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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 %
Allianz Asset Management
51
Allianz Asset Management
Germany
$4.17M +$1.24M +43,481 +42%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$4.17M +$460K +16,179 +12%
Boston Partners
53
Boston Partners
Massachusetts
$3.7M +$2.31M +81,006 +165%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$3.65M +$2.87M +101,008 +372%
Millennium Management
55
Millennium Management
New York
$3.65M -$3.99M -140,090 -52%
PP
56
PDT Partners
New York
$3.63M +$2.23M +78,221 +159%
MIM
57
Meros Investment Management
Texas
$3.5M +$3.5M +123,087 New
William Blair & Company
58
William Blair & Company
Illinois
$3.45M -$88.2K -3,098 -2%
Barclays
59
Barclays
United Kingdom
$3.35M -$1.95M -68,596 -37%
MNBTD
60
Moody National Bank Trust Division
Texas
$3.28M +$531K +18,652 +19%
BC
61
Birchview Capital
Vermont
$3.26M – – –
AIM
62
Arcadia Investment Management
Michigan
$3.23M +$589K +20,700 +22%
BAM
63
Bullseye Asset Management
Colorado
$3.15M +$333K +11,716 +12%
FG
64
Formula Growth
Quebec, Canada
$3.12M -$49.4K -1,737 -2%
Swiss National Bank
65
Swiss National Bank
Switzerland
$3.05M – – –
EIM
66
Essex Investment Management
Massachusetts
$2.88M -$19.8K -694 -0.7%
Squarepoint
67
Squarepoint
New York
$2.87M +$2.04M +71,553 +244%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$2.75M +$2.75M +96,792 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.64M +$164K +5,750 +7%
Macquarie Group
70
Macquarie Group
Australia
$2.6M +$208K +7,309 +9%
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$2.36M +$2.36M +82,896 New
CIS
72
Connors Investor Services
Pennsylvania
$2.31M +$2.31M +81,162 New
SPS
73
Susquehanna Portfolio Strategies
Pennsylvania
$2.31M +$2.31M +81,126 New
CCA
74
Conestoga Capital Advisors
Pennsylvania
$2.2M – – –
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.99M +$68.8K +2,416 +4%
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