Edgestream Partners’s PagerDuty PD Stock Holding History

Edgestream Partners’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	–	Sell	-435,585	Closed	-$5.71M	–	1047
2025 Q4	$5.71M	Buy	+435,585	New	+$6.35M	0.16%	203
2024 Q4	–	Sell	-219,294	Closed	-$4.07M	–	1033
2024 Q3	$4.07M	Buy	219,294 +164,061	+297%	+$3.2M	0.18%	180
2024 Q2	$1.27M	Sell	55,233 -19,459	-26%	-$405K	0.06%	464
2024 Q1	$1.69M	Buy	74,692 +20,738	+38%	+$492K	0.08%	376
2023 Q4	$1.25M	Sell	53,954 -15,763	-23%	-$341K	0.09%	376
2023 Q3	$1.57M	Sell	69,717 -49,523	-42%	-$1.18M	0.12%	265
2023 Q2	$2.68M	Buy	+119,240	New	+$3.31M	0.24%	110

Other funds holding PD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgestream Partners's PD Position: Q1 2026 in Review

Edgestream Partners sold out of PagerDuty (PD) in Q1 2026, closing a stake of 435,585 shares — an estimated $5.71M sold.

Edgestream Partners first reported a position in PD in Q2 2023 and held it in 7 quarters. The position peaked at $5.71M in Q4 2025. 249 funds tracked by Wall St. Rank hold PD as of Q1 2026.

Edgestream Partners reported no remaining PagerDuty position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 435,585 PagerDuty shares in Q1 2026, an estimated $5.71M.
Edgestream Partners first reported a position in PagerDuty in Q2 2023 and held it in 7 quarters.
Edgestream Partners's PagerDuty position peaked at $5.71M in Q4 2025.
249 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.