PHR Phreesia, Inc.
XNYS
12.90
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
PHR
$12.90
—
What changed
Recent filings, trades and movesKey stats
$12.90
- 52-Week Range
- $7.77 – $23.30
- YTD
- -20.86%
- IV Rank (30D)
- 27.96
- Straddle Price
- $1.88
- P/C Vol Ratio
- 0.40
- Market Cap
- $0.8B
- Open
- $12.56
- Day Range
- $12.56 – $12.98
- Volume
- 455,155
- Prev Close
- $12.62
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.33 |
| Cost of Equity (CAPM) | 12.23% (VRP-adj) |
| WACC | 11.81% |
| Volatility Risk Premium | +69.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +7.6% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.08 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 2.8% |
| Book / Price | 47.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 85.4% |
| FCF Margin (TTM) | 15.9% |
| Debt / Equity | 0.16 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +0.2% (reverse-DCF on current price) |
| SMA 50 | $11.13 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $12.03 |
| Bollinger Width / SMA20 | 25.8% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $1B |
Peers used for multiples: ACN, FISV, PYPL
(SIC-code peers; ETF co-membership was sector-incoherent)
60-Day Conviction
3%
20-Day Fair Value
≈ by Dec 8, 2026
$12.62
α -2.2%
rank 31%
conviction
93%
40-Day Fair Value
≈ by Jan 6, 2027
$12.72
α -1.4%
rank 32%
conviction
50%
60-Day Fair Value
≈ by Feb 4, 2027
$12.91
α +0.1%
rank 43%
conviction
3%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $19.39 | 26% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $2.18 | 6% | median 11.9× · 3 peers |
| Peer EV/EBITDA | $6.92 | 8% | median 7.8× · 3 peers |
| Peer P/B | $14.94 | 10% | median 2.5× · 3 peers |
| Peer P/S | $13.99 | 10% | median 1.6× · 3 peers |
| Market Anchor (SMA50) | $11.13 | 41% | stability 79% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389) · industry map
- Exchange
- XNYS
- Market Cap
- $0.8B
- Employees
- 1,789
- List Date
- 2019-07-18
- CIK
- 0001412408
- Next Earnings
- 2026-12-14 (After-Close)
- EPS Forecast
- $0.13 (4 est.)
- Headquarters
- Wilmington, DE
- Homepage
- https://www.phreesia.com
Phreesia Inc is a provides an integrated software, payments, and engagement platform designed to address three foundational challenges in healthcare delivery: access to care, affordability of care, and patient health outcomes. Its platform is embedded directly into provider workflows and patient interactions, enabling healthcare organizations to activate patients, streamline administrative processes, and improve financial performance across the care continuum. The group serves a diverse group of healthcare organizations, including ambulatory practices, health systems, and hospitals, as well as…
Summary
—
composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 23.47% | -27.40% | 21.60% | 11.07% | 12.98% | -17.61% | 4.02% |
| Feb | -8.23% | -3.05% | -1.13% | -4.95% | -5.59% | -6.66% | -4.93% |
| Mar | -18.75% | -13.43% | -11.99% | -4.20% | -0.78% | -31.70% | -13.47% |
| Apr | -6.13% | -23.78% | 3.36% | -10.14% | -1.96% | 9.64% | -4.83% |
| May | -2.21% | -24.07% | -6.94% | -9.95% | -2.93% | 1.96% | -7.36% |
| Jun | 22.77% | 37.72% | 0.42% | 14.35% | 14.25% | -3.47% | 14.34% |
| Jul | 10.24% | -7.70% | 4.82% | 20.71% | -5.37% | -0.42% | 3.71% |
| Aug | 5.80% | 10.13% | -10.72% | 4.47% | 20.20% | 8.05% | 6.32% |
| Sep | -11.22% | 4.30% | -37.98% | -4.24% | -25.29% | -12.75% | -14.53% |
| Oct | 16.56% | 6.22% | -25.40% | -18.20% | 0.85% | 20.08% | 0.02% |
| Nov | -19.00% | 2.43% | 11.75% | 13.86% | -9.85% | 3.70%* | 0.48% |
