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Phreesia
PHR

Overview Fund Activity

220 hedge funds and large institutions have $1.67B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.95%
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
91
Reduced
62
Closed
35
Calls
$6.41M
Puts
$3.78M
Net Calls
+$2.63M
Net Calls Change
+$9.19M

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 Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$698K – – –
Citigroup
102
Citigroup
New York
$690K -$550K -19,329 -44%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$671K -$16.1K -565 -2%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$640K – – –
SSA
105
Schonfeld Strategic Advisors
New York
$613K -$209K -7,341 -25%
JRP
106
Jasper Ridge Partners
California
$593K – – –
LPL Financial
107
LPL Financial
California
$590K +$353K +12,388 +149%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$569K +$15.4K +540 +3%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$556K +$154K +5,470 +38%
Mariner
110
Mariner
Kansas
$544K +$164K +5,779 +43%
XT
111
XTX Topco
Cayman Islands
$538K +$538K +18,899 New
VRS
112
Virginia Retirement Systems
Virginia
$537K +$54.1K +1,900 +11%
WG
113
Winton Group
United Kingdom
$520K +$520K +18,281 New
Polen Capital Management
114
Polen Capital Management
Florida
$494K +$494K +17,363 New
SPA
115
Sherbrooke Park Advisers
New York
$493K +$139K +4,894 +39%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$471K – – –
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$468K – – –
ASRS
118
Arizona State Retirement System
Arizona
$464K +$13K +456 +3%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$461K – – –
Two Sigma Advisers
120
Two Sigma Advisers
New York
$455K +$455K +16,000 New
KeyBank National Association
121
KeyBank National Association
Ohio
$441K +$441K +15,495 New
CB
122
Commerce Bank
Missouri
$436K -$16.8K -590 -4%
NA
123
NewEdge Advisors
Louisiana
$425K -$14K -492 -3%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$419K – – –
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$414K +$185K +6,486 +80%
3 4
5
6 7