Security Snapshot

Public Policy Holding Company, Inc. - Common stock, par value $0.001 (PPHC) Institutional Ownership

CUSIP: 744430208

13F Institutional Holders and Ownership History from Q1 2026 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

31

Shares (Excl. Options)

5.21MFull value: 5,207,575 · shares · 30 Sep 2026

Price

$10.21

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+495,038
Value change
+$6,914,804
Number of holders
31
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
28,790,434
SEC-reported price per share
$10.58
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • PPHC - Public Policy Holding Company, Inc. - Common stock, par value $0.001 is tracked under CUSIP 744430208.
  • 31 institutions reported positions in Q3 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 55 to 31 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $50.7MFull value: $50,698,278 · USD · 30 Jun 2026
    to
    $53.69MFull value: $53,685,211 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 31 institutions filings for Q3 2026.

Open SEC evidence

Security key

744430208

13F reference period

Q3 2026

13F holders

31

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
PPHC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Forbes Jeffrey Alan 7.7% $31,968,479 2,235,558 Jeffrey Alan Forbes 31 Mar 2026
Tate Daniel Clyde Jr. 5.3% $21,820,270 1,525,893 Daniel Clyde Tate, JR. 31 Mar 2026
As of 30 Sep 2026, 31 institutional investors reported holding
5.21MFull value: 5,207,575 · shares · 30 Sep 2026
shares of Public Policy Holding Company, Inc. - Common stock, par value $0.001 (PPHC). This represents 18% of the company’s total
28.79MFull value: 28,790,434 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
18%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ROYCE & ASSOCIATES LP 4.1% 1,178,670 +16% 0.11% $12,034,221
WASATCH ADVISORS LP 3% 859,795 +18% 0.07% $8,816,947
Canoe Financial LP 2.9% 846,190 -17% 0.11% $8,901,919
GEODE CAPITAL MANAGEMENT, LLC 1.6% 472,097 +282% 0% $4,821,803
THOMPSON SIEGEL & WALMSLEY LLC 1.3% 371,018 -5.6% 0.07% $3,788,000
VANGUARD CAPITAL MANAGEMENT LLC 1.2% 339,234 +81% 0% $3,463,579
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1% 295,485 2.4% $3,016,902
STATE STREET CORP 0.62% 179,712 +255% 0% $1,855,008
VANGUARD FIDUCIARY TRUST CO 0.5% 144,743 +373% 0% $1,477,826
VANGUARD PORTFOLIO MANAGEMENT LLC 0.49% 141,501 +369% 0% $1,444,725
Creative Planning 0.38% 109,782 -0.01% 0% $1,120,874
FRANKLIN TEMPLETON INC 0.28% 80,234 +420% 0% $1,012,553
MORGAN STANLEY 0.2% 56,741 +209% 0% $579,326
KORNITZER CAPITAL MANAGEMENT INC /KS 0.16% 45,531 -3.7% 0.01% $464,872
NewEdge Advisors, LLC 0.06% 17,715 0% $180,870
DEUTSCHE BANK AG\ 0.06% 17,458 0% $178,246
Empowered Funds, LLC 0.05% 14,850 0% $151,619
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% 10,382 -37% 0% $106,000
Copeland Capital Management, LLC 0.03% 8,175 0% $83,466
Vanguard Global Advisers, LLC 0.02% 5,799 +115% 0% $59,208
BNP PARIBAS FINANCIAL MARKETS 0.02% 4,818 0% $49,192
Police & Firemen's Retirement System of New Jersey 0.02% 4,492 0% $45,863
Ameritas Investment Partners, Inc. 0.01% 1,811 +425% 0% $18,490
Sterling Capital Management LLC 0% 670 +4686% 0% $6,841
Arax Advisory Partners 0% 328 +3544% 0% $3,349

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
3
Headline period
Q3 2026
Rows shown
1-3 of 3
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 5,207,575 $53,685,211 +$6,914,804 $10.21 31
2026 Q2 6,851,739 $50,698,278 -$338,326 $7.41 55
2026 Q1 6,679,802 $86,140,225 +$84,578,499 $13.08 49
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