We are live on ! Find out more
PHR icon

Phreesia

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: 230244 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
251
Brown Advisory
Maryland
-$8.64M -510,858 Closed
SAM
252
Silvercrest Asset Management
New York
-$8.02M -474,146 Closed
RP
253
Riverbridge Partners
Minnesota
-$7.77M -459,047 Closed
ACH
254
ArrowMark Colorado Holdings
Colorado
-$5.56M -328,331 Closed
PCM
255
Palisade Capital Management
New Jersey
-$5.08M -300,308 Closed
Adage Capital Partners
256
Adage Capital Partners
Massachusetts
-$5.04M -298,042 Closed
Squarepoint
257
Squarepoint
New York
-$4.93M -291,132 Closed
ECM
258
ExodusPoint Capital Management
New York
-$4.84M -286,259 Closed
Nomura Holdings
259
Nomura Holdings
Japan
-$4.25M -251,236 Closed
Point72 Asset Management
260
Point72 Asset Management
Connecticut
-$3.99M -235,615 Closed
WP
261
Woodline Partners
California
-$3.23M -191,042 Closed
CCA
262
Conestoga Capital Advisors
Pennsylvania
-$1.88M -111,270 Closed
EIM
263
Essex Investment Management
Massachusetts
-$1.73M -102,423 Closed
TCM
264
Tandem Capital Management
New Jersey
-$1.22M -72,283 Closed
DTL
265
Dynamic Technology Lab
Singapore
-$1.15M -67,673 Closed
WB
266
WesBanco Bank
West Virginia
-$1.09M -64,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
267
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$880K -51,980 Closed
ZIM
268
Zacks Investment Management
Illinois
-$841K -49,712 Closed
VC
269
VarCov Co
Connecticut
-$719K -42,476 Closed
DC
270
Diametric Capital
Massachusetts
-$651K -38,451 Closed
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
-$623K -36,841 Closed
OAM
272
Oxford Asset Management
United Kingdom
-$605K -35,740 Closed
Verition Fund Management
273
Verition Fund Management
Connecticut
-$597K -35,276 Closed
LCM
274
Legato Capital Management
California
-$564K -33,332 Closed
CMF
275
Counterpoint Mutual Funds
California
-$506K -29,932 Closed