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Phreesia

227 hedge funds and large institutions have $1.42B invested in Phreesia in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less capital invested

Capital invested by funds: $1.67B → $1.42B (-$251M)

52% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $6.43M

Holders
227
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
$3.11M
Puts
$6.43M
Net Calls
Net Calls Change

Top Sellers

1 -$39M
2 -$23M
3 -$12.4M
4
UBS AM
UBS AM
Illinois
-$10.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
126
Sherbrooke Park Advisers
New York
$480K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$479K
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$477K
XT
129
XTX Topco
Cayman Islands
$474K
II
130
Inspire Investing
Idaho
$451K
OAM
131
Oxford Asset Management
United Kingdom
$450K
Two Sigma Advisers
132
Two Sigma Advisers
New York
$442K
ASRS
133
Arizona State Retirement System
Arizona
$414K
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$398K
SPS
135
Susquehanna Portfolio Strategies
Pennsylvania
$396K
Mariner
136
Mariner
Kansas
$371K
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$368K
AG
138
Algert Global
California
$366K
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$350K
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$346K
PA
141
PharVision Advisers
Florida
$345K
CB
142
Commerce Bank
Missouri
$342K
VEA
143
Virtus ETF Advisers
New York
$334K
PA
144
Probity Advisors
Texas
$313K
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$296K
LP
146
LGL Partners
Pennsylvania
$294K
KK
147
KLP Kapitalforvaltning
Norway
$292K
KAS
148
Kestra Advisory Services
Texas
$290K
SGI
149
Summit Global Investments
Utah
$288K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$261K