NYLIM
PHLT

New York Life Investment Management’s Performant Healthcare Inc PHLT Stock Holding History

New York Life Investment Management’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
-124,731
Closed -$964K – 866
2025
Q3 		$964K Buy
+124,731
New +$794K 0.01% 667

Other funds holding PHLT

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

New York Life Investment Management's PHLT Position: Q4 2025 in Review

New York Life Investment Management sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 124,731 shares — an estimated $964K sold.

New York Life Investment Management first reported a position in PHLT in Q3 2025 and held it in 1 quarter. The position peaked at $964K in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • New York Life Investment Management reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 124,731 Performant Healthcare Inc shares in Q4 2025, an estimated $964K.
  • New York Life Investment Management first reported a position in Performant Healthcare Inc in Q3 2025 and held it in 1 quarter.
  • New York Life Investment Management's Performant Healthcare Inc position peaked at $964K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.