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Phreesia

227 hedge funds and large institutions have $1.42B invested in Phreesia in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less capital invested

Capital invested by funds: $1.67B → $1.42B (-$251M)

52% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $6.43M

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.11M
Puts
$6.43M
Net Calls
Net Calls Change

Top Sellers

1 -$39M
2 -$23M
3 -$12.4M
4
UBS AM
UBS AM
Illinois
-$10.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$4.27M
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$4.17M
First Trust Advisors
53
First Trust Advisors
Illinois
$4.12M
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.08M
SEI Investments
55
SEI Investments
Pennsylvania
$3.98M
Allianz Asset Management
56
Allianz Asset Management
Germany
$3.93M
Russell Investments Group
57
Russell Investments Group
United Kingdom
$3.52M
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$3.22M
Marshall Wace
59
Marshall Wace
United Kingdom
$3.22M
BAM
60
Bullseye Asset Management
Colorado
$3.12M
Boston Partners
61
Boston Partners
Massachusetts
$3.11M
VOYA Investment Management
62
VOYA Investment Management
Georgia
$3.1M
AIM
63
Arcadia Investment Management
Michigan
$2.89M
MNBTD
64
Moody National Bank Trust Division
Texas
$2.81M
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.71M
BC
66
Birchview Capital
Vermont
$2.7M
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$2.62M
CIS
68
Connors Investor Services
Pennsylvania
$2.59M
FG
69
Formula Growth
Quebec, Canada
$2.58M
EIM
70
Essex Investment Management
Massachusetts
$2.47M
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$2.31M
Barclays
72
Barclays
United Kingdom
$2.17M
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$2.05M
CCA
74
Conestoga Capital Advisors
Pennsylvania
$1.8M
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$1.79M