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 |
|---|---|---|---|---|---|
| CWM, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $71 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $118 | 0.00% | −1−16.7% | Reduced |
| SJS Investment Consulting Inc. | 5 | $118 | 0.00% | +2+66.7% | Added |
| Crewe Advisors LLC | 6 | $142 | 0.00% | +6 | New |
| Parallel Advisors, LLC | 30 | $707 | 0.00% | −15−33.3% | Reduced |
| Nisa Investment Advisors, LLC | 33 | $777 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 55 | $1.30K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 67 | $1.58K | 0.00% | +36+116.1% | Added |
| WealthCollab, LLC | 86 | $2.03K | 0.00% | +86 | New |
| Farther Finance Advisors, LLC | 115 | $2.71K | 0.00% | +15+15.0% | Added |
| Cape Investment Advisory, Inc. | 171 | $4.03K | 0.00% | +171 | New |
| Citadel Advisors LLC | 290 | $6.83K | 0.00% | −2,777−90.5% | Reduced |
| Covestor Ltd | 283 | $7.00K | 0.00% | −1−0.4% | Reduced |
| GAMMA Investing LLC | 322 | $7.58K | 0.00% | +322 | New |
| UBS Group AG | 344 | $8.11K | 0.00% | +10+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 483 | $11.0K | 0.00% | +483 | New |
| SYSTM Wealth Solutions LLC | 491 | $11.6K | 0.00% | +491 | New |
| Principal Securities, Inc. | 512 | $12.1K | 0.00% | +512 | New |
| Comerica Bank | 705 | $16.6K | 0.00% | +47+7.1% | Added |
| Park Place Capital Corp | 724 | $17.1K | 0.01% | +178+32.6% | Added |
| First Horizon Advisors, Inc. | 1,017 | $24.0K | 0.00% | +410+67.5% | Added |
| Signaturefd, LLC | 1,314 | $31.0K | 0.00% | +159+13.8% | Added |
| Orion Capital Management LLC | 1,398 | $32.9K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,841 | $43.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,311 | $54.4K | 0.00% | +746+47.7% | Added |
| Proequities, Inc. | 2,644 | $62.3K | 0.00% | +163+6.6% | Added |
| Picton Mahoney Asset Management | 3,190 | $75.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,448 | $81.2K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,622 | $85.3K | 0.00% | +3,622 | New |
| FMR LLC | 4,078 | $96.1K | 0.00% | +2,869+237.3% | Added |
| Aquatic Capital Management LLC | 4,400 | $104.0K | 0.00% | +4,400 | New |
| EntryPoint Capital, LLC | 4,525 | $106.6K | 0.10% | +4,525 | New |
| Nomura Asset Management Co Ltd | 4,528 | $106.7K | 0.00% | +131+3.0% | Added |
| PEAK6 Investments LLC | 5,029 | $118.5K | 0.01% | +5,029 | New |
| Sentry Investment Management LLC | 5,078 | $120.0K | 0.05% | +5,078 | New |
| Ameritas Investment Partners, Inc. | 5,572 | $131.3K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 7,691 | $181.2K | 0.04% | +7,691 | New |
| Amalgamated Bank | 7,959 | $188.0K | 0.00% | −569−6.7% | Reduced |
| Benjamin Edwards Inc | 8,351 | $197.0K | 0.04% | +947+12.8% | Added |
| Citigroup Inc | 8,533 | $201.0K | 0.00% | +7,783+1,037.7% | Added |
| Handelsinvest Investeringsforvaltning | 8,609 | $203.0K | 0.08% | +8,609 | New |
| Daiwa Securities Group Inc. | 8,675 | $204.0K | 0.00% | +175+2.1% | Added |
| Cetera Investment Advisers | 8,692 | $204.8K | 0.00% | −863−9.0% | Reduced |
| Quest Partners LLC | 8,963 | $211.2K | 0.04% | +8,963 | New |
| Brookstone Capital Management | 9,373 | $220.8K | 0.00% | +9,373 | New |
| Dakota Wealth Management | 10,047 | $236.7K | 0.01% | −1,385−12.1% | Reduced |
| State of Wyoming | 10,171 | $239.6K | 0.04% | +10,171 | New |
| US Bancorp | 10,319 | $243.1K | 0.00% | +3,128+43.5% | Added |
| Park Avenue Securities LLC | 11,165 | $263.0K | 0.00% | +11,165 | New |
| Dark Forest Capital Management LP | 11,727 | $276.3K | 0.04% | +11,727 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,076 | $284.5K | 0.00% | +1,163+10.7% | Added |
