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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$753K +$256K +19,358 +28%
Mariner
77
Mariner
Kansas
$750K +$1.18M +89,416 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$742K +$1.08M +81,677 +1,186%
Cerity Partners
79
Cerity Partners
New York
$729K +$740K +55,934 +180%
MNBTD
80
Moody National Bank Trust Division
Texas
$722K -$1.45M -109,811 -56%
Wells Fargo
81
Wells Fargo
California
$712K -$278K -21,045 -20%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$662K -$906K -68,489 -46%
SIC
83
Schwartz Investment Counsel
Michigan
$660K
N
84
Numerai
California
$653K +$1.03M +77,967 New
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$603K -$167K -12,608 -15%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$594K +$357K +27,006 +58%
QCM
87
Quantinno Capital Management
New York
$586K +$924K +69,879 New
IUHSA
88
Itau Unibanco Holding S.A.
Brazil
$560K +$883K +66,784 New
ACM
89
Aquatic Capital Management
Illinois
$546K +$863K +65,212 New
II
90
Inspire Investing
Idaho
$537K +$481K +36,385 +131%
PGCM
91
Prescott Group Capital Management
Oklahoma
$503K +$794K +60,000 New
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$462K -$5.62K -425 -0.8%
Marshall Wace
93
Marshall Wace
United Kingdom
$459K +$456K +34,510 +170%
FGP
94
Freestone Grove Partners
California
$457K +$276K +20,849 +62%
DT
95
Diversified Trust
Tennessee
$456K +$39.6K +2,996 +6%
Deutsche Bank
96
Deutsche Bank
Germany
$439K -$183K -13,863 -21%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$436K -$919K -69,469 -57%
JFG
98
Jefferies Financial Group
New York
$436K +$337K +25,500 +96%
Barclays
99
Barclays
United Kingdom
$427K -$833K -62,942 -55%
Legal & General Group
100
Legal & General Group
United Kingdom
$412K -$115K -8,722 -15%