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Phreesia
PHR

244 hedge funds and large institutions have $495M invested in Phreesia in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

6% more funds holding

Funds holding: 230 → 244 (+14)

1.2% more ownership

Funds ownership: 96.17% → 97.37% (+1.2%)

50% less capital invested

Capital invested by funds: $981M → $495M (-$486M)

64% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.83M

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
84
Reduced
59
Closed
54
Calls
$1.02M
Puts
$2.83M
Net Calls
-$1.81M
Net Calls Change
+$1.27M

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
+$114M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$18.7M
3
AG
Algert Global
California
+$13M
4
WCA
Whetstone Capital Advisors
Kansas
+$12.6M
5
OAM
OP Asset Management
+$10.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$48.2M
2
GF
Greenhouse Funds
Maryland
-$41.8M
3
DM
Deerfield Management
New York
-$33.8M
4
CIP
Champlain Investment Partners
Vermont
-$27.2M
5
Millennium Management
Millennium Management
New York
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$1K -$634K -47,936 -100%
SS
227
Sunbelt Securities
Texas
$997 +$1.15K +87 +272%
CFG
228
Clayton Financial Group
Missouri
$838 – – –
RFP
229
Root Financial Partners
California
$654 +$1.03K +78 New
LFG
230
Larson Financial Group
Missouri
$629 +$992 +75 New
CPG
231
Cornerstone Planning Group
New Jersey
$396 +$542 +41 New
LI
232
LRI Investments
Florida
$369 +$582 +44 New
BFS
233
Bare Financial Services
Pennsylvania
$344 +$542 +41 New
JWM
234
JPL Wealth Management
Colorado
$311 +$489 +37 New
CFB
235
Cullen/Frost Bankers
Texas
$277 -$6.73K -509 -94%
RCM
236
Richardson Capital Management
Wisconsin
$268 +$423 +32 New
GSWM
237
Golden State Wealth Management
California
$168 – – –
SS
238
SBI Securities
Japan
$92 – – –
TPWA
239
Twin Peaks Wealth Advisors
California
$92 +$145 +11 New
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$50 +$79 +6 New
HFS
241
Hughes Financial Services
Virginia
$25 +$40 +3 New
TFM
242
TFC Financial Management
Massachusetts
$9 +$13 +1 New
HNB
243
Huntington National Bank
Ohio
$8 – – –
ASN
244
Advisory Services Network
Georgia
$8 +$13 +1 New
Capital International Investors
245
Capital International Investors
California
– -$48.2M -2,851,536 Closed
GF
246
Greenhouse Funds
Maryland
– -$41.8M -2,471,960 Closed
DM
247
Deerfield Management
New York
– -$33.8M -1,999,045 Closed
CIP
248
Champlain Investment Partners
Vermont
– -$27.2M -1,609,941 Closed
Millennium Management
249
Millennium Management
New York
– -$26.6M -1,571,055 Closed
PWAM
250
Park West Asset Management
California
– -$8.85M -522,995 Closed
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