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Phreesia

244 hedge funds and large institutions have $495M invested in Phreesia in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

6% more funds holding

Funds holding: 230244 (+14)

1.2% more ownership

Funds ownership: 96.17%97.37% (+1.2%)

50% less capital invested

Capital invested by funds: $981M → $495M (-$486M)

64% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.83M

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
84
Reduced
59
Closed
54
Calls
$1.02M
Puts
$2.83M
Net Calls
-$1.81M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$1.65M +$873K +66,028 +51%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.55M -$404K -30,508 -14%
XT
53
XTX Topco
Cayman Islands
$1.47M +$1.75M +132,641 +314%
IC
54
IEQ Capital
California
$1.46M +$2.1M +158,580 +1,030%
Allianz Asset Management
55
Allianz Asset Management
Germany
$1.41M +$9.5K +718 +0.4%
AIM
56
Arcadia Investment Management
Michigan
$1.4M +$376K +28,425 +21%
Principal Financial Group
57
Principal Financial Group
Iowa
$1.38M +$1.49M +112,516 +214%
NC
58
Nicholas Company
Wisconsin
$1.27M -$1.28M -96,543 -39%
SEI Investments
59
SEI Investments
Pennsylvania
$1.15M +$312K +23,560 +21%
Man Group
60
Man Group
United Kingdom
$1.15M +$1.24M +93,727 +215%
BG
61
Bellevue Group
Switzerland
$1.1M -$691K -52,221 -29%
OQS
62
Occudo Quantitative Strategies
Florida
$1.1M +$1.58M +119,183 New
PVM
63
Palogic Value Management
Texas
$1.09M +$1.72M +130,000 New
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.06M
Boston Partners
65
Boston Partners
Massachusetts
$1.04M -$611K -46,159 -27%
VGA
66
Vanguard Global Advisers
Pennsylvania
$1.01M +$1.6M +120,846 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$991K
Ameriprise
68
Ameriprise
Minnesota
$903K -$9.77M -738,714 -87%
UBS AM
69
UBS AM
Illinois
$902K +$219K +16,524 +18%
CCM
70
Cinctive Capital Management
New York
$899K +$694K +52,448 +96%
Stifel Financial
71
Stifel Financial
Missouri
$891K +$1.41M +106,362 New
Invesco
72
Invesco
Georgia
$853K +$260K +19,621 +24%
Creative Planning
73
Creative Planning
Kansas
$798K +$1.26M +95,227 New
QC
74
Quadrature Capital
United Kingdom
$786K +$891K +67,367 +255%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$753K +$556K +42,006 +88%