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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 %
RIL
201
Rothschild Investment LLC
Illinois
$3.27K +$1.42K +50 +77%
AWM
202
AllSquare Wealth Management
New York
$2.85K – – –
AAP
203
Arax Advisory Partners
Colorado
$2.65K -$655 -23 -20%
S
204
SignatureFD
Georgia
$2.59K +$2.08K +73 +406%
TWD
205
True Wealth Design
Ohio
$2.53K +$1.94K +68 +324%
SPIA
206
Steward Partners Investment Advisory
New York
$2.36K – – –
PFBT
207
Parkside Financial Bank & Trust
Missouri
$1.82K +$1.25K +44 +220%
IA
208
IFP Advisors
Florida
$1.31K +$1.31K +46 New
HNB
209
Huntington National Bank
Ohio
$1.17K +$85 +3 +8%
CAL
210
Capital Advisors Ltd
Ohio
$1K – – –
BTI
211
Blue Trust Inc
Georgia
$797 – – –
AA
212
Ancora Advisors
Ohio
$797 +$797 +28 New
JSAM
213
J. Safra Asset Management
New York
$427 -$28 -1 -6%
CA
214
CoreCap Advisors
Michigan
$256 – – –
WCM
215
WealthTrak Capital Management
Virginia
$143 +$143 +5 New
CA
216
Clearstead Advisors
Ohio
$114 +$114 +4 New
TPWA
217
Twin Peaks Wealth Advisors
California
$56 +$56 +2 New
SS
218
SBI Securities
Japan
$28 – – –
T. Rowe Price Investment Management
219
T. Rowe Price Investment Management
Maryland
– -$7.64M -298,891 Closed
CM
220
Castleark Management
Illinois
– -$4.31M -168,720 Closed
Calamos Advisors
221
Calamos Advisors
Illinois
– -$1.6M -62,445 Closed
LCG
222
Lisanti Capital Growth
New York
– -$1.06M -41,545 Closed
Lazard Asset Management
223
Lazard Asset Management
New York
– -$985K -38,554 Closed
GCP
224
GSA Capital Partners
United Kingdom
– -$900K -35,219 Closed
SAM
225
Sectoral Asset Management
Quebec, Canada
– -$869K -34,000 Closed
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