We are live on ! Find out more
PHR icon

Phreesia
PHR

222 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, 76 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

17% more funds holding

Funds holding: 190 → 222 (+32)

1.75% more ownership

Funds ownership: 94.38% → 96.13% (+1.7%)

5% more capital invested

Capital invested by funds: $1.38B → $1.44B (+$64M)

52% less call options, than puts

Call options by funds: $6.17M | Put options by funds: $12.7M

Holders
222
Holders Change
+32
Holders Change %
+16.84%
% 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
76
Reduced
63
Closed
17
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.56M
Net Calls Change
-$9.06M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$37.5M
2
American Century Companies
American Century Companies
Missouri
+$26M
3
CIP
Champlain Investment Partners
Vermont
+$13.3M
4
PWAM
Park West Asset Management
California
+$12.8M
5
Victory Capital Management
Victory Capital Management
Texas
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$49.6M
2
RSCM
Rock Springs Capital Management
Maryland
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$16.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.8M
5
Millennium Management
Millennium Management
New York
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DB
76
Danske Bank
Denmark
$1.43M -$113K -4,142 -7%
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.4M -$48.9K -1,800 -3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.31M – – –
Ameriprise
79
Ameriprise
Minnesota
$1.3M +$1.1M +40,304 +378%
ZIM
80
Zacks Investment Management
Illinois
$1.3M +$120K +4,415 +10%
PP
81
PDT Partners
New York
$1.26M +$1.34M +49,232 New
Boston Partners
82
Boston Partners
Massachusetts
$1.25M -$219K -8,046 -14%
Bessemer Group
83
Bessemer Group
New Jersey
$1.22M +$244K +8,978 +23%
WB
84
WesBanco Bank
West Virginia
$1.18M – – –
DT
85
Diversified Trust
Tennessee
$1.14M +$551K +20,260 +83%
Citigroup
86
Citigroup
New York
$1.11M -$99.3K -3,651 -8%
IIM
87
INTECH Investment Management
Florida
$1.09M +$208K +7,635 +22%
LCG
88
Lisanti Capital Growth
New York
$1.06M +$1.13M +41,545 New
LCM
89
Legato Capital Management
California
$1.01M +$239K +8,789 +29%
Lazard Asset Management
90
Lazard Asset Management
New York
$985K -$120K -4,423 -10%
GCP
91
GSA Capital Partners
United Kingdom
$900K -$1.24M -45,531 -56%
GCM
92
Graham Capital Management
Connecticut
$881K +$120K +4,430 +15%
SAM
93
Sectoral Asset Management
Quebec, Canada
$869K +$924K +34,000 New
MIM
94
MetLife Investment Management
New Jersey
$854K -$11.9K -437 -1%
CSS
95
Cubist Systematic Strategies
Connecticut
$774K +$823K +30,265 New
Wells Fargo
96
Wells Fargo
California
$762K +$24.2K +891 +3%
Squarepoint
97
Squarepoint
New York
$751K +$194K +7,139 +32%
LA
98
Legacy Advisors
Pennsylvania
$741K – – –
SSA
99
Schonfeld Strategic Advisors
New York
$738K +$414K +15,211 +111%
EGM
100
Engineers Gate Manager
New York
$726K +$473K +17,409 +158%
2 3
4
5 6

PHR Hedge Fund Activity: Q1 2025 in Review

222 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2025, worth a combined $1.44B — up 4.6% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PHR positions and 17 closed out — a net gain of 32 holders — while 76 added to existing stakes and 63 trimmed.

The largest buyer was UBS AM, adding an estimated $37.5M. The largest seller was Brown Advisory, cutting an estimated $49.6M.

  • 222 institutional investors held Phreesia (PHR) as of Q1 2025, up from 190 in Q4 2024.
  • Funds reported $1.44B of Phreesia stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 49 funds opened new Phreesia positions in Q1 2025 and 17 closed out, a net change of +32 holders.
  • The largest Phreesia buyer in Q1 2025 was UBS AM, an estimated $37.5M added.
  • The largest Phreesia seller in Q1 2025 was Brown Advisory, an estimated $49.6M sold.

Based on aggregated 13F filings for Q1 2025.