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Phreesia

242 hedge funds and large institutions have $495M invested in Phreesia in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.02M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Clayton Financial Group
Missouri
$838
RFP
227
Root Financial Partners
California
$654
LFG
228
Larson Financial Group
Missouri
$629
CPG
229
Cornerstone Planning Group
New Jersey
$396
LI
230
LRI Investments
Florida
$369
BFS
231
Bare Financial Services
Pennsylvania
$344
JWM
232
JPL Wealth Management
Colorado
$311
CFB
233
Cullen/Frost Bankers
Texas
$277
RCM
234
Richardson Capital Management
Wisconsin
$268
GSWM
235
Golden State Wealth Management
California
$168
SS
236
SBI Securities
Japan
$92
TPWA
237
Twin Peaks Wealth Advisors
California
$92
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$50
HFS
239
Hughes Financial Services
Virginia
$25
TFM
240
TFC Financial Management
Massachusetts
$9
HNB
241
Huntington National Bank
Ohio
$8
ASN
242
Advisory Services Network
Georgia
$8
Capital International Investors
243
Capital International Investors
California
GF
244
Greenhouse Funds
Maryland
DM
245
Deerfield Management
New York
CIP
246
Champlain Investment Partners
Vermont
Millennium Management
247
Millennium Management
New York
PWAM
248
Park West Asset Management
California
Brown Advisory
249
Brown Advisory
Maryland
SAM
250
Silvercrest Asset Management
New York