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Phreesia

220 hedge funds and large institutions have $1.67B invested in Phreesia in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
91
Reduced
62
Closed
35
Calls
$6.41M
Puts
$3.78M
Net Calls
+$2.63M
Net Calls Change
+$9.19M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$154M -$63.8K -2,242 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$150M +$9.41M +330,809 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$139M -$24.5M -860,515 -15%
GF
4
Greenhouse Funds
Maryland
$94.6M +$10.5M +368,352 +12%
Capital International Investors
5
Capital International Investors
California
$89.2M +$11.1M +391,611 +14%
CIP
6
Champlain Investment Partners
Vermont
$77.5M -$6.32M -221,936 -8%
Brown Advisory
7
Brown Advisory
Maryland
$70.7M -$36.6M -1,287,525 -34%
UBS AM
8
UBS AM
Illinois
$59M -$16.2M -570,173 -22%
Franklin Resources
9
Franklin Resources
California
$43.4M +$258K +9,057 +0.6%
State Street
10
State Street
Massachusetts
$41.2M +$787K +27,638 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$37.4M +$685K +24,063 +2%
NL
12
Nuveen LLC
North Carolina
$37.1M +$21.3M +748,735 +135%
GIM
13
Granahan Investment Management
Massachusetts
$37.1M +$4.67M +164,228 +14%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$34.2M +$34.2M +1,200,340 New
PWAM
15
Park West Asset Management
California
$31.9M +$6.46M +226,996 +25%
American Century Companies
16
American Century Companies
Missouri
$29.8M +$1.8M +63,146 +6%
DM
17
Deerfield Management
New York
$28.9M +$135K +4,733 +0.5%
GKIM
18
GW&K Investment Management
Massachusetts
$28.6M -$2.54M -89,316 -8%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$25.1M +$6.12M +215,143 +32%
RSCM
20
Rock Springs Capital Management
Maryland
$23.8M -$8.85M -311,036 -27%
Goldman Sachs
21
Goldman Sachs
New York
$16.9M -$160K -5,620 -0.9%
Northern Trust
22
Northern Trust
Illinois
$16.3M +$123K +4,339 +0.8%
Citadel Advisors
23
Citadel Advisors
Florida
$16.1M +$1.26M +44,253 +8%
RP
24
Riverbridge Partners
Minnesota
$15.7M -$2.36M -82,874 -13%
Bank of America
25
Bank of America
North Carolina
$15.4M +$5.86K +206 +0%