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Performant Healthcare Inc

PHLTDelisted Oct 21, 2025
Industry
Services-Miscellaneous Business Services
SEC CIK
0001550695

Performant Healthcare Inc was delisted on Oct 21, 2025; its insiders filed their last Form 4 on Oct 22, 2025; 120 institutions reported holding it in 13F filings for Q3 2025, worth $608.5M in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q1 2024

Institutional positions in Performant Healthcare Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
74
+1 vs. Q4 2023
Shares held
57.4M
+505.8K (+0.9%) vs. Q4 2023
Total value
$168.6M
−$8.95M (−5.0%) vs. Q4 2023
New holders
8
32 more added
Sold out
7
20 more reduced

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PHLT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 74 institutions
Q1 2021: 27 institutionsQ2 2021: 35 institutionsQ3 2021: 54 institutionsQ4 2021: 46 institutionsQ1 2022: 49 institutionsQ2 2022: 46 institutionsQ3 2022: 40 institutionsQ4 2022: 51 institutionsQ1 2023: 64 institutionsQ2 2023: 71 institutionsQ3 2023: 70 institutionsQ4 2023: 73 institutionsQ1 2024: 74 institutionsQ2 2024: 68 institutionsQ3 2024: 76 institutionsQ4 2024: 75 institutionsQ1 2025: 78 institutionsQ2 2025: 84 institutionsQ3 2025: 120 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2024: $168.6M
Q1 2021: $47.8MQ2 2021: $103.5MQ3 2021: $167.7MQ4 2021: $100.6MQ1 2022: $134.4MQ2 2022: $118.9MQ3 2022: $83.2MQ4 2022: $174.2MQ1 2023: $175.9MQ2 2023: $144.3MQ3 2023: $123.4MQ4 2023: $177.5MQ1 2024: $168.6MQ2 2024: $167.4MQ3 2024: $220.3MQ4 2024: $199.6MQ1 2025: $196.2MQ2 2025: $267.2MQ3 2025: $608.5MQ4 2025: $46Q1 2026: $0Q2 2026: $0
Institutions holding PHLT and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$46
Q3 2025120$608.5M
Q2 202584$267.2M
Q1 202578$196.2M
Q4 202475$199.6M
Q3 202476$220.3M
Q2 202468$167.4M
Q1 202474$168.6M
Q4 202373$177.5M
Q3 202370$123.4M
Q2 202371$144.3M
Q1 202364$175.9M
Q4 202251$174.2M
Q3 202240$83.2M
Q2 202246$118.9M
Q1 202249$134.4M
Q4 202146$100.6M
Q3 202154$167.7M
Q2 202135$103.5M
Q1 202127$47.8M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Performant Healthcare Inc; share changes are against Q4 2023.

