ACM
PPLI

AREX Capital Management’s People Inc PPLI Stock Holding History

AREX Capital Management’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 		$10M Buy
250,000
+203,500
+438% +$7.72M 16.54% 2
2025
Q4 		$1.82M Sell
46,500
-22,000
-32% -$770K 5.17% 4
2025
Q3 		$2.33M Buy
68,500
+2,200
+3% +$82.1K 5.38% 5
2025
Q2 		$2.48M Sell
66,300
-1,355
-2% -$49K 4.83% 5
2025
Q1 		$2.55M Buy
67,655
+34,132
+102% +$1.24M 5.18% 5
2024
Q4 		$1.19M Buy
33,523
+27,477
+454% +$1.1M 1.69% 12
2024
Q3 		$267K Buy
+6,046
New +$252K 0.32% 13
2023
Q3 		– Sell
-30,475
Closed -$1.57M – 12
2023
Q2 		$1.57M Sell
30,475
-4,267
-12% -$195K 1.16% 10
2023
Q1 		$1.47M Buy
34,742
+10,971
+46% +$470K 1.07% 12
2022
Q4 		$866K Sell
23,771
-6,704
-22% -$265K 0.52% 15
2022
Q3 		$1.39M Sell
30,475
-9,143
-23% -$515K 0.92% 14
2022
Q2 		$2.47M Buy
39,618
+3,048
+8% +$215K 1.51% 12
2022
Q1 		$3.01M Buy
36,570
+6,095
+20% +$592K 1.74% 13
2021
Q4 		$3.27M Buy
30,475
+9,142
+43% +$1.03M 1.47% 13
2021
Q3 		$2.28M Buy
21,333
+9,143
+75% +$1.01M 1.06% 15
2021
Q2 		$1.54M Buy
+12,190
New +$1.58M 0.73% 15
2020
Q4 		– Sell
-923,847
Closed -$60.4M – 10
2020
Q3 		$60.4M Sell
923,847
-613,211
-40% -$42.1M 38.79% 1
2020
Q2 		$29.3M Buy
1,537,058
+213,185
+16% +$9.47M 29.62% 1
2020
Q1 		$42.4M Buy
1,323,873
+59,311
+5% +$2.35M 49.65% 1
2019
Q4 		$56.3M Buy
+1,264,562
New +$51M 37.35% 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

AREX Capital Management's PPLI Position: Q1 2026 in Review

AREX Capital Management increased its People Inc (PPLI) stake by 438% in Q1 2026, buying an estimated $7.72M and bringing the position to 250,000 shares worth $10M. The position accounts for 16.54% of the portfolio, ranked #2.

AREX Capital Management first reported a position in PPLI in Q4 2019 and has held it in 20 quarters since. The position peaked at $60.4M in Q3 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • AREX Capital Management held 250,000 shares of People Inc worth $10M as of Q1 2026.
  • AREX Capital Management bought 203,500 People Inc shares in Q1 2026, an estimated $7.72M.
  • People Inc made up 16.54% of AREX Capital Management's portfolio in Q1 2026, its #2 holding.
  • AREX Capital Management first reported a position in People Inc in Q4 2019 and has held it in 20 quarters since.
  • AREX Capital Management's People Inc position peaked at $60.4M in Q3 2020.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on AREX Capital Management's 13F filing for Q1 2026, filed 15 May 2026.