| Dec | -23.09% | 14.96% | 45.69% | 19.24% | -15.44% | -- | 8.27% |
| Total | -21.99% | -35.60% | -27.95% | 25.51% | -24.82% | -33.74% | -19.77% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $12.13
SMA 50: $11.14
SMA 200: $10.83
Current: $12.90
EMA 12: $12.48
EMA 26: $11.98
MACD: 0.5063 | Signal: 0.0209
BULLISH
ADX (14): 36.25
TREND
+DI: 33.22
−DI: 12.65
Momentum Oscillators
RSI (14): 64.48
NEUTRAL
Stoch %K: 67.74
Stoch %D: 75.31
Williams %R: -33.69
Volume & Volatility
BB Upper: $13.63
BB Lower: $10.64
NEUTRAL
OBV: 3,467,235
Vol SMA 20: 668,810
Vol ROC: -20.84%
ATR: $0.51
True Range: $0.42
HV 20: 45.8%
HV 30: 40.9%
HV 60: 43.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-11T00:00:00 – 2026-11-09T00:00:00
AI Analysis
Written before PHR’s Sep 2 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary Overall Assessment: NEUTRAL (confidence level: 6/10) Key Drivers: Technical indicators suggest a range-bound market, while recent news headlines are bearish. Primary Risks: Legal issues may impact stock price; investors should monitor earnings and options activity. Recent News Sentiment Impact: Bearish sentiment from legal news headlines may continue to pressure the stock.
Technical Analysis Trend Direction:
- Short-term (1-4 weeks): Range-bound
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Neutral
Support/Resistance Levels:
- Lower Bollinger Band: $8.51
- Middle Bollinger Band: $9.30
- Upper Bollinger Band: $10.09
Momentum Signals:
- RSI interpretation: Neutral (52.32)
- MACD signal: Bearish (negative histogram and below the signal line)
- Bollinger Bands position: Neutral (price touching middle band)
Volume Analysis:
- Volume SMA 20: 1593222.55
- On-Balance Volume (OBV): -4640113.95 (bearish)
- Volume Rate of Change: 385.24% (increasing)
News & Sentiment Analysis Recent Headlines Summary: Bearish news headlines related to legal issues dominate recent market activity. Sentiment Assessment: Bearish (negative sentiment from news headlines) Catalyst Identification: None specific, but monitor earnings and options activity Market Narrative: Technical indicators suggest a range-bound market, while bearish news may continue to pressure the stock.
Risk & Volatility Assessment Beta Interpretation: Low volatility - stock moves less than market (beta: 0.58)
Volatility Regime: Current vs historical volatility levels: Low
Options Market Signals:
- IV rank: Medium (32.9%)
- Put/call ratios: Bullish sentiment (0.07)
- Unusual activity: None notable
Downside Protection: Support level at $8.51 and risk management considerations
Market Context & Positioning Sector Performance: Relative strength vs sector/market: Weak
Institutional Activity: Volume patterns suggesting institutional interest: Medium
Correlation Analysis: How stock moves relative to market (R-squared interpretation): Low correlation (0.12)
Relative Valuation: Position within trading range: Neutral
Key Levels & Action Items Critical Price Levels:
- Support: $8.51
- Resistance: $9.30, $10.09
Breakout/Breakdown Levels: None specific
Time-Sensitive Catalysts: Earnings and options activity may provide catalysts for future price movements
Risk Management: Stop-loss levels at $8.40, position sizing considerations
By analyzing the technical indicators, news headlines, and risk metrics, we can conclude that PHR is in a range-bound market with bearish sentiment from recent news headlines. The stock has low volatility relative to the market, but options activity suggests medium bullish sentiment. Investors should monitor earnings and options activity for potential catalysts while maintaining risk management considerations.
