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Get Institutions for : 
Powerschool Holdings, Inc. (PWSC)  
$20.69 0.08 (0.39%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    7
Total shares held : 
139,308,710  
% of shares held : 
70.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  30  
Amount of shares held : 
868,989  
% of shares held change : 
  0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.77  
Last Quarter's Ending Price : 
$23.56  
Last Quarter's Average Price
$22.01  
Change from last quarter's     
avg. price to the last closing  : 
1.32 (6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 619,929
 0.45%
 
Increased Positions :
73
 5,995,973
 4.3%
 
Unchanged Positions :
24
 81,593,497
 58.57%
 
Decreased Positions :
50
-4,497,918
-3.23%
 
Closed Positions :
15
-1,248,995
-0.9%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VISTA EQUITY PARTNERS III, LLC 1 - 2024-03-31 71,118,123 $1,514,105,000 0
   VANGUARD GROUP INC 1512 - 2024-03-31 9,540,806 $203,124,000 29,390
   CANADA PENSION PLAN INVESTMENT BOARD 183 - 2024-03-31 4,927,352 $104,903,000 -5,183,759
   BLACKROCK INC. 2039 - 2024-03-31 4,511,329 $96,046,000 25,929
   WELLINGTON MANAGEMENT CO LLP 581 - 2024-03-31 4,292,053 $91,378,000 -411,081
   BLAIR WILLIAM & CO/IL 94 - 2024-03-31 3,946,379 $84,018,000 597,521
   WASATCH ADVISORS INC 69 - 2024-03-31 3,932,460 $83,722,000 442,340
   MORGAN STANLEY 1661 - 2024-03-31 2,605,257 $55,466,000 -135
   RIVERBRIDGE PARTNERS LLC 57 - 2024-03-31 2,508,871 $53,414,000 935,648
   MACKENZIE FINANCIAL CORP 214 - 2024-03-31 2,438,459 $51,915,000 614,985
   DIMENSIONAL FUND ADVISORS INC 1596 - 2024-03-31 1,942,801 $41,362,000 287,505
   BARCLAYS PLC 589 - 2024-03-31 1,682,127 $35,813,000 1,592,927
   TIMESSQUARE CAPITAL MANAGEMENT LLC 88 - 2024-03-31 1,513,478 $32,222,000 -430,518
   GOLDMAN SACHS GROUP INC/ 1262 - 2024-03-31 1,452,047 $30,914,000 60,992
   STATE STREET CORP 1984 - 2024-03-31 1,359,767 $28,949,000 41,633
   NUVEEN ASSET MANAGEMENT, LLC 958 - 2024-03-31 1,307,401 $27,827,000 -102,978
   J P MORGAN CHASE & CO 1498 - 2024-03-31 1,259,459 $26,814,000 -106,483
   GEODE CAPITAL MANAGEMENT LLC 1761 - 2024-03-31 1,232,638 $26,247,000 35,869
   PRICE T ROWE ASSOCIATES INC /MD/ 911 - 2024-03-31 1,214,232 $25,852,000 62,870
   INVESCO LTD 1360 - 2024-03-31 1,061,109 $22,591,000 -198,828
   LOOMIS SAYLES & CO L P 242 - 2024-03-31 1,011,195 $21,528,000 126,793
   Pictet Asset Management Holding SA 489 - 2024-03-31 938,890 $19,989,000 11,787
   NewEdge Wealth LLC 61 - 2024-03-31 1,179,090 $19,915,000 205,397
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 160 - 2024-03-31 894,390 $19,042,000 101,860
   PICTET ASSET MANAGEMENT SA 515 *New 2023-06-30 833,537 $15,954,000 833,537
   NORTHERN TRUST CORP 1804 - 2024-03-31 696,606 $14,831,000 50,900
   SEI INVESTMENTS CO 829 - 2024-03-31 564,622 $12,021,000 282,095
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1999 - 2024-03-31 455,111 $9,689,000 9,654
   Allspring Global Investments Holdings LLC 793 - 2024-03-31 420,370 $8,950,000 0
   AMUNDI 879 - 2024-03-31 404,963 $7,059,000 -77,489
   ENVESTNET ASSET MANAGEMENT INC 1746 - 2024-03-31 329,398 $7,013,000 151,669
   STATE OF WISCONSIN INVESTMENT BOARD 825 - 2024-03-31 323,168 $6,880,000 -67,437
   Advantage Alpha Capital Partners LP 29 - 2024-03-31 300,820 $6,404,000 20,658
   RK CAPITAL MANAGEMENT LLC 36 - 2024-03-31 286,500 $6,100,000 81,500
   CREDIT SUISSE/ 1191 - 2024-03-31 277,520 $5,908,000 -25,196
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1157 - 2024-03-31 270,718 $5,764,000 -234,044
   BANK OF AMERICA CORP /DE/ 2896 - 2024-03-31 257,001 $5,472,000 102,803
   Rheos Capital Works Inc. 89 - 2024-03-31 253,700 $5,401,000 -227,900
   BANK OF NEW YORK MELLON CORP 2295 - 2024-03-31 249,323 $5,308,000 -25,830
   Norwood Investment Partners LP 11 - 2024-03-31 224,225 $4,774,000 -178,587
   Aristotle Capital Boston LLC 120 *New 2024-03-31 223,296 $4,754,000 223,296
   RE ADVISERS CORP 71 - 2024-03-31 207,669 $4,421,000 47,700
   NORGES BANK 1694 - 2023-12-31 186,666 $4,398,000 -28,727
