PowerSchool Ownership 2024 | Who Owns PowerSchool Now?
Institutional Ownership
7.63%
Insider Ownership
0.60%
Retail Ownership
91.78%
Institutional Holders
72.00
PowerSchool Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 43.09% | 42.34% | 71,118,123 | - | - | 1,592,334,774 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.28% | 0.00% | 7,062,211 | -2,478,595 | -25.98% | 158,122,905 | Jun 30, 2024 |
FIL LTD | 3.25% | 0.12% | 5,357,000 | 5,357,000 | 100.00% | 119,943,230 | Jun 30, 2024 |
BLACKROCK INC. | 2.85% | 0.00% | 4,698,685 | 187,356 | 4.15% | 105,203,558 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.64% | 0.02% | 4,357,513 | 65,460 | 1.53% | 97,564,715 | Jun 30, 2024 |
BERYL CAPITAL MANAGEMENT LLC | 1.66% | 18.46% | 2,741,654 | 2,741,654 | 100.00% | 61,385,633 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.44% | 0.72% | 2,378,198 | -130,673 | -5.21% | 53,247,845 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.38% | 0.01% | 2,279,592 | 336,791 | 17.34% | 51,040,786 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.23% | 4.13% | 2,024,892 | 2,024,892 | 100.00% | 45,337,332 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 1.19% | 0.07% | 1,957,001 | -481,458 | -19.74% | 43,817,252 | Jun 30, 2024 |
GLAZER CAPITAL, LLC | 0.98% | 2.80% | 1,614,223 | 1,614,223 | 100.00% | 36,142,000 | Jun 30, 2024 |
STATE STREET CORP | 0.86% | 0.00% | 1,420,385 | 60,618 | 4.46% | 31,802,420,000 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.83% | 0.00% | 1,377,060 | 162,828 | 13.41% | 30,834,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.82% | 0.00% | 1,353,328 | 93,869 | 7.45% | 30,301,014 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.80% | 0.00% | 1,324,015 | 91,377 | 7.41% | 29,650,554 | Jun 30, 2024 |
TIG ADVISORS, LLC | 0.68% | 1.81% | 1,121,174 | 1,121,174 | 100.00% | 25,103,086 | Jun 30, 2024 |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.62% | 0.36% | 1,019,998 | -493,480 | -32.61% | 22,837,755 | Jun 30, 2024 |
PENTWATER CAPITAL MANAGEMENT LP | 0.61% | 0.29% | 1,007,000 | 1,007,000 | 100.00% | 22,546,730 | Jun 30, 2024 |
MORGAN STANLEY | 0.60% | 0.00% | 996,715 | -1,608,542 | -61.74% | 22,316,458 | Jun 30, 2024 |
AQR ARBITRAGE LLC | 0.58% | 0.56% | 958,531 | 958,531 | 100.00% | 21,461,509 | Jun 30, 2024 |
PowerSchool's largest institutional shareholder is VISTA EQUITY PARTNERS MANAGEMENT, LLC, holding 43.09% of the company's total share outstanding, currently valued at $1.59B. The top 10 institutional shareholders own together 63.00% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 43.09% | 42.34% | 71,118,123 | - | - | 1,592,334,774 | Jun 30, 2024 |
BERYL CAPITAL MANAGEMENT LLC | 1.66% | 18.46% | 2,741,654 | 2,741,654 | 100.00% | 61,385,633 | Jun 30, 2024 |
HARVEST MANAGEMENT LLC | 0.17% | 4.79% | 280,000 | 280,000 | 100.00% | 6,269,200 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.23% | 4.13% | 2,024,892 | 2,024,892 | 100.00% | 45,337,332 | Jun 30, 2024 |
QCM CAYMAN, LTD. | 0.01% | 2.98% | 12,337 | 12,337 | 100.00% | 276,225 | Jun 30, 2024 |
GLAZER CAPITAL, LLC | 0.98% | 2.80% | 1,614,223 | 1,614,223 | 100.00% | 36,142,000 | Jun 30, 2024 |
P SCHOENFELD ASSET MANAGEMENT LP | 0.30% | 2.64% | 488,500 | 488,500 | 100.00% | 10,937,515 | Jun 30, 2024 |
NEXPOINT ASSET MANAGEMENT, L.P. | 0.52% | 2.49% | 857,970 | 857,970 | 100.00% | 19,209,948 | Jun 30, 2024 |
TIG ADVISORS, LLC | 0.68% | 1.81% | 1,121,174 | 1,121,174 | 100.00% | 25,103,086 | Jun 30, 2024 |
ANGELO GORDON & CO., L.P. | 0.10% | 1.36% | 160,000 | 160,000 | 100.00% | 3,582,400 | Jun 30, 2024 |
WATER ISLAND CAPITAL LLC | 0.30% | 1.19% | 500,875 | 500,875 | 100.00% | 11,215,000 | Jun 30, 2024 |
GABELLI & CO INVESTMENT ADVISERS, INC. | 0.16% | 0.97% | 258,950 | 258,950 | 100.00% | 5,797,891 | Jun 30, 2024 |
ATHOS CAPITAL LTD | 0.05% | 0.95% | 80,000 | 80,000 | 100.00% | 1,791,000 | Jun 30, 2024 |
BARDIN HILL MANAGEMENT PARTNERS LP | 0.04% | 0.76% | 64,275 | 64,275 | 100.00% | 1,439,000 | Jun 30, 2024 |
ALPINE ASSOCIATES MANAGEMENT INC. | 0.43% | 0.76% | 709,342 | 709,342 | 100.00% | 15,882,167 | Jun 30, 2024 |
