Public Policy Holding Company, Inc. 13F holders
55 funds reported a position in Public Policy Holding Company, Inc. in their 13F for the quarter ended 30 June 2026, together 6.9 million shares worth $50.7 million. Against the quarter before, 12 opened a position, 22 added, 16 trimmed and 6 sold out; together they bought a net 171,919 shares. The largest holders: Royce & Associates LP, Canoe Financial LP and Jennison Associates LLC.
Funds holding55+6 on Q1 2026
Shares they held6.9Mworth $50.7 million
Net bought on the quarter171,919 sharesabout $1.3 million at the funds' values
Funds buying to selling34 to 22opened or added, to cut or sold
Opened 12Added 22Held 5Trimmed 16Sold out 6
What each fund did in PPHC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PPHC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 10 reported a position in Public Policy Holding Company, Inc.: 4 opened one, 3 added, 2 trimmed and 1 sold out, a net 18,216 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Canoe Financial LP | -171,542 | 846,190 | trimmed | 13F |
| Wasatch Advisors LP | +130,997 | 859,795 | added | 13F |
| Graham Capital Wealth Management, LLC | +13,249 | 295,485 | added | 13F |
| Copeland Capital Management, LLC | +8,175 | 8,175 | new | 13F |
| Sterling Capital Management LLC | +656 | 670 | added | 13F |
| Gamma Investing LLC | +244 | 244 | new | 13F |
| Fortitude Family Office, LLC | +11 | 11 | new | 13F |
| Essential Partners LLC | -10 | 5 | trimmed | 13F |
| SJS Investment Consulting Inc. | +5 | 5 | new | 13F |
| IFP Advisors, Inc | -1 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 3 reported a position in Public Policy Holding Company, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 123,497 shares worth $915,348, 0.0% of its reported book. New this quarter: Millennium Management. Sold out: Two Sigma Investments, Citadel Advisors. In the quarter, 2 funds added or opened a position and 3 trimmed or sold out; together they sold a net 73,016 shares, about $541,049 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 123,497 | $915,348 | 0.0% | +15,706 | added | 30 June 2026 | 13F |
| Millennium Management | 58,839 | $435,997 | 0.0% | +58,839 | new | 30 June 2026 | 13F |
| FMR LLC | 2,532 | $18,762 | 0.0% | -2,170 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 0 | $0 | 0.0% | -18,250 | exited | 30 June 2026 | 13F |
| Citadel Advisors | 0 | $0 | 0.0% | -127,141 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Royce & Associates LP | 1,020,130 | 14.89% | $7.6 million | 0.06% | +351,130 | 13F |
| Canoe Financial LP | 1,017,732 | 14.85% | $7.5 million | 0.09% | -1,386 | 13F |
| Jennison Associates LLC | 851,355 | 12.43% | $6.3 million | 0.00% | -20,434 | 13F |
| Wasatch Advisors LP | 728,798 | 10.64% | $5.4 million | 0.04% | +125,781 | 13F |
| Storebrand Asset Management As | 597,637 | 8.72% | $4.4 million | 0.01% | -2,363 | 13F |
| Thompson Siegel & Walmsley LLC | 393,018 | 5.74% | $2.9 million | 0.05% | +40,006 | 13F |
| Russell Investments Group, Ltd. | 372,163 | 5.43% | $2.8 million | 0.00% | -179,314 | 13F |
| Graham Capital Wealth Management, LLC | 282,236 | 4.12% | $2.1 million | 1.62% | +93,598 | 13F |
| BlackRock, Inc. | 271,458 | 3.96% | $2.0 million | 0.00% | +69,654 | 13F |
| Ancora Advisors LLC | 252,228 | 3.68% | $1.9 million | 0.04% | -278,020 | 13F |
| Vanguard Capital Management LLC | 187,206 | 2.73% | $1.4 million | 0.00% | +105,247 | 13F |
| Geode Capital Management, LLC | 123,497 | 1.80% | $915,348 | 0.00% | +15,706 | 13F |
| Creative Planning | 109,789 | 1.60% | $813,536 | 0.00% | -113,866 | 13F |
| Marex Group Ltd | 99,331 | 1.45% | $736,043 | 0.01% | new | 13F |
| Boston Partners | 97,594 | 1.42% | $618,050 | 0.00% | +6,813 | 13F |
| Millennium Management LLC | 58,839 | 0.86% | $435,997 | 0.00% | new | 13F |
| State Street Corp. | 50,600 | 0.74% | $374,946 | 0.00% | +1,500 | 13F |
