AFR
PPLI

Applied Fundamental Research’s People Inc PPLI Stock Holding History

Applied Fundamental Research’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2M Sell
305,099
-143,155
-32% -$5.43M 16.12% 1
2025
Q4 		$17.5M Hold
448,254
– – 17.41% 1
2025
Q3 		$15.3M Sell
448,254
-19,287
-4% -$720K 14.84% 2
2025
Q2 		$17.5M Sell
467,541
-39,799
-8% -$1.44M 15.47% 1
2025
Q1 		$19.1M Hold
507,340
– – 16.03% 1
2024
Q4 		$18M Buy
507,340
+54,653
+12% +$2.19M 14.04% 1
2024
Q3 		$20M Sell
452,687
-11,724
-3% -$488K 13.2% 1
2024
Q2 		$17.8M Sell
464,411
-11,674
-2% -$482K 13.13% 1
2024
Q1 		$20.8M Sell
476,085
-5,241
-1% -$226K 15.43% 1
2023
Q4 		$20.7M Sell
481,326
-1,834
-0.4% -$71.8K 14.93% 1
2023
Q3 		$20M Sell
483,160
-2,134
-0.4% -$104K 14.52% 1
2023
Q2 		$25M Buy
485,294
+34,041
+8% +$1.56M 15.68% 1
2023
Q1 		$19.1M Buy
451,253
+10,890
+2% +$466K 13.76% 1
2022
Q4 		$16M Buy
440,363
+77,984
+22% +$3.08M 11.54% 2
2022
Q3 		$16.5M Sell
362,379
-24,240
-6% -$1.36M 13.35% 2
2022
Q2 		$24.1M Buy
386,619
+32,974
+9% +$2.33M 13.44% 2
2022
Q1 		$29.2M Buy
353,645
+63,863
+22% +$6.2M 13.16% 1
2021
Q4 		$31.1M Buy
289,782
+30,320
+12% +$3.42M 14.93% 1
2021
Q3 		$32.4M Buy
259,462
+86,355
+50% +$9.52M 17.32% 1
2021
Q2 		$21.9M Buy
173,107
+17,888
+12% +$2.32M 14.71% 1
2021
Q1 		$18.3M Sell
155,219
-25,109
-14% -$3.12M 15.46% 2
2020
Q4 		$18.6M Buy
+180,328
New +$13.8M 17.79% 1

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Applied Fundamental Research's PPLI Position: Q1 2026 in Review

Applied Fundamental Research reduced its People Inc (PPLI) stake by 32% in Q1 2026, selling an estimated $5.43M and leaving 305,099 shares worth $12.2M. The position accounts for 16.12% of the portfolio, ranked #1.

Applied Fundamental Research first reported a position in PPLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $32.4M in Q3 2021. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Applied Fundamental Research held 305,099 shares of People Inc worth $12.2M as of Q1 2026.
  • Applied Fundamental Research sold 143,155 People Inc shares in Q1 2026, an estimated $5.43M.
  • People Inc made up 16.12% of Applied Fundamental Research's portfolio in Q1 2026, its #1 holding.
  • Applied Fundamental Research first reported a position in People Inc in Q4 2020 and has held it in 22 quarters since.
  • Applied Fundamental Research's People Inc position peaked at $32.4M in Q3 2021.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Applied Fundamental Research's 13F filing for Q1 2026, filed 13 May 2026.