Generated
News
All PHR news →
Earnings History
14 of 23 under expected move
Avg Expected Move
14.78%
Avg Actual Move
11.10%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-30 | After-Close | 12.85% | 0.12% | 0.01x | Within |
| 2021-06-03 | After-Close | 8.99% | 9.34% | 1.04x | Exceeded |
| 2021-09-01 | After-Close | 7.90% | 9.80% | 1.24x | Exceeded |
| 2021-12-08 | After-Close | 18.74% | 21.19% | 1.13x | Exceeded |
| 2022-03-30 | After-Close | 14.30% | 10.28% | 0.72x | Within |
| 2022-06-02 | After-Close | 17.79% | 6.95% | 0.39x | Within |
| 2022-09-07 | After-Close | 6.98% | 15.55% | 2.23x | Exceeded |
| 2022-12-08 | After-Close | 12.17% | 15.72% | 1.29x | Exceeded |
| 2023-03-22 | After-Close | 19.62% | 7.74% | 0.39x | Within |
| 2023-05-31 | After-Close | 17.49% | 2.86% | 0.16x | Within |
| 2023-09-06 | After-Close | 9.39% | 22.11% | 2.35x | Exceeded |
| 2023-12-05 | After-Close | 20.88% | 21.22% | 1.02x | Exceeded |
| 2024-03-14 | After-Close | 17.78% | 4.76% | 0.27x | Within |
| 2024-05-30 | After-Close | 18.07% | 11.22% | 0.62x | Within |
| 2024-09-04 | After-Close | 15.83% | 6.29% | 0.40x | Within |
| 2024-12-09 | After-Close | 14.79% | 11.60% | 0.78x | Within |
| 2025-03-12 | Pre-Market | 14.96% | 2.45% | 0.16x | Within |
| 2025-05-28 | Pre-Market | 14.73% | 6.61% | 0.45x | Within |
| 2025-09-04 | After-Close | 14.02% | 9.87% | 0.70x | Within |
| 2025-12-08 | After-Close | 12.80% | 23.31% | 1.82x | Exceeded |
| 2026-03-30 | After-Close | 15.56% | 26.56% | 1.71x | Exceeded |
| 2026-05-27 | After-Close | 16.98% | 3.50% | 0.21x | Within |
| 2026-09-02 | After-Close | 17.30% | 6.33% | 0.37x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
PHR Options Activity & IV Rank
PHR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 61.4%
7-DTE IV: 61.4%
Expected Move: $1.88
7-DTE Move: $2.23
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 318
Put Volume: 127
P/C Volume: 0.399
BULLISH
Call OI: 4,022
Put OI: 537
P/C OI: 0.134
Total OI: 4,559
ATM Options Pricing
ATM Call: $1.32
ATM Put: $0.55
Call %: 10.3%
Put %: 4.3%
Chain Summary
Chain Volume: 445
Chain OI: 4,559
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 83rd percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
83%
vs own history
GEX tilt
+1.00
OI-weighted, today
Vanna tilt
-1.00
δ-sensitivity to IV
Charm tilt
+1.00
δ-decay vs time
Vanna tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)14.6LowNov 9
IV Rank (30 DTE)28.0MediumNov 9
Straddle Price (30 DTE)$1.88Nov 9
Beta Analysis
Risk Metrics
Beta: 0.3381
Alpha: -39.17%
Correlation: 0.0785
R-Squared: 0.6%
Stock Volatility: 59.2%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PHR
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Point72 Hedge fund Steve Cohen | $5.0M | #982 of 1945 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $4.4M | #2200 of 6285 | -41.3% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.6M | #2423 of 3716 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4K | #4312 of 4729 | -83.4% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PHR Institutional Ownership (13F)
Filings for 2026-06-30 · 80 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 62,469,308 (as of 2026-07-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
9 filers$4.75M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | PEAK6 LLC | $1.60M | 33.69% | 2026-06-30 |
