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Phreesia

225 hedge funds and large institutions have $980M invested in Phreesia in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 88 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 → $980M (-$435M)

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
225
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
SGI
151
Summit Global Investments
Utah
$210K
KK
152
KLP Kapitalforvaltning
Norway
$210K
A
153
AlphaQuest
New York
$195K
Simplex Trading
154
Simplex Trading
Illinois
$194K
PA
155
Probity Advisors
Texas
$188K
AGM
156
Alpine Global Management
New York
$179K
ProShare Advisors
157
ProShare Advisors
Maryland
$177K
M1FG
158
Mach-1 Financial Group
Arkansas
$176K
GC
159
Globeflex Capital
California
$170K
Walleye Capital
160
Walleye Capital
New York
$168K
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$160K
VEA
162
Virtus ETF Advisers
New York
$157K
BTD
163
BankPlus Trust Department
Mississippi
$150K
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$128K
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$118K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$117K
Asset Management One
167
Asset Management One
Japan
$112K
SOW
168
State of Wyoming
Wyoming
$99.5K
SAM
169
Smartleaf Asset Management
Massachusetts
$92.6K
AIM
170
Anchor Investment Management
South Carolina
$84.6K
GAMC
171
Garner Asset Management Corp
Texas
$81.2K
AIP
172
Ameritas Investment Partners
Nebraska
$80.9K
Ensign Peak Advisors
173
Ensign Peak Advisors
Utah
$77.7K
Canada Life
174
Canada Life
Manitoba, Canada
$76K
SOADOR
175
State of Alaska Department of Revenue
Alaska
$59K