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Phreesia
PHR

Overview Fund Activity

219 hedge funds and large institutions have $1.44B invested in Phreesia in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
219
Holders Change
+30
Holders Change %
+15.87%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
74
Reduced
61
Closed
18
Calls
$6.17M
Puts
$12.7M
Net Calls
-$6.57M
Net Calls Change
-$9.06M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$67.6M
2
American Century Companies
2
American Century Companies
Missouri
$25.1M
3
CIP
3
Champlain Investment Partners
Vermont
$75.3M
4
PWAM
4
Park West Asset Management
California
$22.9M
5
Victory Capital Management
5
Victory Capital Management
Texas
$10.8M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$96.4M
2
RSCM
2
Rock Springs Capital Management
Maryland
$29.4M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$7.64M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$147M
5
Millennium Management
5
Millennium Management
New York
$6.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M 5,755,789 -396,937 -6%
BlackRock
2
BlackRock
New York
$138M 5,406,025 +129,595 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$126M 4,936,515 +113,405 +2%
Brown Advisory
4
Brown Advisory
Maryland
$96.4M 3,770,480 -1,824,110 -33%
GF
5
Greenhouse Funds
Maryland
$75.6M 2,956,910 +83,018 +3%
CIP
6
Champlain Investment Partners
Vermont
$75.3M 2,946,489 +490,340 +20%
Capital International Investors
7
Capital International Investors
California
$70.1M 2,743,261 +150,198 +6%
UBS AM
8
UBS AM
Illinois
$67.6M 2,644,988 +1,377,904 +109%
Franklin Resources
9
Franklin Resources
California
$38.7M 1,515,194 +5,577 +0.4%
State Street
10
State Street
Massachusetts
$36.3M 1,419,405 -23,284 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.9M 1,288,161 +44,836 +4%
RSCM
12
Rock Springs Capital Management
Maryland
$29.4M 1,148,336 -891,664 -44%
GIM
13
Granahan Investment Management
Massachusetts
$29.1M 1,138,557 -315,163 -22%
GKIM
14
GW&K Investment Management
Massachusetts
$27.9M 1,092,716 -3,233 -0.3%
DM
15
Deerfield Management
New York
$25.8M 1,009,844 -261,988 -21%
American Century Companies
16
American Century Companies
Missouri
$25.1M 983,440 +957,842 +3,742%
PWAM
17
Park West Asset Management
California
$22.9M 894,501 +470,931 +111%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$17.3M 665,873 +170,569 +34%
RP
19
Riverbridge Partners
Minnesota
$16.2M 634,396 -49,492 -7%
Goldman Sachs
20
Goldman Sachs
New York
$15.3M 600,012 +2,402 +0.4%
Northern Trust
21
Northern Trust
Illinois
$14.5M 568,240 -3,567 -0.6%
NL
22
Nuveen LLC
North Carolina
$14.2M 555,798 +555,798 New
Bank of America
23
Bank of America
North Carolina
$13.8M 539,162 +100,654 +23%
Citadel Advisors
24
Citadel Advisors
Florida
$13.4M 522,871 -4,356 -0.8%
Charles Schwab
25
Charles Schwab
California
$13.4M 522,384 +28,936 +6%
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