RFP
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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
Q1 		$8.44K Buy
+1,359
New +$11.8K ﹤0.01% 1749

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

Root Financial Partners's PD Position: Q1 2026 in Review

Root Financial Partners opened a new position in PagerDuty (PD) in Q1 2026: 1,359 shares worth $8.44K. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings.

247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

  • Root Financial Partners held 1,359 shares of PagerDuty worth $8.44K as of Q1 2026.
  • PagerDuty was a new Root Financial Partners position in Q1 2026.
  • PagerDuty made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1749 holding.
  • 247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.