| 2 | J. Goldman & Co LP | $1.03M | 21.65% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $864.36K | 18.18% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $305.77K | 6.43% | 2026-09-30 |
| 5 | Walleye Capital LLC | $303.56K | 6.39% | 2026-06-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $291.21K | 6.13% | 2026-06-30 |
| 7 | Susquehanna International Group, LLP Custodian | $186.25K | 3.92% | 2026-06-30 |
| 8 | Jane Street Group, LLC Custodian | $158.47K | 3.33% | 2026-06-30 |
| 9 | Simplex Trading, LLC Custodian | $13.43K | 0.28% | 2026-09-30 |
5 filers$1.15M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $493.92K | 42.98% | 2026-06-30 |
| 2 | GROUP ONE TRADING LLC Custodian | $348.83K | 30.36% | 2026-06-30 |
| 3 | Jefferies Financial Group Inc. | $201.44K | 17.53% | 2026-09-30 |
| 4 | Walleye Capital LLC | $101.87K | 8.86% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $3.10K | 0.27% | 2026-09-30 |
PHR Insider Trading (Form 4)
Latest: 2026-11-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-02 | Lainie Goldstein | Director | Award (A) | +502 | $12.44 | $6.2K | EDGAR |
| 2026-11-02 | Gillian Munson | Director | Award (A) | +502 | $12.44 | $6.2K | EDGAR |
| 2026-10-27 | David Linetsky | President, Network Solutions | Tax (F) | −70 | $9.75 | -$682 | EDGAR |
| 2026-10-26 | David Linetsky | President, Network Solutions | Buy (P) | −70 | $9.75 | -$682 | EDGAR |
| 2026-09-28 | Yvonne Hui | Principal Accounting Officer | Grant (A) | +28,500 RSU | — | EDGAR | |
| 2026-09-28 | Chaim Indig | Chief Executive Officer | Grant (A) | +400,000 RSU | — | EDGAR | |
| 2026-09-28 | Evan Roberts | President, Provider Solutions | Grant (A) | +155,000 RSU | — | EDGAR | |
| 2026-09-28 | David Linetsky | President, Network Solutions | Grant (A) | +155,000 RSU | — | EDGAR | |
| 2026-09-28 | Balaji Gandhi | Chief Financial Officer | Grant (A) | +155,000 RSU | — | EDGAR | |
| 2026-09-28 | Amy Beth VanDuyn | SVP, Human Resources | Grant (A) | +67,500 RSU | — | EDGAR | |
| 2026-09-28 | Allison C Hoffman | General Counsel & Secretary | Grant (A) | +85,000 RSU | — | EDGAR | |
| 2026-09-22 | Evan Roberts | President, Provider Solutions | Tax (F) | −4,476 | $10.42 | -$46.6K | EDGAR |
| 2026-09-22 | Allison C Hoffman | General Counsel & Secretary | Mixed Sell −6,662 · Tax −7,401 |
−14,063 | $10.26 | -$144.3K | EDGAR |
| 2026-09-22 | Amy Beth VanDuyn | SVP, Human Resources | Tax (F) | −2,876 | $10.42 | -$30.0K | EDGAR |
| 2026-09-22 | David Linetsky | President, Network Solutions | Tax (F) | −4,794 | $10.42 | -$50.0K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
PHR Insider Holdings
17 insiders · @ $12.90
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Pale Fire Capital investicni spolecnost a.s. | 10%+ Owner | 8,924,329 | $115.12M | $10.46M | 1 | 2026-04-02 |
| 2 | Pale Fire Capital SICAV a.s. | 10%+ Owner | 6,349,624 | $81.91M | $18.30M | 1 | 2026-03-19 |
| 3 | Chaim Indig | Chief Executive Officer | 2,144,595 | $27.67M | -$34.73M | 61 | 2026-09-28 |
| 4 | Evan Roberts | President, Provider Solutions | 1,038,138 | $13.39M | -$22.31M | 73 | 2026-09-28 |
| 5 | David Linetsky | President, Network Solutions | 441,926 | $5.70M | -$13.73M | 108 | 2026-10-27 |
| 6 | Balaji Gandhi | Chief Financial Officer | 348,931 | $4.50M | -$3.35M | 42 | 2026-09-28 |
