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 |
|---|---|---|---|---|---|---|---|
|
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
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
712+ 10.68% |
N/A
|
7.38K
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-33.8K- 25.78% |
N/A
|
97.4K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.94K+ 9.36% |
N/A
|
104K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-26.2K- 51.65% |
N/A
|
24.6K
$61.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95.9K+ 2.51% |
N/A
|
3.92M
$9.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15New |
N/A
|
15
$37.5
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.8K- 23.94% |
N/A
|
34.2K
$85.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.25K- 0.25% |
N/A
|
1.67M
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
691+ 2764.0% |
N/A
|
716
$1.79K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.2K- 7.71% |
N/A
|
14.4K
$36K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
24K+ 0.9% |
N/A
|
2.7M
$6.76M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 43.75% |
N/A
|
9
$22.5
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
281+ 63.86% |
N/A
|
721
$1.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.0% |
N/A
|
111K
$278K
|
|
|
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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
69.1KNew |
N/A
|
69.1K
$173K
|
|
|
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 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.1K- 6.05% |
$31.2K - $39.8K
|
204K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
- |
180KNew |
$429K - $546K
|
180K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
94.3KNew |
$224K - $286K
|
94.3K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16KNew |
$38K - $48.4K
|
16K
$39.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.3K- 7.23% |
$34K - $43.3K
|
183K
$458K
|
|
|
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 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
14.2KNew |
$41.5K - $60.9K
|
14.2K
$35.6K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
90New |
$263 - $385
|
90
$225
|
|
|
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 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.3KNew |
$35.1K - $56.7K
|
14.3K
$35.8K
|
|
|
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 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
28.1K+ 2873.21% |
$68.8K - $91K
|
29.1K
$72.7K
|
|
|
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
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.77K- 25.62% |
$4.32K - $5.72K
|
5.13K
$12.8K
|
|
|
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
|
|