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Phreesia
PHR

Overview Fund Activity

218 hedge funds and large institutions have $1.64B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 62 reducing their positions, and 35 closing their positions.

Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
89
Reduced
62
Closed
35
Calls
$5.77M
Puts
$3.16M
Net Calls
+$2.61M
Net Calls Change
+$9.18M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$34.2M
2
NL
2
Nuveen LLC
North Carolina
$37.1M
3
Capital International Investors
3
Capital International Investors
California
$89.2M
4
CI
4
Cambiar Investors
Colorado
$10.7M
5
GF
5
Greenhouse Funds
Maryland
$94.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$70.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M
3
UBS AM
3
UBS AM
Illinois
$59M
4
RSCM
4
Rock Springs Capital Management
Maryland
$23.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$154M 5,403,783 -2,242 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$150M 5,267,324 +330,809 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$139M 4,895,274 -860,515 -15%
GF
4
Greenhouse Funds
Maryland
$94.6M 3,325,262 +368,352 +12%
Capital International Investors
5
Capital International Investors
California
$89.2M 3,134,872 +391,611 +14%
CIP
6
Champlain Investment Partners
Vermont
$77.5M 2,724,553 -221,936 -8%
Brown Advisory
7
Brown Advisory
Maryland
$70.7M 2,482,955 -1,287,525 -34%
UBS AM
8
UBS AM
Illinois
$59M 2,074,815 -570,173 -22%
Franklin Resources
9
Franklin Resources
California
$43.4M 1,524,251 +9,057 +0.6%
State Street
10
State Street
Massachusetts
$41.2M 1,447,043 +27,638 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$37.4M 1,312,224 +24,063 +2%
NL
12
Nuveen LLC
North Carolina
$37.1M 1,304,533 +748,735 +135%
GIM
13
Granahan Investment Management
Massachusetts
$37.1M 1,302,785 +164,228 +14%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$34.2M 1,200,340 +1,200,340 New
PWAM
15
Park West Asset Management
California
$31.9M 1,121,497 +226,996 +25%
American Century Companies
16
American Century Companies
Missouri
$29.8M 1,046,586 +63,146 +6%
DM
17
Deerfield Management
New York
$28.9M 1,014,577 +4,733 +0.5%
GKIM
18
GW&K Investment Management
Massachusetts
$28.6M 1,003,400 -89,316 -8%
RSCM
19
Rock Springs Capital Management
Maryland
$23.8M 837,300 -311,036 -27%
Goldman Sachs
20
Goldman Sachs
New York
$16.9M 594,392 -5,620 -0.9%
Northern Trust
21
Northern Trust
Illinois
$16.3M 572,579 +4,339 +0.8%
Citadel Advisors
22
Citadel Advisors
Florida
$16.1M 567,124 +44,253 +8%
RP
23
Riverbridge Partners
Minnesota
$15.7M 551,522 -82,874 -13%
Bank of America
24
Bank of America
North Carolina
$15.4M 539,368 +206 +0%
Charles Schwab
25
Charles Schwab
California
$15.3M 537,644 +15,260 +3%
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