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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 71.12 M | $1.51 B | 0.00% | 43.25% |
| 05/10/2024 | VANGUARD GROUP INC | 9.54 M | $203.12 M | 0.31% | 5.80% |
| 05/14/2024 | CANADA PENSION PLAN INVESTMENT BOARD | 4.93 M | $104.90 M | -51.27% | 3.00% |
| 05/10/2024 | BLACKROCK INC. | 4.51 M | $96.05 M | 0.58% | 2.74% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 4.29 M | $91.38 M | -8.74% | 2.61% |
| 05/09/2024 | BLAIR WILLIAM & CO/IL | 3.95 M | $84.02 M | 17.84% | 2.40% |
| 04/18/2024 | WASATCH ADVISORS LP | 3.93 M | $83.72 M | 12.67% | 2.39% |
| 05/15/2024 | MORGAN STANLEY | 2.61 M | $55.47 M | -0.01% | 1.58% |
| 04/26/2024 | RIVERBRIDGE PARTNERS LLC | 2.51 M | $53.41 M | 59.47% | 1.53% |
| 05/10/2024 | MACKENZIE FINANCIAL CORP | 2.44 M | $51.91 M | 33.73% | 1.48% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.94 M | $41.36 M | 17.37% | 1.18% |
| 05/15/2024 | BARCLAYS PLC | 1.68 M | $35.81 M | 1,785.79% | 1.02% |
| 05/07/2024 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.51 M | $32.22 M | -22.15% | 0.92% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 1.45 M | $30.91 M | 4.38% | 0.88% |
| 05/15/2024 | STATE STREET CORP | 1.36 M | $28.95 M | 3.16% | 0.83% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.31 M | $27.83 M | -7.30% | 0.80% |
| 05/10/2024 | JPMORGAN CHASE & CO | 1.26 M | $26.81 M | -7.80% | 0.77% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.23 M | $26.25 M | 3.00% | 0.75% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.21 M | $25.85 M | 5.46% | 0.74% |
| 05/06/2024 | NEWEDGE WEALTH, LLC | 1.18 M | $19.91 M | 21.09% | 0.72% |
| 05/14/2024 | INVESCO LTD. | 1.06 M | $22.59 M | -15.78% | 0.65% |
| 05/14/2024 | LOOMIS SAYLES & CO L P | 1.01 M | $21.53 M | 14.34% | 0.62% |
| 05/14/2024 | PICTET ASSET MANAGEMENT HOLDING SA | 938,890 | $19.99 M | 1.27% | 0.57% |
| 05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 894,390 | $19.04 M | 12.85% | 0.54% |
| 05/14/2024 | NORTHERN TRUST CORP | 696,606 | $14.83 M | 7.88% | 0.42% |
| 05/07/2024 | SEI INVESTMENTS CO | 564,622 | $12.02 M | 99.85% | 0.34% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 455,111 | $9.69 M | 2.17% | 0.28% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 420,370 | $8.95 M | 2.87% | 0.26% |
| 05/15/2024 | AMUNDI | 404,963 | $7.06 M | -16.06% | 0.25% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 329,398 | $7.01 M | 85.34% | 0.20% |
| 05/14/2024 | STATE OF WISCONSIN INVESTMENT BOARD | 323,168 | $6.88 M | -17.26% | 0.20% |
| 05/13/2024 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | 300,820 | $6.40 M | 7.37% | 0.18% |
| 05/14/2024 | RK CAPITAL MANAGEMENT, LLC | 286,500 | $6.10 M | 39.76% | 0.17% |
| 05/10/2024 | CREDIT SUISSE AG/ | 277,520 | $5.91 M | -8.32% | 0.17% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 270,718 | $5.76 M | -46.37% | 0.16% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 257,001 | $5.47 M | 66.67% | 0.16% |
| 04/11/2024 | RHEOS CAPITAL WORKS INC. | 253,700 | $5.40 M | -47.32% | 0.15% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 249,323 | $5.31 M | -9.39% | 0.15% |
| 05/14/2024 | NORWOOD INVESTMENT PARTNERS, LP | 224,225 | $4.77 M | -44.34% | 0.14% |
| 05/15/2024 | ARISTOTLE CAPITAL BOSTON, LLC | 223,296 | $4.75 M | 100.00% | 0.14% |
| 05/10/2024 | HOMESTEAD ADVISERS CORP | 207,669 | $4.42 M | 29.82% | 0.13% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 188,417 | $4.01 M | 2.60% | 0.11% |
| 04/19/2024 | AMI ASSET MANAGEMENT CORP | 183,526 | $3.91 M | -18.32% | 0.11% |
| 04/23/2024 | RICE HALL JAMES & ASSOCIATES, LLC | 182,254 | $3.88 M | -15.26% | 0.11% |
| 05/13/2024 | 1492 CAPITAL MANAGEMENT LLC | 178,624 | $3.80 M | -0.64% | 0.11% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 173,635 | $3.70 M | 0.43% | 0.11% |
| 05/10/2024 | CITIGROUP INC | 161,987 | $3.45 M | 1,798.36% | 0.10% |
| 05/14/2024 | BAIRD FINANCIAL GROUP, INC. | 154,926 | $3.30 M | 7.50% | 0.09% |
| 05/13/2024 | HANDELSBANKEN FONDER AB | 152,100 | $3.24 M | 204.20% | 0.09% |
| 05/13/2024 | THEMATICS ASSET MANAGEMENT | 150,180 | $3.20 M | 25.54% | 0.09% |
A. During the previous two years, 222 institutional investors and hedge funds held shares of PowerSchool Holdings, Inc.. The most heavily invested institutionals were:
VISTA EQUITY PARTNERS MANAGEMENT, LLC: 71.12 M
VANGUARD GROUP INC: 9.54 M
CANADA PENSION PLAN INVESTMENT BOARD: 4.93 M
BlackRock Inc.: 4.51 M
WELLINGTON MANAGEMENT GROUP LLP: 4.29 M
BLAIR WILLIAM & CO/IL: 3.95 M
A. 84.41% of PowerSchool Holdings, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 155.45 M shares in the last 24 months. This purchase volume represents approximately $3.49 B in transactions.
