PHR icon

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
BHCM
101
Brevan Howard Capital Management
Jersey
$751K
Man Group
102
Man Group
United Kingdom
$739K
VC
103
VarCov Co
Connecticut
$719K
XT
104
XTX Topco
Cayman Islands
$714K
KCM
105
Kornitzer Capital Management
Kansas
$680K
DC
106
Diametric Capital
Massachusetts
$651K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$623K
IIM
108
INTECH Investment Management
Florida
$613K
VIM
109
Vinva Investment Management
Australia
$606K
OAM
110
Oxford Asset Management
United Kingdom
$605K
BFM
111
Boothbay Fund Management
New York
$600K
Verition Fund Management
112
Verition Fund Management
Connecticut
$597K
FGP
113
Freestone Grove Partners
California
$571K
MIM
114
MetLife Investment Management
New Jersey
$566K
LCM
115
Legato Capital Management
California
$564K
Cerity Partners
116
Cerity Partners
New York
$525K
CMF
117
Counterpoint Mutual Funds
California
$506K
LA
118
Legacy Advisors
Pennsylvania
$491K
SPS
119
Susquehanna Portfolio Strategies
Pennsylvania
$486K
II
120
Inspire Investing
Idaho
$469K
CAU
121
Caxton Associates (UK)
$450K
JFG
122
Jefferies Financial Group
New York
$448K
QC
123
Quadrature Capital
United Kingdom
$447K
YIH
124
Y-Intercept (HK)
Hong Kong
$440K
CCIA
125
Campbell & Co Investment Adviser
Maryland
$433K