• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SC 13G/A filed by Phreesia Inc.

    7/8/24 4:37:20 PM ET
    $PHR
    Real Estate
    Real Estate
    Get the next $PHR alert in real time by email
    SC 13G/A 1 phra2_70824.htm BROWN ADVISORY INC phra2_70824.htm
    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    SCHEDULE 13G
    Under the Securities Exchange Act of 1934
    (Amendment No. 2)*
    Phreesia, Inc.
    (Name of Issuer)
    (Title of Class of Securities)
    71944F106
    (CUSIP Number)
    June 30, 2024
    (Date of Event which Requires Filing of this Statement)
    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    [X] Rule 13d-1(b)
    [   ] Rule 13d-1(c)
    [   ] Rule 13d-1(d)
    * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see Instructions).
    CUSIP No.: 71944F106
           
    1
    NAME OF REPORTING PERSON
    Brown Advisory Incorporated ("BAI")
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    52-2112409
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Brown Advisory Incorporated is a Maryland Corporation.
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    4,918,804
    6
    SHARED VOTING POWER
    0
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    5,785,522
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    5,785,522
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    12
    TYPE OF REPORTING PERSON
    HC (Control Entity)
    10.1%
    CUSIP No.: 71944F106
           
    1
    NAME OF REPORTING PERSON
    Brown Investment Advisory & Trust Company ("BIATC")
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    52-1811121
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Brown Investment Advisory & Trust Company is a Maryland Trust Company.
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    33,713
    6
    SHARED VOTING POWER
    0
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    33,713
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    33,713
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    0.1%
    12
    TYPE OF REPORTING PERSON
    BK (Bank)
    CUSIP No.: 71944F106
           
    1
    NAME OF REPORTING PERSON
    Brown Advisory LLC (BALLC)
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    26-0680642
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Brown Advisory LLC is a Maryland Limited Liability Corporation.
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    4,885,091
    6
    SHARED VOTING POWER
    0
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    5,751,809
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    5,751,809
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    10%
    12
    TYPE OF REPORTING PERSON
    IA (Investment Adviser)
    CUSIP No.: 71944F106
    ITEM 1(a). NAME OF ISSUER:
    Phreesia, Inc.
    ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
    ITEM 2(a). NAME OF PERSON FILING:
    Brown Advisory Incorporated ("BAI")
    Brown Investment Advisory & Trust Company ("BIATC")
    Brown Advisory LLC (BALLC)
    ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:
    901 South Bond Street, Suite #400
    Baltimore, Maryland 21231
    ITEM 2(c). CITIZENSHIP:
    Brown Advisory Incorporated is a Maryland Corporation.
    Brown Investment Advisory & Trust Company is a Maryland Trust Company.
    Brown Advisory LLC is a Maryland Limited Liability Corporation.
    ITEM 2(d). TITLE OF CLASS OF SECURITIES:
    ITEM 2(e). CUSIP NUMBER:
    71944F106
    ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-1(b), or 13d-2(b) or (c) CHECK WHETHER THE PERSON FILING IS A:
    (a)
    [ ]
    Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78c);
    (b)
    [X]
    Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)
    [ ]
    Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)
    [ ]
    Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8);
    (e)
    [X]
    An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E);
    (f)
    [ ]
    An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F);
    (g)
    [X]
    A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G);
    (h)
    [ ]
    A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)
    [ ]
    A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)
    [ ]
    A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J);
    (k)
    [ ]
    Group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution:
    Brown Advisory Incorporated ("BAI") is a parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G)
    Brown Investment Advisory & Trust Company ("BIATC") is a bank as defined in Section 3(a)(6) of the Act (15U.S.C.78c)
    Brown Advisory LLC ("BALLC") is an investment adviser in accordance with 240.13d-1(b)(1)(ii)(E)
    ITEM 4. OWNERSHIP
    (a) Amount beneficially owned:
    5,785,522
    (b) Percent of class:
    (c) Number of shares as to which the person has:
    (i) sole power to vote or to direct the vote:
    Brown Advisory Incorporated ("BAI") : 4,918,804