| 7 | Allison C Hoffman | General Counsel & Secretary | 273,236 | $3.52M | -$3.71M | 67 | 2026-09-28 |
| 8 | Amy Beth VanDuyn | SVP, Human Resources | 260,521 | $3.36M | -$5.59M | 61 | 2026-09-28 |
| 9 | Michael Weintraub | Director | 168,045 | $2.17M | -$7.91M | 19 | 2025-08-27 |
| 10 | Lainie Goldstein | Director | 71,364 | $920.6K | $0 | 30 | 2026-11-02 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
PHR Board & Officers
As of SEC filings through Nov 2, 2026Directors 7
- Chaim Indig · since Jul 17, 2019
- Gillian Munson · since Jul 17, 2019
- Mark Douglas Smith · since Jul 17, 2019
- Lainie Goldstein · since Jul 20, 2020
- Ramin Sayar · since Oct 1, 2021
- Lisa Egbuonu-Davis · since Jul 13, 2023
- Jon Kessler · since Apr 6, 2026
Officers 7
- Chaim Indig · Chief Executive Officer · since Jul 17, 2019
- David Linetsky · President, Network Solutions · listed since Aug 2025
- Evan Roberts · President, Provider Solutions · listed since Aug 2025
- Balaji Gandhi · Chief Financial Officer · since Mar 24, 2023
- Allison C Hoffman · General Counsel & Secretary · since Aug 24, 2020
- Amy Beth VanDuyn · SVP, Human Resources · since Jul 17, 2019
- Yvonne Hui · Principal Accounting Officer · since Jun 20, 2024
10% owners 5
- Dusan Senkypl · since Mar 17, 2026
- Jan Barta · since Mar 17, 2026
- Pale Fire Capital SE (entity) · since Mar 17, 2026
- Pale Fire Capital SICAV a.s. (entity) · since Mar 17, 2026
- Pale Fire Capital investicni spolecnost a.s. (entity) · since Mar 17, 2026
Changes in the last 10 years (74)
| Apr 6, 2026 | Jon Kessler became a director |
| Mar 17, 2026 | Pale Fire Capital investicni spolecnost a.s. became a 10% owner |
| Mar 17, 2026 | Pale Fire Capital SICAV a.s. became a 10% owner |
| Mar 17, 2026 | Pale Fire Capital SE became a 10% owner |
| Mar 17, 2026 | Jan Barta became a 10% owner |
| Mar 17, 2026 | Dusan Senkypl became a 10% owner |
| Feb 23, 2026 | The company announced the departure of Michael Weintraub from the board in an SEC filing |
| Feb 23, 2026 | The company announced the departure of Edward L Cahill from the board in an SEC filing |
| Aug 29, 2025 | Evan Roberts listed as President, Provider Solutions (previously Chief Operating Officer) in SEC filings |
| Aug 20, 2025 | David Linetsky listed as President, Network Solutions (previously SVP, Network Solutions) in SEC filings |
| Jun 20, 2025 | David Linetsky listed as SVP, Network Solutions (previously SVP, Life Sciences) in SEC filings |
| Jun 24, 2024 | Janet Gunzburg reported in an SEC filing no longer being Principal Accounting Officer |
| Jun 20, 2024 | Yvonne Hui became Principal Accounting Officer |
| Dec 1, 2023 | The company announced the departure of Michael J. Davidoff as SVP, Payer Business in an SEC filing |
| Jul 13, 2023 | Lisa Egbuonu-Davis became a director |
| Mar 24, 2023 | Janet Gunzburg became Principal Accounting Officer |
| Mar 24, 2023 | Balaji Gandhi became Chief Financial Officer |
| Mar 21, 2023 | The company announced the departure of Randy Rasmussen as Chief Financial Officer in an SEC filing |
| Apr 18, 2022 | Michael J. Davidoff listed as SVP, Payer Business (previously SVP, Marketing and Business Development) in SEC filings |
| Oct 1, 2021 | Ramin Sayar became a director |
| May 1, 2021 | Randy Rasmussen became Chief Financial Officer |
| Feb 16, 2021 | Scott Perricelli reported in an SEC filing no longer being a director |
