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Farther Finance Advisors’s PagerDuty PD Stock Holding History

Farther Finance 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
Q3 		$134K Buy
8,849
+5,565
+169% +$67.5K ﹤0.01% 2619
2026
Q2 		$31.6K Sell
3,284
-507
-13% -$3.84K ﹤0.01% 3618
2026
Q1 		$24K Buy
3,791
+3,681
+3,346% +$31.8K ﹤0.01% 3528
2025
Q4 		$1.44K Buy
110
+13
+13% +$190 ﹤0.01% 4802
2025
Q3 		$1.6K Sell
97
-1,166
-92% -$18.5K ﹤0.01% 4218
2025
Q2 		$19.3K Buy
1,263
+1,187
+1,562% +$18.4K ﹤0.01% 2693
2025
Q1 		$1.4K Sell
76
-10
-12% -$183 ﹤0.01% 3515
2024
Q4 		$1.57K Sell
86
-5
-5% -$96 ﹤0.01% 3097
2024
Q3 		$1.69K Sell
91
-40
-31% -$780 ﹤0.01% 3052
2024
Q2 		$2.98K Buy
131
+35
+36% +$729 ﹤0.01% 2623
2024
Q1 		$2.16K Sell
96
-13
-12% -$309 ﹤0.01% 2461
2023
Q4 		$2.52K Buy
+109
New +$2.36K ﹤0.01% 2334
2023
Q2 		– Sell
-285
Closed -$9.97K – 2547
2023
Q1 		$9.97K Buy
+285
New +$8.37K ﹤0.01% 1114

Other funds holding PD

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's PD Position: Q3 2026 in Review

Farther Finance Advisors increased its PagerDuty (PD) stake by 169% in Q3 2026, buying an estimated $67.5K and bringing the position to 8,849 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Farther Finance Advisors first reported a position in PD in Q1 2023 and has held it in 13 quarters since. 8 funds tracked by Wall St. Rank hold PD as of Q3 2026.

  • Farther Finance Advisors held 8,849 shares of PagerDuty worth $134K as of Q3 2026.
  • Farther Finance Advisors bought 5,565 PagerDuty shares in Q3 2026, an estimated $67.5K.
  • PagerDuty made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2619 holding.
  • Farther Finance Advisors first reported a position in PagerDuty in Q1 2023 and has held it in 13 quarters since.
  • 8 funds tracked by Wall St. Rank held PagerDuty as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.