NIP
PWSC

Norwood Investment Partners’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Norwood Investment Partners’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
-224,225
Closed -$4.77M – 13
2024
Q1 		$4.77M Sell
224,225
-178,587
-44% -$4.06M 3.05% 11
2023
Q4 		$9.49M Sell
402,812
-475
-0.1% -$10.5K 6.54% 6
2023
Q3 		$9.14M Sell
403,287
-349,032
-46% -$7.65M 7.64% 6
2023
Q2 		$14.4M Buy
752,319
+18,719
+3% +$358K 10.92% 5
2023
Q1 		$14.5M Buy
733,600
+410,369
+127% +$8.98M 10.02% 5
2022
Q4 		$7.46M Sell
323,231
-39,399
-11% -$771K 5.99% 8
2022
Q3 		$6.05M Buy
362,630
+99,737
+38% +$1.61M 5.43% 9
2022
Q2 		$3.17M Buy
+262,893
New +$3.61M 2.78% 9

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

Norwood Investment Partners's PWSC Position: Q2 2024 in Review

Norwood Investment Partners sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 224,225 shares — an estimated $4.77M sold.

Norwood Investment Partners first reported a position in PWSC in Q2 2022 and held it in 8 quarters. The position peaked at $14.5M in Q1 2023. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Norwood Investment Partners reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Norwood Investment Partners sold 224,225 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $4.77M.
  • Norwood Investment Partners first reported a position in PowerSchool Holdings, Inc. in Q2 2022 and held it in 8 quarters.
  • Norwood Investment Partners's PowerSchool Holdings, Inc. position peaked at $14.5M in Q1 2023.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Norwood Investment Partners's 13F filing for Q2 2024, filed 9 Aug 2024.