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

Stifel Financial’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	-35,312	Closed	-$791K	–	3483
2024 Q2	$791K	Buy	35,312 +9,385	+36%	+$189K	﹤0.01%	2323
2024 Q1	$552K	Buy	25,927 +7,088	+38%	+$161K	﹤0.01%	2548
2023 Q4	$444K	Buy	18,839 +2,292	+14%	+$50.4K	﹤0.01%	2630
2023 Q3	$375K	Buy	16,547 +1,398	+9%	+$30.6K	﹤0.01%	2655
2023 Q2	$290K	Buy	+15,149	New	+$290K	﹤0.01%	2844

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

Stifel Financial's PWSC Position: Q3 2024 in Review

Stifel Financial sold out of PowerSchool Holdings, Inc. (PWSC) in Q3 2024, closing a stake of 35,312 shares — an estimated $791K sold.

Stifel Financial first reported a position in PWSC in Q2 2023 and held it in 5 quarters. The position peaked at $791K in Q2 2024. 135 funds tracked by Wall St. Rank hold PWSC as of Q3 2024.

Stifel Financial reported no remaining PowerSchool Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Stifel Financial sold 35,312 PowerSchool Holdings, Inc. shares in Q3 2024, an estimated $791K.
Stifel Financial first reported a position in PowerSchool Holdings, Inc. in Q2 2023 and held it in 5 quarters.
Stifel Financial's PowerSchool Holdings, Inc. position peaked at $791K in Q2 2024.
135 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.