Phreesia, INC. (PHR) — SEC Filings

Q: What are the key financial highlights for Phreesia, INC.?

Key financial highlights for Phreesia, INC. are extracted from the most recent 10-K or 10-Q filings, including revenue, net income, EPS, debt-to-equity, cash position, and operating margin.

Q: Who are the key executives at Phreesia, INC.?

Key executives at Phreesia, INC. are identified from SEC filings including 10-K annual reports, proxy statements, and insider trade forms.

Q: What are the main risk factors for Phreesia, INC. stock?

Risk factors for Phreesia, INC. (PHR) are assessed from SEC filings using AI analysis. Each filing is categorized as high, medium, or low risk based on disclosed risk factors and financial indicators.

Q: What are recent predictions and forward guidance from Phreesia, INC.?

Forward-looking statements and predictions from Phreesia, INC. are extracted from SEC filings including earnings reports, annual reports, and current event filings.

Latest SEC filings for Phreesia, INC.. Recent 4 filing on Mar 25, 2026. AI-decoded analysis of earnings, risk factors, and insider trades.

View Phreesia, INC. on SEC EDGAR

Overview

Phreesia, INC. (PHR) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 4 filed on Mar 25, 2026: This Form 4 filing indicates that Allison C. Hoffman, a reporting insider for Phreesia, Inc., had a change in beneficial ownership of securities as of March 23, 2026. While the filing itself doesn't detail the specific transaction (buy or sell), it signals an insider activity that investors should m

Sentiment Summary

Across 31 filings, the sentiment breakdown is: 2 bullish, 28 neutral, 1 mixed. The dominant filing sentiment for Phreesia, INC. is neutral.

Filing Type Overview

Phreesia, INC. (PHR) has filed 1 4, 6 10-Q, 10 8-K, 2 DEF 14A, 2 10-K, 9 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to Mar 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (31)