| Feb 16, 2021 | Llr Equity Partners Parallel IV, L.p. reported in an SEC filing no longer being a 10% owner |
| Feb 16, 2021 | Llr Equity Partners IV, L.p. reported in an SEC filing no longer being a 10% owner |
| Feb 16, 2021 | LLR Capital IV, LLC reported in an SEC filing no longer being a 10% owner |
| Feb 16, 2021 | LLR Capital IV, L.P. reported in an SEC filing no longer being a 10% owner |
| Aug 24, 2020 | Allison C Hoffman became General Counsel & Secretary |
| Aug 20, 2020 | Charles Kallenbach reported in an SEC filing no longer being General Counsel & Secretary |
| Jul 20, 2020 | Lainie Goldstein became a director |
| Jul 10, 2020 | Edward L Cahill no longer listed as a 10% owner in SEC filings |
| Dec 18, 2019 | Terrance McGuire reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Polaris Venture Partners V, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Polaris Venture Partners Special Founders' Fund V, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Polaris Venture Partners Founders' Fund V, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Polaris Venture Partners Entrepreneurs' Fund V, L.P. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Polaris Venture Management Co. V, L.L.C. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Peter J Grua reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Jonathan A Flint reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Hlm Venture Partners II, L.p. reported in an SEC filing no longer being a 10% owner |
| Dec 18, 2019 | Hlm Venture Associates II, LLC reported in an SEC filing no longer being a 10% owner |
| Jul 24, 2019 | Chv II, L.p. reported in an SEC filing no longer being a 10% owner |
| Jul 24, 2019 | Ascension Health Ventures II, LLC reported in an SEC filing no longer being a 10% owner |
| Jul 17, 2019 | Thomas Altier became Chief Financial Officer |
| Jul 17, 2019 | Terrance McGuire became a 10% owner |
| Jul 17, 2019 | Scott Perricelli became a director |
| Jul 17, 2019 | Polaris Venture Partners V, L.P. became a 10% owner |
| Jul 17, 2019 | Polaris Venture Partners Special Founders' Fund V, L.P. became a 10% owner |
| Jul 17, 2019 | Polaris Venture Partners Founders' Fund V, L.P. became a 10% owner |
| Jul 17, 2019 | Polaris Venture Partners Entrepreneurs' Fund V, L.P. became a 10% owner |
| Jul 17, 2019 | Polaris Venture Management Co. V, L.L.C. became a 10% owner |
| Jul 17, 2019 | Peter J Grua became a 10% owner |
| Jul 17, 2019 | Michael Weintraub became a director |
| Jul 17, 2019 | Michael J. Davidoff became SVP, Marketing and Business Development |
| Jul 17, 2019 | Mark Douglas Smith became a director |
| Jul 17, 2019 | Llr Equity Partners Parallel IV, L.p. became a 10% owner |
| Jul 17, 2019 | Llr Equity Partners IV, L.p. became a 10% owner |
| Jul 17, 2019 | LLR Capital IV, LLC became a 10% owner |
| Jul 17, 2019 | LLR Capital IV, L.P. became a 10% owner |
| Jul 17, 2019 | Jonathan A Flint became a 10% owner |
| Jul 17, 2019 | Hlm Venture Partners II, L.p. became a 10% owner |
| Jul 17, 2019 | Hlm Venture Associates II, LLC became a 10% owner |
| Jul 17, 2019 | Gillian Munson became a director |
| Jul 17, 2019 | Evan Roberts became Chief Operating Officer |
| Jul 17, 2019 | Edward L Cahill became a director |
| Jul 17, 2019 | Edward L Cahill became a 10% owner |
| Jul 17, 2019 | David Linetsky became SVP, Life Sciences |
