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Phreesia

225 hedge funds and large institutions have $980M invested in Phreesia in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $1.42B → $980M (-$435M)

62% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $4.95M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.86M
Puts
$4.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
51
Nicholas Company
Wisconsin
$4.21M
Point72 Asset Management
52
Point72 Asset Management
Connecticut
$3.99M
Bank of New York Mellon
53
Bank of New York Mellon
New York
$3.64M
UBS Group
54
UBS Group
Switzerland
$3.64M
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.58M
MNBTD
56
Moody National Bank Trust Division
Texas
$3.32M
WP
57
Woodline Partners
California
$3.23M
BG
58
Bellevue Group
Switzerland
$3.1M
Boston Partners
59
Boston Partners
Massachusetts
$2.88M
Allianz Asset Management
60
Allianz Asset Management
Germany
$2.84M
CIS
61
Connors Investor Services
Pennsylvania
$2.75M
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.5M
TAM
63
Tocqueville Asset Management
New York
$2.45M
AIM
64
Arcadia Investment Management
Michigan
$2.34M
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$2.32M
Victory Capital Management
66
Victory Capital Management
Texas
$2.21M
VOYA Investment Management
67
VOYA Investment Management
Georgia
$2.06M
Swiss National Bank
68
Swiss National Bank
Switzerland
$2M
SEI Investments
69
SEI Investments
Pennsylvania
$1.93M
Barclays
70
Barclays
United Kingdom
$1.93M
CCA
71
Conestoga Capital Advisors
Pennsylvania
$1.88M
BC
72
Birchview Capital
Vermont
$1.87M
Wells Fargo
73
Wells Fargo
California
$1.79M
EIM
74
Essex Investment Management
Massachusetts
$1.73M
UBS AM
75
UBS AM
Illinois
$1.54M