PPLI People Incorporated Common Stock

XNAS 38.72 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

PPLI $38.72 —
Key stats
$38.72
52-Week Range
$35.38 – $48.32
YTD
-11.09%
IV Rank (30D)
77.57
Straddle Price
$4.25
P/C Vol Ratio
14.26
Market Cap
$2.9B
Open
$39.34
Day Range
$38.66 – $39.56
Volume
158,073
Prev Close
$39.58
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.12%
Beta vs SPY1.02
Cost of Equity (CAPM)10.71% (VRP-adj)
WACC8.68%
Volatility Risk Premium+14.1pp (IV − HV30), ERP adj +50bps
Effective Tax Rate33.9%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)6.6%
Book / Price165.6% — banking bias active (P/B is primary)
Gross Margin (TTM)65.7%
FCF Margin (TTM)3.9%
Debt / Equity0.27
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+17.8% (reverse-DCF on current price)
SMA 50$39.11 (Market Anchor value)
SMA 20 / Bollinger Mid$40.37
Bollinger Width / SMA2023.6% (drives anchor stability)
Net Debt$0.3B
Market Cap$3B
Peers used for multiples: FLUT, PINS, ZM (SIC-code peers; ETF co-membership was sector-incoherent)
60-Day Conviction
32%
20-Day Fair Value
≈ by Nov 23, 2026
$38.60
α -0.2% rank 93%
conviction
13%
40-Day Fair Value
≈ by Dec 22, 2026
$39.23
α +1.4% rank 94%
conviction
47%
60-Day Fair Value
≈ by Jan 20, 2027
ACTIVE
$39.02
α +0.9% rank 98%
conviction
32%
MethodImplied PriceWeightDetail
DCF $14.49 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA $39.28 19% median 23.9× · 3 peers
Peer P/B $168.43 19% median 2.6× · 3 peers
Peer P/S $78.77 19% median 2.9× · 3 peers
Market Anchor (SMA50) $39.11 42% stability 32% (BB-width)
Options Expected (B-L 30d) $37.78 0% 6 strikes · skew -0.50
As of 2026-10-23 · updated
About
Industry (SIC)
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. (7370) · industry map
Exchange
XNAS
Market Cap
$2.9B
Employees
5,156
List Date
2020-07-01
CIK
0001800227
Next Earnings
2026-11-02 (After-Close)
EPS Forecast
($0.23) (3 est.)
Headquarters
New York, NY
Homepage
https://www.people.inc

People Inc is a media and publishing business that operates a portfolio of brands, including PEOPLE, Food & Wine, Travel + Leisure, InStyle, Better Homes & Gardens, and Southern Living. The company also holds a minority equity stake in MGM Resorts International.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'26Avg
Jan----
Feb----
Mar----
Apr----
May----
Jun5.99%5.99%
Jul-10.67%-10.67%
Aug-8.99%-8.99%
Sep8.90%8.90%
Oct-5.56%*-5.56%
Nov----
Dec----
Total-11.38%-11.38%
* Only 1 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $40.31
SMA 50: $39.08
SMA 200: —
Current: $38.69
EMA 12: $39.52
EMA 26: $39.60
MACD: -0.0742 | Signal: -0.2255
BULLISH
ADX (14): 14.78
RANGE
+DI: 16.63
−DI: 20.73

Momentum Oscillators

RSI (14): 44.33
NEUTRAL
Stoch %K: 23.54
Stoch %D: 23.86
Williams %R: -85.31

Volume & Volatility

BB Upper: $42.36
BB Lower: $38.25
NEUTRAL
OBV: -2,584,048
Vol SMA 20: 1,106,835
Vol ROC: -84.27%
ATR: $1.17
True Range: $0.92
HV 20: 27.7%
HV 30: 43.0%
HV 60: 41.5%

Data Summary

Data Points: 98
Last Updated:
Date Range: 2026-06-04T00:00:00 – 2026-10-22T00:00:00
AI Analysis

PPLI Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL with Confidence Level: 5/10

PPLI presents a mixed technical and sentiment picture with conflicting signals that warrant caution. While the options market and recent news sentiment lean bullish, momentum indicators show deteriorating conditions with a bearish MACD crossover and elevated Stochastic readings suggesting overbought conditions. The stock trades 4.2% above its 20-day SMA but faces momentum headwinds despite positive news backdrop.

