Investor Philadelphia Financial Management of San Francisco, LLC
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Philadelphia Financial Management of San Francisco, LLC . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

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Date Form Target Prev
Shares		 Current
Shares		 Change
(Percent)		 Ownership
(Percent)		 Change
(Percent)
2025-08-14 13G/A HMST / HomeStreet, Inc. 1,868,053 1,545,583
2025-02-03 13G SUNS / Sunrise Realty Trust, Inc. 687,470
2024-12-30 13G/A HMST / HomeStreet, Inc. 1,021,238 1,868,053
2024-03-19 13G HMST / HomeStreet, Inc. 1,021,238
2023-02-14 13G/A BYFC / Broadway Financial Corporation 2,264,083 0
2022-02-15 13G BYFC / Broadway Financial Corporation 2,264,083 2,264,083
2020-02-14 13G/A COWN / Cowen Inc - Class A 1,728,894 1,884,985
2019-02-12 13G COWN / Cowen Inc - Class A 1,728,894
2018-04-26 13D/A PFMT / Performant Healthcare, Inc. 2,862,081 2,320,202
2018-01-24 13D/A PFMT / Performant Healthcare, Inc. 3,675,597 2,862,081
2017-02-14 13G/A UEPS / Lesaka Technologies Inc 2,670,827 0
2017-02-14 13G/A TPVG / TriplePoint Venture Growth BDC Corp. 1,474,124 0
2016-12-22 13D PFMT / Performant Healthcare, Inc. 2,781,308 3,675,597
2016-05-27 13D/A CASH / Pathward Financial, Inc. 462,938 419,191
2016-04-28 13D/A ITG / Investment Technology Group, Inc. 2,034,254 1,631,624
2016-04-14 13D/A CASH / Pathward Financial, Inc. 557,629 462,938
2016-03-08 13D/A ITG / Investment Technology Group, Inc. 2,195,501 2,034,254
2016-02-16 13G PFMT / Performant Healthcare, Inc. 2,781,308
2016-02-16 13G/A TPVG / TriplePoint Venture Growth BDC Corp. 1,474,124
2016-02-16 13G UEPS / Lesaka Technologies Inc 2,670,827
2015-12-29 13D/A CASH / Pathward Financial, Inc. 546,117 557,629
2015-11-12 13D ITG / Investment Technology Group, Inc. 1,602,513 2,195,501
2015-09-09 13D/A CASH / Pathward Financial, Inc. 402,016 546,117
2015-04-14 13D/A CASH / Pathward Financial, Inc. 402,016
2015-04-09 13D/A ITG / Investment Technology Group, Inc. 1,602,513 1,602,513
2015-03-16 13D/A ITG / Investment Technology Group, Inc. 1,602,513
2015-03-09 13G/A US31679P1093 / Fifth Street Asset Management Inc. 598,175
2015-03-03 13D/A ITG / Investment Technology Group, Inc. 1,602,513
2015-02-17 13G US31679P1093 / Fifth Street Asset Management Inc. 564,184
2015-02-17 13G/A TPVG / TriplePoint Venture Growth BDC Corp. 969,768
2015-02-17 13G MDLM / Medley Management Inc. 381,730
2015-02-17 13G/A CASH / Pathward Financial, Inc. 583,010
2014-07-23 13D/A ITG / Investment Technology Group, Inc. 2,256,083
2014-07-22 13D ITG / Investment Technology Group, Inc. 2,255,383
2014-07-16 13G TPVG / TriplePoint Venture Growth BDC Corp. 979,768
2014-02-14 13G/A US34954WAA27 / Fortegra Financial Corp 0
2014-02-14 13G/A AGM / Federal Agricultural Mortgage Corporation 321,948
2014-02-14 13G/A CASH / Pathward Financial, Inc. 477,589
2013-02-14 13G/A MCBI / Mountain Commerce Bancorp, Inc. 887,752
2013-02-14 13G/A US34954WAA27 / Fortegra Financial Corp 1,158,952
2013-02-14 13G/A AGM / Federal Agricultural Mortgage Corporation 520,794
2013-02-14 13G/A CASH / Pathward Financial, Inc. 491,133
2012-02-14 13G/A MCBI / Mountain Commerce Bancorp, Inc. 925,189
2012-02-14 13G/A SBX / Seabright Holdings, Inc. 979,510
2012-02-14 13G/A 846,107
2012-02-14 13G US34954WAA27 / Fortegra Financial Corp 1,109,743
2012-02-14 13G AGM / Federal Agricultural Mortgage Corporation 475,543
2012-02-14 13G CASH / Pathward Financial, Inc. 281,723