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Powerschool Holdings, Inc.

PWSCDelisted
Industry
Services-Prepackaged Software
SEC CIK
0001835681

Powerschool Holdings, Inc. was delisted in 2024; its insiders filed their last Form 4 on Oct 3, 2024; 135 institutions reported holding it in 13F filings for Q3 2024, worth $2.86B in total; no superinvestor held it.

13F holders, Q2 2023

Institutional positions in Powerschool Holdings, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
145
−16 vs. Q1 2023
Shares held
131.8M
+5.55M (+4.4%) vs. Q1 2023
Total value
$2.52B
+$21.6M (+0.9%) vs. Q1 2023
New holders
25
73 more added
Sold out
41
32 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PWSC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 145 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 73 institutionsQ4 2021: 77 institutionsQ1 2022: 94 institutionsQ2 2022: 98 institutionsQ3 2022: 111 institutionsQ4 2022: 122 institutionsQ1 2023: 161 institutionsQ2 2023: 145 institutionsQ3 2023: 156 institutionsQ4 2023: 171 institutionsQ1 2024: 192 institutionsQ2 2024: 191 institutionsQ3 2024: 135 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2023: $2.52B
Q1 2021: $0Q2 2021: $0Q3 2021: $3.04BQ4 2021: $2.04BQ1 2022: $2.01BQ2 2022: $1.49BQ3 2022: $2.04BQ4 2022: $2.86BQ1 2023: $2.50BQ2 2023: $2.52BQ3 2023: $3.14BQ4 2023: $3.28BQ1 2024: $2.95BQ2 2024: $3.07BQ3 2024: $2.86BQ4 2024: $23Q1 2025: $23Q2 2025: $23Q3 2025: $23Q4 2025: $23Q1 2026: $23Q2 2026: $23
Institutions holding PWSC and their total value by quarter
QuarterHoldersValue
Q2 20261$23
Q1 20261$23
Q4 20251$23
Q3 20251$23
Q2 20251$23
Q1 20251$23
Q4 20241$23
Q3 2024135$2.86B
Q2 2024191$3.07B
Q1 2024192$2.95B
Q4 2023171$3.28B
Q3 2023156$3.14B
Q2 2023145$2.52B
Q1 2023161$2.50B
Q4 2022122$2.86B
Q3 2022111$2.04B
Q2 202298$1.49B
Q1 202294$2.01B
Q4 202177$2.04B
Q3 202173$3.04B
Q2 20210$0
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Powerschool Holdings, Inc.; share changes are against Q1 2023.

