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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 %
GAM
151
Gotham Asset Management
New York
$249K -$186K -6,541 -43%
MYIA
152
Mount Yale Investment Advisors
Colorado
$246K +$246K +8,637 New
A
153
AlphaQuest
New York
$238K +$3.9K +137 +2%
AI
154
Atria Investments
North Carolina
$228K -$683 -24 -0.3%
PTC
155
Petrus Trust Company
Texas
$228K -$494K -17,366 -68%
NAS
156
Nicolet Advisory Services
Wisconsin
$223K +$223K +8,453 New
CL
157
Choreo LLC
Illinois
$221K -$13K -456 -6%
BC
158
Bridgefront Capital
Texas
$220K +$220K +7,713 New
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$215K – – –
GC
160
Guggenheim Capital
Illinois
$211K +$211K +7,402 New
DFCM
161
Dark Forest Capital Management
Puerto Rico
$210K -$103K -3,602 -33%
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$209K +$209K +7,350 New
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$207K -$110K -3,880 -35%
SG Americas Securities
164
SG Americas Securities
New York
$172K -$343K -12,029 -67%
TRCT
165
Tower Research Capital (TRC)
New York
$160K +$123K +4,313 +333%
AIP
166
Ameritas Investment Partners
Nebraska
$160K – – –
Canada Life
167
Canada Life
Manitoba, Canada
$129K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$108K -$7.46K -261 -6%
US Bancorp
169
US Bancorp
Minnesota
$107K -$19.8K -697 -16%
Group One Trading
170
Group One Trading
Illinois
$101K +$91.1K +3,200 +882%
FFA
171
Farther Finance Advisors
California
$86.3K +$85.4K +3,000 +9,375%
NS
172
NBC Securities
Alabama
$86K +$86K +3,032 New
Simplex Trading
173
Simplex Trading
Illinois
$81K +$81K +2,875 New
SAM
174
Smartleaf Asset Management
Massachusetts
$80.2K -$69.8K -2,451 -47%
MAM
175
Meeder Asset Management
Ohio
$76.9K +$76.9K +2,702 New
5 6
7
8 9