| Mount Yale Investment Advisors, LLC | 12,372 | $291.5K | 0.03% | +1,481+13.6% | Added |
| ProShare Advisors LLC | 12,422 | $292.7K | 0.00% | +2,930+30.9% | Added |
| Petrus Trust Company, LTA | 12,766 | $300.8K | 0.03% | +12,766 | New |
| Truist Financial Corp | 13,317 | $313.7K | 0.00% | +13,317 | New |
| Advisor Group Holdings, Inc. | 13,482 | $317.1K | 0.00% | −9,718−41.9% | Reduced |
| Van Eck Associates Corp | 13,708 | $323.0K | 0.00% | +3,526+34.6% | Added |
| The PNC Financial Services Group, Inc. | 13,932 | $328.2K | 0.00% | −205−1.5% | Reduced |
| Chicago Trust Co NA | 14,805 | $348.8K | 0.08% | 00.0% | Unchanged |
| Potomac Capital Management, Inc. | 15,900 | $374.6K | 0.54% | −3,100−16.3% | Reduced |
| Arizona State Retirement System | 16,001 | $377.0K | 0.00% | −239−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 16,060 | $378.4K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 16,345 | $385.1K | 0.00% | −104−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 16,989 | $400.3K | 0.00% | +8,492+99.9% | Added |
| Crossmark Global Holdings, Inc. | 17,118 | $403.0K | 0.01% | +442+2.7% | Added |
| Premier Fund Managers Ltd | 16,988 | $405.0K | 0.02% | +5,363+46.1% | Added |
| New York Life Investment Management LLC | 17,425 | $410.5K | 0.00% | −511−2.8% | Reduced |
| New York State Common Retirement Fund | 18,680 | $440.1K | 0.00% | −84,287−81.9% | Reduced |
| Edgestream Partners, L.P. | 18,777 | $442.4K | 0.03% | +18,777 | New |
| Stifel Financial Corp | 18,839 | $443.8K | 0.00% | +2,292+13.9% | Added |
| Yarbrough Capital, LLC | 18,906 | $445.4K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 18,950 | $446.5K | 0.04% | +18,950 | New |
| AQR Capital Management LLC | 19,595 | $461.7K | 0.00% | −61,528−75.8% | Reduced |
| CI Private Wealth, LLC | 20,180 | $475.4K | 0.00% | +1,991+10.9% | Added |
| Wells Fargo & Company | 20,204 | $476.0K | 0.00% | +2,031+11.2% | Added |
| Susquehanna International Group, LLP | 20,605 | $485.5K | 0.00% | −41,875−67.0% | Reduced |
| Janney Capital Management LLC | 20,700 | $488.0K | 0.03% | +618+3.1% | Added |
| PDT Partners, LLC | 21,544 | $507.6K | 0.06% | +21,544 | New |
| Janus Henderson Group PLC | 22,274 | $524.7K | 0.00% | −52−0.2% | Reduced |
| Barbara Oil Co. | 22,820 | $537.6K | 0.24% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 23,730 | $559.1K | 0.00% | +23,730 | New |
| ClariVest Asset Management LLC | 24,020 | $565.9K | 0.03% | −4,200−14.9% | Reduced |
| Point72 Asset Management, L.P. | 24,400 | $574.9K | 0.00% | +24,400 | New |
| WoodTrust Financial Corp | 25,300 | $596.0K | 0.10% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 27,748 | $653.7K | 0.01% | +27,748 | New |
| American International Group, Inc. | 27,875 | $656.7K | 0.00% | −112−0.4% | Reduced |
| CenterBook Partners LP | 28,044 | $660.7K | 0.08% | +28,044 | New |
| Linden Thomas Advisory Services, LLC | 28,930 | $681.6K | 0.13% | −206−0.7% | Reduced |
| MetLife Investment Management | 29,874 | $703.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 108,384 | $704.0K | 0.14% | +5,163+5.0% | Added |
| Harbour Capital Advisors, LLC | 33,036 | $753.2K | 0.21% | +12,210+58.6% | Added |
| Regions Financial Corp | 31,990 | $753.7K | 0.01% | +190+0.6% | Added |
| Lord, Abbett & Co. LLC | 32,880 | $775.0K | 0.00% | −1,896−5.5% | Reduced |
| Manufacturers Life Insurance Company, The | 33,785 | $796.0K | 0.00% | +1,848+5.8% | Added |
| Artemis Investment Management LLP | 35,379 | $833.5K | 0.01% | −6,768−16.1% | Reduced |
| Renaissance Capital LLC | 35,500 | $836.4K | 0.41% | +7,426+26.5% | Added |
| MML Investors Services, LLC | 35,933 | $847.0K | 0.00% | +11,621+47.8% | Added |
| Jane Street Group, LLC | 37,683 | $887.8K | 0.00% | −56,337−59.9% | Reduced |