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Powerschool Holdings, Inc.

PWSCDelisted Oct 1, 2024
Industry
Services-Prepackaged Software
SEC CIK
0001835681

Powerschool Holdings, Inc. was delisted on Oct 1, 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
Davy Global Fund Management Ltd19,047$364.6K0.07%−1,360−6.7%Reduced
Yarbrough Capital, LLC18,906$361.9K0.02%00.0%Unchanged
Trexquant Investment LP18,142$347.2K0.01%+18,142New
Verition Fund Management LLC17,559$336.1K0.01%+17,559New
Level Four Advisory Services, LLC16,195$310.0K0.02%+1,237+8.3%Added
Arizona State Retirement System15,977$305.8K0.00%+2,124+15.3%Added
State Board of Administration of Florida Retirement System15,920$304.7K0.00%+15,920New
CI Private Wealth, LLC15,225$291.4K0.00%−3,257−17.6%Reduced
Stifel Financial Corp15,149$290.0K0.00%+15,149New
Zacks Investment Management14,426$276.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.13,485$258.1K0.00%+12,320+1,057.5%Added
Y.D. More Investments Ltd48,641$251.6K0.06%+48,641New
Van Eck Associates Corp12,628$242.0K0.00%+12,628New
Chicago Trust Co NA11,805$225.9K0.05%+600+5.4%Added
Russell Investments Group, Ltd.11,565$221.4K0.00%−113,606−90.8%Reduced
Mount Yale Investment Advisors, LLC11,206$214.5K0.02%+770+7.4%Added
Dakota Wealth Management11,152$213.4K0.01%−255−2.2%Reduced
The PNC Financial Services Group, Inc.10,208$195.4K0.00%00.0%Unchanged
Amalgamated Bank8,074$155.0K0.00%+2,438+43.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,673$146.9K0.00%00.0%Unchanged
State of Wyoming7,116$136.2K0.04%+3,082+76.4%Added
Nomura Asset Management Co Ltd5,394$103.2K0.00%+51+1.0%Added
Benjamin Edwards Inc5,115$98.0K0.02%+5,115New
Ameritas Investment Partners, Inc.4,631$88.6K0.00%+1,312+39.5%Added
Daiwa Securities Group Inc.3,615$69.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,096$59.3K0.00%+462+17.5%Added
Picton Mahoney Asset Management2,950$57.0K0.00%+2,950New
Proequities, Inc.2,482$47.5K0.00%+840+51.2%Added
Robeco Institutional Asset Management B.V.1,989$38.1K0.00%−43,670−95.6%Reduced
Group One Trading, L.P.1,523$29.1K0.00%+1,523New
Tower Research Capital LLC (TRC)1,137$21.8K0.00%−211−15.7%Reduced
Signaturefd, LLC1,123$21.5K0.00%+131+13.2%Added
US Bancorp604$11.6K0.00%00.0%Unchanged
Covestor Ltd285$5.00K0.00%+275+2,750.0%Added
Fairfield, Bush & Co.200$3.83K0.00%+200New
Fisher Asset Management, LLC111$2.12K0.00%+111New
Farther Finance Advisors, LLC100$1.91K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC33$6320.00%00.0%Unchanged
Parallel Advisors, LLC30$5740.00%+30New
JFS Wealth Advisors, LLC5$960.00%+5New
AdvisorNet Financial, Inc3$570.00%+3New
SJS Investment Consulting Inc.2$390.00%+2New
Disciplined Investments, LLC2$380.00%+2New
CWM, LLC15$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$00.00%00.0%Unchanged
Select Equity Group, L.P.0$00.00%−1,214,116−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−400,652−100.0%Sold out
Laurion Capital Management LP0$00.00%−300,000−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−295,120−100.0%Sold out
Zimmer Partners, LP0$00.00%−249,800−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−212,302−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−210,194−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−194,662−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−158,693−100.0%Sold out
Prudential Financial Inc0$00.00%−111,428−100.0%Sold out
PDT Partners, LLC0$00.00%−88,931−100.0%Sold out
Jump Financial, LLC0$00.00%−71,511−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−68,767−100.0%Sold out
Panagora Asset Management Inc0$00.00%−66,413−100.0%Sold out
Calamos Advisors LLC0$00.00%−60,773−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−53,924−100.0%Sold out
Millennium Management LLC0$00.00%−51,277−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−50,496−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−43,486−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−43,283−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−41,828−100.0%Sold out
Quantbot Technologies LP0$00.00%−35,031−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−26,820−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−25,365−100.0%Sold out
Ergoteles LLC0$00.00%−21,818−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−16,677−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−15,441−100.0%Sold out
Southeast Asset Advisors Inc.0$00.00%−13,550−100.0%Sold out
Franklin Resources Inc0$00.00%−13,538−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−13,473−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−12,760−100.0%Sold out
Nebula Research & Development LLC0$00.00%−11,557−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,229−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−6,851−100.0%Sold out
Point72 Middle East FZE0$00.00%−6,687−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−5,328−100.0%Sold out
Bessemer Group Inc0$00.00%−4,839−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−4,552−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,398−100.0%Sold out
Quarry LP0$00.00%−505−100.0%Sold out
Simplex Trading, LLC0$00.00%−311−100.0%Sold out