%
|
853,971
|
$14,449,189 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.4%
|
846,461
|
$14,322,121 | — | 31 Dec 2025 | |
| Chaim Indig |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
2,067,122
mixed-class rows
|
$14,058,815 | -$3,932,071 | 06 Apr 2026 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
1.3%
|
813,196
|
$13,759,000 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1%
|
628,280
|
$10,630,832 | — | 31 Dec 2025 | |
| Park West Asset Management LLC |
13F
|
Company |
0.86%
|
522,995
|
$8,849,075 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.86%
|
520,000
|
$8,798,400 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.84%
|
507,786
|
$8,591,745 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.84%
|
507,220
|
$8,582,163 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.8%
|
487,511
|
$8,248,691 | — | 31 Dec 2025 | |
| Meros Investment Management, LP |
13F
|
Company |
0.79%
|
478,274
|
$8,092,396 | — | 31 Dec 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.78%
|
474,146
|
$8,022,550 | — | 31 Dec 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
0.76%
|
459,047
|
$7,767,072 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.72%
|
437,094
|
$7,395,630 | — | 31 Dec 2025 | |
| Evan Roberts |
3/4/5
|
President, Provider Solutions |
1.4%
|
862,127
|
$7,224,882 | -$2,020,160 | 06 Apr 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.68%
|
412,613
|
$6,981,404 | — | 31 Dec 2025 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.66%
|
398,770
|
$6,747,000 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
0.6%
|
362,971
|
$6,142,595 | -$59,503,532 | 31 Dec 2025 | |
| CAMBIAR INVESTORS LLC |
13F
|
Company |
0.59%
|
358,474
|
$6,065,380 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.56%
|
337,674
|
$5,706,000 | — | 31 Dec 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.55%
|
336,663
|
$5,696,338 | — | 31 Dec 2025 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
0.54%
|
328,331
|
$5,555,361 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.52%
|
313,944
|
$5,311,932 | — | 31 Dec 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.5%
|
305,064
|
$5,161,683 | — | 31 Dec 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.49%
|
300,308
|
$5,081,211 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for Phreesia, Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Amy Beth VanDuyn | PHR | Common Stock | Award | 13.2% | 20,751 | 178,100 | 06 Apr 2026 | Direct | ||
| Evan Roberts | PHR | Common Stock | Award | 4.3% | 35,573 | 862,127 | 06 Apr 2026 | Direct | ||
| David Linetsky | PHR | Common Stock | Award | 20% | 2,209 | 13,277 | 06 Apr 2026 | By Spouse | ||
| David Linetsky | PHR | Common Stock | Award | 7.94% | 17,786 | 241,842 | 06 Apr 2026 | Direct | ||
| Chaim Indig | PHR | Common Stock | Award | 4.49% | 61,068 | 1,422,603 | 06 Apr 2026 | Direct | ||
| Yvonne Hui | PHR | Common Stock | Award | 46.8% | 13,636 | 42,802 | 06 Apr 2026 | Direct | ||
| Allison C. Hoffman | PHR | Common Stock | Award | 18.1% | 29,644 | 193,129 | 06 Apr 2026 | Direct | ||
| Balaji Gandhi | PHR | Common Stock | Award | 24.2% | 35,573 | 182,313 | 06 Apr 2026 | Direct | ||
| Jon Kessler | PHR | Common Stock | Award | 24,594 | 24,594 | 06 Apr 2026 | Direct | |||
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.2% | $882,407 | $8.31 | 106,236 | 8,924,329 | 02 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.2% | $882,407 | $8.31 | 106,236 | 8,924,329 | 02 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.2% | $882,407 | $8.31 | 106,236 | 8,924,329 | 02 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.2% | $882,407 | $8.31 | 106,236 | 8,924,329 | 02 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.2% | $882,407 | $8.31 | 106,236 | 8,924,329 | 02 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.95% | $1,421,938 | $8.43 | 168,764 | 8,818,093 | 01 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.95% | $1,421,938 | $8.43 | 168,764 | 8,818,093 | 01 