We are live on ! Find out more
PHR icon

Phreesia

244 hedge funds and large institutions have $495M invested in Phreesia in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

6% more funds holding

Funds holding: 230244 (+14)

1.2% more ownership

Funds ownership: 96.17%97.37% (+1.2%)

50% less capital invested

Capital invested by funds: $981M → $495M (-$486M)

64% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.83M

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
84
Reduced
59
Closed
54
Calls
$1.02M
Puts
$2.83M
Net Calls
-$1.81M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$409K -$70.9K -5,363 -10%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$408K +$643K +48,643 New
BFM
103
Boothbay Fund Management
New York
$405K +$170K +12,871 +36%
Amundi
104
Amundi
France
$401K +$633K +47,859 New
ACM
105
Aster Capital Management
United Arab Emirates
$399K +$207K +15,616 New
QT
106
Quantbot Technologies
New York
$395K +$624K +47,183 New
Arrowstreet Capital
107
Arrowstreet Capital
Massachusetts
$376K +$594K +44,918 New
N
108
Natixis
France
$360K +$569K +43,000 New
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$359K +$567K +42,837 New
KCM
110
Kornitzer Capital Management
Kansas
$326K -$17.4K -1,312 -3%
VAM
111
Vanguard Asset Management
$308K +$487K +36,787 New
Two Sigma Investments
112
Two Sigma Investments
New York
$300K +$474K +35,800 New
GC
113
Guggenheim Capital
Illinois
$291K +$459K +34,712 New
SOW
114
State of Wyoming
Wyoming
$289K +$378K +28,615 +487%
YIH
115
Y-Intercept (HK)
Hong Kong
$285K +$106K +8,012 +31%
MIM
116
MetLife Investment Management
New Jersey
$280K
LPL Financial
117
LPL Financial
California
$270K +$426K +32,219 New
LA
118
Legacy Advisors
Pennsylvania
$245K +$2.58K +195 +0.7%
CCIA
119
Campbell & Co Investment Adviser
Maryland
$240K +$40.1K +3,032 +12%
Corient Private Wealth
120
Corient Private Wealth
Florida
$225K +$356K +26,877 New
TC
121
TwinBeech Capital
New York
$207K +$327K +24,701 New
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$205K
NA
123
NewEdge Advisors
Louisiana
$201K +$317K +23,950 +2,395,000%
BHCM
124
Brevan Howard Capital Management
Jersey
$191K -$286K -21,626 -49%
GC
125
Globeflex Capital
California
$189K +$165K +12,482 +124%