   AMERIPRISE FINANCIAL INC 2424 - 2024-03-31 188,417 $4,011,000 4,770
   AMI ASSET MANAGEMENT CORP 48 - 2024-03-31 183,526 $3,907,000 -41,158
   RICE HALL JAMES & ASSOCIATES LLC 95 - 2024-03-31 182,254 $3,880,000 -32,832
   1492 Capital Management LLC 16 - 2024-03-31 178,624 $3,803,000 -1,150
   DEUTSCHE BANK AG 1351 - 2024-03-31 173,635 $3,697,000 747
   CITIGROUP INC 1430 - 2024-03-31 161,987 $3,449,000 153,454
   Baird Financial Group Inc. 804 - 2024-03-31 154,926 $3,298,000 10,810
   Handelsbanken Fonder AB 508 - 2024-03-31 152,100 $3,238,000 102,100
   Thematics Asset Management 133 - 2024-03-31 150,180 $3,197,000 30,555
   ING INVESTMENT MANAGEMENT LLC 1038 - 2024-03-31 140,962 $3,001,000 1,477
   STRS OHIO 531 - 2024-03-31 126,900 $2,701,000 1,200
   RENAISSANCE GROUP LLC 162 - 2024-03-31 121,831 $2,594,000 22,772
   MARSHALL WACE LLP 1093 - 2024-03-31 113,278 $2,412,000 113,278
   Sea Cliff Partners Management LP 15 *New 2024-03-31 113,237 $2,411,000 113,237
   Swiss National Bank 1738 - 2024-03-31 112,800 $2,402,000 0
   Squarepoint Ops LLC 984 - 2024-03-31 108,417 $2,308,000 108,417
   OPPENHEIMER ASSET MANAGEMENT INC 452 - 2024-03-31 104,299 $2,221,000 38,582
   FIRST TRUST ADVISORS LP 1693 - 2024-03-31 103,627 $2,206,000 -96,560
   MILLENNIUM MANAGEMENT LLC 2426 *New 2024-03-31 99,632 $2,121,000 99,632
   ExodusPoint Capital Management LP 615 *New 2024-03-31 89,672 $1,909,000 89,672
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 743 - 2023-12-31 74,775 $1,762,000 -10,321
   RHUMBLINE ADVISERS 1979 - 2024-03-31 79,838 $1,700,000 916
   Triodos Investment Management BV 43 - 2024-03-31 72,000 $1,533,000 11,750
   ALLIANCEBERNSTEIN L.P. 2065 - 2024-03-31 68,756 $1,464,000 2,193
   UBS Group AG 3313 - 2024-03-31 63,181 $1,345,000 62,837
   BALYASNY ASSET MANAGEMENT LLC 1156 *New 2024-03-31 60,176 $1,281,000 60,176
   B. Metzler seel. Sohn & Co. AG 469 - 2024-03-31 59,870 $1,275,000 4,219
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1692 - 2024-03-31 57,406 $1,222,000 -2,790
   LEGAL & GENERAL GROUP PLC 2115 - 2024-03-31 57,024 $1,214,000 -342
   EDMOND DE ROTHSCHILD HOLDING S.A. 263 - 2024-03-31 54,860 $1,168,000 5,490
   ROYAL BANK OF CANADA 2884 - 2024-03-31 53,936 $1,148,000 -6,324
   CITADEL ADVISORS LLC 3029 - 2024-03-31 48,606 $1,035,000 48,316
   MML INVESTORS SERVICES LLC 1442 - 2024-03-31 45,154 $961,000 9,221
   Connor Clark & Lunn Investment Management Ltd. 920 - 2024-03-31 41,389 $881,000 -1,063
   Harbour Capital Advisors LLC 109 - 2024-03-31 41,596 $863,000 8,560
   PRINCIPAL FINANCIAL GROUP INC 1897 - 2024-03-31 37,919 $807,000 -2,140
   Renaissance Capital LLC 44 - 2024-03-31 36,942 $786,000 1,442
   MANUFACTURERES LIFE INSURANCE CO 1981 - 2024-03-31 36,448 $776,000 2,663
   Yarbrough Capital LLC 105 - 2024-03-31 36,038 $767,000 17,132
   CenterBook Partners LP 331 - 2024-03-31 34,268 $730,000 6,224
   Eisler Capital (US) LLC 83 *New 2024-03-31 34,265 $730,000 34,265
   JANE STREET GROUP LLC 3449 - 2024-03-31 34,102 $726,000 -3,581
   REGIONS FINANCIAL CORP 539 - 2024-03-31 33,310 $709,000 1,320
   Vontobel Holding Ltd. 686 - 2024-03-31 31,991 $681,000 15,646
   WoodTrust Financial Corp 88 - 2024-03-31 31,500 $671,000 6,200
   VERITION FUND MANAGEGMENT LLC 1216 *New 2024-03-31 30,855 $657,000 30,855
   TRUST POINT INC. 238 - 2024-03-31 30,147 $642,000 11,197
   Sandia Investment Management LP 34 *New 2024-03-31 30,000 $639,000 30,000
   ALLIANZ ASSET MANAGEMENT AG 1343 - 2024-03-31 29,871 $636,000 6,141
   MetLife Investment Advisors LLC 1549 - 2024-03-31 29,874 $636,000 0
   Edgestream Partners L.P. 599 - 2024-03-31 29,681 $632,000 10,904
   Linden Thomas Advisory Services LLC 324 - 2024-03-31 28,961 $617,000 31
   Y.D. More Investments Ltd 107 - 2024-03-31 103,824 $600,000 -4,560
   AMERICAN INTERNATIONAL GROUP INC 1564 - 2024-03-31 27,925 $595,000 50
   TUDOR INVESTMENT CORP ET AL 1048 *New 2024-03-31 27,859 $593,000 27,859
   Susquehanna Portfolio Strategies LLC 557 - 2024-03-31 27,748 $591,000 0
   STIFEL FINANCIAL CORP 2536 - 2024-03-31 25,927 $552,000 7,088

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