CRYSTALLINE MANAGEMENT INC. | 0.02% | 0.75% | 35,000 | 35,000 | 100.00% | 783,650 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.44% | 0.72% | 2,378,198 | -130,673 | -5.21% | 53,247,845 | Jun 30, 2024 |
RENAISSANCE CAPITAL LLC | 0.03% | 0.66% | 53,100 | 16,158 | 43.74% | 1,188,909 | Jun 30, 2024 |
AQR ARBITRAGE LLC | 0.58% | 0.56% | 958,531 | 958,531 | 100.00% | 21,461,509 | Jun 30, 2024 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 0.30% | 0.53% | 491,000 | 491,000 | 100.00% | 10,993,490 | Jun 30, 2024 |
The largest PowerSchool shareholder by % of total assets is VISTA EQUITY PARTNERS MANAGEMENT, LLC. The company owns 71.12M shares of PowerSchool (PWSC), representing 42.34% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FIL LTD | 3.25% | 0.12% | 5,357,000 | 5,357,000 | 100.00% | 119,943,230 | Jun 30, 2024 |
BERYL CAPITAL MANAGEMENT LLC | 1.66% | 18.46% | 2,741,654 | 2,741,654 | 100.00% | 61,385,633 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.23% | 4.13% | 2,024,892 | 2,024,892 | 100.00% | 45,337,332 | Jun 30, 2024 |
GLAZER CAPITAL, LLC | 0.98% | 2.80% | 1,614,223 | 1,614,223 | 100.00% | 36,142,000 | Jun 30, 2024 |
TIG ADVISORS, LLC | 0.68% | 1.81% | 1,121,174 | 1,121,174 | 100.00% | 25,103,086 | Jun 30, 2024 |
PENTWATER CAPITAL MANAGEMENT LP | 0.61% | 0.29% | 1,007,000 | 1,007,000 | 100.00% | 22,546,730 | Jun 30, 2024 |
AQR ARBITRAGE LLC | 0.58% | 0.56% | 958,531 | 958,531 | 100.00% | 21,461,509 | Jun 30, 2024 |
NEXPOINT ASSET MANAGEMENT, L.P. | 0.52% | 2.49% | 857,970 | 857,970 | 100.00% | 19,209,948 | Jun 30, 2024 |
ALPINE ASSOCIATES MANAGEMENT INC. | 0.43% | 0.76% | 709,342 | 709,342 | 100.00% | 15,882,167 | Jun 30, 2024 |
NORGES BANK | 0.43% | 0.00% | 704,424 | 704,424 | 100.00% | 15,772,053 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.50% | 0.00% | 824,744 | 567,743 | 220.91% | 18,466,019 | Jun 30, 2024 |
WATER ISLAND CAPITAL LLC | 0.30% | 1.19% | 500,875 | 500,875 | 100.00% | 11,215,000 | Jun 30, 2024 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 0.30% | 0.53% | 491,000 | 491,000 | 100.00% | 10,993,490 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.36% | 0.01% | 589,477 | 489,845 | 491.65% | 13,198,390 | Jun 30, 2024 |
P SCHOENFELD ASSET MANAGEMENT LP | 0.30% | 2.64% | 488,500 | 488,500 | 100.00% | 10,937,515 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.28% | 0.07% | 463,228 | 463,228 | 100.00% | 10,371,674 | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | 0.23% | 0.41% | 380,000 | 380,000 | 100.00% | 8,508,200 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.21% | 0.04% | 350,542 | 350,542 | 100.00% | 7,848,000 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.25% | 0.02% | 407,033 | 346,857 | 576.40% | 9,113,469 | Jun 30, 2024 |
GABELLI FUNDS LLC | 0.21% | 0.06% | 345,349 | 345,349 | 100.00% | 7,732,364 | Jun 30, 2024 |
As of Jun 30 2024, PowerSchool's largest institutional buyer is FIL LTD. The company purchased 5.36M stocks of PWSC, valued at $119.94M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -4,927,352 | -100.00% | - | Jun 30, 2024 |
WASATCH ADVISORS LP | - | - | - | -3,932,460 | -100.00% | - | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | 0.28% | 0.03% | 453,930 | -3,492,449 | -88.50% | 10,163,493 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.28% | 0.00% | 7,062,211 | -2,478,595 | -25.98% | 158,122,905 | Jun 30, 2024 |
BARCLAYS PLC | 0.01% | 0.00% | 24,551 | -1,657,576 | -98.54% | 552,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.60% | 0.00% | 996,715 | -1,608,542 | -61.74% | 22,316,458 | Jun 30, 2024 |
NEWEDGE WEALTH, LLC | - | - | - | -1,179,090 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.21% | 0.00% | 341,141 | -1,110,906 | -76.51% | 7,638,147 | Jun 30, 2024 |
INVESCO LTD. | 0.03% | 0.00% | 49,350 | -1,011,759 | -95.35% | 1,104,947 | Jun 30, 2024 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -894,390 | -100.00% | - | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.36% | 0.00% | 595,162 | -712,239 | -54.48% | 13,325,678 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.14% | 0.01% | 237,676 | -701,214 | -74.69% | 5,321,566 | Jun 30, 2024 |
