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, Q3 2023
Institutional positions in Powerschool Holdings, Inc. as of Sep 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
- 156
- +12 vs. Q2 2023
- Shares held
- 138.5M
- +7.56M (+5.8%) vs. Q2 2023
- Total value
- $3.14B
- +$628.3M (+25.1%) vs. Q2 2023
- New holders
- 32
- 70 more added
- Sold out
- 20
- 42 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $23 |
| Q1 2026 | 1 | $23 |
| Q4 2025 | 1 | $23 |
| Q3 2025 | 1 | $23 |
| Q2 2025 | 1 | $23 |
| Q1 2025 | 1 | $23 |
| Q4 2024 | 1 | $23 |
| Q3 2024 | 135 | $2.86B |
| Q2 2024 | 191 | $3.07B |
| Q1 2024 | 192 | $2.95B |
| Q4 2023 | 171 | $3.28B |
| Q3 2023 | 156 | $3.14B |
| Q2 2023 | 145 | $2.52B |
| Q1 2023 | 161 | $2.50B |
| Q4 2022 | 122 | $2.86B |
| Q3 2022 | 111 | $2.04B |
| Q2 2022 | 98 | $1.49B |
| Q1 2022 | 94 | $2.01B |
| Q4 2021 | 77 | $2.04B |
| Q3 2021 | 73 | $3.04B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Powerschool Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vista Equity Partners Management, LLC | 71,118,123 | $1.61B | 40.30% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10,111,111 | $229.1M | 0.33% | 00.0% | Unchanged |
| Wellington Management Group LLP | 7,101,238 | $160.9M | 0.03% | +580,969+8.9% | Added |
| Vanguard Group Inc | 6,877,247 | $155.8M | 0.00% | −2,158,767−23.9% | Reduced |
| BlackRock Inc. | 4,178,235 | $94.7M | 0.00% | +370,497+9.7% | Added |
| Blair William & Co | 3,310,993 | $75.0M | 0.29% | +248,612+8.1% | Added |
| Wasatch Advisors Inc | 3,114,315 | $70.6M | 0.45% | +3,114,315 | New |
| TimesSquare Capital Management, LLC | 2,385,058 | $54.0M | 0.84% | −541,357−18.5% | Reduced |
| Morgan Stanley | 1,911,471 | $43.3M | 0.00% | +1,468,997+332.0% | Added |
| Mackenzie Financial Corp | 1,773,380 | $38.4M | 0.06% | +15,878+0.9% | Added |
| Nuveen Asset Management, LLC | 1,585,599 | $35.9M | 0.01% | −104,652−6.2% | Reduced |
| Riverbridge Partners LLC | 1,475,928 | $33.4M | 0.46% | +1,475,928 | New |
| Dimensional Fund Advisors LP | 1,448,059 | $32.8M | 0.01% | +420,463+40.9% | Added |
| Invesco Ltd. | 1,410,790 | $32.0M | 0.01% | +352,240+33.3% | Added |
| JPMorgan Chase & Co | 1,374,709 | $31.2M | 0.00% | +1,228,709+841.6% | Added |
| State Street Corp | 1,212,000 | $27.5M | 0.00% | +108,584+9.8% | Added |
| Price T Rowe Associates Inc | 1,185,685 | $26.9M | 0.00% | +34,690+3.0% | Added |
| Geode Capital Management, LLC | 1,126,692 | $25.5M | 0.00% | +190,980+20.4% | Added |
| NewEdge Wealth, LLC | 1,026,564 | $23.3M | 0.74% | +36,478+3.7% | Added |
| Goldman Sachs Group Inc | 1,010,469 | $22.9M | 0.01% | −292,556−22.5% | Reduced |
| Rheos Capital Works Inc. | 1,005,300 | $22.8M | 1.37% | −100,000−9.0% | Reduced |
| Pictet Asset Management Holding SA | 835,136 | $18.9M | 0.02% | +835,136 | New |
| Loomis Sayles & Co L P | 750,223 | $17.0M | 0.03% | +750,223 | New |
| Fort Washington Investment Advisors Inc | 684,390 | $15.5M | 0.12% | +684,390 | New |
| Northern Trust Corp | 615,871 | $14.0M | 0.00% | +109,445+21.6% | Added |
