PERFORMANT FINL CORP (PHLT)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
1
Reporting holders
$46
Reported value
0.0%
Held as options
-113
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $46 | 6 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 1 | $46 | 6 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 114 | $558.7M | 72,170,773 | 51 | 22 | 27 | 0.1% |
| Q2 2025 | 80 | $267.0M | 66,721,485 | 13 | 29 | 23 | 0.0% |
| Q1 2025 | 74 | $196.1M | 66,246,143 | 10 | 19 | 27 | 0.0% |
| Q4 2024 | 71 | $199.4M | 66,022,443 | 3 | 27 | 17 | 0.0% |
| Q3 2024 | 71 | $220.5M | 58,919,884 | 6 | 24 | 20 | 0.0% |
| Q2 2024 | 65 | $167.5M | 57,755,646 | 2 | 23 | 21 | 0.0% |
| Q1 2024 | 69 | $167.4M | 56,937,399 | 7 | 29 | 17 | 0.0% |
| Q4 2023 | 68 | $176.4M | 56,511,056 | 6 | 30 | 12 | 0.0% |
| Q3 2023 | 66 | $121.6M | 53,792,326 | 4 | 18 | 19 | 0.0% |
| Q2 2023 | 68 | $142.0M | 52,580,057 | 23 | 20 | 13 | 0.0% |
| Q1 2023 | 57 | $155.1M | 45,599,762 | 13 | 25 | 6 | 0.0% |
| Q4 2022 | 44 | $152.8M | 42,263,121 | 13 | 13 | 7 | 0.2% |
| Q3 2022 | 40 | $83.4M | 44,848,268 | 0 | 15 | 9 | 0.3% |
| Q2 2022 | 44 | $119.2M | 45,205,219 | 4 | 21 | 9 | 0.2% |
| Q1 2022 | 46 | $134.7M | 43,214,970 | 9 | 14 | 13 | 0.3% |
| Q4 2021 | 44 | $101.5M | 42,010,564 | 7 | 23 | 8 | 0.3% |
| Q3 2021 | 54 | $168.4M | 42,356,731 | 23 | 17 | 8 | 0.4% |
| Q2 2021 | 36 | $103.9M | 27,590,480 | 16 | 12 | 5 | 0.4% |
| Q1 2021 | 26 | $48.1M | 22,210,066 | 12 | 7 | 5 | 0.8% |
| Q4 2020 | 20 | $18.2M | 20,543,050 | 4 | 9 | 1 | 0.4% |
| Q3 2020 | 17 | $24.2M | 25,756,542 | 2 | 2 | 2 | 0.0% |
| Q2 2020 | 19 | $17.0M | 25,988,037 | 1 | 4 | 4 | 0.0% |
| Q1 2020 | 19 | $23.8M | 26,490,638 | 1 | 5 | 4 | 0.0% |
| Q4 2019 | 21 | $27.4M | 26,875,351 | 1 | 4 | 5 | 0.0% |
| Q3 2019 | 27 | $33.3M | 30,278,177 | 5 | 2 | 7 | 0.0% |
| Q2 2019 | 23 | $31.8M | 30,297,631 | 3 | 5 | 3 | 0.0% |
| Q1 2019 | 26 | $62.8M | 30,324,897 | 3 | 4 | 5 | 0.0% |
| Q4 2018 | 26 | $69.2M | 30,768,794 | 0 | 0 | 0 | 0.0% |