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Phreesia
PHR

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+30
Holders Change %
+15.87%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
74
Reduced
61
Closed
18
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.57M
Net Calls Change
-$9.06M

Top Buyers

1
UBS AM
UBS AM
Illinois
$67.6M
2
American Century Companies
American Century Companies
Missouri
$25.1M
3
CIP
Champlain Investment Partners
Vermont
$75.3M
4
PWAM
Park West Asset Management
California
$22.9M
5
Victory Capital Management
Victory Capital Management
Texas
$10.8M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$96.4M
2
RSCM
Rock Springs Capital Management
Maryland
$29.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.64M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
5
Millennium Management
Millennium Management
New York
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$221K -$73.3K -2,867 -25%
PA
152
PharVision Advisers
Florida
$220K -$86.5K -3,384 -28%
LPL Financial
153
LPL Financial
California
$213K -$6.39K -250 -3%
CL
154
Choreo LLC
Illinois
$211K +$211K +8,237 New
A
155
AlphaQuest
New York
$210K +$157K +6,135 +295%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$206K +$206K +8,070 New
AI
157
Atria Investments
North Carolina
$205K +$205K +8,039 New
OAM
158
Oppenheimer Asset Management
New York
$205K +$205K +8,011 New
ET
159
Entropy Technologies
New York
$202K +$202K +7,891 New
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$193K – – –
GC
161
Globeflex Capital
California
$159K +$159K +6,204 New
AIP
162
Ameritas Investment Partners
Nebraska
$143K – – –
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$138K -$27.8K -1,086 -17%
SAM
164
Smartleaf Asset Management
Massachusetts
$137K +$47.5K +1,825 +53%
Canada Life
165
Canada Life
Manitoba, Canada
$116K – – –
US Bancorp
166
US Bancorp
Minnesota
$114K +$5.75K +225 +5%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$103K +$93.6K +3,671 +995%
SOW
168
State of Wyoming
Wyoming
$102K +$7.75K +303 +8%
KBC Group
169
KBC Group
Belgium
$74K +$74K +2,904 New
QL
170
Quarry LP
New York
$70.1K -$2.33K -91 -3%
Amundi
171
Amundi
France
$55.8K – – –
AB
172
Amalgamated Bank
New York
$49K +$2.71K +106 +6%
CCM
173
Coldstream Capital Management
Washington
$47.3K +$47.3K +1,849 New
PAS
174
Point72 Asia (Singapore)
Singapore
$44.3K +$44.3K +1,734 New
AssetMark Inc
175
AssetMark Inc
California
$43.1K – – –
5 6
7
8 9