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Allworth Financial’s PagerDuty PD Stock Holding History

Allworth Financial’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.1K Buy
9,549
+4,593
+93% +$34.8K ﹤0.01% 1993
2026
Q1 		$30.8K Buy
4,956
+4,432
+846% +$38.3K ﹤0.01% 2685
2025
Q4 		$6.87K Sell
524
-248
-32% -$3.62K ﹤0.01% 3522
2025
Q3 		$12.8K Buy
772
+679
+730% +$10.8K ﹤0.01% 2985
2025
Q2 		$1.42K Sell
93
-49
-35% -$761 ﹤0.01% 3844
2025
Q1 		$2.23K Buy
142
+132
+1,320% +$2.42K ﹤0.01% 3169
2024
Q4 		$186 Hold
10
– – ﹤0.01% 3799
2024
Q3 		$186 Buy
+10
New +$195 ﹤0.01% 3613
2024
Q1 		– Sell
-40
Closed -$926 – 3664
2023
Q4 		$926 Buy
40
+35
+700% +$758 ﹤0.01% 2973
2023
Q3 		$113 Buy
+5
New +$119 ﹤0.01% 3335
2023
Q2 		– Sell
-20
Closed -$700 – 3344
2023
Q1 		$700 Hold
20
– – ﹤0.01% 2773
2022
Q4 		$531 Buy
+20
New +$472 ﹤0.01% 2618
2022
Q3 		– Sell
-5
Closed – – 2988
2022
Q2 		$0 Buy
+5
New +$137 ﹤0.01% 2692

Other funds holding PD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Allworth Financial's PD Position: Q2 2026 in Review

Allworth Financial increased its PagerDuty (PD) stake by 93% in Q2 2026, buying an estimated $34.8K and bringing the position to 9,549 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Allworth Financial first reported a position in PD in Q2 2022 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Allworth Financial held 9,549 shares of PagerDuty worth $92.1K as of Q2 2026.
  • Allworth Financial bought 4,593 PagerDuty shares in Q2 2026, an estimated $34.8K.
  • PagerDuty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1993 holding.
  • Allworth Financial first reported a position in PagerDuty in Q2 2022 and has held it in 13 quarters since.
  • 256 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.