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Phreesia

232 hedge funds and large institutions have $1.42B invested in Phreesia in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 37 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
232
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
GI
201
GAMMA Investing
California
$7.64K
CIAM
202
Caitong International Asset Management
Hong Kong
$6.56K
SPIA
203
Steward Partners Investment Advisory
New York
$6.54K
Optiver Holding
204
Optiver Holding
Netherlands
$6.3K
VCM
205
Versant Capital Management
Arizona
$4.84K
HI
206
Harbour Investments
Wisconsin
$4.78K
CAM
207
Costello Asset Management
Pennsylvania
$4.7K
MG
208
Mather Group
Illinois
$4.12K
RIL
209
Rothschild Investment LLC
Illinois
$3.9K
AF
210
Allworth Financial
California
$3.83K
BAM
211
Bellevue Asset Management
Washington
$3.39K
SCM
212
Sterling Capital Management
North Carolina
$3.27K
Jones Financial Companies
213
Jones Financial Companies
Missouri
$3.05K
AWM
214
AllSquare Wealth Management
New York
$2.35K
AF
215
Advisornet Financial
Minnesota
$2.35K
CFG
216
Clayton Financial Group
Missouri
$2.35K
JSAM
217
J. Safra Asset Management
New York
$2.28K
S
218
SignatureFD
Georgia
$2.14K
TWD
219
True Wealth Design
Ohio
$2.09K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$2.06K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$1.79K
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$1.18K
IA
223
IFP Advisors
Florida
$1.15K
CAL
224
Capital Advisors Ltd
Ohio
$1K
BTI
225
Blue Trust Inc
Georgia
$659