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Phreesia

227 hedge funds and large institutions have $1.42B invested in Phreesia in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less capital invested

Capital invested by funds: $1.67B → $1.42B (-$251M)

52% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $6.43M

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.11M
Puts
$6.43M
Net Calls
Net Calls Change

Top Sellers

1 -$39M
2 -$23M
3 -$12.4M
4
UBS AM
UBS AM
Illinois
-$10.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$6.54K
Optiver Holding
202
Optiver Holding
Netherlands
$6.3K
VCM
203
Versant Capital Management
Arizona
$4.84K
HI
204
Harbour Investments
Wisconsin
$4.78K
CAM
205
Costello Asset Management
Pennsylvania
$4.7K
MG
206
Mather Group
Illinois
$4.12K
RIL
207
Rothschild Investment LLC
Illinois
$3.9K
BAM
208
Bellevue Asset Management
Washington
$3.39K
SCM
209
Sterling Capital Management
North Carolina
$3.27K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$3.05K
AF
211
Advisornet Financial
Minnesota
$2.35K
CFG
212
Clayton Financial Group
Missouri
$2.35K
JSAM
213
J. Safra Asset Management
New York
$2.28K
S
214
SignatureFD
Georgia
$2.14K
TWD
215
True Wealth Design
Ohio
$2.09K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2.06K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$1.79K
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$1.18K
CAL
219
Capital Advisors Ltd
Ohio
$1K
AA
220
Ancora Advisors
Ohio
$659
BTI
221
Blue Trust Inc
Georgia
$659
TPCW
222
TD Private Client Wealth
New York
$635
SS
223
SBI Securities
Japan
$306
SS
224
Sunbelt Securities
Texas
$165
NA
225
NewEdge Advisors
Louisiana
$24