LOOMIS SAYLES & CO L P | 0.26% | 0.01% | 437,039 | -574,156 | -56.78% | 9,786,000 | Jun 30, 2024 |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.62% | 0.36% | 1,019,998 | -493,480 | -32.61% | 22,837,755 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 1.19% | 0.07% | 1,957,001 | -481,458 | -19.74% | 43,817,252 | Jun 30, 2024 |
AMUNDI | 0.00% | - | 5,347 | -399,616 | -98.68% | 119,987 | Jun 30, 2024 |
SEI INVESTMENTS CO | 0.13% | 0.01% | 219,507 | -345,115 | -61.12% | 4,914,763,000 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.05% | 0.00% | 78,436 | -341,934 | -81.34% | 1,756,182 | Jun 30, 2024 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | - | - | -300,820 | -100.00% | - | Jun 30, 2024 |
RK CAPITAL MANAGEMENT, LLC | - | - | - | -286,500 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, PowerSchool's biggest institutional seller is CANADA PENSION PLAN INVESTMENT BOARD. The company sold -4.93M shares of PWSC, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FIL LTD | 3.25% | 0.12% | 5,357,000 | 5,357,000 | 100.00% | 119,943,230 | Jun 30, 2024 |
BERYL CAPITAL MANAGEMENT LLC | 1.66% | 18.46% | 2,741,654 | 2,741,654 | 100.00% | 61,385,633 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.23% | 4.13% | 2,024,892 | 2,024,892 | 100.00% | 45,337,332 | Jun 30, 2024 |
GLAZER CAPITAL, LLC | 0.98% | 2.80% | 1,614,223 | 1,614,223 | 100.00% | 36,142,000 | Jun 30, 2024 |
TIG ADVISORS, LLC | 0.68% | 1.81% | 1,121,174 | 1,121,174 | 100.00% | 25,103,086 | Jun 30, 2024 |
PENTWATER CAPITAL MANAGEMENT LP | 0.61% | 0.29% | 1,007,000 | 1,007,000 | 100.00% | 22,546,730 | Jun 30, 2024 |
AQR ARBITRAGE LLC | 0.58% | 0.56% | 958,531 | 958,531 | 100.00% | 21,461,509 | Jun 30, 2024 |
NEXPOINT ASSET MANAGEMENT, L.P. | 0.52% | 2.49% | 857,970 | 857,970 | 100.00% | 19,209,948 | Jun 30, 2024 |
ALPINE ASSOCIATES MANAGEMENT INC. | 0.43% | 0.76% | 709,342 | 709,342 | 100.00% | 15,882,167 | Jun 30, 2024 |
NORGES BANK | 0.43% | 0.00% | 704,424 | 704,424 | 100.00% | 15,772,053 | Jun 30, 2024 |
WATER ISLAND CAPITAL LLC | 0.30% | 1.19% | 500,875 | 500,875 | 100.00% | 11,215,000 | Jun 30, 2024 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 0.30% | 0.53% | 491,000 | 491,000 | 100.00% | 10,993,490 | Jun 30, 2024 |
P SCHOENFELD ASSET MANAGEMENT LP | 0.30% | 2.64% | 488,500 | 488,500 | 100.00% | 10,937,515 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.28% | 0.07% | 463,228 | 463,228 | 100.00% | 10,371,674 | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | 0.23% | 0.41% | 380,000 | 380,000 | 100.00% | 8,508,200 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.21% | 0.04% | 350,542 | 350,542 | 100.00% | 7,848,000 | Jun 30, 2024 |
GABELLI FUNDS LLC | 0.21% | 0.06% | 345,349 | 345,349 | 100.00% | 7,732,364 | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | 0.21% | 0.08% | 340,000 | 340,000 | 100.00% | 7,612,600 | Jun 30, 2024 |
HARVEST MANAGEMENT LLC | 0.17% | 4.79% | 280,000 | 280,000 | 100.00% | 6,269,200 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.16% | 0.01% | 268,535 | 268,535 | 100.00% | 6,012,499 | Jun 30, 2024 |
GABELLI & CO INVESTMENT ADVISERS, INC. | 0.16% | 0.97% | 258,950 | 258,950 | 100.00% | 5,797,891 | Jun 30, 2024 |
CARMIGNAC GESTION | 0.11% | 0.07% | 185,044 | 185,044 | 100.00% | 4,143,135 | Jun 30, 2024 |
ANGELO GORDON & CO., L.P. | 0.10% | 1.36% | 160,000 | 160,000 | 100.00% | 3,582,400 | Jun 30, 2024 |
SVB WEALTH LLC | 0.08% | 0.08% | 139,769 | 139,769 | 100.00% | 3,129,428 | Jun 30, 2024 |
WOLVERINE ASSET MANAGEMENT LLC | 0.06% | 0.03% | 102,399 | 102,399 | 100.00% | 2,292,713 | Jun 30, 2024 |
ATHOS CAPITAL LTD | 0.05% | 0.95% | 80,000 | 80,000 | 100.00% | 1,791,000 | Jun 30, 2024 |
BARDIN HILL MANAGEMENT PARTNERS LP | 0.04% | 0.76% | 64,275 | 64,275 | 100.00% | 1,439,000 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.03% | 0.00% | 54,016 | 54,016 | 100.00% | 1,209,418 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.03% | 0.01% | 52,600 | 52,600 | 100.00% | 1,177,714 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 0.03% | 0.02% | 50,000 | 50,000 | 100.00% | 1,119,500 | Jun 30, 2024 |