Key Drivers:

  • Positive sector sentiment from recent media coverage highlighting industry opportunities
  • Strong options positioning with bullish put/call ratios (0.60 volume, 0.02 OI)
  • Elevated Stochastic readings (%K: 88.61, %D: 91.05) indicating overbought territory

Primary Risks:

  • Bearish MACD histogram (-0.25) with signal line crossover suggesting momentum loss
  • Historically elevated volatility (HV20: 49.2%) creating elevated risk environment
  • Weak volume trend (-17.50% rate of change) conflicting with price strength
  • Data quality concerns: Missing SMA 200 and earnings information limits analysis depth

Investment Thesis: PPLI is trading in a neutral technical regime with weakening momentum despite positive sentiment backdrop. The overbought Stochastic readings combined with bearish MACD divergence suggest near-term consolidation or pullback risk, while the options market's modest $2.98 expected move (7-DTE) implies low volatility expectations that may underestimate technical risk.

Technical Analysis

Trend Direction

Short-term (1-4 weeks): NEUTRAL-TO-BEARISH

  • Price at $41.28 sits above SMA 20 ($38.40, +4.2%) but below upper Bollinger Band
  • ADX of 19.35 confirms range-bound market conditions (ADX <20 = weak trend)
  • EMA 12 ($39.51) above EMA 26 ($39.13) provides minor bullish signal, but separation is minimal ($0.38)
  • Recent momentum loss evidenced by MACD bearish crossover

Medium-term (1-3 months): NEUTRAL

  • SMA 50 at $39.64 provides soft support; price 3.9% above this level
  • Trading within established Bollinger Band width of 18.71 (18.71% band width suggests moderate volatility regime)
  • No clear trend structure; consolidation pattern likely continuing

Long-term (3-12 months): DATA INSUFFICIENT

  • Critical Data Flag: SMA 200 marked as N/A prevents assessment of long-term trend structure
  • Cannot evaluate position relative to major moving average support
  • Limits confidence in longer-term directional bias

Support/Resistance Levels

| Level | Type | Distance from Current | Significance | |-------|------|----------------------|--------------| | $42.00 | Resistance (Upper BB) | +1.75% | Immediate overhead resistance | | $40.00 | Psychological | -3.1% | Round number support | | $39.64 | Support (SMA 50) | -3.9% | Medium-term moving average | | $38.40 | Support (SMA 20) | -7.0% | Short-term trend line | | $34.81 | Support (Lower BB) | -15.6% | Extreme oversold level |

Key Observation: Support levels are well-defined and relatively evenly-spaced, suggesting orderly market structure. The $40.00 psychological level appears critical—breakdown below this would signal weakness toward $38.40 SMA 20.

Momentum Signals

RSI (14): 60.16 — NEUTRAL

  • Reading sits in neutral zone (30-70) but trending toward overbought
  • Not yet in overbought territory (>70), but trajectory concerning
  • Suggests room for further upside before extreme conditions, but momentum weakening

MACD: BEARISH CROSSOVER

  • MACD line (0.38) below signal line (0.63)
  • Histogram negative (-0.25) with magnitude increasing
  • Momentum Deterioration Signal: Classic bearish crossover pattern indicating momentum loss despite price strength
  • This represents a red flag—price rising into falling momentum (divergence)

Williams %R: -13.11 — OVERBOUGHT

  • Extreme reading in overbought zone (-20 to 0 range indicates strong overbought)
  • Particularly concerning when combined with Stochastic readings

Bollinger Bands Position: NEUTRAL-OVERBOUGHT

  • Price at $41.28 sits in upper half of bands but not touching upper band ($42.00)
  • Band width of 18.71 is moderate; not indicating squeeze or extreme compression
  • Position suggests room to upper band but proximity raises profit-taking risk

