EWA
PD icon

EverSource Wealth Advisors’s PagerDuty PD Stock Holding History

EverSource Wealth 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 		$86.8K Buy
8,995
+3,859
+75% +$29.2K ﹤0.01% 1453
2026
Q1 		$31.9K Buy
5,136
+4,147
+419% +$35.9K ﹤0.01% 2210
2025
Q4 		$13K Sell
989
-616
-38% -$8.98K ﹤0.01% 2664
2025
Q3 		$26.5K Buy
1,605
+1,149
+252% +$18.3K ﹤0.01% 2145
2025
Q2 		$6.97K Buy
456
+288
+171% +$4.47K ﹤0.01% 3014
2025
Q1 		$3.07K Buy
168
+90
+115% +$1.65K ﹤0.01% 2721
2024
Q4 		$1.42K Buy
78
+56
+255% +$1.07K ﹤0.01% 2847
2024
Q3 		$408 Hold
22
– – ﹤0.01% 2906
2024
Q2 		$460 Buy
+22
New +$458 ﹤0.01% 2912

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

EverSource Wealth Advisors's PD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its PagerDuty (PD) stake by 75% in Q2 2026, buying an estimated $29.2K and bringing the position to 8,995 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

EverSource Wealth Advisors first reported a position in PD in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • EverSource Wealth Advisors held 8,995 shares of PagerDuty worth $86.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,859 PagerDuty shares in Q2 2026, an estimated $29.2K.
  • PagerDuty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1453 holding.
  • EverSource Wealth Advisors first reported a position in PagerDuty in Q2 2024 and has held it in 9 quarters since.
  • 256 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.