Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PHREESIA INC (PHR)

220 + Investors. Track Smart Money conviction in PHR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — PHR

Based on 214 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PHR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
214 hedge funds hold PHR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

132 buying116 selling
Last quarter: 132 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 35 → 49 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
130 out of 214 hedge funds have held PHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -31%

Value
-30%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

26 → 48 → 35 → 49 → 44 new funds/Q
New funds entering each quarter: 48 → 35 → 49 → 44. A growing number of institutions are discovering PHR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 8% 1-2yr ■ 23% new
Of 220 current holders: 153 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
36 of 214 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PHR

In 2025 Q4, 132 hedge funds were net buyers of PHR (44 opened a new position, 88 added to an existing one), while 116 reduced or exited (66 trimmed, 50 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 37% of total institutional value in PHR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 214.

Hedge Fund Ownership: PHR

How many hedge funds hold PHR — quarterly history vs. share price
Quarterly hedge fund ownership of PHR vs. share price

Market Analysis: PHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHR

Healthcare Health Information Services

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PHR
2026 Q1 Stats Unlock in 5 days 220 + Investors

Track Smart Money conviction in PHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 220 227 -3.08%
13F Shares 58M 60M -3.79%
Total Value $982M $1.42B -30.8%
New Positions 46 50 -4
Increased Positions 101 88 +13
Closed Positions 51 38 +13
Reduced Positions 69 75 -6
Total Calls 2 4 -50.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 2.0 0.75 Bearish

Statistics: PHR

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Institutional Holders (2026 Q1)

220 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHR. Verified SEC 13F-HR filings.

Top 25 institutional holders of PHR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pale Fire Capital SE 6.37% 8,649,329 $72.5M
2 Meros Investment Management, LP 2.24% 615,740 $5.2M
3 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.24% 166,490 $1.4M
4 ALGERT GLOBAL LLC 0.17% 1,380,874 $12K
5 Aster Capital Management (DIFC) Ltd 0.13% 15,616 $399K
6 CAMBIAR INVESTORS LLC 0.13% 322,675 $2.7M
7 OP Asset Management Ltd 0.08% 774,144 $7.5M
8 GW&K Investment Management, LLC 0.08% 1,025,902 $9K
9 Garner Asset Management Corp 0.07% 23,764 $187K
10 MOODY NATIONAL BANK TRUST DIVISION 0.07% 86,133 $722K
11 Jump Financial, LLC 0.06% 534,334 $4.5M
12 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.05% 60,000 $503K
13 Blueshift Asset Management, LLC 0.05% 18,609 $156K
14 Inspire Investing, LLC 0.04% 64,082 $537K
15 LGL PARTNERS, LLC 0.04% 12,487 $105K
16 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.04% 325,000 $2.7M
17 State of Wyoming 0.03% 34,494 $289K
18 Legacy Advisors, LLC 0.03% 29,205 $245K
19 GLOBEFLEX CAPITAL L P 0.03% 22,552 $189K
20 NICHOLAS COMPANY, INC. 0.03% 152,109 $1.3M
21 SCHWARTZ INVESTMENT COUNSEL INC 0.02% 78,700 $660K
22 AXQ CAPITAL, LP 0.02% 21,318 $179K
23 Probity Advisors, Inc. 0.02% 17,194 $144K
24 INCEPTIONR LLC 0.02% 10,509 $88K
25 BankPlus Trust Department 0.02% 8,880 $74K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PHREESIA INC (PHR)

What does the Smart Money Trend signal show for PHR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PHR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PHR?

Slight buying edge — 53% buying: Last quarter: 132 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PHR holders?

Strong quality — 37% AUM from major funds: 36 of 214 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PHR?

61% of holders stayed for 2+ years: 130 out of 214 hedge funds have held PHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.