Stochastic Oscillators: SEVERELY OVERBOUGHT

  • %K: 88.61 (extreme overbought, >80 territory)
  • %D: 91.05 (extremely elevated, approaching 100)
  • Critical Signal: This is the most concerning technical reading—suggests potential mean reversion or pullback imminent
  • Historically, readings this extreme often precede 2-5% pullbacks before resuming trends

Volume Analysis

Volume Trends: DETERIORATING

  • Volume Rate of Change: -17.50% (declining volume on higher prices)
  • Red Flag: This divergence between price strength and volume weakness is concerning
  • SMA 20 Volume: 1,395,440.80 (baseline reference for normal trading)
  • OBV: 1,917,334.22 (cumulative indicator showing net buying pressure historically)

Interpretation: While OBV appears elevated in absolute terms, the negative volume rate of change suggests recent volume is declining. This typically indicates:

  • Weakening institutional interest at higher prices
  • Potential exhaustion of buying momentum
  • Higher risk of pullback without fresh volume support

Institutional Activity Assessment:

  • Moderate activity signals; no extreme volume spikes indicating major accumulation
  • Declining volume on rally suggests institutions may be taking profits rather than accumulating

News & Sentiment Analysis

Recent Headlines Summary

The three most recent headlines (2026-09-30 to 2026-10-01) show:

  1. Sector Rotation Positive: Central Garden & Pet (CENT) outpacing consumer discretionary peers
  2. Industry Spotlight: Zacks Industry Outlook highlighting media sector stocks (Disney, MSG Entertainment, People, Reservoir Media)
  3. Media Sector Watchlist: Four media stocks worth monitoring in challenging industry

Critical Data Quality Flag:

  • News Relevance Concern: Headlines reference CENT (Central Garden & Pet), Disney, MSG Entertainment, and other media companies—NOT PPLI specifically
  • While these appear in PPLI's news feed, the direct relevance is unclear
  • Analysis Impact: Cannot definitively link recent price movement to PPLI-specific catalysts; headlines may reflect sector trends rather than company-specific catalysts
  • No earnings announcements, product launches, or company-specific news provided

Sentiment Assessment

Aggregate News Sentiment: POSITIVE (but with caveat)

  • All three headlines tagged as POSITIVE sentiment
  • General sector tone supportive of entertainment/media/consumer discretionary
  • However, lacks PPLI-specific positive catalysts in the provided headlines

Sentiment Strength Assessment: MODERATE

  • General positive backdrop provides support, but lack of company-specific news limits catalyst strength
  • Sector tailwinds can provide psychological support but are non-binding for individual stock performance

Catalyst Identification

Immediate Catalysts (1-7 days): NONE IDENTIFIED

  • No earnings dates provided
  • No product launches or regulatory events listed
  • Recent news is sector-level, not company-specific

Near-term Catalysts (1-4 weeks): DATA INSUFFICIENT

  • Critical Data Gap: No earnings information available
  • Cannot identify upcoming earnings date—this is a significant limitation
  • Typically earnings within 2-4 weeks would be major catalyst

Medium-term Catalysts (1-3 months): UNKNOWN

  • Lack of forward guidance from headline data

Market Narrative

Technical vs. News Signal Conflict:

  • News Narrative: Positive sector sentiment, media/entertainment industry highlighted as opportunity
  • Technical Reality: Deteriorating momentum (MACD bearish), declining volume on higher prices, overbought Stochastic readings
  • Divergence Interpretation: Market may have run ahead of fundamentals; positive sentiment has likely already been priced in during recent rally

Assessment: The positive news backdrop appears to

Generated
News
All PPLI news →
Earnings History
1 of 1 under expected move
Avg Expected Move
10.82%
Avg Actual Move
10.39%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2026-08-03 After-Close 10.82% 10.39% 0.96x Within

Earnings calendar: this week’s reports with expected vs actual moves →

PPLI Options Activity & IV Rank

PPLI IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 46.1%
7-DTE IV: —
Expected Move: $4.25
7-DTE Move: $4.25
Days to Exp: 28 (2026-11-20)

