American Capital Advisory’s PagerDuty PD Stock Holding History

American Capital Advisory’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 Q3	–	Sell	-202	Closed	-$1.95K	–	1207
2026 Q2	$1.95K	Hold	202	–	–	﹤0.01%	632
2026 Q1	$1.26K	Hold	202	–	–	﹤0.01%	629
2025 Q4	$2.65K	Hold	202	–	–	﹤0.01%	428
2025 Q3	$3.34K	Hold	202	–	–	﹤0.01%	383
2025 Q2	$3.09K	Hold	202	–	–	﹤0.01%	377
2025 Q1	$3.69K	Hold	202	–	–	﹤0.01%	361
2024 Q4	$3.69K	Hold	202	–	–	﹤0.01%	375
2024 Q3	$3.75K	Hold	202	–	–	﹤0.01%	369
2024 Q2	$4.68K	Hold	202	–	–	﹤0.01%	308
2024 Q1	$7.07K	Hold	202	–	–	0.01%	283
2023 Q4	$4.68K	Buy	+202	New	+$4.37K	﹤0.01%	308

Other funds holding PD

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Capital Advisory's PD Position: Q3 2026 in Review

American Capital Advisory sold out of PagerDuty (PD) in Q3 2026, closing a stake of 202 shares — an estimated $1.95K sold.

American Capital Advisory first reported a position in PD in Q4 2023 and held it in 11 quarters. The position peaked at $7.07K in Q1 2024. 132 funds tracked by Wall St. Rank hold PD as of Q3 2026.

American Capital Advisory reported no remaining PagerDuty position as of Q3 2026 after selling out during the quarter.
American Capital Advisory sold 202 PagerDuty shares in Q3 2026, an estimated $1.95K.
American Capital Advisory first reported a position in PagerDuty in Q4 2023 and held it in 11 quarters.
American Capital Advisory's PagerDuty position peaked at $7.07K in Q1 2024.
132 funds tracked by Wall St. Rank held PagerDuty as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.