ZIM
PWSC

Zacks Investment Management’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Zacks Investment Management’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
-14,426
Closed -$276K – 724
2023
Q2 		$276K Hold
14,426
– – ﹤0.01% 544
2023
Q1 		$286K Buy
14,426
+748
+5% +$16.4K ﹤0.01% 528
2022
Q4 		$316K Buy
+13,678
New +$268K ﹤0.01% 497

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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Zacks Investment Management's PWSC Position: Q3 2023 in Review

Zacks Investment Management sold out of PowerSchool Holdings, Inc. (PWSC) in Q3 2023, closing a stake of 14,426 shares — an estimated $276K sold.

Zacks Investment Management first reported a position in PWSC in Q4 2022 and held it in 3 quarters. The position peaked at $316K in Q4 2022. 155 funds tracked by Wall St. Rank hold PWSC as of Q3 2023.

  • Zacks Investment Management reported no remaining PowerSchool Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 14,426 PowerSchool Holdings, Inc. shares in Q3 2023, an estimated $276K.
  • Zacks Investment Management first reported a position in PowerSchool Holdings, Inc. in Q4 2022 and held it in 3 quarters.
  • Zacks Investment Management's PowerSchool Holdings, Inc. position peaked at $316K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.