Options Flow

Call Volume: 19
Put Volume: 271
P/C Volume: 14.263
BEARISH
Call OI: 69
Put OI: 537
P/C OI: 7.783
Total OI: 606

ATM Options Pricing

ATM Call: $2.15
ATM Put: $2.10
Call %: 5.6%
Put %: 5.4%

Chain Summary

Chain Volume: 1,778
Chain OI: 2,573
Last Updated: 10/23/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 38th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
38%
vs own history
GEX tilt
+0.10
OI-weighted, today
Vanna tilt
+0.82
δ-sensitivity to IV
Charm tilt
-0.81
δ-decay vs time
Vanna tilt +0.82: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.81: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 10 ATM contracts, 1k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 47.1% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)77.6HighOct 23
Straddle Price (30 DTE)$4.25Oct 23
Beta Analysis

Risk Metrics

Beta: 0.9663
Alpha: -26.10%
Correlation: 0.3240
R-Squared: 10.5%
Stock Volatility: 37.5%
Market Volatility: 12.6%

Analysis Details

Benchmark: SPY
Data Points: 98
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own PPLI
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$26.5M
0.02%
#999 of 6285new13F
Renaissance Technologies Hedge fund
Jim Simons
$20.5M
0.03%
#687 of 3138new13F
Millennium Management Hedge fund
Izzy Englander
$494K
0.00%
#3174 of 3716new13F
Rockefeller Capital Management Family office
Rockefeller family
$13K
0.00%
#3908 of 4729new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

PPLI Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 78,092,500 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

355 filers80,247,099 shares$3.61B value102.76% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 7,722,920 $356.49M 9.86% 9.89% 2026-06-30
2 ARISTEIA CAPITAL, L.L.C. 6,101,439 $281.64M 7.79% 7.81% 2026-06-30
3 Vanguard Group Inc Custodian 6,921,604 $270.63M 7.49% 8.86% 2025-12-31
4 Helikon Investments Ltd 5,652,519 $260.92M 7.22% 7.24% 2026-06-30
5 Vanguard Portfolio Management LLC 3,442,491 $158.91M 4.40% 4.41% 2026-06-30
6 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3,131,835 $144.57M 4.00% 4.01% 2026-06-30
7 Vanguard Capital Management LLC 2,813,606 $129.88M 3.59% 3.60% 2026-06-30
8 Corvex Management LP 2,793,715 $128.96M 3.57% 3.58% 2026-06-30
9 AQR Capital Management, LLC Custodian 2,723,710 $125.48M 3.47% 3.49% 2026-06-30
10 Patient Capital Management, LLC 2,425,558 $111.96M 3.10% 3.11% 2026-06-30
11 Davis Selected Advisers 2,394,024 $110.51M 3.06% 3.07% 2026-06-30
12 State Street Corp 2,159,770 $99.69M 2.76% 2.77% 2026-06-30
13 Burgundy Asset Management Ltd. 2,501,914 $91.62M 2.54% 3.20% 2025-09-30
14 Goldman Sachs Group Inc Custodian 1,463,438 $67.55M 1.87% 1.87% 2026-06-30
15 FOURSIXTHREE CAPITAL LP 1,342,201 $61.96M 1.71% 1.72% 2026-06-30
16 Geode Capital Management, LLC Custodian 1,152,781 $53.23M 1.47% 1.48% 2026-06-30
17 Wallace Capital Management Inc. 1,127,772 $52.06M 1.44% 1.44% 2026-06-30
18 Boston Partners 1,111,298 $51.29M 1.42% 1.42% 2026-06-30
19 THOMPSON SIEGEL & WALMSLEY LLC 1,063,090 $49.07M 1.36% 1.36% 2026-06-30
20 Morgan Stanley Custodian 928,617 $42.87M 1.19% 1.19% 2026-06-30
21 Charles Schwab Investment Management, Inc. 843,691 $38.94M 1.08% 1.08% 2026-06-30
22 Bank of Montreal Custodian 825,380 $38.27M 1.06% 1.06% 2026-06-30
23 Allspring Global Investments Holdings, LLC 730,829 $33.57M 0.93% 0.94% 2026-06-30
24 Bank of America Corp Custodian 693,088 $31.99M 0.89% 0.89% 2026-06-30
25 JPMorgan Chase & Co Custodian 648,475 $30.20M 0.84% 0.83% 2026-06-30
5 filers$4.14M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $1.37M 33.12% 2026-06-30
2 Wolverine Trading, LLC Custodian $1.07M 25.90% 2025-09-30
3 Jane Street Group, LLC Custodian $950.90K 22.97% 2026-06-30
4 Citadel Advisors LLC Custodian $687.78K 16.61% 2026-06-30
5 HAP TRADING, LLC $58.05K 1.40% 2025-09-30
4 filers$8.93M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $3.62M 40.52% 2026-06-30
2 Centiva Capital, LP $3.36M 37.57% 2026-06-30
3 Susquehanna International Group, LLP Custodian $1.75M 19.59% 2026-06-30
4 Wolverine Trading, LLC Custodian $207.38K 2.32% 2025-09-30

