CFP
PHLT

Catalyst Financial Partners’s Performant Healthcare Inc PHLT Stock Holding History

Catalyst Financial Partners’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
Q4 		– Sell
-2,176,865
Closed -$16.8M – 343
2025
Q3 		$16.8M Hold
2,176,865
– – 2.03% 12
2025
Q2 		$8.71M Buy
+2,176,865
New +$6.17M 0.95% 15

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Catalyst Financial Partners's PHLT Position: Q4 2025 in Review

Catalyst Financial Partners sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 2,176,865 shares — an estimated $16.8M sold.

Catalyst Financial Partners first reported a position in PHLT in Q2 2025 and held it in 2 quarters. The position peaked at $16.8M in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Catalyst Financial Partners reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 2,176,865 Performant Healthcare Inc shares in Q4 2025, an estimated $16.8M.
  • Catalyst Financial Partners first reported a position in Performant Healthcare Inc in Q2 2025 and held it in 2 quarters.
  • Catalyst Financial Partners's Performant Healthcare Inc position peaked at $16.8M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Catalyst Financial Partners's 13F filing for Q4 2025, filed 4 Feb 2026.