| Jul 17, 2019 | Daniel Nathan became Chief Technology Officer |
| Jul 17, 2019 | Chv II, L.p. became a 10% owner |
| Jul 17, 2019 | Cheryl Pegus became a director |
| Jul 17, 2019 | Charles Kallenbach became General Counsel & Secretary |
| Jul 17, 2019 | Chaim Indig became a director |
| Jul 17, 2019 | Chaim Indig became Chief Executive Officer |
| Jul 17, 2019 | Ascension Health Ventures II, LLC became a 10% owner |
| Jul 17, 2019 | Amy Beth VanDuyn became SVP, Human Resources |
Not reported recently (3)
- Cheryl Pegus · Last reported as a director in an SEC filing dated Feb 23, 2022
- Thomas Altier · Last reported as Chief Financial Officer in an SEC filing dated Feb 19, 2021
- Daniel Nathan · Last reported as Chief Technology Officer in an SEC filing dated Aug 4, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
PHR Proposed Insider Sales (Form 144)
Latest: 2026-09-21
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $67K notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Hoffman Allison C (1, $67K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-21 | Hoffman Allison C | Officer | 6,662 | $67.2K | 2026-09-21 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-16 | Hui Yvonne | Officer | 1,247 | $13.6K | 2026-07-16 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-14 | Egbuonu-Davis Lisa | Director | 536 | $5.7K | 2026-07-14 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-06 | Hui Yvonne | Officer | 1,371 | $14.9K | 2026-07-06 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-25 | Egbuonu-Davis Lisa | Director | 2,546 | $24.3K | 2026-06-25 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-18 | Hui Yvonne | Officer | 431 | $3.8K | 2026-05-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-20 | Hoffman Allison C | Officer | 6,176 | $56.0K | 2026-04-20 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-17 | Hui Yvonne | Officer | 1,327 | $12.3K | 2026-04-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-16 | Hui Yvonne | Officer | 10,063 | $91.4K | 2026-04-16 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-10 | Hoffman Allison C | Officer | 14,483 | $116.9K | 2026-04-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-09-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-09-03 | 0001412408-26-000223 | EDGAR |
ETF Holders
54 ETFs hold PHR
25 shown · $80.99M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $19.0M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $16.6M | $76.6B | 2026-11-06 |
| 3 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.10% | $6.8M | $6.6B | 2026-11-05 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $5.9M | — | 2026-09-30 |
| 5 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.04% | $5.1M | $13.7B | 2026-11-06 |
| 6 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $3.4M | — | 2026-08-31 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.0M | — | 2026-09-30 |
| 8 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.45% | $2.8M | — | 2026-06-30 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $2.6M | — | 2026-11-05 |
| 10 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.07% | $2.4M | — | 2026-07-31 |
| 11 | PSC Principal U.S. Small-Cap ETF | Nport | 0.08% | $1.8M | — | 2026-06-30 |
| 12 | VHT Vanguard Health Care ETF | Vanguard | 0.01% | $1.6M | — | 2026-09-30 |