PPLI Insider Trading (Form 4)

Latest: 2026-10-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-02 Chelsea Clinton Director Award (A) +148 $41.96 $6.2K EDGAR
2026-10-02 Bryan Lourd Director Award (A) +387 $41.96 $16.2K EDGAR
2026-10-02 Maria Seferian Director Award (A) +297 $41.96 $12.5K EDGAR
2026-10-02 Michael D Eisner Director Award (A) +342 $41.96 $14.4K EDGAR
2026-07-20 Chelsea Clinton Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Michael D Eisner Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Alan G Spoon Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Richard F Zannino Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 David S Rosenblatt Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Bonnie S Hammer Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Bryan Lourd Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Tor Braham Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Alexander Von Furstenberg Director Grant (A) +5,490 RSU — EDGAR
2026-07-20 Maria Seferian Director Grant (A) +5,490 RSU — EDGAR
2026-07-01 Bryan Lourd Director Award (A) +352 $46.16 $16.2K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

PPLI Insider Holdings

10 insiders · @ $38.69
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Alan G Spoon Director 292,411 $11.31M $0 4 2026-07-20
2 Michael D Eisner Director 219,661 $8.50M $0 6 2026-10-02
3 Bryan Lourd Director 204,637 $7.92M $0 6 2026-10-02
4 Alexander Von Furstenberg Director 113,382 $4.39M $0 4 2026-07-20
5 David S Rosenblatt Director 97,261 $3.76M $0 4 2026-07-20
6 Chelsea Clinton Director 93,484 $3.62M $0 6 2026-10-02
7 Richard F Zannino Director 64,435 $2.49M $0 4 2026-07-20
8 Bonnie S Hammer Director 40,669 $1.57M $0 4 2026-07-20
9 Tor Braham Director 17,263 $667.9K $0 2 2026-07-20
10 Maria Seferian Director 12,431 $481.0K $0 5 2026-10-02
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