IONIC CAPITAL MANAGEMENT LLC | 0.03% | 0.19% | 50,000 | 50,000 | 100.00% | 1,119,500 | Jun 30, 2024 |
VARENNE CAPITAL PARTNERS | 0.03% | 0.28% | 49,445 | 49,445 | 100.00% | 1,107,074 | Jun 30, 2024 |
CLEARALPHA TECHNOLOGIES LP | 0.03% | 0.35% | 47,288 | 47,288 | 100.00% | 1,058,778 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 46,083 | 46,083 | 100.00% | 1,031,798 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.03% | 0.00% | 42,100 | 42,100 | 100.00% | 942,619 | Jun 30, 2024 |
CRYSTALLINE MANAGEMENT INC. | 0.02% | 0.75% | 35,000 | 35,000 | 100.00% | 783,650 | Jun 30, 2024 |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.02% | 0.03% | 34,148 | 34,148 | 100.00% | 764,574 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 32,037 | 32,037 | 100.00% | 717,308 | Jun 30, 2024 |
VESTCOR INC | 0.02% | 0.02% | 27,539 | 27,539 | 100.00% | 617,000 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.01% | 0.03% | 22,142 | 22,142 | 100.00% | 496,000 | Jun 30, 2024 |
PENDERFUND CAPITAL MANAGEMENT LTD. | 0.01% | 0.13% | 15,030 | 15,030 | 100.00% | 460,379 | Jun 30, 2024 |
GUGGENHEIM CAPITAL LLC | 0.01% | 0.00% | 14,045 | 14,045 | 100.00% | 314,468 | Jun 30, 2024 |
PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 0.02% | 14,005 | 14,005 | 100.00% | 313,572 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.01% | 0.01% | 13,914 | 13,914 | 100.00% | 311,534 | Jun 30, 2024 |
QCM CAYMAN, LTD. | 0.01% | 2.98% | 12,337 | 12,337 | 100.00% | 276,225 | Jun 30, 2024 |
GAMCO INVESTORS, INC. ET AL | 0.01% | 0.00% | 12,085 | 12,085 | 100.00% | 270,583 | Jun 30, 2024 |
CSS LLC/IL | 0.01% | 0.01% | 11,000 | 11,000 | 100.00% | 246,290 | Jun 30, 2024 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 0.01% | 0.00% | 10,000 | 10,000 | 100.00% | 223,900 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 9,700 | 9,700 | 100.00% | 217,183 | Jun 30, 2024 |
DRW SECURITIES, LLC | 0.01% | 0.01% | 9,666 | 9,666 | 100.00% | 210,216 | Jun 30, 2024 |
BELVEDERE TRADING LLC | 0.01% | 0.00% | 9,190 | 9,190 | 100.00% | 205,764 | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.11% | 7,500 | 7,500 | 100.00% | 167,000 | Jun 30, 2024 |
GLAZER CAPITAL, LLC | 0.00% | 0.00% | 2,996 | 2,996 | 100.00% | 7,000 | Jun 30, 2024 |
CREDIT AGRICOLE S A | 0.00% | 0.00% | 2,660 | 2,660 | 100.00% | 59,557 | Jun 30, 2024 |
CSS LLC/IL | 0.00% | 0.00% | 2,400 | 2,400 | 100.00% | 53,736 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.00% | - | 2,207 | 2,207 | 100.00% | 49,000 | Jun 30, 2024 |
DEKABANK DEUTSCHE GIROZENTRALE | 0.00% | - | 856 | 856 | 100.00% | 20,000 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | 0.00% | 0.00% | 198 | 198 | 100.00% | 4,215 | Jun 30, 2024 |
LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 121 | 121 | 100.00% | 2,709 | Jun 30, 2024 |
CWM, LLC | 0.00% | - | 108 | 108 | 100.00% | 2,000 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | 0.00% | 83 | 83 | 100.00% | 1,872 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | - | - | 59 | 59 | 100.00% | 1,325 | Jun 30, 2024 |
QUADRANT CAPITAL GROUP LLC | - | - | 8 | 8 | 100.00% | 180 | Jun 30, 2024 |
PowerSchool's largest new institutional shareholder by number of shares is FIL LTD, purchased 5.36M shares, valued at $119.94M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -4,927,352 | -100.00% | - | Jun 30, 2024 |
WASATCH ADVISORS LP | - | - | - | -3,932,460 | -100.00% | - | Jun 30, 2024 |
NEWEDGE WEALTH, LLC | - | - | - | -1,179,090 | -100.00% | - | Jun 30, 2024 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -894,390 | -100.00% | - | Jun 30, 2024 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | - | - | -300,820 | -100.00% | - | Jun 30, 2024 |
RK CAPITAL MANAGEMENT, LLC | - | - | - | -286,500 | -100.00% | - | Jun 30, 2024 |
RHEOS CAPITAL WORKS INC. | - | - | - | -253,700 | -100.00% | - | Jun 30, 2024 |
