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Clearstead Advisors’s PagerDuty PD Stock Holding History

Clearstead 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 		$261 Buy
+27
New +$204 ﹤0.01% 3111
2025
Q4 		– Sell
-14
Closed -$232 – 3128
2025
Q3 		$232 Buy
14
+13
+1,300% +$207 ﹤0.01% 2841
2025
Q2 		$16 Buy
+1
New +$16 ﹤0.01% 2715
2023
Q3 		– Sell
-38
Closed -$855 – 1508
2023
Q2 		$855 Hold
38
– – ﹤0.01% 1264
2023
Q1 		$1.33K Buy
+38
New +$1.12K ﹤0.01% 1198

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

Clearstead Advisors's PD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in PagerDuty (PD) in Q2 2026: 27 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #3111 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PD as recently as Q3 2025.

Clearstead Advisors first reported a position in PD in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.33K in Q1 2023. 256 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Clearstead Advisors held 27 shares of PagerDuty worth $261 as of Q2 2026.
  • PagerDuty was a new Clearstead Advisors position in Q2 2026.
  • PagerDuty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3111 holding.
  • Clearstead Advisors first reported a position in PagerDuty in Q1 2023 and has held it in 5 quarters since.
  • Clearstead Advisors's PagerDuty position peaked at $1.33K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.