Phreesia Insider Hoffman Reports Change in Ownership — 4 · Mar 25, 2026
This Form 4 filing indicates that Allison C. Hoffman, a reporting insider for Phreesia, Inc., had a change in beneficial ownership of securities as of March 23,
Phreesia Swings to Profit on Strong Revenue Growth, Cost Controls — 10-Q · Dec 9, 2025 Risk: medium
Phreesia, Inc. reported a significant turnaround in its financial performance for the three and nine months ended October 31, 2025. For the three months, the co
Phreesia, Inc. Files 8-K on Financials and Exhibits — 8-K · Dec 8, 2025 Risk: low
On December 8, 2025, Phreesia, Inc. filed an 8-K report to disclose information regarding its results of operations and financial condition, as well as financia
8-K Filing — 8-K · Nov 12, 2025
Phreesia Swings to Profit on Strong Revenue Growth, Cost Controls — 10-Q · Sep 5, 2025 Risk: medium
Phreesia, Inc. reported a significant turnaround in its financial performance for the three months ended July 31, 2025, achieving a net income of $654 thousand,
Phreesia, Inc. Files 8-K on Material Agreement — 8-K · Sep 4, 2025 Risk: medium
On August 29, 2025, Phreesia, Inc. filed an 8-K report detailing a material definitive agreement. The filing also covers results of operations and financial con
Phreesia, Inc. Files 8-K for Security Holder Vote — 8-K · Jun 25, 2025 Risk: low
On June 25, 2025, Phreesia, Inc. filed an 8-K report to announce the submission of matters to a vote of its security holders. The filing does not disclose the s
Phreesia's Revenue Jumps 18% to $92.4M, Net Loss Widens to $30.1M — 10-Q · May 28, 2025 Risk: medium
Phreesia, Inc. reported total revenue of $92.4 million for the three months ended April 30, 2025, a significant increase from $78.1 million in the prior-year pe
Phreesia Files DEF 14A: Executive Compensation Details — DEF 14A · May 14, 2025 Risk: medium
Phreesia, Inc. filed a DEF 14A on May 14, 2025, detailing executive compensation and annual meeting information. The filing covers the fiscal year ending Januar
Phreesia, Inc. Files 2025 10-K — 10-K · Mar 13, 2025 Risk: medium
Phreesia, Inc. filed its 2025 10-K report on March 13, 2025, detailing its fiscal year ending January 31, 2025. The company, incorporated in Delaware, operates
Phreesia, Inc. Files 8-K on Financials — 8-K · Mar 12, 2025 Risk: low
Phreesia, Inc. filed an 8-K on March 12, 2025, reporting on its Results of Operations and Financial Condition, and filing Financial Statements and Exhibits. The
Phreesia, Inc. Files Q3 FY25 10-Q Report — 10-Q · Dec 9, 2024 Risk: medium
Phreesia, Inc. filed its 10-Q for the period ending October 31, 2024. The filing covers the third quarter and the first nine months of fiscal year 2025. Key fin
SC 13G/A Filing — SC 13G/A · Nov 12, 2024
SC 13G/A Filing — SC 13G/A · Nov 8, 2024
SC 13G/A Filing — SC 13G/A · Oct 21, 2024
Phreesia, Inc. Files 10-Q for Q2 FY25 — 10-Q · Sep 5, 2024 Risk: medium
Phreesia, Inc. filed its 10-Q for the period ending July 31, 2024. The filing covers the second quarter and first six months of fiscal year 2025. Key financial
Phreesia, Inc. Files 8-K on Operations and Financials — 8-K · Sep 4, 2024 Risk: low
On September 4, 2024, Phreesia, Inc. filed an 8-K report to disclose information regarding its results of operations and financial condition, as well as financi
SC 13G/A Filing — SC 13G/A · Jul 8, 2024
Phreesia Inc. Stockholders Elect Directors, Approve Compensation & Auditors — 8-K · Jun 27, 2024 Risk: low
On June 26, 2024, Phreesia, Inc. filed an 8-K report to announce the results of its 2024 Annual Meeting of Stockholders. The company reported that all director
Phreesia Appoints New CFO, David P. Lund — 8-K · Jun 20, 2024 Risk: medium
Phreesia, Inc. announced on June 17, 2024, the appointment of David P. Lund as Chief Financial Officer, effective June 20, 2024. Lund will receive an annual bas
Phreesia, Inc. Q1 2024 10-Q Filing — 10-Q · May 31, 2024 Risk: medium
Phreesia, Inc. filed its 10-Q for the period ending April 30, 2024. The company reported revenue from Subscription and Services, Payment Processing Fees, and Ne
Phreesia, Inc. Files 8-K on Financials — 8-K · May 30, 2024 Risk: low
On May 30, 2024, Phreesia, Inc. filed an 8-K report. The filing primarily concerns the company's financial condition and results of operations, indicating a sta
Phreesia, Inc. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · May 14, 2024 Risk: low
Phreesia, Inc. (PHR) filed a Proxy Statement (DEF 14A) with the SEC on May 14, 2024. Phreesia, Inc. filed a Definitive Proxy Statement (DEF 14A) on May 14, 2024
Phreesia, Inc. Files 2024 10-K Report — 10-K · Mar 15, 2024 Risk: medium
Phreesia, Inc. (PHR) filed a Annual Report (10-K) with the SEC on March 15, 2024. Total revenue for the fiscal year ended January 31, 2024, was $295 million. Su
Phreesia, Inc. Files 8-K for Financial Updates — 8-K · Mar 14, 2024 Risk: low
Phreesia, Inc. filed an 8-K on March 14, 2024, to report on its results of operations and financial condition, as well as other events. The filing also includes
SC 13G/A Filing — SC 13G/A · Feb 16, 2024
SC 13G Filing — SC 13G · Feb 14, 2024
SC 13G/A Filing — SC 13G/A · Feb 13, 2024
Brown Advisory Amends Phreesia Stake, Maintains Passive Investment — SC 13G/A · Feb 9, 2024 Risk: low
Brown Advisory Incorporated, a Maryland corporation, filed an amended SC 13G/A on February 9, 2024, indicating its ownership of Phreesia, Inc. (NYSE: PHR) share
FMR LLC & Abigail Johnson Trim Phreesia Stake to 13.825% — SC 13G/A · Feb 9, 2024 Risk: low
FMR LLC, a major investment firm, and its principal owner, Abigail P. Johnson, have updated their ownership stake in Phreesia, Inc. (PHR) through an SC 13G/A fi
BlackRock Amends Phreesia Stake, Signals Ownership Change — SC 13G/A · Jan 26, 2024
BlackRock Inc. filed an amended SC 13G/A on January 26, 2024, disclosing its ownership of Phreesia, Inc. (NYSE: PHR) Common Stock as of December 31, 2023. This

