Creative Planning
PD icon

Creative Planning’s PagerDuty PD Stock Holding History

Creative Planning’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 		$6.97M Buy
722,458
+357,803
+98% +$2.71M ﹤0.01% 1150
2026
Q1 		$2.26M Buy
364,655
+349,385
+2,288% +$3.02M ﹤0.01% 1803
2025
Q4 		$200K Sell
15,270
-7,230
-32% -$105K ﹤0.01% 3554
2025
Q3 		$372K Buy
22,500
+8,827
+65% +$140K ﹤0.01% 2981
2025
Q2 		$209K Sell
13,673
-8,418
-38% -$131K ﹤0.01% 3184
2025
Q1 		$404K Buy
22,091
+21,809
+7,734% +$400K ﹤0.01% 2493
2024
Q4 		$5.15K Buy
+282
New +$5.41K ﹤0.01% 3409
2024
Q3 		– Sell
-10,148
Closed -$233K – 3279
2024
Q2 		$233K Buy
+10,148
New +$211K ﹤0.01% 2567

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

Creative Planning's PD Position: Q2 2026 in Review

Creative Planning increased its PagerDuty (PD) stake by 98% in Q2 2026, buying an estimated $2.71M and bringing the position to 722,458 shares worth $6.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Creative Planning first reported a position in PD in Q2 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • Creative Planning held 722,458 shares of PagerDuty worth $6.97M as of Q2 2026.
  • Creative Planning bought 357,803 PagerDuty shares in Q2 2026, an estimated $2.71M.
  • PagerDuty made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1150 holding.
  • Creative Planning first reported a position in PagerDuty in Q2 2024 and has held it in 8 quarters since.
  • 258 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.