| UBS Asset Management Americas Inc | 520,220 | $11.8M | 0.01% | −25,514−4.7% | Reduced |
| SEI Investments Co | 499,698 | $11.3M | 0.02% | +212,750+74.1% | Added |
| Charles Schwab Investment Management Inc | 439,430 | $9.96M | 0.00% | +101,955+30.2% | Added |
| Amundi | 468,581 | $9.70M | 0.00% | −1,736−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 419,595 | $9.51M | 0.02% | +89,213+27.0% | Added |
| Norwood Investment Partners, LP | 403,287 | $9.14M | 7.64% | −349,032−46.4% | Reduced |
| Credit Suisse AG | 349,030 | $7.91M | 0.01% | −127,094−26.7% | Reduced |
| Marshall Wace, LLP | 326,786 | $7.40M | 0.02% | +267,986+455.8% | Added |
| Lisanti Capital Growth, LLC | 322,865 | $7.32M | 1.16% | +322,865 | New |
| Advantage Alpha Capital Partners LP | 312,663 | $7.08M | 1.49% | −160,809−34.0% | Reduced |
| HRT Financial LP | 297,131 | $6.73M | 0.07% | +297,131 | New |
| State of Wisconsin Investment Board | 288,810 | $6.54M | 0.02% | +151,365+110.1% | Added |
| Bank of New York Mellon Corp | 234,131 | $5.31M | 0.00% | +28,454+13.8% | Added |
| Ami Asset Management Corp | 233,404 | $5.29M | 0.33% | −5,552−2.3% | Reduced |
| Rice Hall James & Associates, LLC | 218,004 | $4.94M | 0.31% | −2,535−1.1% | Reduced |
| RK Capital Management, LLC | 197,400 | $4.47M | 1.06% | −110,583−35.9% | Reduced |
| Voya Investment Management LLC | 181,830 | $4.12M | 0.00% | −35,495−16.3% | Reduced |
| 1492 Capital Management LLC | 178,087 | $4.04M | 2.60% | −2,183−1.2% | Reduced |
| Deutsche Bank AG | 165,889 | $3.76M | 0.00% | −720−0.4% | Reduced |
| RE Advisers Corp | 159,969 | $3.62M | 0.10% | +16,900+11.8% | Added |
| Bank of America Corp | 159,125 | $3.61M | 0.00% | +52,844+49.7% | Added |
| Norges Bank | 154,349 | $3.50M | 0.00% | −304,071−66.3% | Reduced |
| Squarepoint Ops LLC | 146,476 | $3.32M | 0.02% | +70,125+91.8% | Added |
| Ameriprise Financial Inc | 145,191 | $3.29M | 0.00% | +72,352+99.3% | Added |
| Russell Investments Group, Ltd. | 139,786 | $3.17M | 0.01% | +128,221+1,108.7% | Added |
| STRS Ohio | 133,200 | $3.02M | 0.01% | −28,700−17.7% | Reduced |
| Swiss National Bank | 125,400 | $2.84M | 0.00% | +1,600+1.3% | Added |
| Envestnet Asset Management Inc | 118,506 | $2.69M | 0.00% | +51,243+76.2% | Added |
| Thematics Asset Management | 111,896 | $2.54M | 0.12% | +111,896 | New |
| Renaissance Group LLC | 104,932 | $2.38M | 0.11% | +1,436+1.4% | Added |
| New York State Common Retirement Fund | 102,967 | $2.33M | 0.00% | +79,105+331.5% | Added |
| Barclays PLC | 95,452 | $2.16M | 0.00% | +28,324+42.2% | Added |
| Jane Street Group, LLC | 94,020 | $2.13M | 0.00% | +29,532+45.8% | Added |
| Teachers Retirement System of the State of Kentucky | 85,096 | $1.93M | 0.02% | −11,928−12.3% | Reduced |
| AQR Capital Management LLC | 81,123 | $1.84M | 0.00% | −24,937−23.5% | Reduced |
| Rhumbline Advisers | 78,700 | $1.78M | 0.00% | +1,745+2.3% | Added |
| Alliancebernstein L.P. | 71,554 | $1.62M | 0.00% | +528+0.7% | Added |