PPLI Board & Officers

As of SEC filings through Oct 2, 2026

Directors 12

Officers 8

Changes in the last 10 years (42)
Aug 5, 2026Timothy Edward Quinn became Chief Financial Officer
Aug 5, 2026Neil Vogel became Chief Executive Officer
Jun 16, 2026Christopher Currier became an officer
Mar 4, 2026Michael H Schwerdtman listed as SVP and CAO (previously SVP and Controller (PAO)) in SEC filings
Jun 18, 2025Tor Braham became a director
Jan 13, 2025The company announced the departure of Joseph Levin from the board in an SEC filing
Jan 13, 2025The company announced the departure of Joseph Levin as CEO in an SEC filing
Dec 4, 2024Michael H Schwerdtman listed as SVP and Controller (PAO) (previously SVP and Controller (CAO)) in SEC filings
Jun 7, 2024The company announced the departure of Erik Bradbury as SVP and Controller (CAO) in an SEC filing
Dec 12, 2023Maria Seferian became a director
Sep 13, 2023Erik Bradbury became SVP and Controller (CAO)
Feb 10, 2023Christopher Halpin listed as EVP, CFO & COO (previously EVP & CFO) in SEC filings
Nov 9, 2022The company announced the departure of Westley Moore from the board in an SEC filing
Feb 3, 2022Kendall Handler listed as EVP & Chief Legal Officer (previously SVP & General Counsel) in SEC filings
Jan 26, 2022Christopher Halpin became EVP & CFO
Jan 1, 2021Kendall Handler became SVP & General Counsel
Jul 25, 2020Westley Moore became a director
Jul 9, 2020Barry Diller no longer listed as a 10% owner in SEC filings
Jul 2, 2020Victor Kaufman first listed as a director in an SEC filing
Jul 2, 2020Joseph Levin first listed as a director in an SEC filing
Not reported recently (4)
  • Mark J Stein · Last reported as EVP & Cso in an SEC filing dated Oct 12, 2021
  • Glenn Schiffman · Last reported as EVP & CFO in an SEC filing dated May 27, 2021
  • Gregg Winiarski · Last reported as EVP and GC in an SEC filing dated Jul 17, 2020
  • Match Group, Inc. · Last reported as a 10% owner in an SEC filing dated Jul 2, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
86 ETFs hold PPLI
25 shown · $550.60M total exposure · 0.07% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.14% $144.8M $103.8B 2026-10-21
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $83.1M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.03% $58.4M — 2026-09-30
4 FXL First Trust Technology AlphaDEX® Fund First Trust 1.40% $39.0M $2.8B 2026-10-21
5 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.06% $38.0M — 2026-09-30
6 VXF Vanguard Extended Market ETF Vanguard 0.03% $29.4M — 2026-09-30
7 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.14% $22.2M $15.8B 2026-10-21
8 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.27% $20.2M $7.7B 2026-10-21
9 SCHA Schwab U.S. Small-Cap ETF Nport 0.06% $14.0M — 2026-05-31
10 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.27% $12.7M $4.7B 2026-10-21
11 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.14% $12.3M — 2026-05-31
12 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.02% $10.2M $57.2B 2026-10-21
13 VOX Vanguard Communication Services ETF Vanguard 0.15% $9.4M — 2026-09-30
14 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.15% $9.3M — 2026-09-30
15 USVM VictoryShares US Small Mid Cap Value Momentum ETF Nport 0.41% $7.2M — 2026-06-30
16 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.01% $5.5M $84.8B 2026-10-21
17 VIOV Vanguard S&P Small-Cap 600 Value ETF Vanguard 0.29% $5.4M — 2026-09-30
18 XSVM Invesco S&P SmallCap Value with Momentum ETF Invesco 0.90% $5.2M — 2026-10-21
19 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.16% $4.9M $3.1B 2026-10-21
20 FYX First Trust Small Cap Core AlphaDEX® Fund First Trust 0.29% $3.9M $1.4B 2026-10-21
21 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.02% $3.7M $15.7B 2026-10-21
22 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $3.6M $96.2B 2026-10-21
23 IYW iShares U.S. Technology ETF iShares (BlackRock) 0.01% $3.0M $24.2B 2026-10-21
24 RWJ Invesco S&P SmallCap 600 Revenue ETF Invesco 0.14% $2.8M — 2026-10-21
25 FCOM Fidelity MSCI Communication Services Index ETF Fidelity 0.14% $2.4M $1.6B 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
8.58
TTM Diluted EPS
$4.51
TTM Revenue
$2.10B
TTM Net Income
$336.30M
TTM Op. Cash Flow
$111.73M
Quarterly figures (1 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$436.74M$506.85M$6.68$35.04M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-03
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
8.58
P/B
0.59
P/S
1.44
EV/EBITDA
24.25
EV/Sales
1.57
ROE
6.6%
ROA
4.5%
Div Yield
0.00%
FCF Yield
3.70%
Debt/Equity
0.27
Current Ratio
—
Market Cap
$3.02B
as of 2026-10-23
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
11.34M
SI % of Float
18.52%
Days to Cover
6.77
Short Vol Ratio
38.0%
Free Float
61.20M
Float %
89.1%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-14