NASDAQ: PFX

PhenixFIN Corporation

Financial Services | Asset Management

No licensed closing price on file for PFX. This page shows the company’s SEC filings and filed figures, without a price or any ratio that depends on one.

PhenixFIN Corporation (NASDAQ: PFX) is an asset manager. Figures from SEC EDGAR; updated 2026-10-20 12:03 UTC.

What PhenixFIN Corporation does

PhenixFIN Corporation is a business development company that makes loans and private equity investments in privately-held companies, focusing primarily on below-investment-grade debt and equity securities. The company transitioned from external management to internal management at the beginning of 2021 and operates through various investment vehicles including taxable subsidiaries that allow it to hold equity in pass-through entities while maintaining regulated investment company status.

Summarized from PhenixFIN Corporation’s SEC filings · AI-generated analysis. Not investment advice. May contain errors. · Read the filing ↗

Key facts

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SEC Filings

SEC EDGAR ↗

Recent Insider Activity

Source: SEC EDGAR · Filed 2026-06-03

Most recent filed transactions — June 2026:

2026-06-03CHAIRMAN AND CEOPurchase800$35.5K
2026-06-03CHAIRMAN AND CEOPurchase836$37.6K
2026-06-03CHAIRMAN AND CEOPurchase3,183$144.8K

Top Institutional Holders (latest 13F)

Source: SEC EDGAR · As of 2026-Q2

Adalta Capital Management LLC176,569$7.51M+0.6%
AMERICAN FINANCIAL GROUP INC64,327$2.74M0.0%
MORGAN STANLEY54,462$2.32M-0.9%

View QoQ ownership changes →Full institutional ownership →

Recent 8-K Events (parsed from SEC filings)All events →

Source: SEC EDGAR 8-K filings · Interpretation: Oxford Ledge parser · Confidence-filtered ≥ 0.50

2023-03-03AuditorChanges in registrant's certifying accountantEstimatedSEC 8-K →
2020-11-24Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersDavid LorberAuthoritativeSEC 8-K →
2014-03-07Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →

Company news

View all →

PhenixFIN (PFX) Beats Q3 Earnings and Revenue Estimates
Yahoo2026-08-06POS
PhenixFIN (PFX) Soars 7.4%: Is Further Upside Left in the Stock?
zacks.com2026-07-15POS
PhenixFIN Corporation Announces Second Quarter 2026 Financial Results
globenewswire.com2026-05-05

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