    Brown Investment Advisory & Trust Company ("BIATC") : 33,713

    Brown Advisory LLC (BALLC) : 4,885,091
    (ii) shared power to vote or to direct the vote:
    Brown Advisory Incorporated ("BAI") : 0

    Brown Investment Advisory & Trust Company ("BIATC") : 0

    Brown Advisory LLC (BALLC) : 0
    (iii) sole power to dispose or direct the disposition of:
    Brown Advisory Incorporated ("BAI") : 0

    Brown Investment Advisory & Trust Company ("BIATC") : 0

    Brown Advisory LLC (BALLC) : 0
    (iv) shared power to dispose or to direct the disposition of:
    Brown Advisory Incorporated ("BAI") : 5,785,522

    Brown Investment Advisory & Trust Company ("BIATC") : 33,713

    Brown Advisory LLC (BALLC) : 5,751,809
    ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS:
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ].
    ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON:
    The total securities being reported are beneficially owned by investment companies and other managed accounts of direct/indirect subsidiaries of BAI (listed above). These subsidiaries may be deemed to be beneficial owners of the reported securities because applicable investment advisory contracts provide voting and/or investment power over securities.
    ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY:
    Brown Advisory Incorporated (BAI) is a parent holding company filing this schedule on behalf of the following
    subsidiaries pursuant to Rule 13d-1(b)(1)(ii)(G) under the Securities Exchange Act of 1934:
    Brown Investment Advisory & Trust Company (BIATC) BK (Bank)
    Brown Advisory LLC (BALLC) IA (Investment Adviser)
    ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP:
    ITEM 9. NOTICE OF DISSOLUTION OF GROUP:
    ITEM 10. CERTIFICATION:
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.
    CUSIP No.: 71944F106
    SIGNATURE
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
    July 08 2024
    Brown Advisory Incorporated ("BAI")
    By:
    /s/
    Name:
    Brett D. Rogers
    Title:
    General Counsel
    Attention — Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001).
    Get the next $PHR alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $PHR

    DatePrice TargetRatingAnalyst
    8/27/2025$36.00Outperform
    Mizuho
    1/8/2025$24.00 → $32.00Sector Perform → Outperform
    RBC Capital Mkts
    2/26/2024$35.00Buy
    Truist
    1/17/2024$30.00 → $32.00Neutral → Buy
    DA Davidson
    1/3/2024$29.00Overweight
    Barclays
    4/12/2023$37.00Overweight
    Stephens
    1/4/2023$35.00 → $40.00Buy
    Needham
    12/13/2022$40.00Neutral → Buy
    Citigroup
    More analyst ratings

    $PHR
    SEC Filings

    View All

    SEC Form 144 filed by Phreesia Inc.

    144 - Phreesia, Inc. (0001412408) (Subject)

    8/22/25 4:54:46 PM ET
    $PHR
    Real Estate

    SEC Form 144 filed by Phreesia Inc.

    144 - Phreesia, Inc. (0001412408) (Subject)

    8/18/25 3:19:54 PM ET
    $PHR
    Real Estate

    SEC Form SCHEDULE 13G filed by Phreesia Inc.

    SCHEDULE 13G - Phreesia, Inc. (0001412408) (Subject)

    8/12/25 4:27:47 PM ET
    $PHR
    Real Estate

    $PHR
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Executive Officer Indig Chaim sold $3,204,912 worth of shares (99,993 units at $32.05) and exercised 99,993 shares at a strike of $7.24, increasing direct ownership by 0.15% to 1,253,236 units (SEC Form 4)

    4 - Phreesia, Inc. (0001412408) (Issuer)

    8/29/25 4:12:39 PM ET
    $PHR
    Real Estate

    President, Provider Solutions Roberts Evan sold $1,555,972 worth of shares (48,547 units at $32.05), decreasing direct ownership by 6% to 724,368 units (SEC Form 4)

    4 - Phreesia, Inc. (0001412408) (Issuer)