Risk Profile

Risk Assessment: Of PHR's 21 recent filings, 0 were flagged as high-risk, 11 as medium-risk, and 10 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Phreesia, INC.'s most recent 10-Q filing (Dec 9, 2025):

Revenue: $120.333M
Net Income: $4.271M
EPS: $0.07
Debt-to-Equity: 0.03
Cash Position: $106.371M
Operating Margin: N/A
Total Assets: $423.472M
Total Debt: $9.552M

Key Executives

David P. Lund
Abigail P. Johnson

Industry Context

Phreesia operates in the competitive digital health and patient engagement technology sector. The industry is characterized by rapid technological advancements and a growing demand for solutions that improve patient experience, streamline administrative processes, and enhance data security within healthcare systems. Key trends include the increasing adoption of telehealth, the need for interoperability between different healthcare IT systems, and a strong focus on patient data privacy and regulatory compliance.

Top Tags

financial-reporting (5) · financials (4) · Healthcare Technology (3) · SaaS (3) · Revenue Growth (3) · sec-filing (3) · corporate-governance (3) · 10-Q (3) · institutional-ownership (3) · amendment (3)

Key Numbers

Net Income (3 months): $4.271M — Swung from a $14.403M loss in 2024 to a profit in 2025.
Net Income (9 months): $1.011M — Dramatic improvement from a $52.137M loss in 2024.
Total Revenue (3 months): $120.333M — Increased 12.6% from $106.800M in 2024.
Total Revenue (9 months): $353.524M — Increased from $310.132M in 2024.
Sales and Marketing Expense (3 months): $24.148M — Decreased from $30.071M in 2024, indicating improved efficiency.
Cash and Cash Equivalents: $106.371M — Increased from $84.220M at January 31, 2025.
Common Shares Outstanding: 60,287,003 — As of December 2, 2025.
Basic EPS (3 months): $0.07 — Positive EPS compared to -$0.25 in 2024.
Net income for Q3 2025: $654 thousand — Significant improvement from a net loss of $18.012 million in Q3 2024.
Total revenues for Q3 2025: $117.255 million — Increased by 14.8% from $102.115 million in Q3 2024.
Subscription and related services revenue for Q3 2025: $53.702 million — Increased from $48.612 million in Q3 2024.
Payment processing fees revenue for Q3 2025: $28.392 million — Increased from $25.300 million in Q3 2024.
Network solutions revenue for Q3 2025: $35.161 million — Increased from $28.203 million in Q3 2024.
Operating loss for Q3 2025: $1.507 million — Narrowed significantly from $17.222 million in Q3 2024.
Cash and cash equivalents as of July 31, 2025: $98.266 million — Increased from $84.220 million at January 31, 2025, improving liquidity.

Forward-Looking Statements

{"claim":"FMR LLC will maintain a significant, but potentially slightly adjusted, passive investment in Phreesia, Inc.","entity":"FMR LLC","targetDate":"Next 12 months","confidence":"high"}

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Frequently Asked Questions

What are the latest SEC filings for Phreesia, INC. (PHR)?

Phreesia, INC. has 31 recent SEC filings from Jan 2024 to Mar 2026, including 10 8-K, 9 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of PHR filings?

Across 31 filings, the sentiment breakdown is: 2 bullish, 28 neutral, 1 mixed. The dominant sentiment is neutral.

Where can I find Phreesia, INC. SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Phreesia, INC. (PHR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Phreesia, INC.?

Key financial highlights from Phreesia, INC.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for PHR?

The investment thesis for PHR includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Phreesia, INC.?

Key executives identified across Phreesia, INC.'s filings include David P. Lund, Abigail P. Johnson.

What are the main risk factors for Phreesia, INC. stock?

Of PHR's 21 assessed filings, 0 were flagged high-risk, 11 medium-risk, and 10 low-risk.

What are recent predictions and forward guidance from Phreesia, INC.?

Recent forward-looking statements from Phreesia, INC. include guidance on {"claim":"FMR LLC will maintain a significant, but potentially slightly adjusted, passive investment in Phreesia, Inc.",.