Phreesia, Inc. (PHR)
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
NYSEHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · PHR
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition On September 2, 2026, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal second quarter ended July 31, 2026 by issuing a stakeholder letter (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
Results of Operations and Financial Condition On May 27, 2026, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal first quarter ended April 30, 2026 by issuing a stakeholder letter (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
Other Events. On May 7, 2026, Phreesia, Inc. (the “Company”) implemented a restructuring plan intended to reduce operating expenses and better align the Company’s cost structure with its current business priorities. The plan includes the recent elimination of approximately 220 positions, approximately half of which are contractor roles. The Company does not expect the costs associated with the plan to be material and expects such costs to be incurred primarily during fiscal year 2027. The Com…
Entry into a Material Definitive Agreement On April 30, 2026 (the “Closing Date”), AccessOne Funding, LLC (“AccessOne Funding”), an indirect wholly-owned subsidiary of Phreesia, Inc., a Delaware corporation (“Phreesia” or the “Company”), as seller, AccessOne MedCard, Inc. (“AccessOne MedCard”), an indirect wholly-owned subsidiary of Phreesia, as servicer, PNC Bank, National Association (“PNC”), as purchaser and administrative agent, and PNC Capital Markets LLC (“PNC Capital Markets”), as stru…
Forward Looking Statements This Current Report on Form 8-K contains certain forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements include, but are not limited to, statements about the Receivables Purchase Agreement, the Amendment and the Amended and Restated Performance Guaranty and are generally identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strateg…
and in the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing. Forward Looking Statements This Current Report on Form 8-K contains certain forward-lookin…
Results of Operations and Financial Condition On March 30, 2026, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal fourth quarter and fiscal year ended January 31, 2026 by issuing a stakeholder letter (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
Termination of a Material Definitive Agreement On March 13, 2026, in connection with the Company’s entry into the Credit Facility, the Company terminated without penalty, and repaid all outstanding indebtedness and obligations under, (i) its existing bridge loan credit agreement (the “Goldman Bridge Loan Facility”), dated as of November 12, 2025, by and among the Company, as borrower, certain subsidiaries of the Company, as guarantors, the lenders from time to time party thereto, and Goldman…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information set forth in
Regulation FD On March 16, 2026, the Company issued a press release announcing its entry into the Credit Agreement and the termination of the Goldman Bridge Loan Facility and the Capital One ABL Facility. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated herein by reference. The information furnished under this
Entry into a Material Definitive Agreement Credit Agreement On March 13, 2026 (the “Closing Date”), Phreesia, Inc. (the “Company”) and certain of its subsidiaries (collectively, the “Credit Parties”) entered into a Credit Agreement (the “Credit Agreement”) by and among the Company, as the borrower, the other Credit Parties, as guarantors, the financial institutions from time to time party thereto as lenders, and Capital One, National Association, a national banking association (“Capital One”)…
Director — Edward L. Cahill, Michael Weintraub: Two directors are retiring and a new director is being appointed.
and in the accompanying Exhibit 99.1 and Exhibit 99.2 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933 (the “Securities Act”), as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.
Entry into a Material Definitive Agreement. Agreement and Plan of Merger On August 29, 2025, Phreesia, Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Ace Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Merger Sub”), AccessOne Parent Holdings, Inc., a Delaware corporation (“AccessOne”), and a representative of AccessOne's equityholders (the “Representative”), pursuant to which, upon…
and in the accompanying Exhibit 99.1 and Exhibit 99.2 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933 (the “Securities Act”), as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.
Results of Operations and Financial Condition On May 28, 2025, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal quarter ended April 30, 2025 by issuing a stakeholder letter (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
Results of Operations and Financial Condition On March 12, 2025, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal fourth quarter and fiscal year ended January 31, 2025 by issuing a stakeholder letter (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
Results of Operations and Financial Condition On December 9, 2024, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal quarter ended October 31, 2024 by issuing a stakeholder letter (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
Results of Operations and Financial Condition On September 4, 2024, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal quarter ended July 31, 2024 by issuing a Letter to Stakeholders (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information furnished under this
VP, Principal Accounting Officer — Yvonne Hui: Yvonne Hui was internally promoted to VP, Principal Accounting Officer, replacing Janet Gunzburg.
Results of Operations and Financial Condition On May 30, 2024, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal quarter ended April 30, 2024 by issuing a Letter to Stakeholders (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2 to this Current Report on Form 8-K, respectively, and are incorporated by reference herein. The information furnished under this
Results of Operations and Financial Condition On March 14, 2024, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal year ended January 31, 2024 by issuing a Letter to Stakeholders (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2 to this Current Report on Form 8-K, respectively, and are incorporated by reference herein. The information furnished under this
Termination of a Material Definitive Agreement The information included in
Entry into a Material Definitive Agreement On December 4, 2023 (the “Closing Date”), Phreesia, Inc. (the “Company”) and certain of its subsidiaries located in the United States (collectively, the “Credit Parties”) entered into a Credit Agreement (the “Credit Agreement”) by and among the Credit Parties, as borrowers, the financial institutions from time to time party thereto as lenders, and Capital One, National Association, a national banking association (“Capital One”), as agent for the lend…
Results of Operations and Financial Condition On December 5, 2023, Phreesia, Inc. (the “Company”) announced its financial results for the fiscal quarter ended October 31, 2023 by issuing a Letter to Stakeholders (the "Letter") and a press release. Copies of the press release and the Letter are furnished as Exhibits 99.1 and 99.2 to this Current Report on Form 8-K, respectively, and are incorporated by reference herein. The information furnished under this
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