OCM
PPLI

Ovata Capital Management’s People Inc PPLI Stock Holding History

Ovata 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
Q2 		$1.4M Buy
+30,312
New +$1.29M 0.11% 38
2025
Q4 		– Sell
-70,098
Closed -$2.39M – 57
2025
Q3 		$2.39M Buy
70,098
+15,000
+27% +$560K 0.48% 25
2025
Q2 		$2.06M Buy
+55,098
New +$1.99M 0.45% 28
2020
Q3 		– Sell
-22,382
Closed -$1.29M – 119
2020
Q2 		$1.29M Buy
+22,382
New +$994K 0.39% 34

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Ovata Capital Management's PPLI Position: Q2 2026 in Review

Ovata Capital Management opened a new position in People Inc (PPLI) in Q2 2026: 30,312 shares worth $1.4M. The stake represents 0.11% of the portfolio and ranks #38 among its holdings. This is a return to the name: Ovata Capital Management previously reported a position in PPLI as recently as Q3 2025.

Ovata Capital Management first reported a position in PPLI in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.39M in Q3 2025. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Ovata Capital Management held 30,312 shares of People Inc worth $1.4M as of Q2 2026.
  • People Inc was a new Ovata Capital Management position in Q2 2026.
  • People Inc made up 0.11% of Ovata Capital Management's portfolio in Q2 2026, its #38 holding.
  • Ovata Capital Management first reported a position in People Inc in Q2 2020 and has held it in 4 quarters since.
  • Ovata Capital Management's People Inc position peaked at $2.39M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.