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Phreesia

244 hedge funds and large institutions have $495M invested in Phreesia in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

6% more funds holding

Funds holding: 230244 (+14)

1.2% more ownership

Funds ownership: 96.17%97.37% (+1.2%)

50% less capital invested

Capital invested by funds: $981M → $495M (-$486M)

64% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.83M

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
84
Reduced
59
Closed
54
Calls
$1.02M
Puts
$2.83M
Net Calls
-$1.81M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$123K
IC
152
Inscription Capital
Texas
$120K +$190K +14,359 New
BC
153
Birchview Capital
Vermont
$120K -$1.28M -96,400 -87%
PCM
154
Prelude Capital Management
New York
$118K +$19.2K +1,452 +11%
IIM
155
INTECH Investment Management
Florida
$114K -$299K -22,620 -62%
Massachusetts Financial Services
156
Massachusetts Financial Services
Massachusetts
$112K -$4.71K -356 -3%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$106K
LP
158
LGL Partners
Pennsylvania
$105K
KK
159
KLP Kapitalforvaltning
Norway
$104K
SI
160
Stephens Inc
Arkansas
$101K +$160K +12,072 New
FPAS
161
Focus Partners Advisor Solutions
Missouri
$101K +$159K +12,042 New
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$100K
PA
163
PharVision Advisers
Florida
$99.2K -$130K -9,803 -45%
MFG
164
Merit Financial Group
Georgia
$97.2K +$153K +11,594 New
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$96.7K +$153K +11,541 New
ECM
166
Evergreen Capital Management
Washington
$96.1K +$152K +11,469 New
I
167
InceptionR
California
$88.1K +$139K +10,509 New
First Trust Advisors
168
First Trust Advisors
Illinois
$87.7K -$535K -40,445 -79%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$87.3K +$138K +10,418 New
CRC
170
Curi RMB Capital
Illinois
$86.3K +$136K +10,297 New
IWC
171
Integrated Wealth Concepts
Massachusetts
$86.3K +$136K +10,295 New
AIM
172
Anchor Investment Management
South Carolina
$83.8K +$66.1K +5,000 +100%
SAM
173
Smartleaf Asset Management
Massachusetts
$83.7K +$25.1K +1,897 +35%
EP
174
Essential Partners
California
$78K +$117K +8,873 +2,017%
BTD
175
BankPlus Trust Department
Mississippi
$74.4K