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Phreesia

242 hedge funds and large institutions have $495M invested in Phreesia in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
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
$1.02M
Puts
$2.83M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$9.05K
IA
202
IFP Advisors
Florida
$8.82K
BNP Paribas Asset Management
203
BNP Paribas Asset Management
France
$7.97K
RIL
204
Rothschild Investment LLC
Illinois
$7.83K
S
205
SignatureFD
Georgia
$7.58K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$7.12K
QCG
207
Quadrant Capital Group
Ohio
$5.94K
SWP
208
Strategic Wealth Partners
Ohio
$5.87K
PA
209
Parallel Advisors
California
$5.76K
CIAM
210
Caitong International Asset Management
Hong Kong
$5.12K
C
211
Covestor
United Kingdom
$4K
SCM
212
Sterling Capital Management
North Carolina
$3.15K
AIA
213
Aventus Investment Advisors
Florida
$3.09K
Los Angeles Capital Management
214
Los Angeles Capital Management
California
$3.02K
HI
215
Harbour Investments
Wisconsin
$2.5K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$1.73K
TWD
217
True Wealth Design
Ohio
$1.69K
CAM
218
Costello Asset Management
Pennsylvania
$1.68K
TSMHT
219
Thurston Springer Miller Herd & Titak
Indiana
$1.68K
PWA
220
Physician Wealth Advisors
Utah
$1.29K
SIC
221
SJS Investment Consulting
Ohio
$1.26K
ZBNA
222
Zions Bancorporation, National Association
Utah
$1.24K
SPIA
223
Steward Partners Investment Advisory
New York
$1.09K
Bessemer Group
224
Bessemer Group
New Jersey
$1K
SS
225
Sunbelt Securities
Texas
$997