Principal Financial Group’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Principal Financial Group’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 Q3	–	Sell	-42,495	Closed	-$951K	–	2433
2024 Q2	$951K	Buy	42,495 +4,576	+12%	+$92.3K	﹤0.01%	1865
2024 Q1	$807K	Sell	37,919 -2,140	-5%	-$48.6K	﹤0.01%	1900
2023 Q4	$944K	Buy	40,059 +10,932	+38%	+$241K	﹤0.01%	1849
2023 Q3	$660K	Buy	29,127 +7,506	+35%	+$164K	﹤0.01%	1900
2023 Q2	$414K	Buy	+21,621	New	+$413K	﹤0.01%	1993
2023 Q1	–	Sell	-38,547	Closed	-$890K	–	2508
2022 Q4	$890K	Buy	+38,547	New	+$754K	﹤0.01%	1874

Other funds holding PWSC

VEPM

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group's PWSC Position: Q3 2024 in Review

Principal Financial Group sold out of PowerSchool Holdings, Inc. (PWSC) in Q3 2024, closing a stake of 42,495 shares — an estimated $951K sold.

Principal Financial Group first reported a position in PWSC in Q4 2022 and held it in 6 quarters. The position peaked at $951K in Q2 2024. 135 funds tracked by Wall St. Rank hold PWSC as of Q3 2024.

Principal Financial Group reported no remaining PowerSchool Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Principal Financial Group sold 42,495 PowerSchool Holdings, Inc. shares in Q3 2024, an estimated $951K.
Principal Financial Group first reported a position in PowerSchool Holdings, Inc. in Q4 2022 and held it in 6 quarters.
Principal Financial Group's PowerSchool Holdings, Inc. position peaked at $951K in Q2 2024.
135 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.