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Phreesia
PHR

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.95%
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
91
Reduced
62
Closed
35
Calls
$6.41M
Puts
$3.78M
Net Calls
+$2.63M
Net Calls Change
+$9.19M

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 Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$15.3M +$434K +15,260 +3%
SAM
27
Silvercrest Asset Management
New York
$13.8M +$40.1K +1,410 +0.3%
Victory Capital Management
28
Victory Capital Management
Texas
$12.6M +$626K +22,010 +5%
Marshall Wace
29
Marshall Wace
United Kingdom
$11.9M +$8.01M +281,454 +205%
ACH
30
ArrowMark Colorado Holdings
Colorado
$11.8M -$95.1K -3,342 -0.8%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$11.1M +$6.76M +237,394 +156%
CI
32
Cambiar Investors
Colorado
$10.7M +$10.7M +375,065 New
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$10.4M +$3.95M +138,877 +62%
Morgan Stanley
34
Morgan Stanley
New York
$10.3M +$4.44M +155,943 +75%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$10.3M +$669K +23,522 +7%
BG
36
Bellevue Group
Switzerland
$9.45M -$1.26M -44,147 -12%
PCM
37
Peregrine Capital Management
Minnesota
$9.27M +$981K +34,481 +12%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$8.81M -$611K -21,458 -6%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$7.81M +$3.61M +126,793 +86%
PAM
40
Panagora Asset Management
Massachusetts
$7.18M +$4.12M +144,936 +135%
SEI Investments
41
SEI Investments
Pennsylvania
$6.91M +$1.08M +38,054 +19%
AG
42
Algert Global
California
$6.52M +$2.06M +72,371 +46%
UBS Group
43
UBS Group
Switzerland
$6.46M +$4.15M +145,681 +179%
NC
44
Nicholas Company
Wisconsin
$6.04M +$831K +29,185 +16%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.72M +$100K +3,514 +2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$5.35M +$799K +28,057 +18%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$4.92M -$710K -24,931 -13%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.8M +$657K +23,086 +16%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.36M +$1.81M +63,662 +71%
TI
50
Trexquant Investment
Connecticut
$4.32M -$622K -21,867 -13%
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