| Kornitzer Capital Management Inc. | 47,284 | 0.69% | $350,374 | 0.01% | -1,596 | 13F |
| Vanguard Fiduciary Trust Co. | 30,618 | 0.45% | $226,879 | 0.00% | +21,098 | 13F |
| Vanguard Portfolio Management LLC | 30,152 | 0.44% | $223,426 | 0.00% | +5,825 | 13F |
| Northern Trust Corp. | 29,396 | 0.43% | $217,824 | 0.00% | -1,659 | 13F |
| Goldman Sachs Group Inc. | 28,508 | 0.42% | $211,244 | 0.00% | +13,374 | 13F |
| XTX Topco Ltd | 25,044 | 0.37% | $185,576 | 0.00% | +5,765 | 13F |
| Jane Street Group, LLC | 20,502 | 0.30% | $151,920 | 0.00% | new | 13F |
| Morgan Stanley | 18,359 | 0.27% | $136,039 | 0.00% | +8,738 | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,525 | 0.24% | $122,450 | 0.00% | -6,548 | 13F |
| Franklin Resources Inc. | 15,433 | 0.23% | $114,359 | 0.00% | +3,706 | 13F |
| State of Tennessee, Department of Treasury | 14,668 | 0.21% | $108,690 | 0.00% | -10,362 | 13F |
| Keybank National Association | 11,898 | 0.17% | $88,164 | 0.00% | no change | 13F |
| Marshall Wace, LLP | 10,423 | 0.15% | $77,235 | 0.00% | new | 13F |
| Citigroup Inc. | 6,322 | 0.09% | $48,877 | 0.00% | +6,114 | 13F |
| Wells Fargo & Company | 3,997 | 0.06% | $29,618 | 0.00% | +2,439 | 13F |
| UBS Group AG | 3,637 | 0.05% | $26,950 | 0.00% | -42 | 13F |
| Rhumbline Advisers | 3,306 | 0.05% | $24,493 | 0.00% | -10 | 13F |
| Bellevue Asset Management, LLC | 3,112 | 0.05% | $23,059 | 0.01% | new | 13F |
| Vanguard Global Advisers, LLC | 2,692 | 0.04% | $19,948 | 0.00% | no change | 13F |
| FMR LLC | 2,532 | 0.04% | $18,762 | 0.00% | -2,170 | 13F |
| Tower Research Capital LLC (TRC) | 2,399 | 0.04% | $17,777 | 0.00% | +1,433 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 1,996 | 0.03% | $14,790 | 0.00% | +40 | 13F |
| New York State Common Retirement Fund | 1,900 | 0.03% | $14,288 | 0.00% | no change | 13F |
| BNP Paribas Financial Markets | 1,901 | 0.03% | $14,086 | 0.00% | +1,001 | 13F |
| JPMorgan Chase & Co. | 1,817 | 0.03% | $13,300 | 0.00% | +109 | 13F |
| Jones Financial Companies Lllp | 1,291 | 0.02% | $9,670 | 0.00% | new | 13F |
| Royal Bank of Canada | 840 | 0.01% | $6,000 | 0.00% | +758 | 13F |
| Barclays PLC | 581 | 0.01% | $4,306 | 0.00% | -421 | 13F |
| Legal & General Group Plc | 371 | 0.01% | $2,749 | 0.00% | no change | 13F |
| Ameritas Investment Partners, Inc. | 345 | 0.01% | $2,556 | 0.00% | no change | 13F |
| Fifth Third Bancorp | 168 | 0.00% | $1,242 | 0.00% | -239 | 13F |
| California State Teachers Retirement System | 59 | 0.00% | $437 | 0.00% | new | 13F |
| Essential Partners LLC | 15 | 0.00% | $111 | 0.00% | new | 13F |
The 50 largest of the 55 funds that reported a position in PPHC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 15 May 2026 | 13G | Daniel Clyde Tate, JR. and 1 other | 1.5 million | 5.3% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 15 May 2026 | 13G | Jeffrey Alan Forbes and 1 other | 2.2 million | 7.7% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 August 2026 | 1 | $10.11 | SEC |
| 20 August 2026 | 422 | $10.97 | SEC |
| 19 August 2026 | 659 | $10.24 | SEC |
| 14 August 2026 | 1,133 | $10.63 | SEC |
| 13 August 2026 | 778 | $11.24 | SEC |
| 12 August 2026 | 705 | $11.35 | SEC |
| 10 August 2026 | 104 | $10.74 | SEC |
| 7 August 2026 | 24,569 | $11.25 | SEC |
| 6 August 2026 | 56,417 | $11.02 | SEC |
| 5 August 2026 | 11,693 | $11.41 | SEC |
| 4 August 2026 | 462 | $12.09 | SEC |
| 3 August 2026 | 4,280 | $10.85 | SEC |
| 31 July 2026 | 827 | $10.58 | SEC |
| 30 July 2026 | 2,536 | $10.56 | SEC |
| 29 July 2026 | 648 | $9.97 | SEC |
| 28 July 2026 | 671 | $9.42 | SEC |
| 27 July 2026 | 7 | $8.99 | SEC |
| 23 July 2026 | 12 | $8.63 | SEC |
| 22 July 2026 | 479 | $9.08 | SEC |
| 21 July 2026 | 276 | $9.31 | SEC |
| 20 July 2026 | 280 | $8.88 | SEC |
| 15 July 2026 | 2,461 | $8.21 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.