PhenixFIN (PFX) Short-term Investments (2022 - 2026)
PhenixFIN's (PFX) quarterly Short-term Investments came in at $295.8 million in Q1 2026, little changed on a QoQ basis from $295.6 million in Q4 2025.
PhenixFIN (PFX) Short-term Investments (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has 5 years of Short-term Investments data on file, last reported at $295.8 million in Q1 2026.
- On a quarterly basis, Short-term Investments changed N/A year-over-year to $295.8 million in Q1 2026; TTM through Mar 2026 was $295.8 million, a N/A change from a year earlier, with the FY2025 full-year figure at $302.3 million, up 32.62% from the prior year.
- Short-term Investments for Q1 2026 stood at $295.8 million, roughly flat from $295.6 million in the prior quarter.
- Over the last five years, Short-term Investments for PFX reached as high as $302.3 million in Q3 2025 and fell as low as $8.0 million in Q2 2023.
- Historically, Short-term Investments has averaged $204.4 million across 5 years, with a median of $227.2 million in 2023.
- On a YoY basis, Short-term Investments climbed as much as 2821.01% in 2024 and fell as far as 0.64% in 2024.
- Year by year, Short-term Investments stood at $12.3 million in 2022, then jumped by 1704.6% to $222.2 million in 2023, then advanced by 2.56% to $227.9 million in 2024, then climbed by 29.71% to $295.6 million in 2025, then gained by 0.06% to $295.8 million in 2026.
- Per Business Quant data, the three most recent Short-term Investments figures were $295.8 million in Q1 2026, $295.6 million in Q4 2025, and $302.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | PhenixFIN | 85.65 Mn | -213.24 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 295.81 Mn |
| Dec 31, 2025 | 295.64 Mn |
| Sep 30, 2025 | 302.27 Mn |
| Sep 30, 2024 | 227.92 Mn |
| Jun 30, 2024 | 233.68 Mn |
| Mar 31, 2024 | 220.05 Mn |
| Dec 31, 2023 | 222.22 Mn |
| Sep 30, 2023 | 226.46 Mn |
| Jun 30, 2023 | 8.00 Mn |
| Sep 30, 2022 | 12.31 Mn |