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Phreesia
PHR

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+30
Holders Change %
+15.87%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
74
Reduced
61
Closed
18
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.57M
Net Calls Change
-$9.06M

Top Buyers

1
UBS AM
UBS AM
Illinois
$67.6M
2
American Century Companies
American Century Companies
Missouri
$25.1M
3
CIP
Champlain Investment Partners
Vermont
$75.3M
4
PWAM
Park West Asset Management
California
$22.9M
5
Victory Capital Management
Victory Capital Management
Texas
$10.8M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$96.4M
2
RSCM
Rock Springs Capital Management
Maryland
$29.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
5
Millennium Management
Millennium Management
New York
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$3.33M -$743K -29,051 -18%
William Blair & Company
52
William Blair & Company
Illinois
$3.18M -$538K -21,044 -14%
BC
53
Birchview Capital
Vermont
$2.93M – – –
FG
54
Formula Growth
Quebec, Canada
$2.84M +$2.84M +111,271 New
PAM
55
Panagora Asset Management
Massachusetts
$2.75M +$2.75M +107,418 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.73M -$23K -900 -0.8%
Allianz Asset Management
57
Allianz Asset Management
Germany
$2.63M +$153K +6,000 +6%
EIM
58
Essex Investment Management
Massachusetts
$2.61M -$20.8K -814 -0.8%
BAM
59
Bullseye Asset Management
Colorado
$2.53M – – –
MNBTD
60
Moody National Bank Trust Division
Texas
$2.47M -$91.1K -3,565 -4%
AIM
61
Arcadia Investment Management
Michigan
$2.37M +$15.7K +615 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
62
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.29M +$1.34M +52,358 +141%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$2.22M +$82.1K +3,213 +4%
Macquarie Group
64
Macquarie Group
Australia
$2.15M -$262K -10,257 -11%
UBS Group
65
UBS Group
Switzerland
$2.08M -$762K -29,831 -27%
CCA
66
Conestoga Capital Advisors
Pennsylvania
$1.98M -$2.3K -90 -0.1%
Deutsche Bank
67
Deutsche Bank
Germany
$1.91M +$449K +17,560 +31%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.72M +$1.08M +42,133 +166%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.69M -$2.03M -79,591 -55%
Principal Financial Group
70
Principal Financial Group
Iowa
$1.62M +$1.62M +63,492 New
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$1.6M +$55.2K +2,158 +4%
Calamos Advisors
72
Calamos Advisors
Illinois
$1.6M +$1.6M +62,445 New
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$1.48M -$142K -5,566 -9%
Legal & General Group
74
Legal & General Group
United Kingdom
$1.45M +$3.37K +132 +0.2%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.4M -$46K -1,800 -3%
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