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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
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%