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Phreesia

230 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
230
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
CIAM
201
Caitong International Asset Management
Hong Kong
$6.56K
SPIA
202
Steward Partners Investment Advisory
New York
$6.54K
Optiver Holding
203
Optiver Holding
Netherlands
$6.3K
VCM
204
Versant Capital Management
Arizona
$4.84K
HI
205
Harbour Investments
Wisconsin
$4.78K
CAM
206
Costello Asset Management
Pennsylvania
$4.7K
MG
207
Mather Group
Illinois
$4.12K
RIL
208
Rothschild Investment LLC
Illinois
$3.9K
AF
209
Allworth Financial
California
$3.83K
BAM
210
Bellevue Asset Management
Washington
$3.39K
SCM
211
Sterling Capital Management
North Carolina
$3.27K
Jones Financial Companies
212
Jones Financial Companies
Missouri
$3.05K
AF
213
Advisornet Financial
Minnesota
$2.35K
CFG
214
Clayton Financial Group
Missouri
$2.35K
JSAM
215
J. Safra Asset Management
New York
$2.28K
S
216
SignatureFD
Georgia
$2.14K
TWD
217
True Wealth Design
Ohio
$2.09K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$2.06K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1.79K
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$1.18K
IA
221
IFP Advisors
Florida
$1.15K
CAL
222
Capital Advisors Ltd
Ohio
$1K
AA
223
Ancora Advisors
Ohio
$659
BTI
224
Blue Trust Inc
Georgia
$659
TPCW
225
TD Private Client Wealth
New York
$635