Phreesia

PHR • NYSE

Phreesia is a medical - healthcare information services company in the healthcare sector on NYSE, led by Chaim Indig, with a market cap of $979.7M. As of Q3 2025, 100% of shares are held by 229 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.52%.

CEOChaim Indig

Market Cap$979.7M

Medical - Healthcare Information Services

Healthcare

Employees1.4K

Websitephreesia.com

Country

United States of America

Overview

Overview of institutional ownership in PHR as of Q3 2025 with a market cap of $1.4B

All Institutions

Institutions: 229
Value Held: $1.4B
Shares Held: 60.2M
Avg Position: $6.2M
Median Position: $583.0K

Hedge Funds

Hedge Funds: 33
Value Held: $243.7M
Shares Held: 10.4M
Avg Position: $7.4M
Median Position: $1.7M

Ownership Breakdown

Institutional (non-HF)

83.13%

$1.2B

Hedge Funds

17.3%

$243.7M

Retail & Other

Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PHR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$134.2M 0.00% of portfolio	9.52% 5.7M shares	Q3 2019 Held for 6y 2m	$6.69T
B BlackRock, Inc. Institution	-	$133.9M 0.00% of portfolio	9.50% 5.7M shares	Q3 2019 Held for 6y 2m	$5.67T
FMR LLC Institution	-	$92.2M 0.00% of portfolio	6.54% 3.9M shares	Q3 2019 Held for 6y 2m	$1.92T
G Greenhouse Funds LLLP Hedge Fund•Long/Short	Joseph Michael Milano CIO	$91.3M 3.55% of portfolio	6.48% 3.9M shares	Q4 2023 Held for 1y 11m	$2.6B
C Capital International Investors Institution	-	$73.7M 0.01% of portfolio	5.23% 3.1M shares	Q1 2023 Held for 2y 8m	$615.90B
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$63.0M 0.48% of portfolio	4.47% 2.7M shares	Q1 2024 Held for 1y 8m	$13.3B
N Nuveen, LLC Institution	-	$39.1M 0.01% of portfolio	2.78% 1.7M shares	Q1 2025 Held for 8 months	$377.89B
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	James Poucher CEO	$38.6M 0.01% of portfolio	2.74% 1.6M shares	Q2 2020 Held for 5y 5m	$460.61B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$36.5M 0.01% of portfolio	2.59% 1.6M shares	Q3 2019 Held for 6y 2m	$395.36B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$33.7M 0.00% of portfolio	2.39% 1.4M shares	Q3 2019 Held for 6y 2m	$2.88T

Net Capital Flow

Institutional buying and selling activity for PHR in Q3 2025

Traded: +$56.5M
Buyers: 136
Sellers: 97
Total Bought: +$188.7M
Total Sold: −$132.2M
Avg Position: $5.3M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$22.0M +936.0K shares	$25.0M 1.1M shares
M MACQUARIE GROUP LTD Institution	+$16.2M +690.7K shares	$18.4M 782.1K shares
G Greenhouse Funds LLLP Hedge Fund•Long/Short	+$13.1M +557.3K shares	$91.3M 3.9M shares
B BESSEMER GROUP INC Institution	+$11.9M +507.0K shares	$13.0M 554.5K shares
C Capricorn Fund Managers Ltd Institution	+$11.4M +484.5K shares	$11.4M 484.5K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$11.3M +480.0K shares	$11.3M 480.0K shares
VANGUARD GROUP INC Institution	+$10.3M +437.5K shares	$134.2M 5.7M shares
N Nuveen, LLC Institution	+$8.5M +359.9K shares	$39.1M 1.7M shares
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	+$8.1M +344.4K shares	$8.1M 344.4K shares
Q Qube Research & Technologies Ltd Institution	+$8.0M +340.5K shares	$17.2M 730.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BROWN ADVISORY INC RIA/Wealth	−$39.0M −1.7M shares	$19.4M 823.8K shares
FMR LLC Institution	−$23.0M −976.2K shares	$92.2M 3.9M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$10.2M −432.7K shares	$38.6M 1.6M shares
Marshall Wace LLP Institution	−$6.6M −281.6K shares	$3.2M 136.8K shares
Park West Asset Management LLC Hedge Fund•Multi-Strategy	−$5.1M −215.5K shares	$21.3M 906.0K shares
D D. E. Shaw & Co., Inc. Institution	−$3.6M −128.2K shares	Sold Off 0 shares
CAMBIAR INVESTORS LLC Long Only Manager	−$3.2M −134.3K shares	$5.7M 240.8K shares
Trexquant Investment LP Hedge Fund•Quant	−$2.4M −103.3K shares	$1.1M 48.5K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$2.4M −102.1K shares	$6.2M 262.1K shares
B BLAIR WILLIAM & CO/IL Institution	−$2.3M −96.5K shares	$583.0K 24.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PHR in Q3 2025

