Latest Institutional Transactions on Performant Financial Corp (PFMT)
This table provides information on the latest institutional transactions involving Performant Financial Corp (PFMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
92+ 16.0% |
N/A
|
667
$1.67K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.76% |
N/A
|
2.66K
$6.65K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.29K- 40.78% |
N/A
|
13.5K
$33.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.41M- 99.47% |
N/A
|
12.8K
$31.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
174New |
N/A
|
174
$435
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.9K+ 2635.07% |
N/A
|
36.3K
$90.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
802+ 6.57% |
N/A
|
13K
$32.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-25K- 11.44% |
N/A
|
194K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
154K+ 14.49% |
N/A
|
1.21M
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 19.83% |
N/A
|
85.2K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$36.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-132K- 78.95% |
N/A
|
35.3K
$88.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.18MNew |
N/A
|
2.18M
$5.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
218KNew |
N/A
|
218K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
23.7KNew |
N/A
|
23.7K
$59.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$74.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
712+ 10.68% |
N/A
|
7.38K
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.43K+ 1.52% |
N/A
|
230K
$574K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$41.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15New |
N/A
|
15
$37.5
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
691+ 2764.0% |
N/A
|
716
$1.79K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 43.75% |
N/A
|
9
$22.5
|
|
|
Aug 04, 2025
Q2 2025
|
Amh Equity LTD
|
SELL
|
- |
-25K- 8.33% |
N/A
|
275K
$688K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-111- 52.11% |
N/A
|
102
$255
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.29K+ 2.44% |
N/A
|
96K
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
20KNew |
N/A
|
20K
$50K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
- |
180KNew |
$429K - $546K
|
180K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16KNew |
$38K - $48.4K
|
16K
$39.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
201+ 233.72% |
$478 - $609
|
287
$718
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.18MNew |
$5.18M - $6.6M
|
2.18M
$5.44M
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-7.5K- 1.63% |
$21.9K - $32.1K
|
453K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5KNew |
$14.6K - $21.4K
|
5K
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
42.6K+ 6.42% |
$124K - $182K
|
706K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5K+ 153.85% |
$14.6K - $21.4K
|
8.25K
$20.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-17.5K- 7.64% |
$51.1K - $74.9K
|
211K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-26.5K- 12.08% |
$77.4K - $113K
|
193K
$483K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
480+ 1142.86% |
$1.4K - $2.05K
|
522
$1.31K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-243K- 91.39% |
$595K - $962K
|
22.9K
$57.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$7.64K - $12.3K
|
3.12K
$7.79K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.8K+ 55.57% |
$60.8K - $98.2K
|
69.4K
$174K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
53New |
$130 - $210
|
53
$133
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.24M- 88.0% |
$3.04M - $4.02M
|
169K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.37K- 22.09% |
$8.25K - $10.9K
|
11.9K
$29.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
212K+ 4.8% |
$519K - $686K
|
4.62M
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-647- 73.19% |
$1.59K - $2.1K
|
237
$593
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
37New |
$90.7 - $120
|
37
$92.5
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$28.2K - $33.7K
|
10.8K
$26.9K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
914+ 3.29% |
$2.39K - $2.86K
|
28.7K
$71.8K
|
|
|
May 15, 2024
Q1 2024
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
200KNew |
$524K - $626K
|
200K
$500K
|
|