KI
PWSC

Kapitalo Investimentos’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-7,691
Closed -$181K – 575
2023
Q4 		$181K Buy
+7,691
New +$169K 0.04% 293
2023
Q2 		– Sell
-4,552
Closed -$90.2K – 735
2023
Q1 		$90.2K Buy
+4,552
New +$99.6K 0.03% 355

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kapitalo Investimentos's PWSC Position: Q1 2024 in Review

Kapitalo Investimentos sold out of PowerSchool Holdings, Inc. (PWSC) in Q1 2024, closing a stake of 7,691 shares — an estimated $181K sold.

Kapitalo Investimentos first reported a position in PWSC in Q1 2023 and held it in 2 quarters. The position peaked at $181K in Q4 2023. 192 funds tracked by Wall St. Rank hold PWSC as of Q1 2024.

  • Kapitalo Investimentos reported no remaining PowerSchool Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 7,691 PowerSchool Holdings, Inc. shares in Q1 2024, an estimated $181K.
  • Kapitalo Investimentos first reported a position in PowerSchool Holdings, Inc. in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's PowerSchool Holdings, Inc. position peaked at $181K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.