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Phreesia

226 hedge funds and large institutions have $981M invested in Phreesia in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 89 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 → $981M (-$434M)

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
226
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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$786K
BHCM
102
Brevan Howard Capital Management
Jersey
$751K
Man Group
103
Man Group
United Kingdom
$739K
VC
104
VarCov Co
Connecticut
$719K
XT
105
XTX Topco
Cayman Islands
$714K
KCM
106
Kornitzer Capital Management
Kansas
$680K
DC
107
Diametric Capital
Massachusetts
$651K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$623K
IIM
109
INTECH Investment Management
Florida
$613K
VIM
110
Vinva Investment Management
Australia
$606K
OAM
111
Oxford Asset Management
United Kingdom
$605K
BFM
112
Boothbay Fund Management
New York
$600K
Verition Fund Management
113
Verition Fund Management
Connecticut
$597K
FGP
114
Freestone Grove Partners
California
$571K
MIM
115
MetLife Investment Management
New Jersey
$566K
LCM
116
Legato Capital Management
California
$564K
Cerity Partners
117
Cerity Partners
New York
$525K
CMF
118
Counterpoint Mutual Funds
California
$506K
LA
119
Legacy Advisors
Pennsylvania
$491K
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$486K
II
121
Inspire Investing
Idaho
$469K
CAU
122
Caxton Associates (UK)
$450K
JFG
123
Jefferies Financial Group
New York
$448K
QC
124
Quadrature Capital
United Kingdom
$447K
YIH
125
Y-Intercept (HK)
Hong Kong
$440K