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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's PD Position: Q1 2026 in Review

Creative Planning increased its PagerDuty (PD) stake by 2,288% in Q1 2026, buying an estimated $3.02M and bringing the position to 364,655 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Creative Planning first reported a position in PD in Q2 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

  • Creative Planning held 364,655 shares of PagerDuty worth $2.26M as of Q1 2026.
  • Creative Planning bought 349,385 PagerDuty shares in Q1 2026, an estimated $3.02M.
  • PagerDuty made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1803 holding.
  • Creative Planning first reported a position in PagerDuty in Q2 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.