Susquehanna Fundamental Investments’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-62,908	Closed	-$1.2M	–	619
2023 Q2	$1.2M	Sell	62,908 -1,330	-2%	-$25.4K	0.04%	309
2023 Q1	$1.27M	Hold	64,238	–	–	0.03%	471
2022 Q4	$1.48M	Sell	64,238 -7,070	-10%	-$138K	0.03%	562
2022 Q3	$1.19M	Buy	+71,308	New	+$1.15M	0.02%	752

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Susquehanna Fundamental Investments's PWSC Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of PowerSchool Holdings, Inc. (PWSC) in Q3 2023, closing a stake of 62,908 shares — an estimated $1.2M sold.

Susquehanna Fundamental Investments first reported a position in PWSC in Q3 2022 and held it in 4 quarters. The position peaked at $1.48M in Q4 2022. 155 funds tracked by Wall St. Rank hold PWSC as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining PowerSchool Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 62,908 PowerSchool Holdings, Inc. shares in Q3 2023, an estimated $1.2M.
Susquehanna Fundamental Investments first reported a position in PowerSchool Holdings, Inc. in Q3 2022 and held it in 4 quarters.
Susquehanna Fundamental Investments's PowerSchool Holdings, Inc. position peaked at $1.48M in Q4 2022.
155 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.