    8/29/25 4:11:10 PM ET
    $PHR
    Real Estate

    Chief Financial Officer Gandhi Balaji sold $287,550 worth of shares (9,583 units at $30.01), decreasing direct ownership by 9% to 97,078 units (SEC Form 4)

    4 - Phreesia, Inc. (0001412408) (Issuer)

    8/27/25 4:16:28 PM ET
    $PHR
    Real Estate

    $PHR
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Mizuho initiated coverage on Phreesia with a new price target

    Mizuho initiated coverage of Phreesia with a rating of Outperform and set a new price target of $36.00

    8/27/25 8:26:07 AM ET
    $PHR
    Real Estate

    Phreesia upgraded by RBC Capital Mkts with a new price target

    RBC Capital Mkts upgraded Phreesia from Sector Perform to Outperform and set a new price target of $32.00 from $24.00 previously

    1/8/25 8:20:24 AM ET
    $PHR
    Real Estate

    Truist initiated coverage on Phreesia with a new price target

    Truist initiated coverage of Phreesia with a rating of Buy and set a new price target of $35.00

    2/26/24 8:19:13 AM ET
    $PHR
    Real Estate

    $PHR
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Phreesia Launches VoiceAI, a Conversational AI Solution to Transform Call Management in Healthcare

    New offering enhances Phreesia's existing platform, eliminating long hold times and ensuring every patient call is resolved Phreesia, a leader in patient activation, today announced the launch of Phreesia VoiceAI, an always-on, intelligent AI phone solution purpose-built for healthcare. VoiceAI leverages advanced natural language processing and real-time workflow integration to help healthcare organizations manage high call volumes, streamline routine interactions and improve the patient experience—all without increasing staff workload. VoiceAI allows patients to easily resolve common requests by using patients' natural spoken language. VoiceAI then triages and routes those patient requ

    9/2/25 4:04:00 PM ET
    $PHR
    Real Estate

    Phreesia and Sesame Workshop Announce 5-Year Collaboration to Improve the Health of Millions of Children Through the Power of Sesame Street

    Phreesia, a leader in patient intake, outreach and activation that enables one in seven patient visits across the U.S., and Sesame Workshop, the global nonprofit behind Sesame Street, are pleased to announce a collaboration to educate and engage parents and caregivers of young children at the point of care. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250821354173/en/Phreesia and Sesame Workshop announce new collaboration With the help of Sesame Street's beloved characters like Elmo, Cookie Monster and Abby Cadabby, the two organizations will engage millions of parents and caregivers with educational and entertaining messages

    8/21/25 6:45:00 AM ET
    $PHR
    Real Estate

    Phreesia Named to the 2025 Capterra Shortlist for Patient Engagement and Medical Scheduling

    Phreesia, a leader in patient intake, outreach and activation, has been named to the 2025 Capterra Shortlist in the Patient Engagement and Medical Scheduling categories. The Capterra Shortlist is an independent assessment that evaluates user reviews and online search activity to identify a list of market leaders that offer the top products in various software categories. "Being named to two of the 2025 Capterra Shortlists is an honor that reflects the positive reviews and feedback we receive from our healthcare provider clients," said Phreesia CEO Chaim Indig. "Our digital solutions help engage and empower patients to take a more active role their care, and this award is a welcome recogni

    8/12/25 4:05:00 PM ET
    $PHR
    Real Estate

    $PHR
    Leadership Updates

    Live Leadership Updates

    View All

    Phreesia Joins the Network Advertising Initiative as a Member, Demonstrating Ongoing Commitment to Industry-Leading Privacy Practices

    Phreesia will work with the NAI to shape the national conversation around data privacy and promote consumer choice and transparency As part of the company's ongoing commitment to consumer data privacy, Phreesia is pleased to announce it has joined the Network Advertising Initiative (NAI), a non–profit organization and the leading self-regulatory association dedicated to responsible data collection and use for digital advertising. As a member, Phreesia will work with the NAI to promote consumer-centric privacy practices in healthcare and take a leadership role in shaping the national conversation around data privacy. "We are excited to join the NAI, an organization that shares our dedicati

