WA
PWSC

Wasatch Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Wasatch Advisors’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
Q2 		– Sell
-3,932,460
Closed -$83.7M – 257
2024
Q1 		$83.7M Buy
3,932,460
+442,340
+13% +$10M 0.44% 69
2023
Q4 		$82.2M Buy
3,490,120
+375,805
+12% +$8.27M 0.45% 62
2023
Q3 		$70.6M Buy
+3,114,315
New +$68.2M 0.45% 64

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Wasatch Advisors's PWSC Position: Q2 2024 in Review

Wasatch Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 3,932,460 shares — an estimated $83.7M sold.

Wasatch Advisors first reported a position in PWSC in Q3 2023 and held it in 3 quarters. The position peaked at $83.7M in Q1 2024. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Wasatch Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Wasatch Advisors sold 3,932,460 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $83.7M.
  • Wasatch Advisors first reported a position in PowerSchool Holdings, Inc. in Q3 2023 and held it in 3 quarters.
  • Wasatch Advisors's PowerSchool Holdings, Inc. position peaked at $83.7M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Wasatch Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.