Firsthand Capital Management’s PagerDuty PD Stock Holding History

Firsthand Capital Management’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
2025 Q2	–	Sell	-90,000	Closed	-$1.64M	–	52
2025 Q1	$1.64M	Hold	90,000	–	–	3.98%	8
2024 Q4	$1.64M	Hold	90,000	–	–	3.42%	9
2024 Q3	$1.67M	Buy	90,000 +89,000	+8,900%	+$1.74M	3.29%	14
2024 Q2	$63.1K	Sell	1,000 -119,000	-99%	-$2.48M	0.12%	38
2024 Q1	$2.72M	Hold	120,000	–	–	4.43%	8
2023 Q4	$2.78M	Hold	120,000	–	–	3.85%	10
2023 Q3	$2.7M	Hold	120,000	–	–	3.89%	9
2023 Q2	$2.7M	Hold	120,000	–	–	3.24%	12
2023 Q1	$4.2M	Hold	120,000	–	–	4.56%	7
2022 Q4	$3.19M	Sell	120,000 -30,000	-20%	-$709K	3.72%	12
2022 Q3	$3.46M	Hold	150,000	–	–	3.15%	10
2022 Q2	$3.72M	Hold	150,000	–	–	3.21%	12
2022 Q1	$5.13M	Buy	150,000 +50,000	+50%	+$1.61M	2.67%	12
2021 Q4	$3.48M	Hold	100,000	–	–	1.32%	20
2021 Q3	$4.14M	Buy	+100,000	New	+$4.24M	1.24%	23

Other funds holding PD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return