Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

People Inc (IAC)

333 + Investors. Track Smart Money conviction in IAC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — IAC

Based on 336 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
336 funds currently hold this stock — 92% of the 3.0-year high of 365 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IAC is almost the same as a year ago (-10 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

156 buying170 selling
Last quarter: 170 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new IAC position: 50 → 71 → 44 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 18% new
224 out of 336 hedge funds have held IAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -87%

Value
-87%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -87%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

65 → 50 → 71 → 44 → 56 new funds/Q
New funds entering each quarter: 50 → 71 → 44 → 56. IAC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 341 holders: 239 (70%) are 2+ year veterans, 32 entered 1–2 years ago, and 70 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
52 of 335 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IAC

In 2026 Q2, 156 hedge funds were net buyers of IAC (56 opened a new position, 100 added to an existing one), while 170 reduced or exited (115 trimmed, 55 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in IAC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 336.

Hedge Fund Ownership: IAC

How many hedge funds hold IAC — quarterly history vs. share price
Quarterly hedge fund ownership of IAC vs. share price

Market Analysis: IAC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: IAC
333 + Investors

Track Smart Money conviction in IAC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 333 335 -0.6%
13F Shares 69M 72M -3.77%
Total Value $3.09B $24.99B -87.62%
New Positions 56 44 +12
Increased Positions 97 123 -26
Closed Positions 57 64 -7
Reduced Positions 113 106 +7
Total Calls 3 3 -
Total Puts 3 5 -40.0%
PUT/CALL Ratio 1.0 1.67 Neutral

Statistics: IAC

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Institutional Holders (2026 Q2)

333 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IAC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IAC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foursixthree Capital LP 12.78% 1,342,201 $62.0M
2 Applied Fundamental Research, LLC 10.09% 184,734 $8.5M
3 Brooktree Capital Management 9.47% 314,206 $14.5M
4 Helikon Investments Ltd 7.79% 5,652,519 $260.9M
5 Southeastern Asset Management Inc/Tn/ 7.54% 3,131,835 $144.6M
6 Wallace Capital Management Inc. 5.71% 1,127,772 $52.1M
7 Corvex Management LP 3.94% 2,793,715 $129.0M
8 Patient Capital Management, LLC 3.67% 2,425,558 $112.0M
9 Aristeia Capital, L.L.C. 3.66% 6,101,439 $281.6M
10 Orvieto Partners, L.P. 2.85% 95,000 $4.4M
11 Allen Holding Inc /Ny 2.74% 601,100 $27.7M
12 Yakira Capital Management, Inc. 2.21% 168,410 $7.8M
13 Allen Operations LLC 2.04% 319,477 $14.7M
14 Flax Pond Capital, LLC 1.61% 51,105 $2.0M
15 Intrepid Capital Management Inc 0.90% 55,097 $2.5M
16 Converium Capital Inc. 0.84% 142,000 $6.6M
17 III Capital Management 0.74% 63,000 $2.9M
18 Friedenthal Financial 0.57% 26,622 $1.2M
19 Odyssean, LLC 0.52% 69,719 $3.2M
20 Davis Selected Advisers 0.47% 2,394,024 $110.5M
21 Boyar Asset Management INC. 0.47% 17,614 $813K
22 Bragg Financial Advisors, Inc 0.45% 367,731 $17.0M
23 Diametric Capital, LP 0.39% 79,280 $3.7M
24 Neo Ivy Capital Management 0.25% 23,575 $1.1M
25 Annis Gardner Whiting Capital Advisors, LLC 0.24% 34,934 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — People Inc (IAC)

What does the Smart Money Trend signal show for IAC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IAC?

More sellers than buyers — 48% buying: Last quarter: 170 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IAC holders?

Strong quality — 39% AUM from major funds: 52 of 335 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IAC?

67% of holders stayed for 2+ years: 224 out of 336 hedge funds have held IAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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