| 13 | IHF iShares U.S. Healthcare Providers ETF | iShares (BlackRock) | 0.08% | $1.2M | $1.5B | 2026-11-06 |
| 14 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.11% | $1.1M | $1.0B | 2026-11-05 |
| 15 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.1M | $93.2B | 2026-11-06 |
| 16 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $988,525 | $13.9B | 2026-11-06 |
| 17 | VFVA Vanguard U.S. Value Factor ETF | Vanguard | 0.10% | $950,022 | — | 2026-11-05 |
| 18 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.03% | $932,179 | — | 2026-07-31 |
| 19 | ISMD Inspire Small/Mid Cap ETF | Nport | 0.24% | $810,390 | — | 2026-08-31 |
| 20 | AFSM First Trust Active Factor Small Cap ETF | First Trust | 0.44% | $563,319 | $128.8M | 2026-11-06 |
| 21 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $550,683 | — | 2026-08-31 |
| 22 | XITK State Street® SPDR® FactSet Innovative Technology ETF | SPDR (State Street) | 0.87% | $503,053 | $57.9M | 2026-11-05 |
| 23 | NUSC Nuveen ESG Small-Cap ETF | Nport | 0.04% | $464,738 | — | 2026-07-31 |
| 24 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.03% | $463,311 | — | 2026-09-30 |
| 25 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $437,427 | $3.2B | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
75.88
TTM Diluted EPS
$0.17
TTM Revenue
$507.79M
TTM Net Income
$10.45M
TTM Op. Cash Flow
$91.38M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-07-31 | $129.46M | $1.92M | $0.03 | $18.33M |
| Q1 '27 | 2026-04-30 | $130.94M | $2.96M | $0.05 | $23.92M |
| Q4 '26 | 2026-01-31 | $127.07M | $1.29M | $0.02 | $33.66M |
| Q3 '26 | 2025-10-31 | $120.33M | $4.27M | $0.07 | $15.47M |
| Q2 '26 | 2025-07-31 | $117.25M | $654.00K | $0.01 | $14.84M |
| Q1 '26 | 2025-04-30 | $115.94M | $-3.91M | $-0.07 | $14.85M |
| Q4 '25 | 2025-01-31 | $109.68M | $-6.39M | $-0.11 | $16.26M |
| Q3 '25 | 2024-10-31 | $106.80M | $-14.40M | $-0.25 | $5.79M |
| Q2 '25 | 2024-07-31 | $102.11M | $-18.01M | $-0.31 | $11.06M |
| Q1 '25 | 2024-04-30 | $101.22M | $-19.72M | $-0.35 | $-721.00K |
| Q4 '24 | 2024-01-31 | $95.00M | $-30.65M | $-0.55 | $-3.08M |
| Q3 '24 | 2023-10-31 | $91.62M | $-31.94M | $-0.58 | $-6.31M |
Q2 2027 • period ending 2026-07-31 • filed 2026-09-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
75.88
P/B
2.17
P/S
1.59
EV/EBITDA
15.92
EV/Sales
1.56
ROE
2.8%
ROA
1.6%
Div Yield
0.00%
FCF Yield
11.34%
Debt/Equity
0.16
Current Ratio
—
Market Cap
$805.85M
as of 2026-11-09
PHR vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ISRG Intuitive Surgical Inc. | $160.0B | 55.7 | +20.5% | −18.0% | 12 |
| MRNA Moderna, Inc. Common Stock | $101.5B | — | −27.6% | +771.7% | 53 |
| VEEV Veeva Systems Inc. | $49.2B | 50.1 | +16.5% | +39.6% | 68 |
| NTRA Natera, Inc. Common Stock | $45.1B | — | +36.6% | +40.0% | 43 |
| IQV IQVIA Holdings Inc. | $44.8B | 33.9 | +8.8% | +23.7% | 34 |
| RMD ResMed Inc. | $33.1B | 21.5 | +9.0% | −3.7% | 20 |
| DXCM DexCom, Inc. | $29.6B | 31.9 | +13.0% | +21.8% | 30 |
| PODD Insulet Corporation | $10.2B | 28.1 | +29.4% | −47.0% | 28 |
| PHR Phreesia, Inc. | $783M | 75.9 | +12.9% | −20.9% | 28 |
| Peer median | $44.9B | 32.9 | +14.8% | +22.8% | 32 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
3.08M
SI % of Float
6.15%
Days to Cover
5.09
Short Vol Ratio
58.3%
Free Float
50.05M
Float %
80.6%
Short interest 2026-10-15 • Short volume 2026-11-09 • Float 2026-09-22