Performant Healthcare Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:PHLT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
10 Dec 24	SellUS$20,052	Lisa Im	Individual		6,154	US$3.26

Insider Trading Volume

Insider Buying: PHLT insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PHLT?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	1,812,106	2.31%
Individual Insiders	4,432,468	5.66%
General Public	6,441,766	8.23%
Hedge Funds	22,440,174	28.7%
Institutions	43,164,850	55.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.98% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.2%	Prescott Group Capital Management L.L.C.	15,793,291	US$48.3m	0%	6.15%
14.3%	First Light Asset Management, LLC	11,210,400	US$34.3m	6.62%	3.2%
8.49%	Topline Capital Management, LLC	6,646,883	US$20.3m	71.2%	5.42%
6.19%	BlackRock, Inc.	4,846,384	US$14.8m	4.84%	no data
4.92%	The Vanguard Group, Inc.	3,849,969	US$11.8m	1.66%	no data
4.17%	Mill Road Capital Management LLC	3,261,675	US$10.0m	0%	5.38%
3.69%	Punch & Associates Investment Management, Inc.	2,885,200	US$8.8m	0%	0.51%
2.97%	First Eagle Investment Management, LLC	2,322,500	US$7.1m	2.91%	0.01%
2.64%	Mirador Capital Partners, LP	2,065,131	US$6.3m	0.68%	1.26%
2.31%	Parthenon Dcs Holdings, LLC	1,812,106	US$5.5m	0%	no data
2.08%	Geode Capital Management, LLC	1,626,437	US$5.0m	4.5%	no data
1.84%	Parkman Healthcare Partners LLC	1,440,838	US$4.4m	-11.2%	0.63%
1.81%	Cresset Asset Management, LLC	1,418,627	US$4.3m	-0.07%	0.02%
1.8%	Lisa Im	1,410,280	US$4.3m	-0.43%	no data
1.41%	State Street Global Advisors, Inc.	1,105,259	US$3.4m	0.73%	no data
1%	Highmark Wealth Management LLC	785,550	US$2.4m	0%	1.34%
0.94%	Renaissance Technologies LLC	733,763	US$2.2m	-2.9%	no data
0.85%	Essex Investment Management Company, LLC	663,627	US$2.0m	0.25%	0.34%
0.8%	Mathew Arens	625,000	US$1.9m	0%	no data
0.72%	Dimensional Fund Advisors LP	560,198	US$1.7m	6.45%	no data
0.7%	Northern Trust Global Investments	550,767	US$1.7m	4%	no data
0.59%	Formula Growth Limited	460,000	US$1.4m	-4.17%	0.47%
0.54%	Simeon Kohl	424,824	US$1.3m	12.4%	no data
0.53%	Bradley Fluegel	413,924	US$1.3m	0%	no data
0.51%	William Hansen	400,429	US$1.2m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:51
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Performant Healthcare, Inc. is covered by 13 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Richard Close	Avondale Partners
Kyle Bauser	B. Riley Securities, Inc.
Michael Tarkan	Compass Point Research & Trading, LLC