We are live on ! Find out more
PHR icon

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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$63.8K -$68K -5,143 -40%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$63K
Simplex Trading
178
Simplex Trading
Illinois
$61.9K -$53.7K -4,059 -35%
Citigroup
179
Citigroup
New York
$57.5K +$49.5K +3,746 +120%
FFA
180
Farther Finance Advisors
California
$57.3K +$62.9K +4,757 +230%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$51.5K +$62K +4,688 New
Federated Hermes
182
Federated Hermes
Pennsylvania
$45.3K +$60.3K +4,559 +538%
New York State Teachers Retirement System (NYSTRS)
183
New York State Teachers Retirement System (NYSTRS)
New York
$44K +$70K +5,292 New
AIP
184
Ameritas Investment Partners
Nebraska
$40.1K
Ensign Peak Advisors
185
Ensign Peak Advisors
Utah
$38.5K
Canada Life
186
Canada Life
Manitoba, Canada
$38K
KBC Group
187
KBC Group
Belgium
$29K
SOADOR
188
State of Alaska Department of Revenue
Alaska
$29K
MCM
189
MAI Capital Management
Ohio
$28.8K +$44.7K +3,380 +6,377%
EWA
190
EverSource Wealth Advisors
Alabama
$27.4K +$39.7K +3,001 +1,120%
AF
191
Allworth Financial
California
$26.4K +$40.3K +3,049 +3,080%
TRCT
192
Tower Research Capital (TRC)
New York
$26.2K +$11.1K +839 +37%
GI
193
GAMMA Investing
California
$23.4K +$36.5K +2,758 +7,072%
VanEck Associates
194
VanEck Associates
New York
$20K -$1.12K -85 -3%
Osaic Holdings
195
Osaic Holdings
Arizona
$19K +$1.32K +100 +5%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$17.7K -$8.56K -647 -23%
AssetMark Inc
197
AssetMark Inc
California
$16.2K
Royal Bank of Canada
198
Royal Bank of Canada
Ontario, Canada
$15K -$67.4K -5,099 -73%
VCM
199
Versant Capital Management
Arizona
$14.3K +$22.1K +1,674 +5,231%
US Bancorp
200
US Bancorp
Minnesota
$11.9K -$11.6K -875 -38%