NORWOOD INVESTMENT PARTNERS, LP | - | - | - | -224,225 | -100.00% | - | Jun 30, 2024 |
ARISTOTLE CAPITAL BOSTON, LLC | - | - | - | -223,296 | -100.00% | - | Jun 30, 2024 |
1492 CAPITAL MANAGEMENT LLC | - | - | - | -178,624 | -100.00% | - | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | - | - | - | -154,926 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -113,278 | -100.00% | - | Jun 30, 2024 |
SEA CLIFF PARTNERS MANAGEMENT, LP | - | - | - | -113,237 | -100.00% | - | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | - | - | - | -103,627 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -89,672 | -100.00% | - | Jun 30, 2024 |
B. METZLER SEEL. SOHN & CO. AG | - | - | - | -59,870 | -100.00% | - | Jun 30, 2024 |
HARBOUR CAPITAL ADVISORS, LLC | - | - | - | -41,596 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -41,389 | -100.00% | - | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | - | - | - | -34,268 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | - | - | - | -34,265 | -100.00% | - | Jun 30, 2024 |
REGIONS FINANCIAL CORP | - | - | - | -33,310 | -100.00% | - | Jun 30, 2024 |
VONTOBEL HOLDING LTD. | - | - | - | -31,991 | -100.00% | - | Jun 30, 2024 |
WOODTRUST FINANCIAL CORP | - | - | - | -31,500 | -100.00% | - | Jun 30, 2024 |
SANDIA INVESTMENT MANAGEMENT LP | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -29,871 | -100.00% | - | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | - | - | - | -29,681 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -27,925 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -27,859 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -27,748 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -25,754 | -100.00% | - | Jun 30, 2024 |
CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -24,046 | -100.00% | - | Jun 30, 2024 |
LORD, ABBETT & CO. LLC | - | - | - | -23,465 | -100.00% | - | Jun 30, 2024 |
BARBARA OIL CO. | - | - | - | -22,820 | -100.00% | - | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -21,034 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -20,778 | -100.00% | - | Jun 30, 2024 |
CI PRIVATE WEALTH, LLC | - | - | - | -20,172 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -19,500 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -18,300 | -100.00% | - | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | - | - | - | -16,688 | -100.00% | - | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -15,944 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -15,116 | -100.00% | - | Jun 30, 2024 |
CHICAGO TRUST CO NA | - | - | - | -14,805 | -100.00% | - | Jun 30, 2024 |
PREMIER FUND MANAGERS LTD | - | - | - | -14,596 | -100.00% | - | Jun 30, 2024 |
ARTEMIS INVESTMENT MANAGEMENT LLP | - | - | - | -14,424 | -100.00% | - | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | - | - | - | -12,766 | -100.00% | - | Jun 30, 2024 |
ENVESTNET PORTFOLIO SOLUTIONS, INC. | - | - | - | -12,736 | -100.00% | - | Jun 30, 2024 |
DIAMETRIC CAPITAL, LP | - | - | - | -12,021 | -100.00% | - | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | - | - | - | -10,112 | -100.00% | - | Jun 30, 2024 |
BROOKSTONE CAPITAL MANAGEMENT | - | - | - | -9,447 | -100.00% | - | Jun 30, 2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | - | - | - | -8,330 | -100.00% | - | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | - | - | - | -5,077 | -100.00% | - | Jun 30, 2024 |
NOMURA ASSET MANAGEMENT CO LTD | - | - | - | -4,108 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,004 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,243 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -899 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -548 | -100.00% | - | Jun 30, 2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | - | - | - | -74 | -100.00% | - | Jun 30, 2024 |
BELL INVESTMENT ADVISORS, INC | - | - | - | -67 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
PowerSchool's largest sold out institutional shareholder by shares sold is CANADA PENSION PLAN INVESTMENT BOARD, sold -4.93M shares, valued at -, as of undefined.
