Bell Investment Advisors’s PagerDuty PD Stock Holding History

Bell Investment Advisors’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	$715	Sell	74 -453	-86%	-$3.43K	﹤0.01%	1618
2026 Q1	$3.27K	Buy	+527	New	+$4.56K	﹤0.01%	1132
2025 Q4	–	Sell	-404	Closed	-$6.67K	–	1915
2025 Q3	$6.67K	Sell	404 -30	-7%	-$477	﹤0.01%	794
2025 Q2	$6.63K	Buy	434 +383	+751%	+$5.95K	﹤0.01%	852
2025 Q1	$932	Sell	51 -43	-46%	-$789	﹤0.01%	1569
2024 Q4	$1.72K	Buy	94 +71	+309%	+$1.36K	﹤0.01%	1389
2024 Q3	$427	Sell	23 -25	-52%	-$488	﹤0.01%	1814
2024 Q2	$1.1K	Sell	48 -2	-4%	-$42	﹤0.01%	1585
2024 Q1	$1.13K	Hold	50	–	–	﹤0.01%	1569
2023 Q4	$1.16K	Buy	50 +5	+11%	+$108	﹤0.01%	1543
2023 Q3	$1.01K	Buy	45 +20	+80%	+$477	﹤0.01%	1568
2023 Q2	$562	Hold	25	–	–	﹤0.01%	1781
2023 Q1	$875	Sell	25 -24	-49%	-$705	﹤0.01%	1622
2022 Q4	$1.3K	Buy	49 +27	+123%	+$638	﹤0.01%	1477
2022 Q3	$1K	Sell	22 -20	-48%	-$516	﹤0.01%	1520
2022 Q2	$1K	Buy	+42	New	+$1.15K	﹤0.01%	1536
2021 Q4	$2K	Buy	+49	New	+$1.9K	﹤0.01%	1198

Other funds holding PD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bell Investment Advisors's PD Position: Q2 2026 in Review

Bell Investment Advisors reduced its PagerDuty (PD) stake by 86% in Q2 2026, selling an estimated $3.43K and leaving 74 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Bell Investment Advisors first reported a position in PD in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.67K in Q3 2025. 258 funds tracked by Wall St. Rank hold PD as of Q2 2026.

Bell Investment Advisors held 74 shares of PagerDuty worth $715 as of Q2 2026.
Bell Investment Advisors sold 453 PagerDuty shares in Q2 2026, an estimated $3.43K.
PagerDuty made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1618 holding.
Bell Investment Advisors first reported a position in PagerDuty in Q4 2021 and has held it in 17 quarters since.
Bell Investment Advisors's PagerDuty position peaked at $6.67K in Q3 2025.
258 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.