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.95% | $1,421,938 | $8.43 | 168,764 | 8,818,093 | 01 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.95% | $1,421,938 | $8.43 | 168,764 | 8,818,093 | 01 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 1.95% | $1,421,938 | $8.43 | 168,764 | 8,818,093 | 01 Apr 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 13.1% | $8,160,478 | $8.16 | 1,000,500 | 8,649,329 | 31 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 13.1% | $8,160,478 | $8.16 | 1,000,500 | 8,649,329 | 31 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 13.1% | $8,160,478 | $8.16 | 1,000,500 | 8,649,329 | 31 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 13.1% | $8,160,478 | $8.16 | 1,000,500 | 8,649,329 | 31 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 13.1% | $8,160,478 | $8.16 | 1,000,500 | 8,649,329 | 31 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Balaji Gandhi | PHR | Common Stock | Sale | -2.54% | $43,128 | $11.26 | -3,829 | 146,740 | 25 Mar 2026 | Direct |
| Allison C. Hoffman | PHR | Common Stock | Sale | -3.64% | $73,927 | $11.97 | -6,176 | 163,485 | 23 Mar 2026 | Direct |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 11.4% | $9,118,227 | $11.69 | 780,009 | 7,648,829 | 19 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 8.18% | $5,790,645 | $11.15 | 519,196 | 6,868,820 | 18 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| David Linetsky | PHR | Common Stock | Sale | -0.96% | $1,183 | $11.06 | -107 | 11,068 | 18 Mar 2026 | By Spouse |
| Pale Fire Capital SE | PHR | Common Stock, par value $0.01 per share | Purchase | 5.02% | $3,395,807 | $11.20 | 303,300 | 6,349,624 | 17 Mar 2026 | By Pale Fire Capital SICAV a.s. |
| Gillian Munson | PHR | Common Stock | Award | 1.65% | 744 | 45,729 | 30 Jan 2026 | Direct | ||
| Lainie Goldstein | PHR | Common Stock | Award | 1.51% | 744 | 50,110 | 30 Jan 2026 | Direct | ||
| Edward L. Cahill | PHR | Common Stock | Award | 1.17% | 744 | 64,528 | 30 Jan 2026 | Direct | ||
| Amy Beth VanDuyn | PHR | Common Stock | Sale | -1.38% | $36,018 | $16.36 | -2,202 | 157,349 | 16 Jan 2026 | Direct |
| Evan Roberts | PHR | Common Stock | Sale | -0.75% | $102,524 | $16.36 | -6,268 | 826,554 | 16 Jan 2026 | Direct |
| David Linetsky | PHR | Common Stock | Sale | -2.63% | $98,762 | $16.36 | -6,038 | 223,942 | 16 Jan 2026 | Direct |
| Chaim Indig | PHR | Common Stock | Sale | -0.7% | $156,944 | $16.36 | -9,595 | 1,361,535 | 16 Jan 2026 | Direct |
| Allison C. Hoffman | PHR | Common Stock | Sale | -2.3% | $65,345 | $16.36 | -3,995 | 169,661 | 16 Jan 2026 | Direct |
| Balaji Gandhi | PHR | Common Stock | Sale | -3.02% | $76,664 | $16.36 | -4,687 | 150,569 | 16 Jan 2026 | Direct |
| Amy Beth VanDuyn | PHR | Common Stock | Sale | -0.43% | $11,253 | $16.38 | -687 | 159,551 | 15 Jan 2026 | Direct |
| Evan Roberts | PHR | Common Stock | Sale | -0.22% | $29,647 | $16.38 | -1,810 | 832,822 | 15 Jan 2026 | Direct |
| David Linetsky | PHR | Common Stock | Sale | -0.75% | $28,549 | $16.38 | -1,743 | 229,980 | 15 Jan 2026 | Direct |
| Chaim Indig | PHR | Common Stock | Sale | -0.22% | $49,761 | $16.38 | -3,038 | 1,371,130 | 15 Jan 2026 | Direct |
| Allison C. Hoffman | PHR | Common Stock | Sale | -0.63% | $18,116 | $16.38 | -1,106 | 173,656 | 15 Jan 2026 | Direct |
| Balaji Gandhi | PHR | Common Stock | Sale | -0.62% | $15,970 | $16.38 | -975 | 155,256 | 15 Jan 2026 | Direct |
| Yvonne Hui | PHR | Common Stock | Sale | -1.28% | $6,128 | $16.17 | -379 | 29,166 | 15 Jan 2026 | Direct |
| Yvonne Hui | PHR | Common Stock | Sale | -1.22% | $5,971 | $16.36 | -365 | 29,545 | 14 Jan 2026 | Direct |
| Amy Beth VanDuyn | PHR | Common Stock | Sale | -1.6% | $44,252 | $17.01 | -2,602 | 160,238 | 08 Jan 2026 | Direct |
| Evan Roberts | PHR | Common Stock | Sale | -0.75% | $107,434 | $17.01 | -6,317 | 834,632 | 08 Jan 2026 | Direct |
| David Linetsky | PHR | Common Stock | Sale | -2.57% | $103,845 | $17.01 | -6,106 | 231,723 | 08 Jan 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.