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Phreesia
PHR

Overview Fund Activity

218 hedge funds and large institutions have $1.64B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 62 reducing their positions, and 35 closing their positions.

Holders
218
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
89
Reduced
62
Closed
35
Calls
$5.77M
Puts
$3.16M
Net Calls
+$2.61M
Net Calls Change
+$9.18M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$34.2M
2
NL
2
Nuveen LLC
North Carolina
$37.1M
3
Capital International Investors
3
Capital International Investors
California
$89.2M
4
CI
4
Cambiar Investors
Colorado
$10.7M
5
GF
5
Greenhouse Funds
Maryland
$94.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$70.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M
3
UBS AM
3
UBS AM
Illinois
$59M
4
RSCM
4
Rock Springs Capital Management
Maryland
$23.8M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$698K 24,531 – –
Citigroup
102
Citigroup
New York
$690K 24,244 -19,329 -44%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$671K 23,554 -565 -2%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$640K 22,491 – –
SSA
105
Schonfeld Strategic Advisors
New York
$613K 21,540 -7,341 -25%
JRP
106
Jasper Ridge Partners
California
$593K 20,853 – –
LPL Financial
107
LPL Financial
California
$590K 20,714 +12,388 +149%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$569K 19,983 +540 +3%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$556K 19,711 +5,470 +38%
Mariner
110
Mariner
Kansas
$544K 19,130 +5,779 +43%
XT
111
XTX Topco
Cayman Islands
$538K 18,899 +18,899 New
VRS
112
Virginia Retirement Systems
Virginia
$537K 18,880 +1,900 +11%
WG
113
Winton Group
United Kingdom
$520K 18,281 +18,281 New
Polen Capital Management
114
Polen Capital Management
Florida
$494K 17,363 +17,363 New
SPA
115
Sherbrooke Park Advisers
New York
$493K 17,306 +4,894 +39%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$471K 16,547 – –
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$468K 16,443 – –
ASRS
118
Arizona State Retirement System
Arizona
$464K 16,295 +456 +3%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$461K 16,209 – –
Two Sigma Advisers
120
Two Sigma Advisers
New York
$455K 16,000 +16,000 New
KeyBank National Association
121
KeyBank National Association
Ohio
$441K 15,495 +15,495 New
CB
122
Commerce Bank
Missouri
$436K 15,326 -590 -4%
NA
123
NewEdge Advisors
Louisiana
$425K 14,945 -492 -3%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$419K 14,729 – –
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$414K 14,556 +6,486 +80%
3 4
5
6 7