Root Financial Partners’s PagerDuty PD Stock Holding History

Root Financial 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
2026 Q2	–	Sell	-1,359	Closed	-$8.44K	–	2369
2026 Q1	$8.44K	Buy	+1,359	New	+$11.8K	﹤0.01%	1749

Other funds holding PD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Root Financial Partners's PD Position: Q2 2026 in Review

Root Financial Partners sold out of PagerDuty (PD) in Q2 2026, closing a stake of 1,359 shares — an estimated $8.44K sold.

Root Financial Partners first reported a position in PD in Q1 2026 and held it in 1 quarter. The position peaked at $8.44K in Q1 2026. 258 funds tracked by Wall St. Rank hold PD as of Q2 2026.

Root Financial Partners reported no remaining PagerDuty position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,359 PagerDuty shares in Q2 2026, an estimated $8.44K.
Root Financial Partners first reported a position in PagerDuty in Q1 2026 and held it in 1 quarter.
Root Financial Partners's PagerDuty position peaked at $8.44K in Q1 2026.
258 funds tracked by Wall St. Rank held PagerDuty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.