Jacobs Levy Equity Management’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Jacobs Levy Equity Management’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
2023 Q4	–	Sell	-17,273	Closed	-$391K	–	1095
2023 Q3	$391K	Sell	17,273 -25,366	-59%	-$556K	﹤0.01%	843
2023 Q2	$816K	Sell	42,639 -93,811	-69%	-$1.79M	﹤0.01%	735
2023 Q1	$2.7M	Buy	+136,450	New	+$2.99M	0.02%	522

Other funds holding PWSC

VEPM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jacobs Levy Equity Management's PWSC Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2023, closing a stake of 17,273 shares — an estimated $391K sold.

Jacobs Levy Equity Management first reported a position in PWSC in Q1 2023 and held it in 3 quarters. The position peaked at $2.7M in Q1 2023. 171 funds tracked by Wall St. Rank hold PWSC as of Q4 2023.

Jacobs Levy Equity Management reported no remaining PowerSchool Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 17,273 PowerSchool Holdings, Inc. shares in Q4 2023, an estimated $391K.
Jacobs Levy Equity Management first reported a position in PowerSchool Holdings, Inc. in Q1 2023 and held it in 3 quarters.
Jacobs Levy Equity Management's PowerSchool Holdings, Inc. position peaked at $2.7M in Q1 2023.
171 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.