EP
PHLT

Essential Partners’s Performant Healthcare Inc PHLT Stock Holding History

Essential 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
-6
Closed -$46 – 2944
2025
Q3 		$46 Hold
6
– – ﹤0.01% 2577
2025
Q2 		$24 Buy
+6
New +$17 ﹤0.01% 2215

Other funds holding PHLT

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

Essential Partners's PHLT Position: Q4 2025 in Review

Essential Partners sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 6 shares — an estimated $46 sold.

Essential Partners first reported a position in PHLT in Q2 2025 and held it in 2 quarters. The position peaked at $46 in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Essential Partners reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 6 Performant Healthcare Inc shares in Q4 2025, an estimated $46.
  • Essential Partners first reported a position in Performant Healthcare Inc in Q2 2025 and held it in 2 quarters.
  • Essential Partners's Performant Healthcare Inc position peaked at $46 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.