Potomac Capital Management’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Potomac Capital 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	$375K	Sell	15,900 -3,100	-16%	-$68.2K	0.44%	41
2023 Q3	$431K	Sell	19,000 -1,876	-9%	-$41.1K	0.55%	39
2023 Q2	$400K	Sell	20,876 -1,624	-7%	-$31K	0.41%	49
2023 Q1	$446K	Sell	22,500 -1,900	-8%	-$41.6K	0.47%	48
2022 Q4	$563K	Hold	24,400	–	–	0.66%	42
2022 Q3	$407K	Buy	24,400 +4,900	+25%	+$79.1K	0.47%	52
2022 Q2	$235K	Buy	19,500 +1,400	+8%	+$19.2K	0.27%	60
2022 Q1	$299K	Buy	+18,100	New	+$290K	0.26%	63

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

Potomac Capital Management's PWSC Position: Q4 2023 in Review

Potomac Capital Management reduced its PowerSchool Holdings, Inc. (PWSC) stake by 16% in Q4 2023, selling an estimated $68.2K and leaving 15,900 shares worth $375K. The position accounts for 0.44% of the portfolio, ranked #41.

Potomac Capital Management first reported a position in PWSC in Q1 2022 and has held it in 8 quarters since. The position peaked at $563K in Q4 2022. 171 funds tracked by Wall St. Rank hold PWSC as of Q4 2023.

Potomac Capital Management held 15,900 shares of PowerSchool Holdings, Inc. worth $375K as of Q4 2023.
Potomac Capital Management sold 3,100 PowerSchool Holdings, Inc. shares in Q4 2023, an estimated $68.2K.
PowerSchool Holdings, Inc. made up 0.44% of Potomac Capital Management's portfolio in Q4 2023, its #41 holding.
Potomac Capital Management first reported a position in PowerSchool Holdings, Inc. in Q1 2022 and has held it in 8 quarters since.
Potomac Capital Management's PowerSchool Holdings, Inc. position peaked at $563K in Q4 2022.
171 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2023.

Based on Potomac Capital Management's 13F filing for Q4 2023, filed 15 Feb 2024.