Baird Financial Group
PWSC

Baird Financial Group’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Baird Financial Group’s Portfolio PWSC Stock Details PWSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-154,926
Closed -$3.3M – 1846
2024
Q1 		$3.3M Buy
154,926
+10,810
+8% +$245K 0.01% 804
2023
Q4 		$3.4M Buy
+144,116
New +$3.17M 0.01% 776
2022
Q2 		– Sell
-65,000
Closed -$1.07M – 1878
2022
Q1 		$1.07M Buy
+65,000
New +$1.04M ﹤0.01% 1117

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Baird Financial Group's PWSC Position: Q2 2024 in Review

Baird Financial Group sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 154,926 shares — an estimated $3.3M sold.

Baird Financial Group first reported a position in PWSC in Q1 2022 and held it in 3 quarters. The position peaked at $3.4M in Q4 2023. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Baird Financial Group reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Baird Financial Group sold 154,926 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $3.3M.
  • Baird Financial Group first reported a position in PowerSchool Holdings, Inc. in Q1 2022 and held it in 3 quarters.
  • Baird Financial Group's PowerSchool Holdings, Inc. position peaked at $3.4M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.