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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

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

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

Firsthand Capital Management's PD Position: Q2 2025 in Review

Firsthand Capital Management sold out of PagerDuty (PD) in Q2 2025, closing a stake of 90,000 shares — an estimated $1.64M sold.

Firsthand Capital Management first reported a position in PD in Q3 2021 and held it in 15 quarters. The position peaked at $5.13M in Q1 2022. 220 funds tracked by Wall St. Rank hold PD as of Q2 2025.

Firsthand Capital Management reported no remaining PagerDuty position as of Q2 2025 after selling out during the quarter.
Firsthand Capital Management sold 90,000 PagerDuty shares in Q2 2025, an estimated $1.64M.
Firsthand Capital Management first reported a position in PagerDuty in Q3 2021 and held it in 15 quarters.
Firsthand Capital Management's PagerDuty position peaked at $5.13M in Q1 2022.
220 funds tracked by Wall St. Rank held PagerDuty as of Q2 2025.

Based on Firsthand Capital Management's 13F filing for Q2 2025, filed 15 Aug 2025.