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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.43M
Invesco
77
Invesco
Georgia
$1.39M
SIC
78
Schwartz Investment Counsel
Michigan
$1.33M
Citadel Advisors
79
Citadel Advisors
Florida
$1.26M
TCM
80
Tandem Capital Management
New Jersey
$1.22M
SG Americas Securities
81
SG Americas Securities
New York
$1.2M
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$1.19M
MCM
83
Moore Capital Management
New York
$1.15M
DTL
84
Dynamic Technology Lab
Singapore
$1.15M
Deutsche Bank
85
Deutsche Bank
Germany
$1.12M
WB
86
WesBanco Bank
West Virginia
$1.09M
AllianceBernstein
87
AllianceBernstein
Tennessee
$1.06M
EGM
88
Engineers Gate Manager
New York
$985K
VRS
89
Virginia Retirement Systems
Virginia
$982K
Legal & General Group
90
Legal & General Group
United Kingdom
$980K
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$940K
CCM
92
Cinctive Capital Management
New York
$927K
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$916K
Principal Financial Group
94
Principal Financial Group
Iowa
$891K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$880K
DT
96
Diversified Trust
Tennessee
$870K
First Trust Advisors
97
First Trust Advisors
Illinois
$861K
ZIM
98
Zacks Investment Management
Illinois
$841K
Bessemer Group
99
Bessemer Group
New Jersey
$815K
Mackenzie Financial
100
Mackenzie Financial
Ontario, Canada
$814K