LPL Financial
PD icon

LPL Financial’s PagerDuty PD Stock Holding History

LPL Financial’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
Q1 		$189K Sell
30,396
-25,086
-45% -$217K ﹤0.01% 5520
2025
Q4 		$727K Buy
55,482
+5,521
+11% +$80.5K ﹤0.01% 4380
2025
Q3 		$825K Buy
49,961
+4,627
+10% +$73.6K ﹤0.01% 4179
2025
Q2 		$693K Sell
45,334
-4,563
-9% -$70.9K ﹤0.01% 4090
2025
Q1 		$912K Buy
49,897
+925
+2% +$17K ﹤0.01% 3638
2024
Q4 		$894K Sell
48,972
-8,571
-15% -$164K ﹤0.01% 3585
2024
Q3 		$1.07M Sell
57,543
-4,808
-8% -$93.8K ﹤0.01% 3334
2024
Q2 		$1.43M Buy
62,351
+706
+1% +$14.7K ﹤0.01% 2916
2024
Q1 		$1.4M Buy
61,645
+7,081
+13% +$168K ﹤0.01% 2885
2023
Q4 		$1.26M Sell
54,564
-110
-0.2% -$2.38K ﹤0.01% 2845
2023
Q3 		$1.23M Sell
54,674
-608
-1% -$14.5K ﹤0.01% 2725
2023
Q2 		$1.24M Sell
55,282
-1,432
-3% -$39.8K ﹤0.01% 2668
2023
Q1 		$1.98M Buy
56,714
+6,686
+13% +$196K ﹤0.01% 2140
2022
Q4 		$1.33M Sell
50,028
-6,925
-12% -$164K ﹤0.01% 2419
2022
Q3 		$1.31M Sell
56,953
-1,981
-3% -$51.1K ﹤0.01% 2323
2022
Q2 		$1.46M Sell
58,934
-1,175
-2% -$32.3K ﹤0.01% 2268
2022
Q1 		$2.06M Sell
60,109
-3,336
-5% -$107K ﹤0.01% 2046
2021
Q4 		$2.21M Buy
63,445
+4,658
+8% +$180K ﹤0.01% 2020
2021
Q3 		$2.44M Buy
58,787
+5,109
+10% +$216K ﹤0.01% 1901
2021
Q2 		$2.29M Buy
53,678
+26,732
+99% +$1.08M ﹤0.01% 1872
2021
Q1 		$1.08M Buy
26,946
+4,910
+22% +$224K ﹤0.01% 2328
2020
Q4 		$919K Buy
22,036
+13,301
+152% +$453K ﹤0.01% 2261
2020
Q3 		$237K Buy
+8,735
New +$246K ﹤0.01% 3077

Other funds holding PD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's PD Position: Q1 2026 in Review

LPL Financial reduced its PagerDuty (PD) stake by 45% in Q1 2026, selling an estimated $217K and leaving 30,396 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #5520.

LPL Financial first reported a position in PD in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q3 2021. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

  • LPL Financial held 30,396 shares of PagerDuty worth $189K as of Q1 2026.
  • LPL Financial sold 25,086 PagerDuty shares in Q1 2026, an estimated $217K.
  • PagerDuty made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5520 holding.
  • LPL Financial first reported a position in PagerDuty in Q3 2020 and has held it in 23 quarters since.
  • LPL Financial's PagerDuty position peaked at $2.44M in Q3 2021.
  • 247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.