Root Financial Partners
PD icon

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
Q3 		$12K Buy
+794
New +$9.6K ﹤0.01% 1824
2026
Q2 		– Sell
-1,359
Closed -$8.44K – 2369
2026
Q1 		$8.44K Buy
+1,359
New +$11.8K ﹤0.01% 1749

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Root Financial Partners's PD Position: Q3 2026 in Review

Root Financial Partners opened a new position in PagerDuty (PD) in Q3 2026: 794 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PD as recently as Q1 2026.

Root Financial Partners first reported a position in PD in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold PD as of Q3 2026.

  • Root Financial Partners held 794 shares of PagerDuty worth $12K as of Q3 2026.
  • PagerDuty was a new Root Financial Partners position in Q3 2026.
  • PagerDuty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1824 holding.
  • Root Financial Partners first reported a position in PagerDuty in Q1 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held PagerDuty as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.