PowerSchool Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
LORD ABBETT DEVELOPING GROWTH FUND, INC. | 1.36% | 1,261,743 | - | - | Jan 31, 2024 |
TAX MANAGED SMALL CAP PORTFOLIO | 1.34% | 70,690 | 26,483 | 59.91% | Jan 31, 2024 |
HARTFORD HLS SERIES FUND II INC | 0.91% | 224,499 | -49,399 | -18.04% | Dec 31, 2023 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.45% | 32,462 | -9,226 | -22.13% | Sep 30, 2022 |
NUVEEN INVESTMENT TRUST | 0.33% | 183,039 | - | - | Mar 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.28% | 911,300 | 51,100 | 5.94% | Mar 31, 2024 |
WASATCH FUNDS TRUST | 0.26% | 2,399,884 | 348,419 | 16.98% | Mar 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.22% | 137,985 | 9,300 | 7.23% | Mar 31, 2024 |
CALVERT IMPACT FUND INC | 0.10% | 1,197,132 | 52,795 | 4.61% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.10% | 834,800 | - | - | Mar 31, 2024 |
AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.09% | 451,639 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.08% | 41,014 | - | - | Mar 31, 2024 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.06% | 45,510 | 5,060 | 12.51% | Mar 31, 2024 |
RENAISSANCE CAPITAL GREENWICH FUNDS | 0.05% | 36,942 | 1,442 | 4.06% | Mar 31, 2024 |
Federated Hermes Index Trust | 0.04% | 10,000 | - | - | Jan 31, 2024 |
HOMESTEAD FUNDS INC | 0.04% | 207,669 | 47,700 | 29.82% | Mar 31, 2024 |
EATON VANCE SPECIAL INVESTMENT TRUST | 0.03% | 59,395 | 1,378 | 2.38% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.03% | 100,000 | - | - | Jan 31, 2024 |
Voya EQUITY TRUST | 0.02% | 35,150 | 3,495 | 11.04% | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 202,875 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 7,676,914 | -874,442 | -10.23% | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 97,965 | -3,668 | -3.61% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 57,769 | -104,471 | -64.39% | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,573 | 37 | 0.43% | Mar 31, 2024 |
FORUM FUNDS | 0.01% | 27,020 | - | - | Jan 31, 2024 |
TOUCHSTONE STRATEGIC TRUST | 0.01% | 733,500 | 83,730 | 12.89% | Mar 31, 2024 |
HARTFORD SERIES FUND INC | 0.01% | 455,370 | 160,474 | 54.42% | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,735 | - | - | Mar 28, 2024 |
Collaborative Investment Series Trust | 0.01% | 1,185 | - | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.01% | 140,847 | 5,640 | 4.17% | Jan 31, 2024 |
STEWARD FUNDS, INC. | 0.01% | 17,664 | 1,770 | 11.14% | Jan 31, 2024 |
IndexIQ ETF Trust | 0.01% | 16,291 | -1,245 | -7.10% | Jan 31, 2024 |
NUVEEN INVESTMENT FUNDS INC | 0.01% | 224,886 | -11,457 | -4.85% | Jan 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 12,925 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.01% | 1,354,711 | 94,694 | 7.52% | Feb 29, 2024 |
UBS FUNDS | 0.01% | 26,604 | -34,535 | -56.49% | Mar 31, 2024 |
MML SERIES INVESTMENT FUND | 0.01% | 51,855 | - | - | Dec 31, 2023 |
AMG FUNDS | 0.00% | 119,010 | -24,990 | -17.35% | Mar 28, 2024 |
SMALLCAP WORLD FUND INC | 0.00% | 285,090 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 155,663 | 44 | 0.03% | Jan 31, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 118,387 | 6,636 | 5.94% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 763 | -1,527 | -66.68% | Mar 31, 2024 |
Calvert Management Series | 0.00% | 30,634 | - | - | Mar 31, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.00% | 17,425 | -41 | -0.23% | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 214,409 | -130,689 | -37.87% | Jan 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 30,301 | -3,253 | -9.69% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 508,848 | 12,422 | 2.50% | Feb 29, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 69,982 | -2,850 | -3.91% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 5,572 | - | - | Mar 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 133,438 | -7,491 | -5.32% | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 57,949 | -4,398 | -7.05% | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 12,100 | - | - | Aug 31, 2023 |
CALAMOS INVESTMENT TRUST/IL | 0.00% | 151,429 | - | - | Jan 31, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 150,395 | -49,878 | -24.91% | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 536,449 | 122,727 | 29.66% | Jan 31, 2024 |
DEUTSCHE DWS SECURITIES TRUST | 0.00% | 42,828 | - | - | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.00% | 5,528 | -223 | -3.88% | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,097,727 | 446,963 | 68.68% | Jan 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 181,300 | - | - | Feb 29, 2024 |
JPMORGAN TRUST II | 0.00% | 694,279 | - | - | Feb 29, 2024 |
