FFA
PHLT

Farther Finance Advisors’s Performant Healthcare Inc PHLT Stock Holding History

Farther Finance Advisors’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
-2,658
Closed -$20.5K – 5625
2025
Q3 		$20.5K Buy
2,658
+20
+0.8% +$127 ﹤0.01% 3025
2025
Q2 		$10.6K Hold
2,638
– – ﹤0.01% 3056
2025
Q1 		$7.54K Sell
2,638
-1,325
-33% -$3.43K ﹤0.01% 2868
2024
Q4 		$12K Buy
3,963
+3,936
+14,578% +$13.5K ﹤0.01% 2316
2024
Q3 		$101 Hold
27
– – ﹤0.01% 3778
2024
Q2 		$72 Hold
27
– – ﹤0.01% 3650
2024
Q1 		$72 Hold
27
– – ﹤0.01% 3428
2023
Q4 		$84 Sell
27
-5,500
-100% -$14.4K ﹤0.01% 3324
2023
Q3 		$12.5K Sell
5,527
-3,225
-37% -$8.18K ﹤0.01% 1218
2023
Q2 		$23.6K Sell
8,752
-34,371
-80% -$99.5K 0.01% 948
2023
Q1 		$147K Buy
+43,123
New +$141K 0.04% 310

Other funds holding PHLT

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

Farther Finance Advisors's PHLT Position: Q4 2025 in Review

Farther Finance Advisors sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 2,658 shares — an estimated $20.5K sold.

Farther Finance Advisors first reported a position in PHLT in Q1 2023 and held it in 11 quarters. The position peaked at $147K in Q1 2023. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Farther Finance Advisors reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 2,658 Performant Healthcare Inc shares in Q4 2025, an estimated $20.5K.
  • Farther Finance Advisors first reported a position in Performant Healthcare Inc in Q1 2023 and held it in 11 quarters.
  • Farther Finance Advisors's Performant Healthcare Inc position peaked at $147K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.