Interchange Capital Partners’s PagerDuty PD Stock Holding History

Interchange Capital Partners’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
2024 Q4	–	Sell	-10,926	Closed	-$203K	–	293
2024 Q3	$203K	Sell	10,926 -686	-6%	-$13.4K	0.07%	252
2024 Q2	$290K	Buy	11,612 +2,747	+31%	+$57.2K	0.11%	195
2024 Q1	$203K	Sell	8,865 -263	-3%	-$6.25K	0.14%	160
2023 Q4	$211K	Buy	+9,128	New	+$198K	0.16%	142
2022 Q3	–	Sell	-8,731	Closed	-$216K	–	168
2022 Q2	$216K	Sell	8,731 -427	-5%	-$11.7K	0.24%	136
2022 Q1	$313K	Buy	9,158 +1,281	+16%	+$41.2K	0.32%	107
2021 Q4	$273K	Buy	+7,877	New	+$305K	0.27%	123
2021 Q2	–	Sell	-8,884	Closed	-$396K	–	187
2021 Q1	$396K	Buy	8,884 +52	+0.6%	+$2.38K	0.21%	145
2020 Q4	$368K	Buy	+8,832	New	+$301K	0.2%	134

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

NAMA

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Interchange Capital Partners's PD Position: Q4 2024 in Review

Interchange Capital Partners sold out of PagerDuty (PD) in Q4 2024, closing a stake of 10,926 shares — an estimated $203K sold.

Interchange Capital Partners first reported a position in PD in Q4 2020 and held it in 9 quarters. The position peaked at $396K in Q1 2021. 213 funds tracked by Wall St. Rank hold PD as of Q4 2024.

Interchange Capital Partners reported no remaining PagerDuty position as of Q4 2024 after selling out during the quarter.
Interchange Capital Partners sold 10,926 PagerDuty shares in Q4 2024, an estimated $203K.
Interchange Capital Partners first reported a position in PagerDuty in Q4 2020 and held it in 9 quarters.
Interchange Capital Partners's PagerDuty position peaked at $396K in Q1 2021.
213 funds tracked by Wall St. Rank held PagerDuty as of Q4 2024.

Based on Interchange Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.