    10/8/24 6:48:00 AM ET
    $PHR
    Real Estate

    Phreesia's Audrey Gato Named as a Top Woman Leader in SaaS

    Phreesia, a leader in patient intake, outreach and activation, is proud to announce that Audrey Gato, Vice President of Client Solutions, has been named to The Software Report's list of the Top 50 Women Leaders in SaaS of 2023. Honorees were chosen based on their leadership and contributions to the Software-as-a-Service industry. This is the sixth consecutive year a female leader from Phreesia has been named to the list. Previous Phreesia awardees include Allison Hoffman, General Counsel; Kristin Roberts, Vice President of Product Management; Kharen Hauck, Vice President of Marketing; Amy VanDuyn, Senior Vice President of Human Resources; and Sara DiNardo, Vice President of Client Solutio

    1/16/24 4:05:00 PM ET
    $PHR
    Real Estate

    $PHR
    Financials

    Live finance-specific insights

    View All

    Phreesia Sets Release Date for Fiscal Second Quarter 2026 Results

    Phreesia, Inc. (NYSE:PHR) ("Phreesia") today announced that it will release its fiscal second quarter 2026 financial results after the close of market trading on Thursday, Sept. 4, 2025. Phreesia will issue a press release announcing its quarterly results and the company's quarterly stakeholder letter, both of which will be posted on its investor website at ir.phreesia.com. Phreesia will then hold a conference call to discuss its fiscal second quarter results starting at 5PM Eastern Time on the same day. To participate in the company's live conference call and webcast, please dial (800) 715-9871, or (646) 307-1963 for international participants, using conference code number 7404611, or vi

    8/7/25 4:05:00 PM ET
    $PHR
    Real Estate

    Phreesia Announces First Quarter Fiscal 2026 Results

    Phreesia, Inc. (NYSE:PHR) ("Phreesia" or the "Company") announced financial results today for the fiscal first quarter ended April 30, 2025. "Our fiscal year 2026 is off to a strong start. I am grateful to our team for their continued commitment to our mission, vision and values. I believe our performance is a reflection of our team truly living our values," said CEO and Co-Founder Chaim Indig. Please visit the Phreesia investor relations website at ir.phreesia.com to view the Company's Q1 Fiscal 2026 Stakeholder Letter. Fiscal First Quarter Ended April 30, 2025 Highlights Total revenue was $115.9 million in the quarter, up 15% year-over-year. Average number of healthcare servi

    5/28/25 7:03:00 AM ET
    $PHR
    Real Estate

    Phreesia Updates May 28, 2025, Earnings Release Information for Fiscal First Quarter 2026 Results

    Phreesia, Inc. (NYSE:PHR) ("Phreesia") today announced that it will now release its fiscal first quarter 2026 financial results prior to the open of market trading on Wednesday, May 28, 2025. Phreesia previously announced that it would release the results after the close of market trading on the same day. Phreesia will issue a press release announcing its quarterly results and the company's quarterly stakeholder letter, both of which will be posted on its investor website at ir.phreesia.com. Phreesia will then hold a conference call to discuss its fiscal first quarter results starting at 8:30AM Eastern Time on the same day. To participate in the company's live conference call and webcast,

    5/6/25 4:05:00 PM ET
    $PHR
    Real Estate

    $PHR
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Phreesia Inc.

    SC 13G/A - Phreesia, Inc. (0001412408) (Subject)

    11/12/24 10:34:15 AM ET
    $PHR
    Real Estate

    Amendment: SEC Form SC 13G/A filed by Phreesia Inc.

    SC 13G/A - Phreesia, Inc. (0001412408) (Subject)

    7/8/24 4:37:20 PM ET
    $PHR
    Real Estate

    SEC Form SC 13G/A filed by Phreesia Inc. (Amendment)

    SC 13G/A - Phreesia, Inc. (0001412408) (Subject)

    2/16/24 4:57:01 PM ET
    $PHR
    Real Estate