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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Ovata Capital Management's PPLI Position: Q4 2025 in Review

Ovata Capital Management sold out of People Inc (PPLI) in Q4 2025, closing a stake of 70,098 shares — an estimated $2.39M sold.

Ovata Capital Management first reported a position in PPLI in Q2 2020 and held it in 3 quarters. The position peaked at $2.39M in Q3 2025. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Ovata Capital Management reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Ovata Capital Management sold 70,098 People Inc shares in Q4 2025, an estimated $2.39M.
  • Ovata Capital Management first reported a position in People Inc in Q2 2020 and held it in 3 quarters.
  • Ovata Capital Management's People Inc position peaked at $2.39M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Ovata Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.