HARTFORD MUTUAL FUNDS II INC | 0.00% | 109,901 | -52,111 | -32.16% | Jan 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 711,906 | -59,158 | -7.67% | Mar 31, 2024 |
MAINSTAY VP FUNDS TRUST | 0.00% | 71,301 | -6,616 | -8.49% | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,583 | -166 | -6.04% | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 301,606 | 10,616 | 3.65% | Feb 29, 2024 |
Nushares ETF Trust | 0.00% | 3,755 | -495 | -11.65% | Jan 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 12,100 | -900 | -6.92% | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 4,459 | 4,459 | - | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 10,191 | 361 | 3.67% | Mar 31, 2024 |
VALIC Co I | 0.00% | 118,639 | -11,827 | -9.07% | Feb 29, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,850 | - | - | Mar 28, 2024 |
Global X Funds | 0.00% | 14,485 | -338 | -2.28% | Feb 29, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,333 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 20,700 | 1,400 | 7.25% | Mar 31, 2024 |
Columbia Funds Series Trust II | 0.00% | 116,116 | - | - | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,304 | 247 | 8.08% | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 682 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 12,758 | 1,002 | 8.52% | Dec 31, 2023 |
BNY Mellon ETF Trust | 0.00% | 5,679 | 3,465 | 156.50% | Jan 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 3,215 | - | - | Mar 31, 2024 |
PACE SELECT ADVISORS TRUST | 0.00% | 63,394 | -2,075 | -3.17% | Jan 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 155,011 | - | - | Mar 31, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 180,304 | -860 | -0.47% | Dec 31, 2023 |
NORTHERN FUNDS | 0.00% | 24,161 | - | - | Mar 28, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.00% | 800 | - | - | Mar 31, 2024 |
LORD ABBETT SERIES FUND INC | 0.00% | 9,174 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 2,158,377 | -123,937 | -5.43% | Mar 31, 2024 |
TIFF INVESTMENT PROGRAM | 0.00% | 5,682 | -2,306 | -28.87% | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 257,874 | 31,986 | 14.16% | Feb 29, 2024 |
EQ ADVISORS TRUST | 0.00% | 153,363 | 18 | 0.01% | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 512 | - | - | Dec 31, 2023 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 10,286 | - | - | Mar 31, 2024 |
JPMorgan Trust I | 0.00% | 130,213 | - | - | Jan 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 212,117 | -2,661 | -1.24% | Mar 31, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 25,933 | - | - | Jan 31, 2024 |
BAIRD FUNDS INC | 0.00% | 90,902 | 20,829 | 29.72% | Mar 31, 2024 |
TRANSAMERICA SERIES TRUST | 0.00% | 73,379 | -7,735 | -9.54% | Mar 31, 2024 |
J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 33,382 | 5,040 | 17.78% | Jan 31, 2024 |
HARTFORD MUTUAL FUNDS INC/CT | 0.00% | 583,497 | -30,474 | -4.96% | Jan 31, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 8,707 | -15,626 | -64.22% | Mar 31, 2024 |
PowerSchool's largest mutual fund holder by % of total assets is "LORD ABBETT DEVELOPING GROWTH FUND, INC.", owning 1.26M shares, compromising 1.36% of its total assets.
PowerSchool Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 72 | -62.11% |
31 Mar, 24 | 190 | 7.95% |
31 Dec, 23 | 176 | 12.10% |
30 Sep, 23 | 157 | 6.80% |
30 Jun, 23 | 147 | -9.82% |
31 Mar, 23 | 163 | 35.83% |
31 Dec, 22 | 120 | 11.11% |
30 Sep, 22 | 108 | 11.34% |
30 Jun, 22 | 97 | - |
31 Mar, 22 | 97 | 22.78% |
31 Dec, 21 | 79 | 1.28% |
30 Sep, 21 | 78 | - |
As of 30 Jun 24, 72 institutions are holding PowerSchool's shares, representing a decrease of -62.11% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 12,585,797 | -90.93% |
31 Mar, 24 | 138,832,632 | -0.38% |
31 Dec, 23 | 139,366,199 | 0.66% |
30 Sep, 23 | 138,448,839 | 5.45% |
30 Jun, 23 | 131,291,707 | 4.03% |
31 Mar, 23 | 126,203,173 | 1.82% |
31 Dec, 22 | 123,947,871 | 1.45% |
30 Sep, 22 | 122,179,098 | -0.84% |
30 Jun, 22 | 123,215,317 | 1.05% |
31 Mar, 22 | 121,941,031 | -1.48% |
31 Dec, 21 | 123,768,274 | 0.04% |
30 Sep, 21 | 123,717,457 | - |
PowerSchool (PWSC) has 12.59M shares outstanding as of 30 Jun 24, down -90.93% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 7.63% | 0.11% |
31 Mar, 24 | 84.44% | 1.17% |
31 Dec, 23 | 85.09% | 1.18% |
30 Sep, 23 | 84.90% | 1.27% |
30 Jun, 23 | 81.80% | 1.32% |
31 Mar, 23 | 78.63% | 1.30% |
31 Dec, 22 | 77.72% | 1.31% |
30 Sep, 22 | 76.93% | 1.27% |
30 Jun, 22 | 77.87% | 1.31% |
31 Mar, 22 | 77.12% | 1.25% |
31 Dec, 21 | 78.55% | 1.26% |
30 Sep, 21 | 78.82% | - |
As of 30 Jun 24, PowerSchool is held by 7.63% institutional shareholders, representing a 0.11% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 42 | -64.71% |
31 Mar, 24 | 119 | 14.42% |
31 Dec, 23 | 104 | 1.96% |
