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| Date | Value |
|---|---|
| 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 |