What smart money is saying about Kelly Services, Inc.
1 fund in our archive has pitched Kelly Services, Inc., most recently Palm Valley Capital in December 2025.
Kelly Services, Inc., together with its subsidiaries, provides workforce solutions to various industries. The company operates through five segments: Professional & Industrial; Science, Engineering & Technology; Education; Outsourcing & Consulting; and International. The Professional & Industrial segment delivers staffing, outcome-based, and direct-hire services in the areas of office, professional, light industrial, and contact center specialties. The Science, Engineering & Technology segment offers staffing, outcome-based, and direct-hire services in the areas of science and clinical research, engineering, information technology, and telecommunications specialties. The Education segment provides staffing and executive search services to early childhood, and higher education markets. The Outsourcing & Consulting segment offers recruitment process outsourcing (RPO), payroll process outsourcing, and talent advisory services, as well as managed services. The International segment provides staffing, RPO, and direct-hire services in Europe and Mexico. The company serves customers in the United States, Canada, Mexico, Puerto Rico, France, Switzerland, Portugal, Russia, the United Kingdom, Italy, Germany, Ireland, rest of Europe, and the Asia-Pacific region. Kelly Services, Inc. was founded in 1946 and is headquartered in Troy, Michigan.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Kelly Services, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- June 2026
Listed in Palm Valley Capital Management Palm Valley Capital Fund’s reported holdings.
Kelly Services, Inc. - HoldsPalm Valley CMMarch 2026
“For example, LKQ Corp. (ticker: LKQ), a leading global distributor of recycled and remanufactured vehicle parts, saw its stock fall on the day it announced a strategic review that could include selling the whole company. The shares of Teleflex (ticker: TFX), which derives most of its revenue from consumable medical devices, are near multi-year lows. Yet the firm has two major dispositions lined up that will help it deleverage, repurchase shares at a low valuation, and emerge a higher growth business. Staffer Kelly Services (ticker: KELYA) has a new, motivated controlling shareholder who in January 2026 paid over 4x the current price of the nonvoting stock for its stake.”
Kelly Services, Inc.
Fund coverage · 1 thesis
- Palm Valley CapitalDecember 2025
Kelly Services is a staffing firm whose shares have been hit hard but trade at deep value metrics and below tangible book despite solid recent profitability.
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