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

UBS 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 Q4	–	Sell	-9,547	Closed	-$218K	–	10764
2024 Q3	$218K	Sell	9,547 -95,266	-91%	-$2.15M	﹤0.01%	5810
2024 Q2	$2.35M	Buy	104,813 +41,632	+66%	+$839K	﹤0.01%	3603
2024 Q1	$1.35M	Buy	63,181 +62,837	+18,267%	+$1.43M	﹤0.01%	4341
2023 Q4	$8.11K	Buy	344 +10	+3%	+$220	﹤0.01%	7581
2023 Q3	$7.57K	Sell	334 -43,227	-99%	-$947K	﹤0.01%	7223
2023 Q2	$834K	Sell	43,561 -63,581	-59%	-$1.22M	﹤0.01%	4401
2023 Q1	$2.12M	Buy	107,142 +106,698	+24,031%	+$2.33M	﹤0.01%	3368
2022 Q4	$10.2K	Buy	444 +334	+304%	+$6.54K	﹤0.01%	8549
2022 Q3	$2K	Sell	110 -2,000	-95%	-$32.3K	﹤0.01%	9815
2022 Q2	$25K	Sell	2,110 -7,876	-79%	-$108K	﹤0.01%	6623
2022 Q1	$165K	Sell	9,986 -14,955	-60%	-$240K	﹤0.01%	5508
2021 Q4	$411K	Buy	24,941 +23,441	+1,563%	+$502K	﹤0.01%	5137
2021 Q3	$37K	Buy	+1,500	New	+$41.7K	﹤0.01%	6579

Other funds holding PWSC

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's PWSC Position: Q4 2024 in Review

UBS Group sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 9,547 shares — an estimated $218K sold.

UBS Group first reported a position in PWSC in Q3 2021 and held it in 13 quarters. The position peaked at $2.35M in Q2 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

UBS Group reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
UBS Group sold 9,547 PowerSchool Holdings, Inc. shares in Q4 2024, an estimated $218K.
UBS Group first reported a position in PowerSchool Holdings, Inc. in Q3 2021 and held it in 13 quarters.
UBS Group's PowerSchool Holdings, Inc. position peaked at $2.35M in Q2 2024.
1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.