30 Sep, 23 | 102 | 3.03% |
30 Jun, 23 | 99 | -11.61% |
31 Mar, 23 | 112 | 47.37% |
31 Dec, 22 | 76 | 24.59% |
30 Sep, 22 | 61 | -4.69% |
30 Jun, 22 | 64 | 25.49% |
31 Mar, 22 | 51 | -16.39% |
31 Dec, 21 | 61 | -17.57% |
30 Sep, 21 | 74 | - |
42 institutional shareholders have increased their position in PWSC stock as of 30 Jun 24 compared to 119 in the previous quarter (a -64.71% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 26 | -51.85% |
31 Mar, 24 | 54 | 8.00% |
31 Dec, 23 | 50 | 21.95% |
30 Sep, 23 | 41 | 36.67% |
30 Jun, 23 | 30 | -23.08% |
31 Mar, 23 | 39 | 39.29% |
31 Dec, 22 | 28 | -9.68% |
30 Sep, 22 | 31 | 40.91% |
30 Jun, 22 | 22 | -40.54% |
31 Mar, 22 | 37 | 208.33% |
31 Dec, 21 | 12 | - |
30 Sep, 21 | - | - |
26 institutional shareholders have reduced their position in PWSC stock as of 30 Jun 24 compared to 54 in the previous quarter (a -51.85% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 72 | -62.11% | 12,585,797 | -90.93% | 7.63% | 0.11% | 42 | -64.71% | 26 | -51.85% |
31 Mar, 24 | 190 | 7.95% | 138,832,632 | -0.38% | 84.44% | 1.17% | 119 | 14.42% | 54 | 8.00% |
31 Dec, 23 | 176 | 12.10% | 139,366,199 | 0.66% | 85.09% | 1.18% | 104 | 1.96% | 50 | 21.95% |
30 Sep, 23 | 157 | 6.80% | 138,448,839 | 5.45% | 84.90% | 1.27% | 102 | 3.03% | 41 | 36.67% |
30 Jun, 23 | 147 | -9.82% | 131,291,707 | 4.03% | 81.80% | 1.32% | 99 | -11.61% | 30 | -23.08% |
31 Mar, 23 | 163 | 35.83% | 126,203,173 | 1.82% | 78.63% | 1.30% | 112 | 47.37% | 39 | 39.29% |
31 Dec, 22 | 120 | 11.11% | 123,947,871 | 1.45% | 77.72% | 1.31% | 76 | 24.59% | 28 | -9.68% |
30 Sep, 22 | 108 | 11.34% | 122,179,098 | -0.84% | 76.93% | 1.27% | 61 | -4.69% | 31 | 40.91% |
30 Jun, 22 | 97 | - | 123,215,317 | 1.05% | 77.87% | 1.31% | 64 | 25.49% | 22 | -40.54% |
31 Mar, 22 | 97 | 22.78% | 121,941,031 | -1.48% | 77.12% | 1.25% | 51 | -16.39% | 37 | 208.33% |
31 Dec, 21 | 79 | 1.28% | 123,768,274 | 0.04% | 78.55% | 1.26% | 61 | -17.57% | 12 | - |
30 Sep, 21 | 78 | - | 123,717,457 | - | 78.82% | - | 74 | - | - | - |
PowerSchool Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of PowerSchool's stock was made by Shander Eric Ryan on Jul 16 2024, selling 18,528 shares at $22.51 per share (valued at $417.07K).
PowerSchool Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | 19 | 49 | 38.78% |
Q1 2024 | - | 22 | - |
Q4 2023 | - | 22 | - |
Q3 2023 | 3 | 13 | 23.08% |
Q2 2023 | - | 23 | - |
Q1 2023 | 10 | 18 | 55.56% |
Q4 2022 | 1 | 7 | 14.29% |
Q3 2022 | 3 | 4 | 75.00% |
Q1 2022 | 8 | 1 | 800.00% |
Q3 2021 | 12 | 7 | 171.43% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by PowerSchool's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | - | 49 | - |
Q1 2024 | - | 22 | - |
Q4 2023 | - | 20 | - |
Q3 2023 | - | 12 | - |
Q2 2023 | - | 23 | - |
Q1 2023 | - | 14 | - |
Q4 2022 | - | - | - |
Q3 2022 | - | 1 | - |
Q1 2022 | - | - | - |
Q3 2021 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of PowerSchool's stocks.
PowerSchool Peer Ownership
Ticker | Company |
---|---|
CWAN | Clearwater Analytics Holdings, Inc. |
PCTY | Paylocity Holding Corporation |
NCNO | nCino, Inc. |
APPF | AppFolio, Inc. |
ETWO | E2open Parent Holdings, Inc. |
PYCR | Paycor HCM, Inc. |
JAMF | Jamf Holding Corp. |
PEGA | Pegasystems Inc. |
ONTF | ON24, Inc. |
ENFN | Enfusion, Inc. |
AMSWA | American Software, Inc. |
AGYS | Agilysys, Inc. |
ALKT | Alkami Technology, Inc. |
PWSC Ownership FAQ
Who Owns PowerSchool?
PowerSchool is owned by institutional shareholders (7.63%), insiders (0.60%), and public (91.78%). The largest institutional shareholder of PowerSchool is VISTA EQUITY PARTNERS MANAGEMENT, LLC (43.09% of total shares) and the top mutual fund owner is LORD ABBETT DEVELOPING GROWTH FUND, INC. (1.36% of total shares).
Who are the major institutional shareholders of PowerSchool?
PowerSchool's major institutional shareholders are VISTA EQUITY PARTNERS MANAGEMENT, LLC, VANGUARD GROUP INC, FIL LTD, BLACKROCK INC., and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 56.10% of the company's share outstanding.
How many PowerSchool shareholders are there?
As of Jun 2024, there are 72 institutional shareholders of PowerSchool.
What percentage of PowerSchool is owned by VISTA EQUITY PARTNERS MANAGEMENT, LLC?
VISTA EQUITY PARTNERS MANAGEMENT, LLC owns 71.12M shares of PowerSchool, representing 43.09% of the company's total shares outstanding, valued at $1.59B (as of Jun 2024).
What percentage of PowerSchool is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 7.06M shares of PowerSchool (PWSC), compromising 4.28% of the company, valued at $158.12M.
What percentage of PowerSchool is owned by FIL LTD?
FIL LTD is the third largest holder of PowerSchool. The company owns 5.36M of the company's shares outstanding (worth $119.94M).