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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 %
Charles Schwab
26
Charles Schwab
California
$15.3M 537,644 +15,260 +3%
SAM
27
Silvercrest Asset Management
New York
$13.8M 485,613 +1,410 +0.3%
Victory Capital Management
28
Victory Capital Management
Texas
$12.6M 443,830 +22,010 +5%
Marshall Wace
29
Marshall Wace
United Kingdom
$11.9M 418,484 +281,454 +205%
ACH
30
ArrowMark Colorado Holdings
Colorado
$11.8M 415,744 -3,342 -0.8%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$11.1M 389,519 +237,394 +156%
CI
32
Cambiar Investors
Colorado
$10.7M 375,065 +375,065 New
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$10.4M 364,194 +138,877 +62%
Morgan Stanley
34
Morgan Stanley
New York
$10.3M 363,262 +155,943 +75%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$10.3M 363,082 +23,522 +7%
BG
36
Bellevue Group
Switzerland
$9.45M 332,016 -44,147 -12%
PCM
37
Peregrine Capital Management
Minnesota
$9.27M 325,608 +34,481 +12%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$8.81M 309,549 -21,458 -6%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$7.81M 274,566 +126,793 +86%
PAM
40
Panagora Asset Management
Massachusetts
$7.18M 252,354 +144,936 +135%
SEI Investments
41
SEI Investments
Pennsylvania
$6.91M 242,709 +38,054 +19%
AG
42
Algert Global
California
$6.52M 229,014 +72,371 +46%
UBS Group
43
UBS Group
Switzerland
$6.46M 227,092 +145,681 +179%
NC
44
Nicholas Company
Wisconsin
$6.04M 212,137 +29,185 +16%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.72M 200,829 +3,514 +2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$5.35M 188,089 +28,057 +18%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$4.92M 172,917 -24,931 -13%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.8M 168,630 +23,086 +16%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.36M 153,072 +63,662 +71%
TI
50
Trexquant Investment
Connecticut
$4.32M 151,850 -21,867 -13%
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