Institutions holding PWSC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vista Equity Partners Management, LLC71,118,123$1.36B30.87%00.0%Unchanged
Canada Pension Plan Investment Board10,111,111$193.5M0.29%00.0%Unchanged
Vanguard Group Inc9,036,014$172.9M0.00%+3,613,038+66.6%Added
Wellington Management Group LLP6,520,269$124.8M0.02%+1,979,912+43.6%Added
BlackRock Inc.3,807,738$72.9M0.00%+188,610+5.2%Added
Blair William & Co3,062,381$58.6M0.21%+80,643+2.7%Added
TimesSquare Capital Management, LLC2,926,415$56.0M0.80%−98,945−3.3%Reduced
Mackenzie Financial Corp1,757,502$34.7M0.05%+1,757,502New
Nuveen Asset Management, LLC1,690,251$32.4M0.01%+34,271+2.1%Added
Goldman Sachs Group Inc1,303,025$24.9M0.01%+1,098,331+536.6%Added
Price T Rowe Associates Inc1,150,995$22.0M0.00%+61,279+5.6%Added
Rheos Capital Works Inc.1,105,300$21.2M1.14%+100,000+9.9%Added
State Street Corp1,103,416$21.1M0.00%+104,849+10.5%Added
Invesco Ltd.1,058,550$20.3M0.01%+670,645+172.9%Added
Dimensional Fund Advisors LP1,027,596$19.7M0.01%+230,937+29.0%Added
FMR LLC1,017,320$19.5M0.00%+9,446+0.9%Added
NewEdge Wealth, LLC990,086$19.0M0.63%+49,014+5.2%Added
Geode Capital Management, LLC935,712$17.9M0.00%+130,831+16.3%Added
Pictet Asset Management SA833,537$16.0M0.02%+833,537New
Norwood Investment Partners, LP752,319$14.4M10.92%+18,719+2.6%Added
UBS Asset Management Americas Inc545,734$10.8M0.01%00.0%Unchanged
Northern Trust Corp506,426$9.69M0.00%+87,206+20.8%Added
Amundi470,317$9.29M0.00%+4,450+1.0%Added
Credit Suisse AG476,124$9.11M0.01%−39,700−7.7%Reduced
Advantage Alpha Capital Partners LP473,472$9.06M1.81%+207,267+77.9%Added
Norges Bank458,420$8.77M0.00%−180,829−28.3%Reduced
Morgan Stanley442,474$8.47M0.00%+270,496+157.3%Added
Charles Schwab Investment Management Inc337,475$6.46M0.00%+28,765+9.3%Added
Allspring Global Investments Holdings, LLC330,382$6.32M0.01%+326,590+8,612.6%Added
RK Capital Management, LLC307,983$5.89M1.27%+15,783+5.4%Added
Two Sigma Investments, LP290,439$5.56M0.01%+55,133+23.4%Added
SEI Investments Co286,948$5.49M0.01%+87,695+44.0%Added
Ami Asset Management Corp238,956$4.57M0.27%+10,335+4.5%Added
Rice Hall James & Associates, LLC220,539$4.22M0.24%−1,027−0.5%Reduced
Voya Investment Management LLC217,325$4.16M0.00%+199,293+1,105.2%Added
Bank of New York Mellon Corp205,677$3.94M0.00%+17,570+9.3%Added
Voloridge Investment Management, LLC197,098$3.77M0.02%−45,702−18.8%Reduced
Two Sigma Advisers, LP185,600$3.55M0.01%+156,300+533.4%Added
1492 Capital Management LLC180,270$3.45M2.01%−138−0.1%Reduced
Roubaix Capital, LLC167,402$3.20M2.35%+66,426+65.8%Added
Deutsche Bank AG166,609$3.19M0.00%+50,143+43.1%Added
STRS Ohio161,900$3.10M0.01%+11,800+7.9%Added
JPMorgan Chase & Co146,000$2.79M0.00%−28,072−16.1%Reduced
RE Advisers Corp143,069$2.74M0.07%+143,069New
State of Wisconsin Investment Board137,445$2.63M0.01%−1,525−1.1%Reduced
Swiss National Bank123,800$2.37M0.00%+20,600+20.0%Added
Citadel Advisors LLC116,081$2.22M0.00%−608,937−84.0%Reduced
Bank of America Corp106,281$2.03M0.00%−16,582−13.5%Reduced
Susquehanna International Group, LLP106,089$2.03M0.00%−36,145−25.4%Reduced
AQR Capital Management LLC106,060$2.03M0.00%+52,974+99.8%Added
Renaissance Group LLC103,496$1.98M0.09%+5,812+5.9%Added
Teachers Retirement System of the State of Kentucky97,024$1.86M0.02%+35,694+58.2%Added
Ghisallo Capital Management LLC95,000$1.82M0.22%00.0%Unchanged
Triodos Investment Management BV82,500$1.58M0.16%+12,500+17.9%Added
Rhumbline Advisers76,955$1.47M0.00%+8,618+12.6%Added
Squarepoint Ops LLC76,351$1.46M0.01%+64,037+520.0%Added
Ameriprise Financial Inc72,839$1.39M0.00%+61,198+525.7%Added
Alyeska Investment Group, L.P.71,924$1.38M0.01%−683,642−90.5%Reduced
Edmond de Rothschild Holding S.A.71,490$1.37M0.03%+2,950+4.3%Added
Alliancebernstein L.P.71,026$1.36M0.00%+22,359+45.9%Added
California State Teachers Retirement System68,708$1.32M0.00%+9,752+16.5%Added
Envestnet Asset Management Inc67,263$1.29M0.00%+67,263New
Barclays PLC67,128$1.28M0.00%−65,085−49.2%Reduced
Jane Street Group, LLC64,488$1.23M0.00%−223,207−77.6%Reduced
Susquehanna Fundamental Investments, LLC62,908$1.20M0.04%−1,330−2.1%Reduced
First Trust Advisors LP60,402$1.16M0.00%−148,949−71.1%Reduced
Marshall Wace, LLP58,800$1.13M0.00%−285,103−82.9%Reduced
Artemis Investment Management LLP56,716$1.08M0.01%+5,244+10.2%Added
D. E. Shaw & Co., Inc.54,938$1.05M0.00%−465,117−89.4%Reduced
Legal & General Group Plc53,996$1.03M0.00%+3,807+7.6%Added
Handelsbanken Fonder AB52,400$1.00M0.01%+14,808+39.4%Added
ExodusPoint Capital Management, LP47,096$901.0K0.01%−109,121−69.9%Reduced
CenterBook Partners LP46,036$881.1K0.11%+3,104+7.2%Added
UBS Group AG43,561$833.8K0.00%−63,581−59.3%Reduced
Winton Group Ltd43,256$827.9K0.07%+33,012+322.3%Added
Jacobs Levy Equity Management, Inc42,639$816.1K0.00%−93,811−68.8%Reduced
Mirae Asset Global Investments Co., Ltd.39,948$764.6K0.00%+14,194+55.1%Added
Lord, Abbett & Co. LLC34,209$654.0K0.00%−261,773−88.4%Reduced
Wells Fargo & Company29,942$573.1K0.00%+19,430+184.8%Added
MetLife Investment Management29,874$571.8K0.00%+5,035+20.3%Added
ClariVest Asset Management LLC28,412$544.0K0.03%−2,100−6.9%Reduced
Royal Bank of Canada27,271$522.0K0.00%+9,896+57.0%Added
American International Group, Inc.26,992$516.6K0.00%+4,980+22.6%Added
WoodTrust Financial Corp25,300$485.0K0.09%+25,300New
Manufacturers Life Insurance Company, The24,785$474.4K0.00%+3,404+15.9%Added
Citigroup Inc24,132$461.9K0.00%+17,298+253.1%Added
New York State Common Retirement Fund23,862$456.7K0.00%−78,274−76.6%Reduced
Petrus Trust Company, LTA23,441$448.7K0.05%+2,048+9.6%Added
Teacher Retirement System of Texas23,119$442.0K0.00%+2,248+10.8%Added
Barbara Oil Co.22,820$436.8K0.20%00.0%Unchanged
Janney Montgomery Scott LLC22,638$433.0K0.00%+7,583+50.4%Added
Janus Henderson Group PLC22,067$422.4K0.00%+19+0.1%Added
Renaissance Capital LLC21,727$415.9K0.24%+6,789+45.4%Added
Principal Financial Group Inc21,621$413.8K0.00%+21,621New
Potomac Capital Management, Inc.20,876$399.6K0.55%−1,624−7.2%Reduced
New York Life Investment Management LLC20,794$398.0K0.00%−3,495−14.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.20,521$392.8K0.00%+20,521New
MML Investors Services, LLC19,985$383.0K0.00%+19,985New
Janney Capital Management LLC19,549$374.0K0.03%+19,549New
Crossmark Global Holdings, Inc.15,626$370.0K0.01%+34+0.2%Added