AF
PHLT

Atala Financial’s Performant Healthcare Inc PHLT Stock Holding History

Atala Financial’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,000
Closed -$14.8K – 473
2025
Q1 		$14.8K Hold
5,000
– – 0.01% 273
2024
Q4 		$15.1K Buy
+5,000
New +$17.2K 0.01% 280

Other funds holding PHLT

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $847M AUM 29.19% 1-Year Est. Return

Atala Financial's PHLT Position: Q2 2025 in Review

Atala Financial sold out of Performant Healthcare Inc (PHLT) in Q2 2025, closing a stake of 5,000 shares — an estimated $14.8K sold.

Atala Financial first reported a position in PHLT in Q4 2024 and held it in 2 quarters. The position peaked at $15.1K in Q4 2024. 83 funds tracked by Wall St. Rank hold PHLT as of Q2 2025.

  • Atala Financial reported no remaining Performant Healthcare Inc position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 5,000 Performant Healthcare Inc shares in Q2 2025, an estimated $14.8K.
  • Atala Financial first reported a position in Performant Healthcare Inc in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Performant Healthcare Inc position peaked at $15.1K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Performant Healthcare Inc as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.