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Phreesia
PHR

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: 230 → 244 (+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

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
+$114M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$18.7M
3
AG
Algert Global
California
+$13M
4
WCA
Whetstone Capital Advisors
Kansas
+$12.6M
5
OAM
OP Asset Management
+$10.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$48.2M
2
GF
Greenhouse Funds
Maryland
-$41.8M
3
DM
Deerfield Management
New York
-$33.8M
4
CIP
Champlain Investment Partners
Vermont
-$27.2M
5
Millennium Management
Millennium Management
New York
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$9.93K +$15.4K +1,162 +5,052%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$9.05K +$2.22K +168 +18%
IA
203
IFP Advisors
Florida
$8.82K +$11.6K +874 +488%
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$7.97K +$12.6K +951 New
RIL
205
Rothschild Investment LLC
Illinois
$7.83K +$11K +831 +807%
S
206
SignatureFD
Georgia
$7.58K +$11.7K +886 +4,922%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$7.12K -$5.87K -444 -34%
QCG
208
Quadrant Capital Group
Ohio
$5.94K +$9.38K +709 New
SWP
209
Strategic Wealth Partners
Ohio
$5.87K – – –
PA
210
Parallel Advisors
California
$5.76K -$410 -31 -4%
CIAM
211
Caitong International Asset Management
Hong Kong
$5.12K +$8.08K +611 New
C
212
Covestor
United Kingdom
$4K +$7.01K +530 +13,250%
SCM
213
Sterling Capital Management
North Carolina
$3.15K -$53 -4 -1%
AIA
214
Aventus Investment Advisors
Florida
$3.09K +$648 +49 +15%
Los Angeles Capital Management
215
Los Angeles Capital Management
California
$3.02K – – –
HI
216
Harbour Investments
Wisconsin
$2.5K – – –
BWA
217
Basecamp Wealth Advisors
Washington
$1.99K +$3.13K +237 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$1.73K -$6.28K -475 -70%
TWD
219
True Wealth Design
Ohio
$1.69K +$2.1K +159 +370%
CAM
220
Costello Asset Management
Pennsylvania
$1.68K – – –
TSMHT
221
Thurston Springer Miller Herd & Titak
Indiana
$1.68K +$2.65K +200 New
PWA
222
Physician Wealth Advisors
Utah
$1.29K +$2.04K +154 New
SIC
223
SJS Investment Consulting
Ohio
$1.26K +$1.84K +139 +1,264%
ZBNA
224
Zions Bancorporation, National Association
Utah
$1.24K +$1.96K +148 New
SPIA
225
Steward Partners Investment Advisory
New York
$1.09K -$1.47K -111 -46%
7 8
9
10 11

PHR Hedge Fund Activity: Q1 2026 in Review

244 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Phreesia (PHR) for Q1 2026, worth a combined $495M — down 50% from $981M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PHR positions and 54 closed out — a net gain of 18 holders — while 84 added to existing stakes and 59 trimmed.

The largest buyer was Pale Fire Capital SE, opening a new position worth an estimated $114M. The largest seller was Capital International Investors, exiting entirely with an estimated $48.2M sold.

  • 244 institutional investors held Phreesia (PHR) as of Q1 2026, up from 230 in Q4 2025.
  • Funds reported $495M of Phreesia stock for Q1 2026, down 50% quarter-over-quarter.
  • 72 funds opened new Phreesia positions in Q1 2026 and 54 closed out, a net change of +18 holders.
  • The largest Phreesia buyer in Q1 2026 was Pale Fire Capital SE, an estimated $114M added.
  • The largest Phreesia seller in Q1 2026 was Capital International Investors, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2026.