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Capital Advisors Ltd’s PagerDuty PD Stock Holding History

Capital Advisors Ltd’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 		$1K Buy
+74
New +$560 ﹤0.01% 1278
2022
Q4 		– Sell
-7
Closed – – 1532
2022
Q3 		$0 Sell
7
-22
-76% -$568 ﹤0.01% 1445
2022
Q2 		$1K Buy
29
+17
+142% +$467 ﹤0.01% 855
2022
Q1 		$0 Buy
+12
New +$386 ﹤0.01% 1136

Other funds holding PD

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Capital Advisors Ltd's PD Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in PagerDuty (PD) in Q2 2026: 74 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in PD as recently as Q3 2022.

Capital Advisors Ltd first reported a position in PD in Q1 2022 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Capital Advisors Ltd held 74 shares of PagerDuty worth $1K as of Q2 2026.
  • PagerDuty was a new Capital Advisors Ltd position in Q2 2026.
  • PagerDuty made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1278 holding.
  • Capital Advisors Ltd first reported a position in PagerDuty in Q1 2022 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.