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IFP Advisors’s PagerDuty PD Stock Holding History

IFP 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 		$27.6K Buy
2,862
+1,166
+69% +$8.82K ﹤0.01% 2762
2026
Q1 		$10.5K Buy
1,696
+1,542
+1,001% +$13.3K ﹤0.01% 3123
2025
Q4 		$2.02K Sell
154
-30
-16% -$438 ﹤0.01% 3834
2025
Q3 		$3.04K Buy
184
+148
+411% +$2.35K ﹤0.01% 3512
2025
Q2 		$550 Buy
+36
New +$559 ﹤0.01% 4407
2025
Q1 		– Sell
-56
Closed -$1.02K – 4552
2024
Q4 		$1.02K Buy
56
+2
+4% +$38 ﹤0.01% 3273
2024
Q3 		$1K Hold
54
– – ﹤0.01% 3076
2024
Q2 		$1.24K Hold
54
– – ﹤0.01% 2944
2024
Q1 		$1.23K Hold
54
– – ﹤0.01% 2812
2023
Q4 		$1.25K Hold
54
– – ﹤0.01% 2778
2023
Q3 		$1.21K Sell
54
-30
-36% -$716 ﹤0.01% 2957
2023
Q2 		$1.89K Buy
84
+30
+56% +$834 ﹤0.01% 2901
2023
Q1 		$2.07K Sell
54
-6,000
-99% -$176K ﹤0.01% 2885
2022
Q4 		$232K Sell
6,054
-274
-4% -$6.47K 0.01% 1284
2022
Q3 		$243K Hold
6,328
– – 0.01% 1295
2022
Q2 		$243K Hold
6,328
– – 0.01% 1177
2022
Q1 		$243K Buy
6,328
+6,021
+1,961% +$194K 0.01% 1177
2021
Q4 		$11K Hold
307
– – ﹤0.01% 2190
2021
Q3 		$12K Hold
307
– – ﹤0.01% 2204
2021
Q2 		$13K Buy
307
+153
+99% +$6.2K ﹤0.01% 2122
2021
Q1 		$6K Sell
154
-55
-26% -$2.51K ﹤0.01% 2358
2020
Q4 		$9K Sell
209
-2,613
-93% -$89.1K ﹤0.01% 2109
2020
Q3 		$76K Buy
2,822
+2,768
+5,126% +$77.8K ﹤0.01% 1122
2020
Q2 		$2K Buy
+54
New +$1.3K ﹤0.01% 2417

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

IFP Advisors's PD Position: Q2 2026 in Review

IFP Advisors increased its PagerDuty (PD) stake by 69% in Q2 2026, buying an estimated $8.82K and bringing the position to 2,862 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

IFP Advisors first reported a position in PD in Q2 2020 and has held it in 24 quarters since. The position peaked at $243K in Q3 2022. 256 funds tracked by Wall St. Rank hold PD as of Q2 2026.

  • IFP Advisors held 2,862 shares of PagerDuty worth $27.6K as of Q2 2026.
  • IFP Advisors bought 1,166 PagerDuty shares in Q2 2026, an estimated $8.82K.
  • PagerDuty made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2762 holding.
  • IFP Advisors first reported a position in PagerDuty in Q2 2020 and has held it in 24 quarters since.
  • IFP Advisors's PagerDuty position peaked at $243K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.