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Phreesia

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: 230244 (+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
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%