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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
MIM
26
Meros Investment Management
Texas
$5.16M +$1.82M +137,466 +29%
RSCM
27
Rock Springs Capital Management
Maryland
$5.03M -$3.65M -276,200 -32%
HF
28
HRT Financial
New York
$4.89M +$7.71M +583,073 New
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.87M +$4.89M +369,999 +175%
JF
30
Jump Financial
Illinois
$4.48M +$7.07M +534,334 New
Northern Trust
31
Northern Trust
Illinois
$4.3M -$88.7K -6,704 -1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$4.07M -$1.9M -143,563 -23%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$4.06M +$2.64M +199,849 +75%
Charles Schwab
34
Charles Schwab
California
$4.05M -$60.2K -4,555 -0.9%
SG Americas Securities
35
SG Americas Securities
New York
$3.84M +$5.12M +386,848 +544%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$3.6M +$1.24M +93,522 +28%
Walleye Capital
37
Walleye Capital
New York
$3.44M +$5.29M +400,221 +4,031%
VFT
38
Vanguard Fiduciary Trust
Pennsylvania
$3.39M +$5.34M +403,978 New
PAM
39
Panagora Asset Management
Massachusetts
$3.31M +$1.2M +90,472 +30%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.3M -$2.88M -217,598 -43%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2.98M -$96.4K -7,288 -2%
Jane Street
42
Jane Street
New York
$2.92M +$454K +34,310 +11%
TAM
43
Tocqueville Asset Management
New York
$2.72M +$2.38M +180,000 +124%
CI
44
Cambiar Investors
Colorado
$2.7M -$474K -35,799 -10%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2.6M -$7.19M -543,600 -64%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$2.5M +$403K +30,479 +11%
MCM
47
Moore Capital Management
New York
$2.45M +$2.96M +224,145 +331%
SPS
48
Susquehanna Portfolio Strategies
Pennsylvania
$2.36M +$3.34M +252,440 +878%
UBS Group
49
UBS Group
Switzerland
$2.14M +$540K +40,812 +19%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$1.96M -$461K -34,852 -13%
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PHR Hedge Fund Activity: Q1 2026 in Review

244 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2026, worth a combined $495M — down 50% from $981M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHR positions and 54 closed out — a net gain of 18 holders — while 84 added to existing stakes and 59 trimmed.

The largest buyer was Pale Fire Capital SE, opening a new position worth an estimated $114M. The largest seller was Capital International Investors, exiting entirely with an estimated $48.2M sold.

  • 244 institutional investors held Phreesia (PHR) as of Q1 2026, up from 230 in Q4 2025.
  • Funds reported $495M of Phreesia stock for Q1 2026, down 50% quarter-over-quarter.
  • 72 funds opened new Phreesia positions in Q1 2026 and 54 closed out, a net change of +18 holders.
  • The largest Phreesia buyer in Q1 2026 was Pale Fire Capital SE, an estimated $114M added.
  • The largest Phreesia seller in Q1 2026 was Capital International Investors, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2026.