New Positions: 25
New Value: $25.5M
Exited Positions: 35
Exited Value: $11.7M

New Positions

Institution	Position Value
C Capricorn Fund Managers Ltd Institution	$11.4M 484.5K shares
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	$8.1M 344.4K shares
TANDEM CAPITAL MANAGEMENT CORP /ADV RIA/Wealth	$1.8M 75.9K shares
SCHWARTZ INVESTMENT COUNSEL INC Long Only Manager	$1.2M 49.0K shares
Vinva Investment Management Ltd Hedge Fund•Quant	$651.9K 18.2K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	$552.3K 23.5K shares
O OXFORD ASSET MANAGEMENT Institution	$450.2K 19.1K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$397.9K 16.9K shares
Kestra Advisory Services, LLC RIA/Wealth	$290.3K 12.3K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$220.5K 9.4K shares

Exited Positions

Institution	Previous Position
D D. E. Shaw & Co., Inc. Institution	$3.6M 128.2K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$613.0K 21.5K shares
L LPL Financial LLC Institution	$589.5K 20.7K shares
W Winton Capital Group Ltd Institution	$520.3K 18.3K shares
POLEN CAPITAL MANAGEMENT LLC Long Only Manager	$494.2K 17.4K shares
KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth	$441.0K 15.5K shares
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	$414.3K 14.6K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$335.5K 11.8K shares
S State of Tennessee, Treasury Department Institution	$329.9K 11.6K shares
M Holdings Securities, Inc. RIA/Wealth	$327.3K 11.5K shares

Options Activity

Institutions with the largest Call and Put options positions in PHR as of Q3 2025

Call Positions: 5
Call Value: $2.7M
Put Positions: 3
Put Value: $5.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.8M 751.0 contracts
J JANE STREET GROUP, LLC Institution	$324.6K 138.0 contracts
W WOLVERINE TRADING, LLC Institution	$301.4K 128.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$291.6K 124.0 contracts
P PEAK6 LLC Institution	- - contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$2.9M 1.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.4M 574.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 496.0 contracts

Most Committed Institutions

Institutions with PHR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Capricorn Fund Managers Ltd Institution	-	3.83% $11.4M	0.81% 484.5K shares	Q3 2025 Held for 2 months	$297.8M
G Greenhouse Funds LLLP Hedge Fund•Long/Short	Joseph Michael Milano CIO	3.55% $91.3M	6.48% 3.9M shares	Q4 2023 Held for 1y 11m	$2.6B
Meros Investment Management, LP Long Only Manager	Kenneth Scott Canon CEO	3.23% $7.6M	0.54% 322.1K shares	Q2 2025 Held for 5 months	$234.2M
B Birchview Capital, LP Hedge Fund•Value	Matthew William Strobeck CIO	2.07% $2.7M	0.19% 114.7K shares	Q1 2022 Held for 3y 8m	$130.3M
Park West Asset Management LLC Hedge Fund•Multi-Strategy	Peter Sang Hun Park CIO	1.95% $21.3M	1.51% 906.0K shares	Q4 2024 Held for 11 months	$1.1B
Bullseye Asset Management LLC Hedge Fund•Long/Short	Jakob Vincent Holm Member	1.63% $3.1M	0.22% 132.7K shares	Q4 2019 Held for 5y 11m	$191.0M
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	Jane Moran White CEO	1.33% $32.5M	2.30% 1.4M shares	Q3 2022 Held for 3y 2m	$2.4B
Rock Springs Capital Management LP Hedge Fund•Sector	Nnamdi C Etoh CFO	1.03% $17.6M	1.25% 749.1K shares	Q3 2019 Held for 6y 2m	$1.7B
FORMULA GROWTH LTD Hedge Fund•Long/Short	Randall William Kelly President	0.89% $2.6M	0.18% 109.5K shares	Q1 2025 Held for 8 months	$288.3M
TANDEM CAPITAL MANAGEMENT CORP /ADV RIA/Wealth	Kent G. Sheng President	0.83% $1.8M	0.13% 75.9K shares	Q3 2025 Held for 2 months	$214.8M

Hedge Fund Spotlight

Discover hedge funds investing in PHR

PDT Partners, LLC

Hedge Fund • Quant

Portfolio ManagerPeter (Nmn) Muller

Portfolio Value: $1.6B
Positions: 569
Last Reported: Q3 2025

Sector Allocation

Position in Phreesia

Market Value: $1.7M
Shares Held: 71.9K
Portfolio Weight: 0.11%
Owned Since: 2022-Q3

Top Holding	Sector	Market Value	Weight
1 Logitech International LOGI	Computer Hardware Technology	$27.9M	1.77%
2 CME Group CME	Financial - Data & Stock Exchanges Financial Services	$16.8M	1.06%
3 Suncor Energy SU	Oil & Gas Integrated Energy	$14.7M	0.93%