| California State Teachers Retirement System | 62,794 | $1.42M | 0.00% | −5,914−8.6% | Reduced |
| Triodos Investment Management BV | 62,500 | $1.42M | 0.15% | −20,000−24.2% | Reduced |
| Susquehanna International Group, LLP | 62,480 | $1.42M | 0.00% | −43,609−41.1% | Reduced |
| Man Group plc | – | $1.40M | 0.00% | – | New |
| Handelsbanken Fonder AB | 59,900 | $1.36M | 0.01% | +7,500+14.3% | Added |
| Royal Bank of Canada | 57,360 | $1.30M | 0.00% | +30,089+110.3% | Added |
| Legal & General Group Plc | 56,814 | $1.29M | 0.00% | +2,818+5.2% | Added |
| Oppenheimer Asset Management Inc. | 54,507 | $1.24M | 0.02% | +54,507 | New |
| Edmond de Rothschild Holding S.A. | 51,900 | $1.18M | 0.02% | −19,590−27.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 47,408 | $1.07M | 0.02% | +47,408 | New |
| Artemis Investment Management LLP | 42,147 | $954.8K | 0.01% | −14,569−25.7% | Reduced |
| First Trust Advisors LP | 41,435 | $938.9K | 0.00% | −18,967−31.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 40,038 | $907.3K | 0.00% | +90+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 39,119 | $886.4K | 0.00% | +18,598+90.6% | Added |
| Lord, Abbett & Co. LLC | 34,776 | $788.0K | 0.00% | +567+1.7% | Added |
| Manufacturers Life Insurance Company, The | 31,937 | $723.7K | 0.00% | +7,152+28.9% | Added |
| Regions Financial Corp | 31,800 | $720.6K | 0.01% | +31,800 | New |
| Two Sigma Advisers, LP | 30,900 | $700.2K | 0.00% | −154,700−83.4% | Reduced |
| MetLife Investment Management | 29,874 | $676.9K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 29,624 | $671.3K | 0.07% | +29,624 | New |
| Linden Thomas Advisory Services, LLC | 29,136 | $660.2K | 0.15% | +29,136 | New |
| Principal Financial Group Inc | 29,127 | $660.0K | 0.00% | +7,506+34.7% | Added |
| ClariVest Asset Management LLC | 28,220 | $640.0K | 0.03% | −192−0.7% | Reduced |
| Renaissance Capital LLC | 28,074 | $636.2K | 0.34% | +6,347+29.2% | Added |
| American International Group, Inc. | 27,987 | $634.2K | 0.00% | +995+3.7% | Added |
| Y.D. More Investments Ltd | 103,221 | $611.7K | 0.13% | +54,580+112.2% | Added |
| Janney Montgomery Scott LLC | 26,833 | $608.0K | 0.00% | +4,195+18.5% | Added |
| Occudo Quantitative Strategies LP | 25,765 | $583.8K | 0.08% | +25,765 | New |
| WoodTrust Financial Corp | 25,300 | $573.0K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 24,312 | $551.0K | 0.00% | +4,327+21.7% | Added |
| Advisor Group Holdings, Inc. | 23,200 | $525.7K | 0.00% | +9,715+72.0% | Added |
| Barbara Oil Co. | 22,820 | $517.1K | 0.25% | 00.0% | Unchanged |
| Legato Capital Management LLC | 22,450 | $508.7K | 0.07% | +22,450 | New |
| Janus Henderson Group PLC | 22,326 | $505.8K | 0.00% | +259+1.2% | Added |
| Harbour Capital Advisors, LLC | 20,826 | $471.9K | 0.14% | +20,826 | New |
| Janney Capital Management LLC | 20,082 | $455.0K | 0.04% | +533+2.7% | Added |
| Davy Global Fund Management Ltd | 19,512 | $442.1K | 0.09% | +465+2.4% | Added |
| Potomac Capital Management, Inc. | 19,000 | $430.5K | 0.55% | −1,876−9.0% | Reduced |