PhenixFIN PFX
NASDAQ PFX
$51.22 +1.10 (+2.19%)
As of: Aug 21, 2026 · 3:40 PM EDT

PhenixFIN (PFX) Short-term Investments (2022 - 2026)

PhenixFIN (PFX) posted quarterly Short-term Investments of $295.8 million for Q1 2026, little changed quarter-over-quarter from $295.6 million in Q4 2025.

PhenixFIN (PFX) Short-term Investments (2022 - 2026) Analysis & Trends

PhenixFIN (PFX) has reported Short-term Investments for 5 consecutive years, with $295.8 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Short-term Investments changed N/A year-over-year to $295.8 million; the TTM figure through Mar 2026 stood at $295.8 million (changed N/A YoY), while the FY2025 annual figure was $302.3 million, up 32.62% from the prior year.
  • Short-term Investments was little changed at $295.8 million in Q1 2026 per PFX's latest filing, from $295.6 million in the prior quarter.
  • Across five years, Short-term Investments topped out at $302.3 million in Q3 2025 and bottomed at $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.
  • PhenixFIN's Short-term Investments stood at $12.3 million in 2022, then surged by 1704.6% to $222.2 million in 2023, then rose by 2.56% to $227.9 million in 2024, then gained by 29.71% to $295.6 million in 2025, then increased by 0.06% to $295.8 million in 2026.
  • Business Quant data shows PFX's Short-term Investments at $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 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 PhenixFIN 98.99 Mn -204.83 Mn -

Historic Data

Download Data
DateValue
Jun 30, 2026 301.64 Mn
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