PHR icon

Phreesia

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

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2.56% more ownership

Funds ownership: 95.85%98.41% (+2.6%)

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

0% more funds holding

Funds holding: 219220 (+1)

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.41M
Puts
$3.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$698K
Citigroup
102
Citigroup
New York
$690K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$671K
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$640K
SSA
105
Schonfeld Strategic Advisors
New York
$613K
JRP
106
Jasper Ridge Partners
California
$593K
LPL Financial
107
LPL Financial
California
$590K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$569K
HSBC Holdings
109
HSBC Holdings
United Kingdom
$556K
Mariner
110
Mariner
Kansas
$544K
XT
111
XTX Topco
Cayman Islands
$538K
VRS
112
Virginia Retirement Systems
Virginia
$537K
WG
113
Winton Group
United Kingdom
$520K
Polen Capital Management
114
Polen Capital Management
Florida
$494K
SPA
115
Sherbrooke Park Advisers
New York
$493K
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
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$461K
Two Sigma Advisers
120
Two Sigma Advisers
New York
$455K
KeyBank National Association
121
KeyBank National Association
Ohio
$441K
CB
122
Commerce Bank
Missouri
$436K
NA
123
NewEdge Advisors
Louisiana
$425K
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