PowerSchool Ownership 2024 | Who Owns PowerSchool Now?

Overview Forecast RevenueFinancials Chart Transcripts

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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 16, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	18,528	$22.51	$417.07K	436,196
Jul 16, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	10,672	$22.51	$240.23K	425,524
Jul 11, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	30,914	$22.51	$695.87K	462,650
Jul 11, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	7,926	$22.50	$178.34K	454,724
Jun 28, 2024	Studer Fred	officer	Chief Marketing Officer	S-Sale	Sell	1,299	$22.35	$29.03K	186,142
Jun 28, 2024	SINGH DEVENDRA	officer	Chief Technology Officer	S-Sale	Sell	5,360	$22.35	$119.80K	389,017
Jun 28, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	7,651	$22.35	$171.00K	495,702
Jun 28, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	2,138	$22.50	$48.10K	493,564
Jun 28, 2024	GULATI HARDEEP	director, officer	Chief Executive Officer	S-Sale	Sell	24,409	$22.35	$545.54K	1,661,518
Jun 28, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,752	$22.33	$39.12K	286,256
Jun 28, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	2,086	$22.34	$46.60K	284,170
Jun 25, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,547	$22.32	$34.53K	288,008
Jun 21, 2024	GULATI HARDEEP	director, officer	Chief Executive Officer	S-Sale	Sell	29,740	$22.33	$664.09K	1,685,927
Jun 21, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	4,797	$22.33	$107.12K	503,353
Jun 21, 2024	SINGH DEVENDRA	officer	Chief Technology Officer	S-Sale	Sell	2,235	$22.33	$49.91K	394,377
Jun 21, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,295	$22.33	$28.92K	289,555
Jun 12, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	1,600	$22.50	$36.00K	508,150
Jun 06, 2024	KENDER ANTHONY	officer	Chief Revenue Officer	S-Sale	Sell	6,165	$22.23	$137.05K	253,607
Jun 06, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	16,070	$22.12	$355.47K	515,061
Jun 06, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	2,445	$22.53	$55.09K	512,616

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 16, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	18,528	$22.51	$417.07K	436,196
Jul 16, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	10,672	$22.51	$240.23K	425,524
Jul 11, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	30,914	$22.51	$695.87K	462,650
Jul 11, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	7,926	$22.50	$178.34K	454,724
Jun 28, 2024	Studer Fred	officer	Chief Marketing Officer	S-Sale	Sell	1,299	$22.35	$29.03K	186,142
Jun 28, 2024	SINGH DEVENDRA	officer	Chief Technology Officer	S-Sale	Sell	5,360	$22.35	$119.80K	389,017
Jun 28, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	7,651	$22.35	$171.00K	495,702
Jun 28, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	2,138	$22.50	$48.10K	493,564
Jun 28, 2024	GULATI HARDEEP	director, officer	Chief Executive Officer	S-Sale	Sell	24,409	$22.35	$545.54K	1,661,518
Jun 28, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,752	$22.33	$39.12K	286,256
Jun 28, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	2,086	$22.34	$46.60K	284,170
Jun 25, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,547	$22.32	$34.53K	288,008
Jun 21, 2024	GULATI HARDEEP	director, officer	Chief Executive Officer	S-Sale	Sell	29,740	$22.33	$664.09K	1,685,927
Jun 21, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	4,797	$22.33	$107.12K	503,353
Jun 21, 2024	SINGH DEVENDRA	officer	Chief Technology Officer	S-Sale	Sell	2,235	$22.33	$49.91K	394,377
Jun 21, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,295	$22.33	$28.92K	289,555
Jun 12, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	1,600	$22.50	$36.00K	508,150
Jun 06, 2024	KENDER ANTHONY	officer	Chief Revenue Officer	S-Sale	Sell	6,165	$22.23	$137.05K	253,607
Jun 06, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	16,070	$22.12	$355.47K	515,061
Jun 06, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	2,445	$22.53	$55.09K	512,616

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 16, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	18,528	$22.51	$417.07K	436,196
Jul 16, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	10,672	$22.51	$240.23K	425,524
Jul 11, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	30,914	$22.51	$695.87K	462,650
Jul 11, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	7,926	$22.50	$178.34K	454,724
Jun 28, 2024	Studer Fred	officer	Chief Marketing Officer	S-Sale	Sell	1,299	$22.35	$29.03K	186,142
Jun 28, 2024	SINGH DEVENDRA	officer	Chief Technology Officer	S-Sale	Sell	5,360	$22.35	$119.80K	389,017
Jun 28, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	7,651	$22.35	$171.00K	495,702
Jun 28, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	2,138	$22.50	$48.10K	493,564
Jun 28, 2024	GULATI HARDEEP	director, officer	Chief Executive Officer	S-Sale	Sell	24,409	$22.35	$545.54K	1,661,518
Jun 28, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,752	$22.33	$39.12K	286,256
Jun 28, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	2,086	$22.34	$46.60K	284,170
Jun 25, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,547	$22.32	$34.53K	288,008
Jun 21, 2024	GULATI HARDEEP	director, officer	Chief Executive Officer	S-Sale	Sell	29,740	$22.33	$664.09K	1,685,927
Jun 21, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	4,797	$22.33	$107.12K	503,353
Jun 21, 2024	SINGH DEVENDRA	officer	Chief Technology Officer	S-Sale	Sell	2,235	$22.33	$49.91K	394,377
Jun 21, 2024	Stumpf Shivani	officer	CPO	S-Sale	Sell	1,295	$22.33	$28.92K	289,555
Jun 12, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	1,600	$22.50	$36.00K	508,150
Jun 06, 2024	KENDER ANTHONY	officer	Chief Revenue Officer	S-Sale	Sell	6,165	$22.23	$137.05K	253,607
Jun 06, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	16,070	$22.12	$355.47K	515,061
Jun 06, 2024	Shander Eric Ryan	officer	President, CFO	S-Sale	Sell	2,445	$22.53	$55.09K	512,616

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).