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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 %
Raymond James Financial
126
Raymond James Financial
Florida
$400K +$10.7K +375 +3%
II
127
Inspire Investing
Idaho
$393K +$6.4K +225 +2%
MF
128
Magnetar Financial
Illinois
$390K -$146K -5,117 -27%
PA
129
Probity Advisors
Texas
$376K +$33.2K +1,168 +10%
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$366K +$29.4K +1,034 +9%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$359K – – –
KK
132
KLP Kapitalforvaltning
Norway
$353K +$59.8K +2,100 +20%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$350K +$196K +6,902 +128%
SGI
134
Summit Global Investments
Utah
$349K +$349K +12,260 New
M1FG
135
Mach-1 Financial Group
Arkansas
$336K +$336K +11,789 New
LP
136
LGL Partners
Pennsylvania
$335K -$399K -14,862 -54%
ProShare Advisors
137
ProShare Advisors
Maryland
$330K -$15.3K -538 -4%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$330K +$330K +11,590 New
MHS
139
M Holdings Securities
Oregon
$327K -$42.7K -1,500 -12%
SO
140
STRS Ohio
Ohio
$324K +$22.8K +800 +8%
FRM
141
Fox Run Management
Connecticut
$323K +$323K +11,339 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$321K +$27K +950 +9%
BAM
143
Bosun Asset Management
Illinois
$306K -$330K -11,596 -52%
CC
144
Centiva Capital
New York
$292K -$27.1K -953 -9%
GC
145
Globeflex Capital
California
$287K +$110K +3,866 +62%
PAG
146
Private Advisor Group
New Jersey
$273K +$26.8K +942 +11%
IC
147
IEQ Capital
California
$259K -$79.6K -2,797 -23%
RC
148
RBF Capital
California
$258K – – –
Prudential Financial
149
Prudential Financial
New Jersey
$256K +$256K +10,460 New
OAM
150
Oppenheimer Asset Management
New York
$251K +$22.5K +792 +10%
4 5
6
7 8