Connor, Clark & Lunn Investment Management (CC&L)’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-41,389	Closed	-$881K	–	1748
2024 Q1	$881K	Sell	41,389 -1,063	-3%	-$24.1K	﹤0.01%	921
2023 Q4	$1M	Buy	42,452 +3,333	+9%	+$73.4K	﹤0.01%	860
2023 Q3	$886K	Buy	39,119 +18,598	+91%	+$407K	﹤0.01%	855
2023 Q2	$393K	Buy	+20,521	New	+$392K	﹤0.01%	1048

Other funds holding PWSC

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PWSC Position: Q2 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 41,389 shares — an estimated $881K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PWSC in Q2 2023 and held it in 4 quarters. The position peaked at $1M in Q4 2023. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 41,389 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $881K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PowerSchool Holdings, Inc. in Q2 2023 and held it in 4 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s PowerSchool Holdings, Inc. position peaked at $1M in Q4 2023.
191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2024, filed 9 Aug 2024.