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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
PFCS
1
Pale Fire Capital SE
Czech Republic
$72.5M +$114M +8,649,329 New
BlackRock
2
BlackRock
New York
$49.6M +$3.76M +284,445 +5%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$27.9M +$44.1M +3,335,121 New
VCM
4
Vanguard Capital Management
Pennsylvania
$20.8M +$32.8M +2,479,247 New
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.5M +$18.7M +1,415,465 +324%
State Street
6
State Street
Massachusetts
$12.4M +$229K +17,340 +1%
AG
7
Algert Global
California
$11.6M +$13M +982,104 +246%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.5M +$560K +42,334 +3%
PM
9
Prosight Management
Texas
$9.22M +$1.62M +122,848 +13%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$9.01M +$2.34M +176,662 +20%
Goldman Sachs
11
Goldman Sachs
New York
$8.64M +$1.56M +117,912 +13%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$8.6M +$9.13M +690,495 +204%
GKIM
13
GW&K Investment Management
Massachusetts
$8.6M -$91.2K -6,893 -0.7%
American Century Companies
14
American Century Companies
Missouri
$8.53M -$276K -20,903 -2%
N
15
Nuveen
North Carolina
$8.45M -$11.5M -867,498 -46%
Bank of America
16
Bank of America
North Carolina
$8.39M +$7.78M +588,444 +143%
GIM
17
Granahan Investment Management
Massachusetts
$8.28M -$18.7M -1,412,006 -59%
WCA
18
Whetstone Capital Advisors
Kansas
$7.99M +$12.6M +953,928 New
NAMI
19
Nomura Asset Management International
Pennsylvania
$6.55M -$421K -31,819 -4%
OAM
20
OP Asset Management
$6.49M +$10.1M +761,788 +6,165%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$6.33M +$9.67M +731,187 +2,979%
Franklin Resources
22
Franklin Resources
California
$6.17M -$16.7M -1,264,119 -63%
Citadel Advisors
23
Citadel Advisors
Florida
$6.13M +$8.69M +657,054 +881%
Morgan Stanley
24
Morgan Stanley
New York
$6.11M +$2.94M +221,923 +44%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$5.94M -$4.45M -336,729 -39%