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, Q4 2023
Institutional positions in Powerschool Holdings, Inc. as of Dec 31, 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
- 171
- +16 vs. Q3 2023
- Shares held
- 139.3M
- +764.5K (+0.6%) vs. Q3 2023
- Total value
- $3.28B
- +$143.8M (+4.6%) vs. Q3 2023
- New holders
- 32
- 70 more added
- Sold out
- 16
- 51 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Powerschool Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vista Equity Partners Management, LLC | 71,118,123 | $1.68B | 40.92% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10,111,111 | $238.2M | 0.30% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,511,416 | $224.1M | 0.00% | +2,634,169+38.3% | Added |
| Wellington Management Group LLP | 4,703,134 | $110.8M | 0.02% | −2,398,104−33.8% | Reduced |
| BlackRock Inc. | 4,485,400 | $105.7M | 0.00% | +307,165+7.4% | Added |
| Wasatch Advisors Inc | 3,490,120 | $82.2M | 0.45% | +375,805+12.1% | Added |
| Blair William & Co | 3,348,858 | $78.9M | 0.27% | +37,865+1.1% | Added |
| Morgan Stanley | 2,605,392 | $61.4M | 0.01% | +693,921+36.3% | Added |
| TimesSquare Capital Management, LLC | 1,943,996 | $45.8M | 0.67% | −441,062−18.5% | Reduced |
| Mackenzie Financial Corp | 1,823,474 | $43.0M | 0.06% | +50,094+2.8% | Added |
| Dimensional Fund Advisors LP | 1,655,296 | $39.0M | 0.01% | +207,237+14.3% | Added |
| Riverbridge Partners LLC | 1,573,223 | $37.1M | 0.46% | +97,295+6.6% | Added |
| Nuveen Asset Management, LLC | 1,410,379 | $33.2M | 0.01% | −175,220−11.1% | Reduced |
| Goldman Sachs Group Inc | 1,391,055 | $32.8M | 0.01% | +380,586+37.7% | Added |
| JPMorgan Chase & Co | 1,365,942 | $32.2M | 0.00% | −8,767−0.6% | Reduced |
| State Street Corp | 1,318,134 | $31.1M | 0.00% | +106,134+8.8% | Added |
| Invesco Ltd. | 1,259,937 | $29.7M | 0.01% | −150,853−10.7% | Reduced |
| Geode Capital Management, LLC | 1,196,769 | $28.2M | 0.00% | +70,077+6.2% | Added |
| Price T Rowe Associates Inc | 1,151,362 | $27.1M | 0.00% | −34,323−2.9% | Reduced |
| NewEdge Wealth, LLC | 973,693 | $22.9M | 0.59% | −52,871−5.2% | Reduced |
| Pictet Asset Management Holding SA | 927,103 | $21.8M | 0.02% | +91,967+11.0% | Added |
| Loomis Sayles & Co L P | 884,402 | $20.8M | 0.03% | +134,179+17.9% | Added |
| Fort Washington Investment Advisors Inc | 792,530 | $18.7M | 0.13% | +108,140+15.8% | Added |
| Northern Trust Corp | 645,706 | $15.2M | 0.00% | +29,835+4.8% | Added |
| UBS Asset Management Americas Inc | 504,762 | $11.9M | 0.00% | −15,458−3.0% | Reduced |
| Amundi | 482,452 | $11.4M | 0.01% | +13,871+3.0% | Added |
| Rheos Capital Works Inc. | 481,600 | $11.3M | 0.63% | −523,700−52.1% | Reduced |
| Charles Schwab Investment Management Inc | 445,457 | $10.5M | 0.00% | +6,027+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 408,649 | $9.63M | 0.02% | −10,946−2.6% | Reduced |
| Norwood Investment Partners, LP | 402,812 | $9.49M | 6.54% | −475−0.1% | Reduced |
| State of Wisconsin Investment Board | 390,605 | $9.20M | 0.03% | +101,795+35.2% | Added |
| Credit Suisse AG | 302,716 | $7.13M | 0.01% | −46,314−13.3% | Reduced |
| SEI Investments Co | 282,527 | $6.66M | 0.01% | −217,171−43.5% | Reduced |
| Advantage Alpha Capital Partners LP | 280,162 | $6.60M | 1.25% | −32,501−10.4% | Reduced |
| Bank of New York Mellon Corp | 275,153 | $6.48M | 0.00% | +41,022+17.5% | Added |
| Ami Asset Management Corp | 224,684 | $5.29M | 0.29% | −8,720−3.7% | Reduced |
| Rice Hall James & Associates, LLC | 215,086 | $5.07M | 0.29% | −2,918−1.3% | Reduced |
| RK Capital Management, LLC | 205,000 | $4.83M | 1.03% | +7,600+3.9% | Added |
| First Trust Advisors LP | 200,187 | $4.72M | 0.01% | +158,752+383.1% | Added |
| Norges Bank | 186,666 | $4.40M | 0.00% | +32,317+20.9% | Added |
| Ameriprise Financial Inc | 183,647 | $4.33M | 0.00% | +38,456+26.5% | Added |
| 1492 Capital Management LLC | 179,774 | $4.24M | 2.41% | +1,687+0.9% | Added |
| Envestnet Asset Management Inc | 177,729 | $4.19M | 0.00% | +59,223+50.0% | Added |
| Deutsche Bank AG | 172,888 | $4.07M | 0.00% | +6,999+4.2% | Added |
| Russell Investments Group, Ltd. | 166,924 | $3.93M | 0.01% | +27,138+19.4% | Added |
| RE Advisers Corp | 159,969 | $3.77M | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 154,198 | $3.63M | 0.00% | −4,927−3.1% | Reduced |
