Cross-institution positioning
Mar 26, 2026Strong institutional reduction. 1 reducing, 4 exited across 5 comparable institutions.
Source: Schedule 13 researchPHR Institutional Ownership
Phreesia, Inc.
Latest stored close $10.81 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
35/100
5 tracked · 5 comparable
Latest filing
Mar 26, 2026
Positive breadth
0 positive · 5 negative
Recent close
$10.81
Research confidence
Medium
Institutional Research 6/100 · 0 accumulating · 5 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 26, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported0
Reducing / exited
5
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 35/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 5 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
25/100
Insiders
32/100
Fundamentals
67/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 21, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 4 sales by 3 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 3, 20262 non-amendment material events in the last 90 days; 1 capital-related filing/event; Latest classified evidence: Shelf securities registration. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 3, 2026Revenue +10.4% YoY; Net income +193.3% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 15% through its reported 52-week range; -55.7% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 26, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 26, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Apr 17, 2025
Direction locked
BlackRock
Filed Jan 26, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Fidelity / FMR
Filed Jan 8, 2026
Direction locked
T. Rowe Price Investment Management
Filed Feb 16, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Apr 17, 2025
BlackRock
Filed Jan 26, 2024
Vanguard Group
Filed Mar 26, 2026
Fidelity / FMR
Filed Jan 8, 2026
T. Rowe Price Investment Management
Filed Feb 16, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth3Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 21, 2026 | Hoffman Allison C | SOpen-market or private sale | Common Stock | 6.7K | $10.08 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Hoffman Allison C | FTax/price withholding or payment | Common Stock | 7.4K | $10.42 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Linetsky David | FTax/price withholding or payment | Common Stock | 319 | $10.42 | Indirect | Sep 22, 2026 |
| Sep 18, 2026 | Linetsky David | FTax/price withholding or payment | Common Stock | 4.5K | $10.42 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Roberts Evan | FTax/price withholding or payment | Common Stock | 4.5K | $10.42 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | VanDuyn Amy Beth | FTax/price withholding or payment | Common Stock | 2.9K | $10.42 | Direct | Sep 22, 2026 |
| Sep 14, 2026 | Hoffman Allison C | AGrant, award, or other acquisition | Common Stock | 14.1K | $0.00 | Direct | Sep 16, 2026 |
| Sep 14, 2026 | VanDuyn Amy Beth | AGrant, award, or other acquisition | Common Stock | 6.5K | $0.00 | Direct | Sep 16, 2026 |
| Sep 14, 2026 | Linetsky David | AGrant, award, or other acquisition | Common Stock | 703 | $0.00 | Indirect | Sep 16, 2026 |
| Sep 14, 2026 | Linetsky David | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | Sep 16, 2026 |
| Sep 14, 2026 | Roberts Evan | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | Sep 16, 2026 |
| Sep 1, 2026 | Gandhi Balaji | AGrant, award, or other acquisition · derivative | Performance Stock Units | 155.0K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | Hoffman Allison C | AGrant, award, or other acquisition · derivative | Performance Stock Units | 85.0K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | Hui Yvonne | AGrant, award, or other acquisition · derivative | Performance Stock Units | 28.5K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | Indig Chaim | AGrant, award, or other acquisition · derivative | Performance Stock Units | 400.0K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | Linetsky David | AGrant, award, or other acquisition · derivative | Performance Stock Units | 155.0K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | Roberts Evan | AGrant, award, or other acquisition · derivative | Performance Stock Units | 155.0K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | VanDuyn Amy Beth | AGrant, award, or other acquisition · derivative | Performance Stock Units | 67.5K | $0.00 | Direct | Sep 28, 2026 |
| Sep 1, 2026 | Gandhi Balaji | AGrant, award, or other acquisition | Common Stock | 192.0K | $0.00 | Direct | Sep 3, 2026 |
| Sep 1, 2026 | Hoffman Allison C | AGrant, award, or other acquisition | Common Stock | 108.0K | $0.00 | Direct | Sep 3, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related1
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 3, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Sep 2, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 24, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 27, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 11, 2026 | 8-K | 8.01 | Other event | — | Filing |
| May 4, 2026 | 8-K | 1.01, 2.03 | Material definitive agreement; New direct financial obligation | Debt | Filing |
| Apr 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 31, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Mar 30, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 16, 2026 | 8-K | 1.01, 1.02, 2.03, 7.01, 9.01 | Material definitive agreement; Termination of material agreement; New direct financial obligation; Regulation FD disclosure; Financial statements / exhibits | Debt | Filing |
| Feb 23, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 28, 2026 | 8-K/AAmendment | 9.01 | Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$129.5M
Q2 2027
+10.4% YoY 10-Q filed Sep 3, 2026
Operating income
$7.6M
Q2 2027
+604.8% YoY 10-Q filed Sep 3, 2026
Operating margin
5.9%
Q2 2027
+7.2 pts YoY 10-Q filed Sep 3, 2026
Net income
$1.9M
Q2 2027
+193.3% YoY 10-Q filed Sep 3, 2026
Diluted EPS
$0.03
Q2 2027
+200.0% YoY 10-Q filed Sep 3, 2026
Operating cash flow
$42.3M
YTD through Jul 31, 2026
+42.3% YoY 10-Q filed Sep 3, 2026
Free cash flow
$37.4M
YTD through Jul 31, 2026
+53.4% YoY 10-Q filed Sep 3, 2026
Cash & equivalents
$73.8M
As of Jan 31, 2026
-12.3% YoY 10-K filed Mar 31, 2026
Assets
$647.0M
As of Jul 31, 2026
+58.3% YoY 10-Q filed Sep 3, 2026
Liabilities
$275.1M
As of Jul 31, 2026
+148.7% YoY 10-Q filed Sep 3, 2026
Stockholders’ equity
$371.9M
As of Jul 31, 2026
+24.8% YoY 10-Q filed Sep 3, 2026
Shares outstanding
62.1M
As of Aug 27, 2026
+3.6% YoY 10-Q filed Sep 3, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 31, 2026 | $129.5M | +10.4% |
| Ended Apr 30, 2026 | $130.9M | +12.9% |
| Ended Oct 31, 2025 | $120.3M | +12.7% |
| Ended Jul 31, 2025 | $117.3M | +14.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jan 31, 2026 | $467.8M | +14.0% |
| Ended Jan 31, 2025 | $410.5M | +18.6% |
| Ended Jan 31, 2024 | $346.0M | +23.2% |
| Ended Jan 31, 2023 | $280.9M | +31.7% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$10.35
View live quote ↗
52-week low
$7.77
Mar 31, 2026
52-week high
$25.00
Sep 23, 2025
Below 52-week high
58.6%
1W return
+1.3%
1M return
-15.7%
3M return
+13.1%
6M return
-5.7%
YTD return
-38.8%
1Y return
-55.7%
30-day volatility
50.4%
90-day volatility
52.3%
1Y max drawdown
-67.4%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 33 filing(s) · 30 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -6.1M | 0.00% -10.09 pts | $10.97 | $11.65 | $10.81 |
| Vanguard Group CIK0000102909 | Jan 30, 2026 observed Feb 5, 2026 filed · 6d Schedule 13G amendment | Reported accumulation | 6.1M +378.4K | 10.09% +0.57 pts | $13.43 | $12.59 | $10.81 |
| Fidelity / FMR CIK0000315066 | Dec 31, 2025 observed Jan 8, 2026 filed · 8d Schedule 13G amendment | Exit below reporting threshold | 363.0K +359.1K | 0.60% -5.90 pts | $16.92 | $16.90 | $10.81 |
Explore more institutional activity
Related research
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