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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's PD Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in PagerDuty (PD) in Q1 2026: 527 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in PD as recently as Q3 2025.

Bell Investment Advisors first reported a position in PD in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.67K in Q3 2025. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

Bell Investment Advisors held 527 shares of PagerDuty worth $3.27K as of Q1 2026.
PagerDuty was a new Bell Investment Advisors position in Q1 2026.
PagerDuty made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1132 holding.
Bell Investment Advisors first reported a position in PagerDuty in Q4 2021 and has held it in 16 quarters since.
Bell Investment Advisors's PagerDuty position peaked at $6.67K in Q3 2025.
247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.