| Baird Financial Group, Inc. | 144,116 | $3.40M | 0.01% | +144,116 | New |
| Voya Investment Management LLC | 139,485 | $3.29M | 0.00% | −42,345−23.3% | Reduced |
| STRS Ohio | 125,700 | $2.96M | 0.01% | −7,500−5.6% | Reduced |
| Thematics Asset Management | 119,625 | $2.82M | 0.12% | +7,729+6.9% | Added |
| Swiss National Bank | 112,800 | $2.66M | 0.00% | −12,600−10.0% | Reduced |
| Renaissance Group LLC | 99,059 | $2.33M | 0.10% | −5,873−5.6% | Reduced |
| Barclays PLC | 89,200 | $2.10M | 0.00% | −6,252−6.5% | Reduced |
| Two Sigma Investments, LP | 80,468 | $1.90M | 0.00% | +80,468 | New |
| Rhumbline Advisers | 78,922 | $1.86M | 0.00% | +222+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 74,775 | $1.76M | 0.02% | −10,321−12.1% | Reduced |
| Alliancebernstein L.P. | 66,563 | $1.57M | 0.00% | −4,991−7.0% | Reduced |
| Oppenheimer Asset Management Inc. | 65,717 | $1.55M | 0.02% | +11,210+20.6% | Added |
| Royal Bank of Canada | 60,260 | $1.42M | 0.00% | +2,900+5.1% | Added |
| Triodos Investment Management BV | 60,250 | $1.42M | 0.14% | −2,250−3.6% | Reduced |
| California State Teachers Retirement System | 60,196 | $1.42M | 0.00% | −2,598−4.1% | Reduced |
| Legal & General Group Plc | 57,366 | $1.35M | 0.00% | +552+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 55,651 | $1.31M | 0.02% | +8,243+17.4% | Added |
| Two Sigma Advisers, LP | 54,200 | $1.28M | 0.00% | +23,300+75.4% | Added |
| Handelsbanken Fonder AB | 50,000 | $1.18M | 0.01% | −9,900−16.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 49,370 | $1.16M | 0.02% | −2,530−4.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 42,452 | $1.00M | 0.00% | +3,333+8.5% | Added |
| Jackson Creek Investment Advisors LLC | 41,744 | $983.0K | 0.38% | +41,744 | New |
| Mirae Asset Global Investments Co., Ltd. | 40,361 | $950.9K | 0.00% | +323+0.8% | Added |
| Principal Financial Group Inc | 40,059 | $943.8K | 0.00% | +10,932+37.5% | Added |
| Jane Street Group, LLC | 37,683 | $887.8K | 0.00% | −56,337−59.9% | Reduced |
| MML Investors Services, LLC | 35,933 | $847.0K | 0.00% | +11,621+47.8% | Added |
| Renaissance Capital LLC | 35,500 | $836.4K | 0.41% | +7,426+26.5% | Added |
| Artemis Investment Management LLP | 35,379 | $833.5K | 0.01% | −6,768−16.1% | Reduced |
| Manufacturers Life Insurance Company, The | 33,785 | $796.0K | 0.00% | +1,848+5.8% | Added |
| Lord, Abbett & Co. LLC | 32,880 | $775.0K | 0.00% | −1,896−5.5% | Reduced |
| Regions Financial Corp | 31,990 | $753.7K | 0.01% | +190+0.6% | Added |
| Harbour Capital Advisors, LLC | 33,036 | $753.2K | 0.21% | +12,210+58.6% | Added |
| Y.D. More Investments Ltd | 108,384 | $704.0K | 0.14% | +5,163+5.0% | Added |
| MetLife Investment Management | 29,874 | $703.8K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 28,930 | $681.6K | 0.13% | −206−0.7% | Reduced |
| CenterBook Partners LP | 28,044 | $660.7K | 0.08% | +28,044 | New |
| American International Group, Inc. | 27,875 | $656.7K | 0.00% | −112−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 27,748 | $653.7K | 0.01% | +27,748 | New |
| WoodTrust Financial Corp | 25,300 | $596.0K | 0.10% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 24,400 | $574.9K | 0.00% | +24,400 | New |
| ClariVest Asset Management LLC | 24,020 | $565.9K | 0.03% | −4,200−14.9% | Reduced |
| Allianz Asset Management GmbH | 23,730 | $559.1K | 0.00% | +23,730 | New |
| Barbara Oil Co. | 22,820 | $537.6K | 0.24% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,274 | $524.7K | 0.00% | −52−0.2% | Reduced |
| PDT Partners, LLC | 21,544 | $507.6K | 0.06% | +21,544 | New |
| Janney Capital Management LLC | 20,700 | $488.0K | 0.03% | +618+3.1% | Added |
| Susquehanna International Group, LLP | 20,605 | $485.5K | 0.00% | −41,875−67.0% | Reduced |
| Wells Fargo & Company | 20,204 | $476.0K | 0.00% | +2,031+11.2% | Added |
| CI Private Wealth, LLC | 20,180 | $475.4K | 0.00% | +1,991+10.9% | Added |
| AQR Capital Management LLC | 19,595 | $461.7K | 0.00% | −61,528−75.8% | Reduced |
| Trust Point Inc. | 18,950 | $446.5K | 0.04% | +18,950 | New |
| Yarbrough Capital, LLC | 18,906 | $445.4K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,839 | $443.8K | 0.00% | +2,292+13.9% | Added |