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Phreesia

234 hedge funds and large institutions have $1.42B invested in Phreesia in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

5% more funds holding

Funds holding: 223234 (+11)

1.99% more ownership

Funds ownership: 98.44%100.44% (+2%)

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
234
Holders Change
+11
Holders Change %
+4.93%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
83
Reduced
68
Closed
37
Calls
$3.11M
Puts
$6.43M
Net Calls
-$3.33M
Net Calls Change
-$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$4.27M -$181K -6,640 -4%
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$4.17M +$4.82M +177,409 New
First Trust Advisors
53
First Trust Advisors
Illinois
$4.12M +$174K +6,380 +4%
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.08M +$559K +20,539 +13%
SEI Investments
55
SEI Investments
Pennsylvania
$3.98M -$2M -73,651 -30%
Allianz Asset Management
56
Allianz Asset Management
Germany
$3.93M +$558K +20,523 +14%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$3.52M -$636K -23,400 -14%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$3.22M +$3.27M +120,309 +727%
Marshall Wace
59
Marshall Wace
United Kingdom
$3.22M -$7.66M -281,636 -67%
BAM
60
Bullseye Asset Management
Colorado
$3.12M +$598K +22,000 +20%
Boston Partners
61
Boston Partners
Massachusetts
$3.11M +$59.8K +2,197 +2%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$3.1M -$395K -14,535 -10%
AIM
63
Arcadia Investment Management
Michigan
$2.89M +$259K +9,505 +8%
MNBTD
64
Moody National Bank Trust Division
Texas
$2.81M +$116K +4,282 +4%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.71M +$226K +8,300 +8%
BC
66
Birchview Capital
Vermont
$2.7M
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$2.62M +$2.39M +87,956 +373%
CIS
68
Connors Investor Services
Pennsylvania
$2.59M +$785K +28,861 +36%
FG
69
Formula Growth
Quebec, Canada
$2.58M
EIM
70
Essex Investment Management
Massachusetts
$2.47M +$100K +3,676 +4%
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$2.31M +$422K +15,518 +19%
Barclays
72
Barclays
United Kingdom
$2.17M -$691K -25,415 -22%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$2.05M -$148K -5,436 -6%
CCA
74
Conestoga Capital Advisors
Pennsylvania
$1.8M -$25.4K -935 -1%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$1.79M +$2.07M +76,200 New

PHR Hedge Fund Activity: Q3 2025 in Review

234 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q3 2025, worth a combined $1.42B — down 15% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PHR positions and 37 closed out — a net gain of 12 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.5M. The largest seller was Brown Advisory, cutting an estimated $45.1M.

  • 234 institutional investors held Phreesia (PHR) as of Q3 2025, up from 223 in Q2 2025.
  • Funds reported $1.42B of Phreesia stock for Q3 2025, down 15% quarter-over-quarter.
  • 49 funds opened new Phreesia positions in Q3 2025 and 37 closed out, a net change of +12 holders.
  • The largest Phreesia buyer in Q3 2025 was Millennium Management, an estimated $25.5M added.
  • The largest Phreesia seller in Q3 2025 was Brown Advisory, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2025.