Institutions holding PHLT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Prescott Group Capital Management, L.L.C.15,793,291$46.4M7.45%00.0%Unchanged
First Light Asset Management, LLC10,515,127$30.9M2.37%+845,017+8.7%Added
BlackRock Inc.4,411,019$13.0M0.00%−90,599−2.0%Reduced
Vanguard Group Inc3,663,336$10.8M0.00%+59,043+1.6%Added
Mill Road Capital Management LLC3,261,675$9.59M4.17%00.0%Unchanged
Punch & Associates Investment Management, Inc.2,885,200$8.48M0.48%+223,500+8.4%Added
First Eagle Investment Management, LLC2,219,341$6.52M0.01%+74,954+3.5%Added
Mirador Capital Partners LP1,995,795$5.87M1.12%+76,933+4.0%Added
Parkman Healthcare Partners LLC1,659,100$4.88M0.60%+78,235+4.9%Added
Geode Capital Management, LLC1,479,618$4.35M0.00%+56,549+4.0%Added
Driehaus Capital Management LLC1,409,920$4.15M0.04%−71,402−4.8%Reduced
State Street Corp1,112,710$3.27M0.00%+53,380+5.0%Added
Renaissance Technologies LLC764,163$2.25M0.00%+1,800+0.2%Added
HighMark Wealth Management LLC725,550$2.13M1.32%+276,500+61.6%Added
Essex Investment Management Co LLC582,532$1.71M0.34%+8,753+1.5%Added
Northern Trust Corp565,230$1.66M0.00%+7,709+1.4%Added
Formula Growth Ltd520,000$1.53M0.49%00.0%Unchanged
Dimensional Fund Advisors LP465,977$1.37M0.00%+14,680+3.3%Added
Schonfeld Strategic Advisors LLC358,600$1.05M0.01%−6,000−1.6%Reduced
Greenwood Capital Associates LLC240,207$706.2K0.09%−4,490−1.8%Reduced
Legato Capital Management LLC228,934$673.1K0.08%00.0%Unchanged
Bridgeway Capital Management, LLC220,900$649.4K0.01%+22,000+11.1%Added
White Pine Capital LLC232,226$617.7K0.23%+6,896+3.1%Added
Kent Lake Capital LLC200,000$588.0K0.26%+200,000New
Charles Schwab Investment Management Inc178,689$525.3K0.00%00.0%Unchanged
Bank of New York Mellon Corp169,133$497.3K0.00%−21,315−11.2%Reduced
Savant Capital, LLC138,877$408.3K0.00%+10.0%Added
Nuveen Asset Management, LLC131,271$385.9K0.00%+4,382+3.5%Added
JPMorgan Chase & Co130,560$383.8K0.00%+58,397+80.9%Added
Morgan Stanley113,812$334.6K0.00%−31,848−21.9%Reduced
Invesco Ltd.73,443$215.9K0.00%−5,589−7.1%Reduced
Citadel Advisors LLC69,867$205.4K0.00%+69,867New
UBS Group AG68,828$202.4K0.00%+4,529+7.0%Added
Rhumbline Advisers64,316$189.1K0.00%+3,463+5.7%Added
Salem Investment Counselors Inc62,100$182.6K0.01%00.0%Unchanged
Barclays PLC61,406$180.5K0.00%−44,155−41.8%Reduced
Bank of America Corp58,794$172.9K0.00%−73,488−55.6%Reduced
BNP Paribas Arbitrage, SA50,358$148.1K0.00%+31,710+170.0%Added
Jane Street Group, LLC38,982$114.6K0.00%+623+1.6%Added
Goldman Sachs Group Inc37,423$110.0K0.00%+11,956+46.9%Added
Connor, Clark & Lunn Investment Management Ltd.34,921$102.7K0.00%+34,921New
Deutsche Bank AG33,938$99.8K0.00%−1,703−4.8%Reduced
American International Group, Inc.33,770$99.3K0.00%+317+0.9%Added
New York State Common Retirement Fund29,071$85.5K0.00%−54−0.2%Reduced
Manufacturers Life Insurance Company, The28,814$84.7K0.00%+326+1.1%Added
Two Sigma Investments, LP28,724$84.4K0.00%+914+3.3%Added
MetLife Investment Management26,881$79.0K0.00%−8,785−24.6%Reduced
Voya Investment Management LLC25,088$73.8K0.00%−4,806−16.1%Reduced
Wells Fargo & Company21,934$64.5K0.00%+3,158+16.8%Added
Orchard Capital Managment, LLC20,000$58.8K0.02%00.0%Unchanged
Price T Rowe Associates Inc18,015$53.0K0.00%+452+2.6%Added
Squarepoint Ops LLC15,906$46.8K0.00%−4,755−23.0%Reduced
O'Shaughnessy Asset Management, LLC15,242$44.8K0.00%00.0%Unchanged
ProShare Advisors LLC12,311$36.2K0.00%+1,172+10.5%Added
Citigroup Inc11,699$34.4K0.00%+2,047+21.2%Added
Two Sigma Securities, LLC10,753$31.6K0.00%+10,753New
Global Retirement Partners, LLC7,350$21.6K0.00%00.0%Unchanged
Legal & General Group Plc6,948$20.4K0.00%00.0%Unchanged
California State Teachers Retirement System6,890$20.3K0.00%−4,188−37.8%Reduced
Ameritas Investment Partners, Inc.5,558$16.3K0.00%00.0%Unchanged
Simplex Trading, LLC4,249$12.0K0.00%+61+1.5%Added
Royal Bank of Canada3,030$10.0K0.00%−18,744−86.1%Reduced
Amalgamated Bank2,269$7.00K0.00%−6,338−73.6%Reduced
FMR LLC1,749$5.14K0.00%−971−35.7%Reduced
Metropolitan Life Insurance Co1,257$3.70K0.00%+8+0.6%Added
Colonial Trust Co1,266$3.68K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.884$2.60K0.00%−1,659−65.2%Reduced
US Bancorp533$1.57K0.00%+533New
Tower Research Capital LLC (TRC)408$1.20K0.00%−4,254−91.2%Reduced
Nisa Investment Advisors, LLC107$3150.00%+107New
Aspire Private Capital, LLC30$880.00%00.0%Unchanged
Farther Finance Advisors, LLC27$720.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$290.00%+10New
CWM, LLC4$00.00%+4New
Wellington Management Group LLP0$00.00%−1,046,100−100.0%Sold out
Millennium Management LLC0$00.00%−138,817−100.0%Sold out
Captrust Financial Advisors0$00.00%−75,069−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−34,314−100.0%Sold out
SG Americas Securities, LLC0$00.00%−20,866−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−17,479−100.0%Sold out
Whittier Trust Co0$00.00%−2,050−100.0%Sold out